Luis Martinez
Chicago,IL
Summary
Highly skilled Loan Specialist with expertise in needs based sales and client satisfaction. Hardworking professional with over 15 years of assisting clients, selling loan products and reviewing credit histories. Knowledgeable in all credit procedures.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Loan Sales Agent
Baxter Credit Union
10.2012 - 04.2024
- Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to clients.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Underwriter
Lending Solutions, Inc.
03.2007 - 01.2012
- Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.
- Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.
- Increased customer satisfaction through timely communication and efficient handling of loan applications.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Education
Bachelor of Arts - Organizational Leadership
Purdue University
West Lafayette, IN06.2008
Skills
- Process Improvement
- Relationship Building
- Multitasking
- Active Listening and Learning
- Market Analysis
Certification
- Certified Financial Goal Consultant, CUNA - 2018 to 2023
Languages
English
Native or Bilingual
Spanish
Full Professional
Timeline
Loan Sales Agent
Baxter Credit Union
10.2012 - 04.2024
Underwriter
Lending Solutions, Inc.
03.2007 - 01.2012
Bachelor of Arts - Organizational Leadership
Purdue University
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