My experience and training from notable customer-service organizations combined with excellent communication skills and an outgoing personality provide the backbone for creating a positive work environment with productive results.
History of advancement and enthusiasm to take on added responsibilities to meet team goals.
Desire, willingness and ability to learn new skills.
Organized, dependable, and successful at managing multiple priorities with a positive attitude.
Overview
15
years of professional experience
3
Certificate
Work History
Nations Lending Corporation
Mortgage Loan Officer
11.2021 - Current
Job overview
Responsible for origination of all Mortgage Loan Products and onboarding of new mortgage brand in Wisconsin.
Implemented sales communication strategies that established relationships with industry partners.
Maintained up-to-date knowledge of competitor products and pricing in market served.
Strategized and developed video content for website and social media publications.
Researched and integrated new strategies to expand business operations and grow customer base.
UW Credit Union
Mortgage Loan Officer
01.2019 - 10.2021
Job overview
Successfully funded over 400 loans for over $100,000,000.
Tested, onboarded and trained all MLOs on new sales software (Blend, March-July 2019).
Reviewed loan files and updated to match current standards.
Converted phone and in-person interviews with clients to understand full financial picture, answer questions in simple terms, and find correct solutions for each specific situation.
Navigated different product offerings, including Fannie Mae Conventional, FHA, VA, WHEDA, and Adjustable Rate loans.
Worked with underwriters and all invested parties to fix application problems and resolve issues.
Assisted in training of multiple new MLOs.
Developed and maintained partner relationships with multiple realtors, insurance agents and title companies.
UW Credit Union
Mortgage Processor
11.2017 - 01.2019
Job overview
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process, resulting in funding over 180 loans for over $45 million.
Communicated with all invested parties concerning progress of "no surprise" loan file.
Reviewed financial statements and contacted institutions and customers to clarify details.
Evaluated approvals against established bank and government lending standards.
Trained two new Mortgage Processors in role.
UW Credit Union
Mortgage Specialist
05.2016 - 11.2017
Job overview
Originated and processed UW Credit Union’s Rapid Refinance mortgage, closing over 250 loans for more than $33,000,000.
Created and updated new member process for entire mortgage department.
Evaluated pay stubs, credit history, tax information and bank statements to determine feasibility of granting loans.
Attracted new mortgage loan applications by developing relationships within community.
Proactively identified solutions for customers experiencing credit issues.
Trained two new Mortgage Specialists in role.
Created, implemented and presented Closing Instructions Presentation to entire Retail Division.
UW Credit Union
Financial Specialist
11.2010 - 05.2016
Job overview
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Assisted members with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted financial products by maintaining excellent service offering knowledge.
Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Achieved consistent recognition as top sales performer, closing more than $2 million in consumer loans (auto loans, credit cards, HELOCs, personal loans) annually.
Personally oversaw training and development of multiple new Financial Specialists across entire organization.
UW Credit Union
Teller
10.2009 - 11.2010
Job overview
Greeted and welcomed members with courteous and professional approach to drive prompt, accurate and efficient transactions.
Balanced staff and vault at end of day and secured monies in accordance with established procedures.
Trained and mentored new tellers in processes and procedures for financial institution, answering questions and providing guidance.
Trained all Retail Tellers, Financial Specialists, and Retail Management on new software system, Teller Image Capture, from March through June 2010.
The Public Interest Network
Campus Organizer, Canvass Director
11.2008 - 09.2009
Job overview
Assisted in recruiting, hiring and training of team members and volunteers, organizing over 40 student interns.
Spoke at public events, evangelizing for organizational goals and interests across University of Arizona campuses.
Participated in strategy development and planning to grow organizing program and advance campaigns.
Operated outreach office to recruit and lead team of canvassers to fundraise for important issues.
Trained effective social change leaders to run strategic campaigns by organizing news conferences, building strong coalitions and generating grassroots support.
Grassroots Campaigns Inc
Assistant Canvass Director, Recruiting Director
05.2008 - 11.2008
Job overview
Developed, implemented and oversaw on-boarding plans, building campaign offices up from just two employees to over 25 in Akron, Ohio, and from 9 employees to over 50 paid staff and 63 volunteers in Fort Collins, Colorado by Election Day 2008.
Managed operational emergencies within assigned market.
Taught strategies for successful internal and external communications.
Reviewed resumes and employment applications and interviewed applicants to evaluate work history and other qualifications.
Streamlined recruiting processes for entire team.
Oversaw more than 100 employees and volunteers through neighborhood canvassing efforts, recording data retrieved during canvassing, and organizing volunteer schedules while maintaining positive office atmosphere.
WALT DISNEY CORPORATION
Intern
01.2004 - 06.2004
Job overview
Developed business, financial and analytical skills needed for career through Disney-taught courses.
Education
University of Wisconsin – Eau Claire
, Eau Claire
University Overview
Member of Dean's List, Spring 2005
Member of UW-Eau Claire Men's Tennis Team, 2002-2005
Host, The Revolution Radio Show, UW-Eau Claire Student Radio, 2006-2008
Robert M. LaFollette High School
University Overview
National Honor Society
Six-time State Tournament qualifier in three sports, 2001-2002
Skills
Analytical and Critical Thinking
Creative Solutions
Understanding Customer Needs
Strong Service Mindset
Data Analysis
Presenting Information
Certification
Passed National SAFE Act Exam with Uniform State Content - NMLS #506802