Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeff Goodman

Sacramento,CA

Summary

Talented loan specialist with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.

Overview

21
21
years of professional experience

Work History

Mortgage Loan Officer

PrimeLending
09.2022 - Current
  • Negotiate loan terms and conditions with clients to maximize profitability.
  • Assess borrowers financial situations to determine appropriate mortgage products and loan structure.
  • Assist clients in selecting correct loan product and terms to meet needs and financial goals.
  • Assist clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Review loan files and updated to match current standards.

Mortgage Branch Manager

Wells Fargo Home Mortgage
12.2002 - 09.2022
  • Recruited, hired, and led team of 11 loan officers to help build their business, structure loans and remain risk compliant.
  • Managed pipeline of mortgage applications, ensuring timely processing and closing to meet customer expectations and deadline.
  • Improved customer satisfaction ratings by providing exceptional service throughout loan process.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Organized community outreach events to promote company brand awareness and generate new business leads.
  • Developed strategic business relationships with realtors, builders, and other industry partners to drive mortgage loan referrals.

Education

Bachelor of Arts - Communication Studies

University of Georgia
Athens, GA
12.1995

Skills

  • Loan File Maintenance
  • Income Evaluation
  • Database Management
  • Relationship selling
  • Attention to Detail
  • Product Education

Timeline

Mortgage Loan Officer

PrimeLending
09.2022 - Current

Mortgage Branch Manager

Wells Fargo Home Mortgage
12.2002 - 09.2022

Bachelor of Arts - Communication Studies

University of Georgia
Jeff Goodman