Summary
Work History
Education
Skills
Timeline
Generic

Jeffrey Petrick

Gahanna,OH

Summary

Dynamic Mortgage Loan Officer with a proven track record at Guild Mortgage, excelling in client account management and loan origination. Achieved high client retention through exceptional service and effective negotiation tactics, while enhancing operational efficiency. Skilled in navigating residential mortgage lending regulations, driving successful outcomes for clients and the organization.

Work History

Mortgage Loan Officer

Guild Mortgage
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.

Managing Partner

Reliable Renovations
Columbus Ohio
2007 - 2015
  • Negotiated high-value contracts with clients, securing profitable partnerships for the company.
  • Established and implemented business procedures and process improvements.
  • Mentored junior staff members, resulting in a more cohesive team and increased overall performance.
  • Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
  • Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
  • Increased client base by implementing effective marketing strategies and fostering long-term relationships.
  • Optimized resource allocation, reducing operational costs while maintaining service quality standards.
  • Led recruitment efforts to attract top talent, contributing to a highly skilled workforce capable of meeting client demands effectively.
  • Collaborated with cross-functional teams to drive organizational improvements and meet strategic objectives.
  • Established clear communication channels within the organization, fostering collaboration among team members towards shared goals.

Education

Finance

University of Denver
Denver, CO

Skills

  • Goal oriented
  • Loan origination
  • Residential mortgage lending regulations
  • Sales development
  • Negotiation tactics
  • Client account management

Timeline

Mortgage Loan Officer

Guild Mortgage

Managing Partner

Reliable Renovations
2007 - 2015

Finance

University of Denver

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