Jason Sokal
Parma,OH
Summary
Dynamic Mortgage Loan Officer with extensive experience at Third Federal Savings and Loan, adept at enhancing client satisfaction and increasing loan approval rates. Expert in mortgage products and compliance, I excel in client relationship management and effective communication, ensuring seamless application processes and timely closings while fostering strong partnerships for lead generation.
Overview
24
24
years of professional experience
Work History
Mortgage Loan Officer
Third Federal Savings and Loan
Cleveland, OH
03.2002 - Current
- Provided expert guidance on mortgage products and services to clients.
- Evaluated borrower financial profiles to determine loan eligibility.
- Assisted clients throughout the mortgage application process, ensuring timely submissions.
- Collaborated with underwriters and processors to expedite loan approvals.
- Explained loan terms and conditions clearly to enhance client understanding.
- Developed and maintained strong relationships with referral partners for lead generation.
- Advised clients on credit improvement strategies to increase approval chances.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
Skills
- Mortgage product knowledge
- Loan eligibility assessment
- Client relationship management
- Application process guidance
- Underwriting collaboration
- Compliance adherence
- Lead generation techniques
- Effective communication skills
- Customer satisfaction enhancement
- Market trend analysis
- Time management skills
Timeline
Mortgage Loan Officer
Third Federal Savings and Loan
03.2002 - Current