Jessica Ellis
Cape Coral
Summary
Dynamic Mortgage Loan Officer with a proven track record at Contour Mortgage, excelling in loan origination and client account management. Skilled in relationship selling and attentive to detail, I enhance client satisfaction through exceptional service and proactive communication, ensuring smooth transactions and informed decision-making throughout the mortgage process.
Overview
8
8
years of professional experience
Work History
Mortgage Loan Officer
Contour Mortgage
06.2022 - Current
- Assisted clients in completing mortgage applications, ensuring accurate documentation and compliance with regulations.
- Evaluated credit reports and financial statements to determine loan eligibility and risk factors.
- Collaborated with underwriting teams to streamline approval processes, enhancing efficiency and client satisfaction.
- Educated borrowers on loan products, interest rates, and terms to facilitate informed decision-making.
- Maintained up-to-date knowledge of industry trends, market conditions, and regulatory changes affecting mortgage lending.
- Provided ongoing support throughout the loan process, addressing client inquiries and resolving issues promptly.
- Utilized CRM software to track leads, manage communications, and maintain detailed client records effectively.
- 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.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
Account Manager
UPPCO
07.2017 - 07.2018
- Managed client accounts by providing timely support and addressing inquiries.
- Developed strong relationships with clients to ensure satisfaction and retention.
- Coordinated communication between departments to streamline service delivery.
- Assisted in the resolution of customer issues, enhancing overall experience.
- Monitored account performance and identified areas for improvement.
- Prepared reports on account status, contributing to strategic planning efforts.
- Adapted quickly to new tools and systems for efficient account management.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Education
Associate of Science - Computer Information Systems
Northern Michigan University
Marquette, MI12-2016
Skills
- Goal oriented
- Relationship selling
- Loan origination
- Residential mortgage lending regulations
- Sales development
- Client account management
- Microsoft office
- Attention to detail
Timeline
Mortgage Loan Officer
Contour Mortgage
06.2022 - Current
Account Manager
UPPCO
07.2017 - 07.2018
Associate of Science - Computer Information Systems
Northern Michigan University
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