Maritzel Gaton
Teaneck,NJ
Overview
8
8
years of professional experience
Summary
Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.
Work History
Account Manager
Cliffco Mortgage Bankers
Uniondale, NY
06.2023 - 02.2024
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Developed customized account plans for clients to help them achieve their business goals.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Loan Officer Assistant
MLB Residential Lending
Hauppauge, NY
03.2022 - 01.2023
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Loan Officer Assistant
Intercontinental Capital Group
Brooklyn, NY
10.2018 - 03.2022
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Assembled important paperwork and disclosures for borrower.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Business Development Officer
Hartford Funding
Brooklyn , NY
08.2018 - 10.2018
- Built relationships with colleagues to facilitate teamwork, cooperation and success.
- Generated new business with marketing initiatives and strategic plans.
- Delivered campaigns to solidify new client opportunities and generate new business.
- Built relationships with customers and community to promote long term business growth.
Business Development Officer
Jet Direct Mortgage
Bronx, NY
03.2016 - 08.2018
- Built relationships with colleagues to facilitate teamwork, cooperation and success.
- Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.
- Generated new business with marketing initiatives and strategic plans.
- Delivered campaigns to solidify new client opportunities and generate new business.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Collaborated with sales and marketing departments to support business objectives and client acquisition.
- Met with customers to discuss and ascertain needs, tailor solutions, and close deals.
Education
No Degree - Psychology
Long Island University
NYTimeline
Account Manager
Cliffco Mortgage Bankers
06.2023 - 02.2024
Loan Officer Assistant
MLB Residential Lending
03.2022 - 01.2023
Loan Officer Assistant
Intercontinental Capital Group
10.2018 - 03.2022
Business Development Officer
Hartford Funding
08.2018 - 10.2018
Business Development Officer
Jet Direct Mortgage
03.2016 - 08.2018
No Degree - Psychology
Long Island University
Skills
- Closing Documentation
- Credit Applications
- Digital Applications
- Decision Making
- Customer Service
- Loan Application Preparation
- Employment Verification
- Personal Data Collection
- Customer Communication
- Account Management
- Regional Accounts
- Revenue Retention
- Product and Service Sales
- Strong Lead Development Skills
- Staff Management
- Business Negotiation
Languages
Spanish
Native or Bilingual