Jaime Spanley
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.
Overview
23
23
years of professional experience
Work History
Mortgage Banking Officer
First United Bank
11.2018 - Current
- Conducted thorough reviews of applicants'' financial histories to recommend appropriate loan products tailored to individual needs.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Drove business growth by actively participating in industry events, forming strategic partnerships, and establishing a positive brand presence within the local community.
- Facilitated smooth loan closings by working closely with title companies, attorneys, and other stakeholders to ensure all required documentation was in order and deadlines were met.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Processed loan applications and monitored progress from start to finish.
- Enhanced customer satisfaction by providing personalized guidance throughout the mortgage application process.
Mortgage Banking Officer
Regions Bank DBA Regions Mortgage
11.2016 - 10.2018
- Conducted thorough reviews of applicants'' financial histories to recommend appropriate loan products tailored to individual needs.
- Enhanced customer satisfaction by providing personalized guidance throughout the mortgage application process.
- Drove business growth by actively participating in industry events, forming strategic partnerships, and establishing a positive brand presence within the local community.
- Developed strong relationships with real estate agents, resulting in a steady pipeline of referrals for mortgage services.
Mortgage Banking Officer
Legacy Mutual Mortgage
04.2015 - 11.2016
- Negotiated favorable terms with third-party vendors, reducing costs associated with appraisals, title searches, and other services necessary for successful loan closing.
- Drove business growth by actively participating in industry events, forming strategic partnerships, and establishing a positive brand presence within the local community.
- Contributed to a high-performing sales culture through consistent achievement of individual performance goals and active participation in team meetings and initiatives.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Mortgage Banking Officer
BBVA Compass Bank
05.2001 - 04.2015
- Identified opportunities to cross-sell and upsell loan products to customers.
- Monitored pipelines to track and log status of loans.
- Assisted customers with completing loan applications and other paperwork.
- Developed and maintained relationships with customers, lenders and other third parties.
- Explained different types of loans pertaining to client situations.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Education
BBA - Finance
The University of Texas At San Antonio
San Antonio, TX05.2001
Skills
- Goal-Oriented
- Documentation Review
- Database Management
- Application verification
- Loan Origination
- Relationship selling
Accomplishments
Chairman's Club winner for loan production all 5 years at First United Bank
President's Club winner multiple years at BBVA
Timeline
Mortgage Banking Officer
First United Bank
11.2018 - Current
Mortgage Banking Officer
Regions Bank DBA Regions Mortgage
11.2016 - 10.2018
Mortgage Banking Officer
Legacy Mutual Mortgage
04.2015 - 11.2016
Mortgage Banking Officer
BBVA Compass Bank
05.2001 - 04.2015
BBA - Finance
The University of Texas At San Antonio