James Gerran
Oakland,CA
Summary
Looking to start up again in Mortgages.
Was a Home Mortgage Consultant for 15 years.
I hope to use my experience fostering positive relationships with both borrowers and lenders, again. Skilled in workplace collaboration and strategy development, a team player.
Overview
23
23
years of professional experience
Work History
Branch Manager
Creative Capital Group
01.2003 - 01.2020
- Managed a team of mortgage professionals, ensuring high-quality customer service and timely loan closings.
- Helped mortgage loan officers develop relationships with real estate agents to increase referral business.
- Figure out lender's requirements, then implemented policies and procedures that make the Underwriters want to work on our files first.
- Mentored staff in how to submit a file from A to Z. Developed a system anyone could follow, w/checklists including thank you cards and follow up after the file closes.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
Loan Officer
Washington Mutual Bank
01.1997 - 01.2003
- Assisted clients in selecting loan products that best fit their needs.
- Managed diverse portfolios of loans while maintaining strong relationships with borrowers and referral partners.
- Cultivated relationships with not just Realtors, but staff and management, too. Which led me to go own my own.
- Built a book of Business over 300 strong.
Education
Associate of Science - Finanace
Chico State University
Chico, CASkills
- Evaluating which loan is best
- Building a book of business
- Turning Clients into referral sources
- Listening
Timeline
Branch Manager
Creative Capital Group
01.2003 - 01.2020
Loan Officer
Washington Mutual Bank
01.1997 - 01.2003
Associate of Science - Finanace
Chico State University
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