Joseph Lewandowski
Loan Officer
Phoenix,AZ
Summary
Detail-oriented mortgage loan officer with several years of experience. Adept at planning and working with clients for long periods of time. Committed to accuracy and financial success.
Overview
18
18
years of professional experience
Work History
Mortgage Loan Officer
USAA Federal Saving Bank
Phoenix
02.2016 - Current
- Responsible for educating, analyzing risk and setting up mortgage loans for new and current members.
- Mentor for multiple loan officers to help them achieve sales and quality goals.
- Top 10% in sales, compliance and quality ratings.
- Contributed numerous ideas, along with solutions to the innovation community and team.
- Selected to multiple focus groups with our VP of sales to strategize on sales, compliance and risk assessment.
Financial Foundations Specialist
USAA Federal Saving Bank
Phoenix
03.2012 - 02.2016
- Responsible for educating, and selling, financial products (credit cards, auto loans, personal loans, and insurance) to new and current members.
- Exceeded 60 percent close rate on approved loan.
- Drove business sales by tailoring solutions to member needs.
- Contributed numerous ideas, along with solutions to the innovation community and team.
- Achieved Customer service rating over 95 percent.
Personal Banker II
U.S. Bancorp.
Scottsdale
08.2009 - 05.2012
- Proven ability to build client trust: from opening accounts through daily transactions and services.
- Provided retail/business clients with recommendations on variety of products and services, including but not limited to: home equity lines of credits, auto loans, credit card, personal lines of credit, and all forms of depository products.
- Trained and coach new bankers in numerous branches.
- Customer service rating over 95 percent.
- Banker of the Month October 2010 out of 80 active bankers.
- Helping Hand Award November 2010 and July 2011 out of 80 active bankers.
Licensed Realtor
REALTY EXECUTIVES, INC.
Scottsdale
07.2007 - 08.2009
- Collaborated as team member in sales division: contributing in over 25% of the overall sales goal out of a ten person team.
- Identified, evaluated, and monitored proprietary real estate investment opportunities, which turned into over $200k in revenue for my clients.
- Determined valuation, conducted due diligence, co-structured while negotiated over $4 million dollars in real estate transactions.
- Cultivated and developed prospective buyers/ client base.
Education
Xinnix Mortgage Trained Profession -
12.2024
BBA - Management
12.2007
Skills
- Analytical and critical thinking
- Risk assessment
- Client relationship management
- Regulatory compliance
- Goal oriented
- Relationship selling
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Company CultureFlexible work hoursWork-life balanceCareer advancementTimeline
Mortgage Loan Officer - USAA Federal Saving Bank
02.2016 - Current
Financial Foundations Specialist - USAA Federal Saving Bank
03.2012 - 02.2016
Personal Banker II - U.S. Bancorp.
08.2009 - 05.2012
Licensed Realtor - REALTY EXECUTIVES, INC.
07.2007 - 08.2009
- Xinnix Mortgage Trained Profession,
UNIVERSITY OF NORTH DAKOTA - BBA, Management
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