Joseph Duggan
York,PA
Summary
Accomplished Loan and Mortgage Officer Assistant 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
6
6
years of professional experience
1
1
Certification
Work History
Mortgage Officer
Caliver Beach
2022.12 - Current
- 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.
- 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.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Loan Officer Assistant
American Financial Network
2018.04 - 2022.12
- Answered inquiries and provided superior customer service to clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Monitored key dates to obtain information by deadlines.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Assembled important paperwork and disclosures for borrower.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Developed and implemented sales strategies to increase profits.
Education
High School Diploma -
.
06.2010
Skills
- Decision Making
- Time Management
- Analytical Thinking
- Attention to Detail
- Industry Networking
- Mortgage Underwriting
- Computer Proficiency
- Market Research
- Credit Analysis
Accomplishments
Volunteer Work:
Knight of Columbus Fraternal- community outreach services to those in need of fundraising, workshops, and hosting community events
Certification
Google Cloud Development
- Developer Profile
- Code Lab 1 Plus
- Android Studio
- Ethical Hacking Course Study
Application Development- Amazon
- Cloud Data Service
- Data Analytics
- Software Development
- Cloud Infrastructure & Program Languages
Timeline
Mortgage Officer
Caliver Beach
2022.12 - Current
Loan Officer Assistant
American Financial Network
2018.04 - 2022.12
High School Diploma -
.
Google Cloud Development
- Developer Profile
- Code Lab 1 Plus
- Android Studio
- Ethical Hacking Course Study
Application Development- Amazon
- Cloud Data Service
- Data Analytics
- Software Development
- Cloud Infrastructure & Program Languages
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