Megan Okeefe
Business Professional
Cave Creek,AZ
Summary
A reliable and self-motivated Business Administration graduate with experience in office administration, mortgage banking, customer service and sales. Successful at responding to shifting business needs and priorities in systematic and effective way. Seeking a career with a reputable company with whom I can expand my career while utilizing my skills.
Overview
7
7
years of professional experience
Work History
Mortgage Loan Officer
American Financial Network
Phoenix, Arizona
04.2020 - Current
- Explained different types of loans pertaining to client situations.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Developed prospects for new loans by conducting warm and cold calls weekly.
- Developed and maintained relationships with local real estate agents.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Reviewed loan files and updated to match current standards.
- Assisted senior-level credit officers with complex loan applications.
Realtor
KELLER WILLIAMS, REALTOR; PORT ORANGE
Port Orange, FL
01.2012 - 01.2016
- Increased home sales through persuasion, negotiation and ability to close.
- Handled day-to-day happenings of real estate office, consistently growing client bases and increasing revenue.
- Reviewed property listings, interviewed potential clients, accompanied clients to properties and effectively communicated condition of sales.
- Boosted residential sales through persuasion, negotiation and contract knowledge.
- Negotiated contracts with buyers and sellers to maximize customer savings.
- Assisted clients with thorough knowledge of short sales processes, mortgage loan processing and foreclosures.
Administrative Assistant
Barry University
Orlando, Florida
01.2007 - 01.2009
- Assisted the school Director with their daily tasks.
- Planned and coordinated company events and meetings.
- Successfully prepared reports, spreadsheets, emails, and memos.
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
- Confident and professionally groomed.
- Maintained school directors calendar making appointments and ensuring no conflicts occur.
- Experience handling the day to day operations of the front office.
- Helping students with their walk in questions and directing them to the correct personnel.
- Answering phone calls in a fast paced environment.
- Clerical work such as research, filing, copying, and handling all mail.
Education
Bachelors of Business - Administration
Barry University
Skills
Customer Serviceundefined
Timeline
Mortgage Loan Officer
American Financial Network
04.2020 - Current
Realtor
KELLER WILLIAMS, REALTOR; PORT ORANGE
01.2012 - 01.2016
Administrative Assistant
Barry University
01.2007 - 01.2009
Bachelors of Business - Administration
Barry University
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