Summary
Overview
Work History
Education
Skills
Timeline
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Joshua Ackerman

Madison,United States

Summary

Talented Mortgage Lender with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.

Overview

25
25
years of professional experience

Work History

Senior Mortgage Advisor

Park Bank
11.2018 - 01.2024
  • Increased loan approval rates by streamlining the mortgage application process and providing comprehensive financial guidance to clients.
  • Enhanced client satisfaction levels by addressing concerns promptly and maintaining open lines of communication throughout the lending process.
  • Developed tailored mortgage solutions for diverse clientele, resulting in a higher percentage of successful loan applications.
  • Collaborated with underwriters to expedite the loan approval process, ensuring timely closings for clients.
  • Mentored junior mortgage advisors, sharing industry insights and best practices to improve team performance.

Mortgage Banking Officer

BMO Harris
12.1998 - 10.2018
  • Improved loan processing efficiency by streamlining documentation and communication procedures.
  • Increased mortgage approval rates with diligent client assessment and risk analysis.
  • Enhanced customer satisfaction by providing personalized guidance throughout the mortgage application process.
  • Developed strong relationships with real estate agents, resulting in a steady pipeline of referrals for mortgage services.
  • Collaborated with underwriters to ensure accurate evaluation of loan applications, minimizing risk exposure for the bank.


Education

Bachelor of Business Administration - BBA - Finance

University of Wisconsin-Whitewater
Whitewater
05.1998

Skills

  • Proactive Problem Solving
  • Superior Customer Service
  • Competitive Market Analysis
  • Client Retention Strategies
  • Accurate Documentation Review
  • Adaptable Decision Making
  • Thorough Risk Assessment
  • Relationship Building Expertise
  • Efficient Time Management
  • Goal-Oriented
  • Residential Mortgage Lending Regulations
  • Attention to Detail

Timeline

Senior Mortgage Advisor

Park Bank
11.2018 - 01.2024

Mortgage Banking Officer

BMO Harris
12.1998 - 10.2018

Bachelor of Business Administration - BBA - Finance

University of Wisconsin-Whitewater

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Joshua Ackerman