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.
Overview
9
9
years of professional experience
Work History
Sr. Loan Officer
North American Savings Bank
Kansas City, Missouri
05.2017 - Current
Originated, reviewed, processed, closed and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Submitted loan applications to underwriter for verification and recommendations.
Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.
Sales Manager, Residential Lending
PennyMac Loan Services
Kansas City, Missouri
03.2014 - 05.2017
Handled customer relations issues, enabling quick resolution and client satisfaction.
Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Supervised sales team of 4 people, stepping in to support employees and deliver smooth sales processes for clients.
Held weekly meetings with Loan Officers to identify techniques to overcome sales obstacles.
Education
High School Diploma -
Lee's Summit North High School
Lee's Summit, MO
05.1999
Skills
Creditworthiness Determination
Loan Officer Training
Financial Advisement
Consultative Selling Techniques
New Business Opportunities (Cold Calling)
Needs Understanding
Closing Sales
Consultative Sales Strategies
Customer Proposals
Loan Feasibility Assessment
Timeline
Sr. Loan Officer
North American Savings Bank
05.2017 - Current
Sales Manager, Residential Lending
PennyMac Loan Services
03.2014 - 05.2017
High School Diploma -
Lee's Summit North High School
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