Summary
Overview
Work History
Education
Timeline
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Jake Butz

Liberty Hill,TX

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 company revenue and cement loyalty.

Overview

10
10
years of professional experience

Work History

Mortgage Loan Originator

KBHS Home Loans
08.2023 - Current
  • Rapidly learned and became proficient with the company's systems, processes, procedures and resources.
  • Maintained over 95% retention of loan applications, and a 95% customer satisfaction score.
  • Updated borrowers, sales/builder partners, and real estate agents weekly to preemptively answer questions and setup our underwriting and processing team with the information and documentation needed..
  • Consistently solved complex qualification situations, and found avenues to achieve loan approval by looking outside the box.
  • Developed strong relationships with builder sales agents and real estate agents.

Mortgage Loan Originator

DHI Mortgage Company
10.2018 - 08.2023
  • Guided buyers through their loan options, and helped them determine the best loan products/options for their individual credit profile, and financial situation.
  • Worked closely with processing and underwriting to overcome problems, and resolve issues that came up through the approval process.
  • Developed strong connections with realtors, builder sales agents, and clients.
  • Developed an efficient and effective process to manage my pipeline, that improved customer service, and sales agent/realtor confidence.
  • Produced clean loan files that enabled both our processing and underwriting teams to have a smooth and efficient approval/ closing process.
  • Prepared documents for customers, discussed and explained the figures on loan disclosures, and answered any an all questions effectively.

Mortgage Loan Processor

DHI Mortgage Company
06.2017 - 10.2018
  • Developed and smooth and efficient daily pipeline management process that allowed me to maintain and close a large pipeline, with very high customer service, quality control.
  • Communicated with originator and applicant concerning progress of loan file, and all outstanding underwriting conditions.
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Set up and completed loan submission packages in timely and efficient manner.

Loan Processor

Deseret First Credit Union
10.2015 - 05.2017
  • Rapidly became the most accurate and proficient processor with all systems, processes and procedures for both consumer and mortgage loans
  • Began the process of training and educating all new employees within the department on both consumer and mortgage loan operations within one month of obtaining the position
  • Accurately processed millions of dollars' worth of consumer and mortgage loans monthly and obtained the lowest QC score in the department
  • Worked directly with loan officers, underwriters, title companies, appraisers, dealers and borrowers to supervise over the laws and processes of lending
  • Consistently received commission and bonuses based upon high output and accuracy achievements

Volunteer Representative

Non-Profit Organization
08.2013 - 08.2015
  • Composed lesson plans and strategies that directly influenced both the personal and family goals of hundreds of individuals and families throughout a two-year period
  • Developed study and teaching skills through strong inter-personal relationships
  • Regularly led large meetings and conducted the training of fellow volunteers that directly increased their proficiency and effectiveness

Education

Associate of Science - General Studies

Brigham Young University - Idaho
Rexburg, ID
05.2019

Timeline

Mortgage Loan Originator

KBHS Home Loans
08.2023 - Current

Mortgage Loan Originator

DHI Mortgage Company
10.2018 - 08.2023

Mortgage Loan Processor

DHI Mortgage Company
06.2017 - 10.2018

Loan Processor

Deseret First Credit Union
10.2015 - 05.2017

Volunteer Representative

Non-Profit Organization
08.2013 - 08.2015

Associate of Science - General Studies

Brigham Young University - Idaho

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