I've been in the Mortgage industry for 14 years now. I enjoy helping buyers purchase their dream home and refinance when necessary. I look forward to meeting new realtors as they come into the business and setting up new relationships that become teams.
Overview
6
6
years of professional experience
Work History
Mortgage Banker
Resource Financial Services, Inc
10.2023 - Current
Worked with underwriters to fix application problems and resolve issues.
Evaluated client financial positions and identified most appropriate banking products.
Located and pre-qualified customers for mortgages.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Negotiated loan terms and conditions with clients to maximize profitability.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Checked loan documents for accuracy prior to closing.
Explained different types of loans pertaining to client situations.
Participated in industry events and conferences to build relationships and gain market intelligence.
Reviewed loan files and updated to match current standards.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Fielded customer complaints and provided solutions.
Assisted customers with completing loan applications and other paperwork.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Mortgage Banker
Go Mortgage
10.2022 - 10.2023
Worked with underwriters to fix application problems and resolve issues.
Evaluated client financial positions and identified most appropriate banking products.
Located and pre-qualified customers for mortgages.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Negotiated loan terms and conditions with clients to maximize profitability.
Mortgage Banker
Finance Of America Mortgage
02.2018 - 10.2022
Worked with underwriters to fix application problems and resolve issues.
Evaluated client financial positions and identified most appropriate banking products.
Located and pre-qualified customers for mortgages.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Negotiated loan terms and conditions with clients to maximize profitability.
Mortgage Banker
Resource Financial Services
07.2017 - 02.2018
Worked with underwriters to fix application problems and resolve issues.
Evaluated client financial positions and identified most appropriate banking products.
Located and pre-qualified customers for mortgages.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Negotiated loan terms and conditions with clients to maximize profitability.
Education
Biology
Francis Marion University
Florence, SC
Skills
Refinancing Options
Originating Home Loans
Closing Procedures
Purchasing Processes
Borrower Interviewing
Reviewing Documents
Qualifying Customers
Relationship Selling
Hobbies
Golf
Sports in General
Church
Timeline
Mortgage Banker
Resource Financial Services, Inc
10.2023 - Current
Mortgage Banker
Go Mortgage
10.2022 - 10.2023
Mortgage Banker
Finance Of America Mortgage
02.2018 - 10.2022
Mortgage Banker
Resource Financial Services
07.2017 - 02.2018
Biology
Francis Marion University
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