Summary
Overview
Work History
Education
Skills
Certification
Timeline
I enjoy Golfing, Swimming, Hiking, Reading Books, and spending time with my family.
I enjoy Golfing, Swimming, Hiking, Reading Books, and spending time with my family.
Generic

Jacob Rogala

Gilbert,AZ

Summary

A highly motivated individual with 10 years of experience in the mortgage industry. Seeking to leverage all skills and experience in a new industry. Patient, tolerant, focused, and detail oriented with strong problem-solving and analytical skills. Proven track record of success in sales and customer service. Have been in this industry since leaving college in 2013, and am looking to branch out into a new industry with similar skillsets required, or even a whole new opportunity. Pragmatic Assistant well-known for being hands-on dynamo with boundless energy to fulfill various tasks. Detailed team player with history excelling in fast-paced environments with little oversight and challenging goals. Offers top technical abilities and relationship-building skills. Results-driven candidate with successful track record of providing administrative support in busy office environments. Adept at handling multiple projects and prioritizing tasks. Reliable Loan Officer/Loan Officer assistant with experience in administrative roles and managing office operations. Effectively supports business leaders and teams with strong organizational and communication skills. Demonstrates consistently positive attitude and commitment to customer satisfaction to produce high-quality work. Experienced individual providing high-quality administrative support to various departments. Highly organized and detail-oriented with great multitasking and task prioritization skills. Reliable Loan Officer/Loan Officer Assistant with experience in administrative roles and managing office operations. Effectively supports business leaders and teams with strong organizational and communication skills. Demonstrates consistently positive attitude and commitment to customer satisfaction to produce high-quality work. Strong communicator with excellent organizational and time management skills. Efficiently manages multiple projects simultaneously while adhering to strict deadlines. Possesses excellent problem-solving skills and ability to think and act quickly to find creative solutions. Talented Loan Officer/Loan Officer Assistant with demonstrated experience providing administrative support services. Experienced in using variety of software applications and calendar management. Excellent communication and interpersonal skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience
1
1
Certificate

Work History

Loan Mortgage Professional Assistant

Homeowners Financial Group USA LLC
12.2018 - 04.2023
  • Managed pipeline of up to 60 loans. 30-40 loans at any given time between 60 days of closings.
  • Increased my Branch Manager's production by roughly 20% in 2021 from and had made our companies President's Club every year working on their pipeline. Volunteered to help with special projects of varying degrees of complexity.
  • Followed detailed directions from management to complete daily paperwork and computer data entry.
  • Worked with clients to determine their financial needs and provide guidance on mortgage loan options.
  • Reviewed and edited documents for accuracy, grammar and clarity.
  • Performed wide-ranging administrative, financial and service-related functions.
  • Developed and maintained filing systems to facilitate easy access to information.
  • Proofread and edited documents for accuracy and grammar.
  • Greeted guests in with friendliness and professionalism.
  • Conducted credit checks and reviewed financial documents to determine loan eligibility.
  • Answered incoming phone calls to process requests, assisted clients with loan application process and ensured timely processing of loans, and communicated messages to appropriate personnel.
  • Performed wide-ranging administrative, financial and service-related function's.
  • Developed and maintained relationships with clients to generate new business for myself and my Branch Manager.
  • Tracked loan pipeline daily and provided daily regular updates to management.
  • Served as branch liaison for finance, IT questions and advised with marketing.
  • Completed daily logs for management review.
  • Increased customer service success rates by quickly resolving issues.
  • Developed and implemented strategies to streamline office operations.
  • Increased profitability and productivity by minimizing downtime and streamlining quality control procedures.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.
  • Assisted manager in all aspects of business operations.
  • Organized resources, records and personnel to accomplish aggressive targets.
  • Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
  • Monitored key dates to obtain information by deadlines.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Answered inquiries and provided superior customer service to clients.
  • Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Affirmed loan document accuracy to protect lenders from potential fraud.
  • Helped loan officers in preparing repayment plans for timely processing.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Assembled important paperwork and disclosures for borrower.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Consulted with outside vendors to identify and resolve loan closing issues.
  • Managed event planning and execution for business-centered gatherings.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Reviewed and validated details of loan applications and closing documentation.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicated with customers daily to request information and complete paperwork.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Calculated, reviewed and corrected errors on interest, principal and closing costs.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
  • Was licensed to work in several states outside of AZ including CA, CO, FL, IL, MI, NV, and WA and conducted business in each state on more than one occasion.
  • Managed pipeline of over 40-60 loans at any given time for my Branch Manager. Never missed any close of escrows.
  • Increased Branch Manager's loan volume by 15-20% in 2021.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Acted as team leader in group projects, delegating tasks and providing feedback.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Resolved problems, improved operations and provided exceptional service.
  • Worked effectively in fast-paced environments.
  • Strengthened communication skills through regular interactions with others.
  • Gained strong leadership skills by managing projects from start to finish.
  • Proven ability to learn quickly and adapt to new situations.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Participated in team projects, demonstrating abilities to work collaboratively and effectively.
  • Worked well in team settings, providing support and guidance.
  • Developed strong communication and organizational skills through working on group projects.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Developed strong organizational and communication skills through coursework and volunteer activities.
  • Demonstrated creativity and resourcefulness through development of innovative solutions.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Excellent communication skills, both verbal and written.
  • Demonstrated leadership skills in managing projects from concept to completion.

