Kristina Anicetti
Concord,CA
Summary
Dynamic Mortgage Loan Officer with a proven track record at US Bank Home Mortgage, excelling in relationship selling and financial analysis. Enhanced client satisfaction through efficient loan processing and strategic cross-selling, achieving significant growth in closed loans. Skilled in data analytics and committed to delivering exceptional customer relations.
Experienced sales professional with proven ability to drive revenue growth and build lasting client relationships. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in strategic account management, client negotiations, and market analysis. Renowned for reliability, communication skills, and results-driven mindset.
Overview
18
18
years of professional experience
Work History
Mortgage Loan Officer
Supreme Lending
09.2023 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
Office Manager
CSA Mobile Service Inc
01.2020 - Current
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Conducted regular reviews of aged accounts receivable reports, ensuring timely follow-up on past due balances.
- Maintained records by imaging invoices, debits, and credits.
- Increased accuracy of financial reports by reconciling accounts, identifying discrepancies, and rectifying errors in a timely manner.
- Streamlined client invoicing processes to ensure faster payment turnaround.
Mortgage Loan Officer
US Bank Home Mortgage
07.2007 - 07.2023
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Assisted customers with completing loan applications and other paperwork.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Developed and maintained relationships with customers, lenders and other third parties.
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
Education
No Degree - Sale, Marketing, Business, Real Estate
Skills
- Relationship selling
- Client account management
- Financial analysis
- Customer relations
- Decision-making
- Data entry
- Intuit quickbooks
- Account servicing
- Data analytics
- Invoice balancing
- Bank reconciliation
- Invoice processing
Timeline
Mortgage Loan Officer - Supreme Lending
09.2023 - Current
Office Manager - CSA Mobile Service Inc
01.2020 - Current
Mortgage Loan Officer - US Bank Home Mortgage
07.2007 - 07.2023
Diablo Valley College - No Degree, Sale, Marketing, Business, Real Estate
Similar Profiles
TAYLOR WHITETAYLOR WHITE
Sr. Events Manager at Supreme LendingSr. Events Manager at Supreme Lending
EKLAVYA BALSEEKLAVYA BALSE
IT Infrastructure Intern at Supreme LendingIT Infrastructure Intern at Supreme Lending
Brandon KieferBrandon Kiefer
Senior Mortgage Loan Processor at Supreme LendingSenior Mortgage Loan Processor at Supreme Lending
Victoria NajarVictoria Najar
Emergency Medical Technician Basic at Royal AmbulanceEmergency Medical Technician Basic at Royal Ambulance
Maria HerediaMaria Heredia
Kennel Technician at Walnut Creek Veterinary HospitalKennel Technician at Walnut Creek Veterinary Hospital