Ingrid Bolton
Castle Pines,CO
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
9
9
years of professional experience
Work History
Loan Officer
Cornerstone/Nest Home Lending
11.2021 - Current
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Submitted loan applications to underwriter for verification and recommendations.
- Collaborated with other departments to promptly process loan applications.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Utilized risk management strategies to attain high loan approval rates.
- Developed and implemented marketing campaigns to attract new customers.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Monitored pipelines to track and log status of loans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Loan Officer
Huntington National Bank
11.2021 - 11.2022
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Utilized risk management strategies to attain high loan approval rates.
- Advised clients on mortgage, education and personal loans.
- Developed and implemented marketing campaigns to attract new customers.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
Loan Officer
Elevations Credit Union
05.2021 - 11.2022
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Proactively identified solutions for customers experiencing credit issues.
- Developed and implemented marketing campaigns to attract new customers.
Loan Officer
Caliber Home Loans
05.2020 - 05.2021
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Utilized risk management strategies to attain high loan approval rates.
- Developed and implemented marketing campaigns to attract new customers.
- Proactively identified solutions for customers experiencing credit issues.
Loan Officer
Lennar Home
05.2014 - 05.2020
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Collaborated with other departments to promptly process loan applications.
- Monitored pipelines to track and log status of loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Negotiated loan terms and conditions with customers to secure best deal.
Education
Associate of Science - Business Administration And Management
American InterContinental University
Schaumburg, IL05.2004
Skills
- Financial Transactions Expertise
- Loan Evaluations
- Loan Origination
- Refinancing Options
- Client Relations
- Loan Applications
- Business Development
- Sales Expertise
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Loan Officer
Cornerstone/Nest Home Lending
11.2021 - Current
Loan Officer
Huntington National Bank
11.2021 - 11.2022
Loan Officer
Elevations Credit Union
05.2021 - 11.2022
Loan Officer
Caliber Home Loans
05.2020 - 05.2021
Loan Officer
Lennar Home
05.2014 - 05.2020
Associate of Science - Business Administration And Management
American InterContinental University
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