Jeannette Serlin
BUCKEYE,AZ
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
1
1
Certification
Work History
RCM
Acosta Sales & Marketing
12.2023 - Current
- Proven ability to learn quickly and adapt to new situations.
- Managed time efficiently in order to complete all tasks within deadlines.
- Self-motivated, with a strong sense of personal responsibility.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Mann Mortgage
Loan Officer
01.2023 - 06.2023
- Ensured compliance with banking regulations by staying up-to-date on industry standards and implementing necessary changes.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Established rapport with new clients to increase satisfaction and loyalty.
- Cross-sold credit cards, loans and other bank products.
- Maintained a high level of confidentiality when handling sensitive customer information, adhering to strict data protection policies at all times.
Loan Officer
Bank Of America, NA
11.2018 - 09.2022
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted customers with completing loan applications and other paperwork.
Mortgage Loan Officer
Paramount Equity
04.2017 - 11.2018
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Reviewed loan files and updated to match current standards.
- Developed and maintained relationships with customers, lenders and other third parties.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Monitored pipelines to track and log status of loans.
- Identified opportunities to cross-sell and upsell loan products to customers.
Education
High School Diploma -
El Dorado High School
Placentia, CA06.1984
Skills
- [Equipment] operation
- Analytical Thinking
- Flexible and Adaptable
- Self-Directed
- Problem-Solving
- Written Communication
- Teamwork and Collaboration
- Customer Service
- Multitasking Abilities
- Verbal Communication
- Calm Under Pressure
Certification
- Licensed Loan Officer in State of AZ
Timeline
RCM
Acosta Sales & Marketing
12.2023 - Current
Mann Mortgage
Loan Officer
01.2023 - 06.2023
Loan Officer
Bank Of America, NA
11.2018 - 09.2022
Mortgage Loan Officer
Paramount Equity
04.2017 - 11.2018
High School Diploma -
El Dorado High School