Matthew Battaglia
Folsom ,CA
Summary
Dynamic Mortgage Loan Originator with a proven track record at Answer Home Lending, excelling in client relationship management and regulatory compliance. Expert in evaluating financial profiles and streamlining loan processes, resulting in increased application approvals. Committed to mentorship and fostering team collaboration to achieve branch sales targets and enhance customer satisfaction.
Professional processing specialist with strong background in streamlining operations and enhancing efficiency. Proven ability to lead teams and drive results in dynamic environments. Skilled in process optimization, quality control, and resource management. Known for adaptability, reliability, and collaborative approach to achieving organizational goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Mortgage Loan Originator/Processing Manager
Answer Home Lending
02.2021 - Current
- Evaluated borrower financial profiles to determine eligibility for mortgage loans.
- Guided clients through loan application process, ensuring compliance with regulations and lender requirements.
- Developed strong relationships with real estate agents to facilitate referrals and expand client base.
- Coordinated documentation collection and verification to streamline loan approval timelines.
- Provided expert advice on mortgage products, customizing solutions to meet client needs effectively.
- Mentored junior loan originators on best practices in customer service and regulatory compliance.
- Conducted market analysis to identify competitive lending rates, enhancing product offerings and positioning.
- Implemented process improvements that increased operational efficiency in loan processing workflows.
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
- Increased loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
- Contributed towards achieving branch sales targets through consistent performance in meeting personal goals as well as supporting team members when needed.
- Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
- Conducted borrower interviews to gather necessary information and documentation for loan applications.
- Conducted regular follow-ups with clients post-closing to ensure satisfaction and identify potential referrals.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Assessed loan portfolios for compliance with underwriting policies.
Mortgage Loan Originator
United Wholesale Lending
12.2020 - 01.2021
- Evaluated borrower financial profiles to determine eligibility for mortgage products.
- Delivered exceptional customer service, guiding clients through loan application processes.
- Prepared and processed loan applications, ensuring compliance with lending regulations.
- Collaborated with underwriters to facilitate timely approval of mortgage loans.
- Assessed loan portfolios for compliance with underwriting policies.
- Conducted regular follow-ups with clients post-closing to ensure satisfaction and identify potential referrals.
- Contributed towards achieving branch sales targets through consistent performance in meeting personal goals as well as supporting team members when needed.
Education
BBA - Finance/Marketing
Sacramento State
Sacramento, CA12-2020
Skills
- Mortgage loan evaluation
- Loan application processing
- Regulatory compliance
- Client relationship management
- Process improvement
- Team collaboration
- Customer service excellence
- Mentorship and training
- Attention to detail
- Decision-making
Certification
- Mortgage Loan Originator License
- Salesperson Agent License
Timeline
Mortgage Loan Originator/Processing Manager
Answer Home Lending
02.2021 - Current
Mortgage Loan Originator
United Wholesale Lending
12.2020 - 01.2021
BBA - Finance/Marketing
Sacramento State