Mortgage Loan Originator

AmeriFirst Financial Inc.
01.2018 - 12.2018
  • Explained different types of loans pertaining to client situations.
  • Interviewed applicants to assess loan requirements before suggesting offers.
  • Monitored portfolio performance and provided clients with periodic updates on loan progress.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Fielded customer complaints and provided solutions.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • 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.
  • Negotiated loan terms and conditions with clients to maximize profitability.
  • Reviewed loan files and updated to match current standards.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Checked loan documents for accuracy prior to closing.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Collected information from banks, institutions and employers to assess applicant eligibility.
  • Worked with underwriters to fix application problems and resolve issues.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Made 100 plus calls per day calling leads
  • Manged pipeline between two managers with monthly volume of $4-6 million.

Mortgage Loan Officer Assistant

Academy Mortgage Corporation
08.2013 - 11.2017
  • Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
  • Monitored key dates to obtain information by deadlines.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Answered inquiries and provided superior customer service to clients.
  • Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Affirmed loan document accuracy to protect lenders from potential fraud.
  • Helped loan officers in preparing repayment plans for timely processing.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Assembled important paperwork and disclosures for borrower.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Consulted with outside vendors to identify and resolve loan closing issues.
  • Managed event planning and execution for business-centered gatherings.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Reviewed and validated details of loan applications and closing documentation.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicated with customers daily to request information and complete paperwork.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Calculated, reviewed and corrected errors on interest, principal and closing costs.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
  • Was licensed in California as well.
  • Managed pipeline of up to 60 loans. 30-40 loans at any given time between 60 days of closings.
  • Manged between 75-100 calls per day. More communication is done by email. About 75-100+ emails per day.

Education

High School Diploma -

Highland High School
Gilbert, AZ

No Degree - Statistics

Arizona State University
Tempe, AZ

Skills

  • Extremely proficient in Microsoft Office and CRM software Including Encompass Easily able to maneuver different systems unfamiliar with
  • Workload Management
  • Assisting with Deployments
  • Business Operations
  • Very strong problem-solving skills
  • Computer Skills
  • Anticipates Needs
  • Prospecting Clients
  • Compiling Statistics
  • Attention to detail
  • Patience and Tolerance
  • Very good with numbers and data analysis

Certification

  • Licensed Loan Originator - 6/2017 - current

Timeline

Loan Mortgage Professional Assistant

Homeowners Financial Group USA LLC
12.2018 - 04.2023

Mortgage Loan Originator

AmeriFirst Financial Inc.
01.2018 - 12.2018

Mortgage Loan Officer Assistant

Academy Mortgage Corporation
08.2013 - 11.2017

High School Diploma -

Highland High School

No Degree - Statistics

Arizona State University

I enjoy Golfing, Swimming, Hiking, Reading Books, and spending time with my family.

I enjoy being outdoors the most or taking in some good literature to end the evening. Arizona is a beautiful state for those who enjoy these hobbies. However, I have been fortunate enough to live here for my entire life so the older I have gotten, the more and more I have appreciated the weather and actives. My family is everything to me, and even if I can't physically see any of them, a phone call or a text is always something I like to do just to check in. In my time outside of those hobbies and any work, I also help adults who have substance abuse problems and work with them on getting their life's back on the right track. I enjoy being of service, and that is just another reason why I am looking forward to possibly working in a different industry.

I enjoy Golfing, Swimming, Hiking, Reading Books, and spending time with my family.

I enjoy being outdoors the most or taking in some good literature to end the evening. Arizona is a beautiful state for those who enjoy these hobbies. However, I have been fortunate enough to live here for my entire life so the older I have gotten, the more and more I have appreciated the weather and actives. My family is everything to me, and even if I can't physically see any of them, a phone call or a text is always something I like to do just to check in. In my time outside of those hobbies and any work, I also help adults who have substance abuse problems and work with them on getting their life's back on the right track. I enjoy being of service, and that is just another reason why I am looking forward to possibly working in a different industry.

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Jacob Rogala