Hasanpreet Sandhu
Richfield
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. Excellent track record of explaining complex financial information in simplified terms to foster customer comprehension. Committed to accurate and thorough work to financially benefit all parties.
Overview
8
8
years of professional experience
Work History
Mortgage Loan Officer
Huntington National Bank
04.2023 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Developed and maintained relationships with customers, lenders and other third parties.
- Monitored pipelines to track and log status of loans.
Franchisee
7-Eleven
11.2019 - 05.2024
- Drove year-to-date business growth while leading operations, strategic vision and long-range planning
- Increased Month-to-date sales by 23%
- Generated and submitted invoices based upon established accounts receivable schedules and terms
- Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems
- Prepared month-end closing entries for detailed reporting and record-keeping
- Prepared bills receivable, invoices and bank deposits
- Closely monitored accounts to post timely payments and resolve billing discrepancies
- Conducted forecasting to determine possible changes and issues for supply chain business
- Trained team members in successful strategies to meet operational and sales targets
- Cleaned and organized store, including checkout desk and displays
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets
- Fostered positive work environment by consistently treating all employees and customers with respect and consideration
- Built positive relationships with customers to increase repeat business
Mortgage Loan Originator
Union Savings Bank
04.2022 - 04.2023
- Gained Realtors trust and developed relationship for continuance referrals
- Provided excellent service to all clients and received many referrals
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships
- Monitored pipelines to track and log status of loans
- Prepared documents for customers, submitting and overseeing through each step of closing process
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency
- Developed prospects for new loans by conducting 45-50 cold calls weekly
Mortgage Loan Originator
Rocket Mortgage
07.2020 - 04.2022
- Generated average of $4 million in sales while securing 220% goal attainment performance during December 2020
- Met, mostly exceeded monthly production goal, averaging 125%
- Increased revenue by acquiring new customers and determining needs to offer relevant products
- Reviewed loan files and updated to match current standards
- Collected information from banks, institutions and employers to assess applicant eligibility
- Prepared documents for customers, submitting and overseeing through each step of closing process
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency
- Updated borrowers and realtors through each step of loan application, approval and closing processes while remaining attentive to all customer needs
- Provided excellent service to all clients and received many referrals
Accountant
Dhillon Transport Inc
10.2016 - 06.2021
- Coordinated and maintained impressive office organization to keep facilities efficient, organized and professional
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement
- Managed, tracked and monitored financial updates, watch lists and insurance files
- Maintained and processed invoices, deposits and money logs
- Strengthened financial management processes to bring errors to near-zero in reporting, payroll administration and general bookkeeping
- Analyzed budgets, financial reports and projections for accurate reporting of financial standing
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger
- Recruited, hired, trained and supervised staff of 7 and implemented mentoring program that offered positive employee engagement
- Streamlined office operations by computerizing activities, managing customer communications, scheduling payments and tracking records and documents
- Established long-term customer relationships through prompt and courteous service
- Successfully completed 2 reviews with Department of Transportation
- Successfully completed OSHA review
Education
Certified - Franchising
7-Eleven C.O.O.L. Training
Detroit, MI10.2019
Pharmaceutical Marketing and Management
University of Toledo
Toledo, OH05.2010
Certified - Basic Military Training
United States Air Force
San Antonio, TX04.2008
Certified - Career And Technical Education
United States Air Force
San Antonio, TX02.2008
High School Diploma -
Garfield Heights High School
Garfield Heights, OH05.2004
Skills
- Organizational skills
- Relationship building
- Deadline driven
- Income Evaluation
- Attention to Detail
- Automated Underwriting System (AUS)
- Customer Relations
- Loan File Maintenance
- Verbal and Written Communication
- Multitasking and Prioritization
Timeline
Mortgage Loan Officer
Huntington National Bank
04.2023 - Current
Mortgage Loan Originator
Union Savings Bank
04.2022 - 04.2023
Mortgage Loan Originator
Rocket Mortgage
07.2020 - 04.2022
Franchisee
7-Eleven
11.2019 - 05.2024
Accountant
Dhillon Transport Inc
10.2016 - 06.2021
Certified - Franchising
7-Eleven C.O.O.L. Training
Pharmaceutical Marketing and Management
University of Toledo
Certified - Basic Military Training
United States Air Force
Certified - Career And Technical Education
United States Air Force
High School Diploma -
Garfield Heights High School
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