Experienced Financial Services Representative with over 25 years of experience in the Banking industry. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
16
16
years of professional experience
Work History
Mortgage Loan Originator
Acopia Home Loans
Fayetteville, NC
09.2018 - Current
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Interviewed applicants to assess loan requirements before suggesting offers.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
Financial Services Representative
First Citizens Bank
Fayetteville, NC
03.2006 - 08.2018
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Discussed financial options with clients and provided informed suggestions.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Drove sales by following up with leads and new customers through outbound calls and commercial client visits.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Offered competitive commercial banking solutions and retail financing options.
VA Eligibility and Entitlement Analyst at Newrez Home Loans (Formally Caliber Home Loans)VA Eligibility and Entitlement Analyst at Newrez Home Loans (Formally Caliber Home Loans)