Katherine Beras
Duluth,GA
Summary
Dynamic NMLS-licensed mortgage loan originator with proven expertise in client relationship management and closing high-value deals. Fluent in Spanish, equipped with advanced communication, marketing, and organizational skills. Recognized for enhancing loan efficiency and boosting team performance. Committed to continuous professional growth and adding strategic value to future employers.
Overview
4
4
years of professional experience
Work History
Mortgage Loan Officer
Calcon Mutual Mortgage
Duluth, GA
08.2023 - 10.2024
- Consulted with clients to understand their financial profiles and recommend suitable loan products
- Managed the end-to-end mortgage process, from initial inquiry to closing, ensuring client satisfaction
- Built and maintained strong relationships with clients and partners, contributing to a high retention rate
- Utilized CRM tools to track client interactions and follow-ups, enhancing productivity and lead conversion
Division Associate
Invesco
Atlanta, GA
11.2022 - 05.2023
- Supported the division's strategic initiatives by managing client communications and ensuring accurate data analysis
- Collaborated with cross-functional teams to deliver high-quality financial services and reports
- Assisted with client onboarding, providing exceptional service and ensuring compliance with company policies
- Streamlined internal processes to enhance team efficiency and deliverables
Mortgage Loan Originator
American Financial Network, Inc.
Atlanta, GA
01.2021 - 01.2023
- Delivered tailored mortgage advice to clients, ensuring a clear understanding of loan products and benefits
- Analyzed client financials, securing approval for Conventional, FHA, and VA loans
- Leveraged company resources to provide up-to-date information, enhancing service quality
- Built lasting client relationships through in-person attendance at closings, presenting gifts to realtors
Education
Certificate - Communication Studies
Connecticut School of Broadcasting
Atlanta01.2012
A.A. - Technical Communications
Gwinnett Technical College
Lawrenceville01.2011
A.A. - General Studies
Gainesville College
Gainesville01.2008
Skills
- NMLS Licensed
- Series 63 Licensed
- SIE Licensed
- Residential Lending
- Account Management
- Cold Calling
- Direct Sales
- Encompass
- Calyx/Point
- Blend
- Ring Central
- Microsoft Office Suite
- Word
- PowerPoint
- Outlook
- Teams
- Relationship Building
- Training & Development
- Marketing Strategy
- Social Media
- Public Speaking
- Presentations
Websites
Timeline
Mortgage Loan Officer
Calcon Mutual Mortgage
08.2023 - 10.2024
Division Associate
Invesco
11.2022 - 05.2023
Mortgage Loan Originator
American Financial Network, Inc.
01.2021 - 01.2023
Certificate - Communication Studies
Connecticut School of Broadcasting
A.A. - Technical Communications
Gwinnett Technical College
A.A. - General Studies
Gainesville College