Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
24
24
years of professional experience
Work History
Reverse Mortgage Loan Officer
Mutual of Omaha Consumer Direct
Lincoln
06.2022 - Current
Assisted borrowers in completing all necessary paperwork for loan approval.
Analyzed financial information of prospective customers to determine eligibility for reverse mortgage loans.
Communicated effectively with underwriters regarding any changes or updates needed for a loan application.
Utilized various software programs such as Microsoft Word, Excel and Outlook for daily tasks related to processing loans.
Reviewed credit histories, income statements, asset declarations and other documentation from borrowers.
Monitored market conditions that may affect interest rates or availability of funds for reverse mortgages.
Developed and maintained relationships with existing clients to ensure customer satisfaction.
Identified valuable solutions for customers with credit problems.
Real Estate Agent
Seven Gables Real Estate/First Team/Redfin
Orange County, CA
01.2000 - 06.2022
Responded promptly to client inquiries via phone or email.
Coordinated appointments to show homes to prospective buyers.
Organized promotional materials used in sales presentations.
Created detailed property descriptions for use in marketing material.
Researched current listings available in the area using multiple online resources.
Prepared comparative market analysis to estimate properties' value.
Performed administrative duties such as preparing paperwork for listing presentations, tracking sales data and updating internal databases.
Negotiated purchase agreements and contracts with buyers and sellers.
Generated leads through networking activities such as cold calls and referrals from past clients.
Provided guidance to clients throughout the entire buying or selling process.
Medicare Supplemental Agent (Case Mgt Pilot) at Mutual Of Omaha Insurance CompanyMedicare Supplemental Agent (Case Mgt Pilot) at Mutual Of Omaha Insurance Company