Lauren Boland
Long Beach,NY
Summary
Private Mortgage Banker at Wells Fargo Home Mortgage with expertise in credit analysis and relationship management. Has extensive knowledge in complicated income and portfolio scenarios, but also a top LMI producer on Long Island. Proven track record in building and deepening relationships between the bank and wealth partners, with over $37 million in reffered assets year to date.
Overview
16
16
years of professional experience
Work History
Private Mortgage Banker
Wells Fargo Home Mortgage
06.2009 - Current
- Collaborated with underwriters and loan processors to expedite approvals and minimize delays.
- Attended industry conferences and networking events to stay current on emerging trends and expand professional connections within the sector.
- Educated prospective borrowers about various financing options available, empowering them to make informed decisions regarding their mortgage needs.
- Maintained up-to-date knowledge of market trends, enabling informed recommendations for clients'' financial strategies.
- Developed strong relationships with key industry partners, resulting in increased referral business.
- Maintained a high level of attention to detail when reviewing loan documents for accuracy and completeness.
Education
Bachelor Of Business Administration - International Finance
West Virginia University
Morgantown, WV05.2009
Skills
- Goal oriented
- Credit analysis
- Relationship management
- Loan origination
- Document analysis
- Cross selling and deepening relationships with private wealth clients
Accomplishments
2025 YTD Funded Volume $10 million (18 units).
2025 Current pipeline is $23.5 million.
2024 Total Volume was $38.27 million (44 units), with no assistant or processing aid.
2025 YTD reffered over $37 million in assets to wealth advisors.
2024 reffered over $15 million in assets to wealth advisors.
2025 top LMI producer on Long Island.
Timeline
Private Mortgage Banker
Wells Fargo Home Mortgage
06.2009 - Current
Bachelor Of Business Administration - International Finance
West Virginia University
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