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
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