Jodie Winters
Fountain Hills,AZ
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. Organized Mortgage Loan Officer with Extensive mortgage knowledge and success in client education. Adept at mathematical accuracy and following financial regulations. Talented Mortgage Loan Officer with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Talented loan officer with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Mortgage Consultant
OnQ Financial, LLC
12.2020 - Current
- 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.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Checked loan documents for accuracy prior to closing.
- Explained different types of loans pertaining to client situations.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- I earned my Tennessee and Texas NMLS Licenses
Senior Mortgage Consultant
Orion Mortgage Corp
02.2020 - 12.2021
Senior Mortgage Consultant
Bay EquityLLC
07.2017 - 01.2020
Senior Mortgage Consultant
Nova Financial And Investment Corp
05.2012 - 07.2017
Senior Mortgage Consultant
The Lending Company, Inc
04.2009 - 05.2012
- In 2011 I earned my loan officer license in Arizona and California
Education
High School Diploma -
John I Leonard High School
Lake Worth, FL06.1988
Skills
- Superior Customer Service
- Accurate Documentation Management
- Reliable Decision Making
- Expert Risk Assessment
- Organized Task Prioritization
- Thorough Regulatory Compliance
- Collaborative Teamwork
- Skilled Negotiation Techniques
- Continuous Professional Development
- Persistent Follow-Up
Accomplishments
- Supervised team 3 staff members.
- Achieved loan officer licenses in 4 states, including Arizona, California, Texas and Tennessee by completing continuing education coursed along with State and Federal licenses. with accuracy and efficiency.
- Efficient in Encompass, Optimal Blue, Homebot Mortgage Calculator, on-line marketing as well as teambuilding, education and troubleshooting
Certification
- Licenses include, Arizona, California, Texas and Tennessee
- NMLS license number 212930
Timeline
Senior Mortgage Consultant
OnQ Financial, LLC
12.2020 - Current
Senior Mortgage Consultant
Orion Mortgage Corp
02.2020 - 12.2021
Senior Mortgage Consultant
Bay EquityLLC
07.2017 - 01.2020
Senior Mortgage Consultant
Nova Financial And Investment Corp
05.2012 - 07.2017
Senior Mortgage Consultant
The Lending Company, Inc
04.2009 - 05.2012
High School Diploma -
John I Leonard High School
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