Jeff Phillis
Mesa,AZ
Summary
Mortgage finance expert with 23 years in the mortgage industry as a loan originator. Aiming to leverage my extensive experience to fill the vacancy at your company. I have successfully closed hundreds of purchase and refinance mortgage transactions. I am known for being friendly, professional and reliable with great communication and follow-up skills resulting in top notch customer satisfaction and reviews.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Loan Officer
TriPoint Lending
05.2023 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
MORTGAGE LOAN OFFICER
Amerifirst Financial
03.2022 - 05.2023
- Partnered with realtors and centers of influence at marketing events to gain new prospects for mortgage and retail bank
- Analyzed applicants' financial status and credit and property evaluations to determine feasibility of granting loans
- Analyzed credit report and financial scenarios, determining appropriate loan products for customers
- Answered customer inquiries involving rates, products and loan application status to provide quality customer service
- Submitted applications to credit analysts for verification and recommendation
- Explained to customers different types of loans and credit options that were available, as well as terms of those services
- Marketed bank products to individuals and firms, promoting bank services meeting customers' needs
- Worked with clients to identify financial goals and to find ways of reaching those goals
- Stayed abreast of new types of loans, financial services and products to better meet customers' needs.
MORTGAGE LOAN OFFICER
Finance of America
12.2019 - 03.2022
MORTGAGE LOAN OFFICER
Guaranteed Rate
05.2018 - 12.2019
MORTGAGE LOAN OFFICER
Academy Mortgage
12.2015 - 05.2018
Education
HIGH SCHOOL DIPLOMA -
Trumbull High School
Trumbull, CT06.1984
Skills
- Referral Network Development
- FHA Loan Processes
- Loan Processing Coordination
- Automated Underwriting Systems
- Organizational Strengths
- Creditworthiness Determination
Certification
- Arizona Loan originator- license # LO-0911620
- Federal loan originator license #230842
State
Arizona
Zip
85209
City
Mesa
Personal Information
Title: Senior Mortgage Loan Officer
Timeline
Loan Officer
TriPoint Lending
05.2023 - Current
MORTGAGE LOAN OFFICER
Amerifirst Financial
03.2022 - 05.2023
MORTGAGE LOAN OFFICER
Finance of America
12.2019 - 03.2022
MORTGAGE LOAN OFFICER
Guaranteed Rate
05.2018 - 12.2019
MORTGAGE LOAN OFFICER
Academy Mortgage
12.2015 - 05.2018
HIGH SCHOOL DIPLOMA -
Trumbull High School
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