Jennifer Bursack
Rancho Santa Margarita,CA
Summary
Proven leader in the mortgage industry with a track record of streamlining loan processes at Summit Lending/Alley Loans LLC for client's specific need. Finding the right product in every scenario, with no stone left unturned. Excels in building client trust and rapport, backed by strong analytical skills and a goal-oriented mindset. Achieved top sales on Loandepot's Retention and Prime Team by leveraging a unique, empathetic sales approach.
Overview
4
4
years of professional experience
Work History
Senior Mortgage Broker
Summit Lending/Alley Loans LLC
12.2023 - Current
- Streamlined the loan application process for increased efficiency and faster approvals.
- Maximized productivity by implementing time management strategies such as prioritizing tasks, delegating responsibilities, and utilizing technology for automating routine tasks.
- Improved client retention by proactively addressing concerns, resolving issues promptly, and maintaining open lines of communication throughout the loan process.
- Maintained detailed records of client interactions, transactions, and documentation for accurate reporting and compliance purposes.
- Managed a diverse portfolio of clients, ensuring their unique needs were met with personalized attention.
- Increased revenue by identifying cross-selling opportunities within the broader financial services sector.
- Navigated complex financial situations with professionalism, guiding clients towards suitable mortgage products that fit their specific needs.
Account Manager
Credicare
05.2023 - 12.2023
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Mortgage Loan Officer
Mr. Cooper Mortgage
10.2022 - 05.2023
- 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.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
Mortgage Loan Officer
Loandepot
04.2020 - 11.2022
- 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.
- Top sales on Retention and Prime Team
- 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.
Education
GED -
Dana Hills High School
Dana Point, CA05.2000
Skills
- Detail-oriented approach
- Innate ability to build quick rapport by mirroring the client
- Adaptability to client and forming trust quickly
- Sales style is unique as I am empathetic and listen to the needs of the client, while retaining the informational "nuggets" to close the sale
- Unique as it's more natural, and not a hard close that they are used to
- Strong analytical skills
- Goal-oriented mindset - Extremely competitive, and have been ruthless to get goal attained or keep the borrower on board or engaged, or communative
Accomplishments
ACES 4 Class of 2012
- Achieved over 260 million in volume with loans funded with persistence, accuracy, and efficiency.
- 90% MODEX score US nationwide 20-22 sales
- Achieved quick rapport and trust through effectively helping clients obtain their goals and dreams with unique understanding of product and how it would change their lives.
Timeline
Senior Mortgage Broker
Summit Lending/Alley Loans LLC
12.2023 - Current
Account Manager
Credicare
05.2023 - 12.2023
Mortgage Loan Officer
Mr. Cooper Mortgage
10.2022 - 05.2023
Mortgage Loan Officer
Loandepot
04.2020 - 11.2022
GED -
Dana Hills High School
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