Loan Originator with over 20 years of experience and adept at assessing customer needs, providing suitable solutions and guiding customers through financing process. Handles complex financial transactions for debt consolidation or cash out purposes using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
2
2
years of professional experience
Work History
Loan Originator
United Mortgage Corp.
401 Broadhollow Rd. Suite 150
12.2022 - 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.
Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
Participated in ongoing training sessions to stay current on industry trends, lending guidelines, and product offerings.
Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
Provided exceptional customer service throughout the entire loan process, resulting in repeat business and positive client reviews.
Leveraged CRM tools to manage leads, track communications, and optimize follow-up strategies for better conversion rates.
Education
Bachelor of Science - Criminal Justice And Business
St. John's University
Jamaica, NY
09-1996
Skills
Underwriting guidelines
Loan structuring
Document review
Credit evaluation
Customer service-focused
Document analysis
Timeline
Loan Originator
United Mortgage Corp.
12.2022 - Current
Bachelor of Science - Criminal Justice And Business