Kirsten Ballew
Montrose,CO
Summary
Proven Loan Officer with a track record of enhancing customer satisfaction and compliance at Primary Residential Mortgage, Inc. Skilled in database management and relationship building, adept at risk management assessments, and financial advising. Achieved high loan approval rates through meticulous documentation review and strong partnerships, ensuring exceptional client relations and financial services.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Loan Officer
Primary Residential Mortgage, Inc.
10.2023 - Current
- Assist clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintain strict confidentiality of bank records and client information.
- Meticulously review applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Compile database of loan applicants' credit histories, financial statements and other financial information.
- Ensure compliance with all federal and state regulations throughout the loan origination process.
- Collaborate with underwriters to expedite loan approvals and close deals in a timely manner.
- Utilize risk management strategies to attain high loan approval rates.
- Maintain an extensive knowledge of current market trends and industry changes to provide accurate advice to clients.
- Develop strong partnerships with real estate agents and the community, generating a consistent pipeline of referrals and new business opportunities.
- Assist customers with completing loan applications and other paperwork.
- Deliver exceptional customer service by promptly addressing client concerns and resolving issues as they arise during the lending process.
- Examine customer loan applications for loan approvals and denials.
- Educate potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Loan Officer
Sistar Mortgage
06.2022 - 10.2023
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Utilized risk management strategies to attain high loan approval rates.
- Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to clients.
- Developed strong partnerships with real estate agents and the community, generating a consistent pipeline of referrals and new business opportunities.
- Assisted customers with completing loan applications and other paperwork.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Examined customer loan applications for loan approvals and denials.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Business Office
Black Canyon Surgical Center
07.2017 - 06.2023
- Ensured timely and efficient check in process of patients arriving for surgical procedures.
- Managed patient charts and maintained confidentiality of personal health information.
- Quickly and efficiently sent diagnostic surgery results to referring physicians.
- Discussed insurance coverage details with patients and set up appropriate payment plans.
- Reduced office expenses by finding smarter solutions for vendors, suppliers and services.
- Optimized patient experience by delivering superior services and effectively troubleshooting issues.
- Gathered, organized and input information into digital database.
Education
Bachelor of Arts - Psychology
Flagler College
Saint Augustine, FLSkills
- Database Management
- Documentation Review
- Relationship building and management
- Financial Advising
- Client Relations
- Sales expertise
- Credit analysis
- Customer service-focused
- Financial Services
- Loan Origination
- Mortgage lending
- Risk management assessments
- Document analysis
Certification
NMLS #2293831
Timeline
Loan Officer
Primary Residential Mortgage, Inc.
10.2023 - Current
Loan Officer
Sistar Mortgage
06.2022 - 10.2023
Business Office
Black Canyon Surgical Center
07.2017 - 06.2023
Bachelor of Arts - Psychology
Flagler College
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