Joe Firtha
Brandon,FL
Summary
Dynamic and goal-oriented professional with a proven track record at KECO Capital, adept at leveraging expert communication skills and financial knowledge to drive client satisfaction and achieve targets. Excelled in relationship building, multitasking, and problem-solving, significantly enhancing team efficiency and customer service standards. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
2
2
years of professional experience
Work History
Loan Originator
KECO Capital
06.2023 - Current
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Reviewed individual's real estate track records, credit reports, and financial statements to accurately assess risk factors before submitting loans for approval.
- Leveraged CRM tools to manage leads, track communications, and optimize follow-up strategies for better conversion rates.
- Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
- Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
Life Guard
North Brandon Family YMCA
07.2022 - 12.2022
- Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.
- Ensured swimmer safety by vigilantly monitoring pool area and enforcing rules.
- Monitored safety of guests in and around swimming pool.
- Provided friendly customer service to guests and addressed concerns.
- Maintained a clean and safe facility, performing necessary cleaning tasks on a daily basis.
- Attentively monitored swimmers to identify distress.
- Maximized customer satisfaction by greeting pool patrons with courtesy and resolving issues promptly.
- Cleared pool areas of debris and hazardous objects to increase safety.
- Conducted routine water tests to maintain proper chemical balance, ensuring optimal swimming conditions for patrons.
- Improved response times by conducting thorough lifeguard drills and training sessions.
Crew Member
McDonald's Restaurant
03.2022 - 05.2022
- Worked front counter, drive-thru and other areas.
- Took orders, prepared meals, and collected payments.
- Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
- Worked well with teammates and accepted coaching from management team.
- Improved customer satisfaction by providing friendly and efficient service at the register.
- Collaborated with team members to complete orders.
- Kept food preparation area, equipment, and utensils clean and sanitary.
- Provided exceptional customer service, addressing concerns or issues promptly and professionally.
Education
High School Diploma -
Durant High School
Plant City, FL05.2023
Skills
- Proficient Multitasker
- Problem-Solver
- Team Player
- File Compilation & Management
- Financially educated
- Expert communicator
- Goal-Oriented
- Relationship building and management
- Go-Giver
Timeline
Loan Originator
KECO Capital
06.2023 - Current
Life Guard
North Brandon Family YMCA
07.2022 - 12.2022
Crew Member
McDonald's Restaurant
03.2022 - 05.2022
High School Diploma -
Durant High School
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