JILL M LEE
Cumming,GA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
31
31
years of professional experience
Work History
Home Loan Specialist/National Instructor
Nexa Mortgage/Homestar Financial
04.2021 - Current
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers with completing loan applications and other paperwork.
- Negotiated loan terms and conditions with customers to secure best deal.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
Loan Specialist
First Federal mortgage
10.2017 - 04.2021
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
Home Loan Specialist
Milend Inc
03.2014 - 07.2017
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Manager/Senior Loan Officer/Instructor
Mortgage Associates
03.1993 - 06.2006
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Improved marketing to attract new customers and promote business.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Education
BBA - Finance
Kennesaw State University
Kennesaw, GANational Mortgage License -
Mortgage Educators
Real Estate And Estate Planning Paralegal -
Paralegal Institute
Skills
- Multitasking Abilities
- Customer Service
- Credit Analysis
- Organizational Skills
- Documentation Review
- Product Knowledge
- Loan Origination
- Decision Making
- Attention to Detail
- Time Management
- Conflict Resolution
- Interpersonal Skills
- Problem Solving
- Risk Assessment
- Relationship Management
- Analytical Thinking
- Financial Analysis
- Real Estate Knowledge
- Regulatory Compliance
- Relationship Selling
- Negotiation Tactics
- Document Analysis
- Licensed Mortgage Loan Originator
- Customer Relations
- Creditworthiness Determination
- Financial History Analysis
- Income Evaluation
- Product Education
- Credit History Review
- Application Review
Timeline
Home Loan Specialist/National Instructor
Nexa Mortgage/Homestar Financial
04.2021 - Current
Loan Specialist
First Federal mortgage
10.2017 - 04.2021
Home Loan Specialist
Milend Inc
03.2014 - 07.2017
Manager/Senior Loan Officer/Instructor
Mortgage Associates
03.1993 - 06.2006
BBA - Finance
Kennesaw State University
National Mortgage License -
Mortgage Educators
Real Estate And Estate Planning Paralegal -
Paralegal Institute
Similar Profiles
Clarissa McMillinClarissa McMillin
Loan Officer at 1St Phase Mortgage powered by Nexa MortgageLoan Officer at 1St Phase Mortgage powered by Nexa Mortgage
JAKE MOREHEADJAKE MOREHEAD
Mortgage Loan Officer at NEXA MortgageMortgage Loan Officer at NEXA Mortgage
Summer CranfordSummer Cranford
Mortgage Loan Officer Assistant at Homestar Financial CorporationMortgage Loan Officer Assistant at Homestar Financial Corporation