Lisa Rosario
Woodbridge,NJ
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level mortgage Advisor position. Ready to help team achieve company goals.
Overview
5
5
years of professional experience
Work History
Mortgage Advisor
Waterstone Mortgage
05.2023 - Current
- Achieved higher loan approval rates by carefully analyzing clients'' financial situations and offering tailored mortgage solutions.
- Boosted customer satisfaction by providing personalized advice and guiding clients through the mortgage application process.
- Developed strong relationships with real estate agents, resulting in a steady stream of quality referrals for new business opportunities.
- Reduced turnaround time for loan approvals with efficient documentation collection and underwriting submission processes.
- Streamlined internal communication between team members to ensure timely completion of mortgage applications and effective problem-solving when issues arose.
- Managed a diverse portfolio of clients, effectively addressing their individual needs and concerns during the mortgage application process.
- Maintained a high level of industry knowledge by attending relevant conferences and workshops, ensuring accurate and up-to-date advice for clients.
Mortgage Loan Officer
PNC Mortgage
01.2022 - 05.2023
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- 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.
- Organized educational seminars for prospective homebuyers, increasing company visibility in the community.
- Conducted thorough market research to identify new business opportunities within target demographics.
Mortgage Loan Officer
Provident Bank
04.2019 - 07.2021
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Mentored junior loan officers to improve team performance and meet organizational goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Education
Bachelor of Science - Business Administration And Management
Kean University
Union, NJ04.2000
Skills
- Decision Making
- Negotiation Abilities
- Real Estate Market Awareness
- Goal Oriented
- Client Relationship Management
- Adaptability
- Loan Origination
Affiliations
- Latinos of Real Estate - Director
- Nahrep -Member
Languages
Spanish
Full Professional
Timeline
Mortgage Advisor
Waterstone Mortgage
05.2023 - Current
Mortgage Loan Officer
PNC Mortgage
01.2022 - 05.2023
Mortgage Loan Officer
Provident Bank
04.2019 - 07.2021
Bachelor of Science - Business Administration And Management
Kean University
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