Kathy Lundy
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
10
10
years of professional experience
Work History
Licensed Mortgage Loan Originator/Senior Branch Manager
CrossCountry Mortgage LLC
04.2019 - Current
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
Licensed Mortgage Loan Originator/Branch Manager
Everett Financial Inc.
05.2013 - 05.2019
- Accomplished multiple tasks within established timeframes.
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
Education
No Degree - Design
Mobile College/University of Mobile
Mobile, AL05.1982
Skills
- Sales Development
- Payment Collection
- Negotiation Tactics
- Sales Forecasting
- Marketing Expertise
- Relationship Selling
Timeline
Licensed Mortgage Loan Originator/Senior Branch Manager
CrossCountry Mortgage LLC
04.2019 - Current
Licensed Mortgage Loan Originator/Branch Manager
Everett Financial Inc.
05.2013 - 05.2019
No Degree - Design
Mobile College/University of Mobile