JORDAN BUTLER
Customer Service Professional
Portland,OR
Summary
Detail-oriented team player with over seven years of experience with customer service excellence. Ability to handle multiple projects simultaneously with a high degree of accuracy. Seeking a full-time position in the Healthcare industry that offers professional challenges utilizing interpersonal skills, excellent time management, problem-solving skills, and superior customer care.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work History
Mortgage Loan Consultant
Cherry Creek Mortgage
Portland , OR
2022.01 - 2023.01
- Develop referral-based relationships with clients and business partners.
- Process loan applications, review credit, collect documentation and verify.
- Process loan applications, review credit, collect documentation and verify
- Supply client with best loan program available and lock interest rate.
- Manage pipeline of both leads and files in escrow.
- Fielded customer complaints and provided solutions.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Licensed Loan Officer Assistant
Guild Mortgage/Crosscountry Mortgage Inc
Portland , OR
2016.09 - 2021.09
- Member of top 1% loan team in Oregon/Washington with production over $100M per year. Pre-approval team on Steph Noble Team.
- Act as direct contact with new, current and past clients- promptly answer large volume of phone calls and emails.
- Act as problem solver and pro-actively look for solutions while collaborating with teammates.
- Actively manage loan officer's schedule and calendar with time blocking and prep files for meetings.
- Managed event planning and execution for business-centered gatherings.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
Mortgage Transaction Coordinator
Peak Mortgage
Portland , OR
2015.06 - 2016.09
- Assisted loan officers with loan origination and processing.
- Developed strategic plans for day-to-day financial operations.
- Collect documentation and perform various clerical roles.
- Issue disclosures, order title/escrow documentation, maintain compliance.
- Event planning: office grand opening, community events, charity events.
- Develop expertise with company's digital tools.
Education
BBA - Marketing
University of Portland
Portland 2012.09 - 2015.05
Skills
Customer Service Excellence
Timeline
Mortgage Loan Consultant
Cherry Creek Mortgage
2022.01 - 2023.01
Licensed Loan Officer Assistant
Guild Mortgage/Crosscountry Mortgage Inc
2016.09 - 2021.09
Mortgage Transaction Coordinator
Peak Mortgage
2015.06 - 2016.09
BBA - Marketing
University of Portland
2012.09 - 2015.05
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