Summary
Work History
Education
Skills
Timeline
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Linda Secrist

Linda Secrist

Elkview,WV

Summary

Dynamic Mortgage Loan Officer with a proven track record at BBT Bank/Truist, excelling in relationship selling and loan origination. Recognized for enhancing client retention and increasing loan approval rates through exceptional service and compliance expertise. Adept at analyzing financial situations to tailor mortgage solutions that align with clients' goals.

Work History

Mortgage Loan Officer

BBT Bank/Truist
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Customized marketing materials aimed at attracting potential mortgage applicants within specific target markets.
  • Participated in ongoing professional development programs to continuously expand knowledge of the mortgage industry and enhance skills as a loan officer.
  • Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.

Education

Series 6-63 - Financial Planning

Insurance
Beckley, WV
08.2005

Loan Officer Management - Mortgage

Lodp
Beckley, WV
06.2000

Graduate -

Castle Park
San Diego, CA
06.1972

Skills

  • Goal oriented
  • Relationship selling
  • Loan origination
  • Residential mortgage lending regulations

Timeline

Mortgage Loan Officer

BBT Bank/Truist

Series 6-63 - Financial Planning

Insurance

Loan Officer Management - Mortgage

Lodp

Graduate -

Castle Park
Linda Secrist