Kate Wahlquist
Sammamish,WA
Summary
Experienced Senior Loan Officer with expertise in loan origination, risk assessment, and financial counseling. Skilled in building productive client relationships and collaborating with colleagues. Proficient in lending regulations and meticulous attention to detail. Known for streamlining loan processes to boost efficiency and enhance client satisfaction. Strong communicator, problem-solver, and relationship builder.
Overview
16
16
years of professional experience
Work History
Sr. Loan Officer
Revolution Mortgage
Bellevue, WA
06.2023 - Current
- Advised customers on tailored loan products, enhancing understanding of eligibility and application processes.
- Successfully negotiated terms and conditions of loans with clients, including interest rates and repayment plans.
- Evaluated all relevant documents associated with each loan application prior to submission for approval.
- Collaborated with internal teams such as underwriting, legal, operations and marketing in order to ensure timely completion of loan transactions according to established standards and procedures.
- Established connections with potential borrowers via cold-calling efforts and external referrals.
- Attended networking events and conferences in order to build relationships within the industry.
Loan Officer
Wells Fargo Bank, N.A.
Bellevue, WA
04.2011 - 05.2023
- Developed and maintained relationships with potential customers to increase loan business.
- Responded promptly to customer inquiries regarding their accounts or other matters related to consumer lending operations.
- Identified opportunities for cross-selling additional products and services.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Met with applicants to obtain information for loan applications and answer questions about process.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Provided customer service support throughout the entire process from application through closing.
Personal Banker
Wells Fargo Bank, N.A.
Bellevue, WA
09.2008 - 01.2011
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Cross-sold banking products such as credit cards, loans and investments.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Provided customer service to clients, including answering questions and resolving issues.
- Advised customers on various financial products available from the bank.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Education
Bachelor of Arts - Business Administration
Central Washington University
Ellensburg, WA05-1993
Skills
- Customer service-focused
- Relationship Management
- Loan Origination
- Risk Assessment
- Sales expertise
- Financial Acumen
References
References available upon request.
Timeline
Sr. Loan Officer
Revolution Mortgage
06.2023 - Current
Loan Officer
Wells Fargo Bank, N.A.
04.2011 - 05.2023
Personal Banker
Wells Fargo Bank, N.A.
09.2008 - 01.2011
Bachelor of Arts - Business Administration
Central Washington University