Jacob Atkinson

• Earned specialized assignments to process loans for sales managers and high volume repeat clients with minimal supervision
• Contributed to process improvements by recommending workflow efficiencies in other departments
• Closed the target number of loans or more in ten consecutive months

Worked closely with loan officers, underwriters, appraisers, title companies and other third party partners to obtain required items and clear conditions

• Maintained organized, compliant loan files in our company's Loan Origination System, updating status notes, task notes and milestones
• Tracked pipeline progress to meet deadlines and support smooth closings with clients
• Exceeded expected closings within 2 months

Supported underwriting and account managers with preliminary screenings of new loan submissions and onboarded them into our loan processing system

• Led trainings with the sales organization on required documentation, underwriting guideline updates and potential hurdles
• Coordinated with IT/web developers to integrate new features and optimize performance of the internal client management system and loan processing system

Generated and qualified leads through outbound calls, email campaigns and CRM follow-ups to build a strong pipeline of real estate investor clients

• Tracked all activities, leads, and opportunities in our CRM to support accurate reporting and pipeline forecasting
• Stayed up to date on real estate market trends, lending guidelines, and real estate investment strategies to provide informed recommendations
  
  

Developed Personal Financial Plans for 100+ clients to include appropriate recommendations

Specialized in Business Financial Planning to include:

• Business Benefits
• Analysis of Business Financial Statements/Tax Documents
• Development of Proforma Financial Reports based on historical data trends