Lee Davis
Grand Prairie,TX
Summary
Experienced professional with a proven track record spanning six years in mortgage sales. Seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
15
15
years of post-secondary education
Work History
Licensed Home Advisor
Mr. Cooper
Lewisville, Texas
11.2018 - 09.2022
- Thoroughly compiled and reviewed applications and accompanying documentation for accuracy
- Liaised with credit analysts to submit review applications
- Approved loans meeting established criteria
- Conducted comprehensive assessments of clients' financial capabilities and preferences to tailor suitable mortgage packages
- Originated FHA, Conventional, and VA loans; supported senior credit officers for complex applications
- Evaluated applicants' credit histories and determined loan feasibility
- Formulated effective solutions for clients with credit challenges
- Assessed appraisal reports and determined the need for potential repairs
- Elevated customer service standards through flexibility and resourcefulness
- Assisted in training and development initiatives.
Mortgage Professional II
Mr. Cooper Mortgage
Lewisville, Texas
04.2018 - 11.2018
- Conducted initial client interviews, assessing financial positions
- Facilitated credit applications and discussed mortgage package options with clients
- Followed up with applicants, collecting necessary documents for loan processing
- Approved loans adhering to investor guidelines and Mr
- Cooper's standards
- Collaborated with homeowners to review appraisals and determine repair requirements
- Supported loan processors and underwriters while maintaining excellence in loan origination and approval.
Home Lending Specialist
PennyMac
Addison, Texas
07.2017 - 04.2018
- Leveraged company-generated leads to initiate outbound calls and convert prospects to clients
- Managed inbound queue calls and successfully converted leads into sales
- Originated FHA, Conventional, USDA, and VA loans
- Orchestrated document collection for file submission.
Mortgage Professional, Homeward Financial
Addison, Texas
02.2016 - 07.2017
- Utilized company-generated leads to initiate outbound calls and cultivate client relationships
- Originated FHA and Conventional loans
- Maintained meticulous records in SalesForce
- Conducted daily follow-ups with clients
- Discussed and approved mortgage options.
Education
High School Diploma -
Paul Laurence Dunbar High School
Fort Worth, TXState Farm - Estimatics Loss -
Certifications - EA Renfroe
10.2008 - 10.2008
State Farm - Policy Wind And Hail -
Certifications - EA Renfroe
10.2008 - 10.2023
State Farm - FIAC Broadcast -
Certifications - EA Renfroe
10.2008 - 10.2008
Skills
Demonstrated comprehension of building construction principlesEstablished a track record of delivering exceptional customer serviceAdept negotiation skillsCompetence in independently managing workload with sound judgmentEffective written and oral communication abilitiesStrong interpersonal skillsProficiency in utilizing computer systems, including multi-faceted platforms, and analytical skillsCapability to secure necessary licensure as mandated
Timeline
Licensed Home Advisor
Mr. Cooper
11.2018 - 09.2022
Mortgage Professional II
Mr. Cooper Mortgage
04.2018 - 11.2018
Home Lending Specialist
PennyMac
07.2017 - 04.2018
Mortgage Professional, Homeward Financial
02.2016 - 07.2017
State Farm - Estimatics Loss -
Certifications - EA Renfroe
10.2008 - 10.2008
State Farm - Policy Wind And Hail -
Certifications - EA Renfroe
10.2008 - 10.2023
State Farm - FIAC Broadcast -
Certifications - EA Renfroe
10.2008 - 10.2008
High School Diploma -
Paul Laurence Dunbar High School