Mehrdad Morsali
Loan Officer
Mission Viejo,CA
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
1
1
Language
Work History
Mortgage Loan Originator
Loandepot
Lake Forest, CA
10.2021 - 06.2022
- 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
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency
- Prepared documents for customers, submitting and overseeing through each step of closing process
- Worked with underwriters to fix application problems and resolve issues
- Licensed in 15 states: AZ, CA, FL, GA, IN, MD, MA, NV, PA, TX, UT, VA, WAWI
Team Leader Manager
Nestle, Inc
Newport Beach, CA
10.2016 - 01.2021
- Direct customer service operations with team of 16
- Direct reports with inventory valued at $5M including defining goals for retail boutique and team, developing sales strategies, and daily reconciliation for $25K
- Generated weekly sales reports and conducted in-depth analysis to identify trends and develop corrective actions
- Implemented sales best practices and merchandising strategies delivering increase in revenue by 33% within three years to $6M+
- Modeled exceptional customer service for staff and introduced customer-focused initiatives resulting in 90%+ customer satisfaction rating from mystery shops and customer surveys
- Recognized for outstanding performance consistently ranking #1 nationwide
- Developed training, task and process guidelines and communicated clear and concise directions to employees
Education
Bachelor of Arts - Business Administration
California State University - Fullerton
Fullerton, CA 09.2014 - 05.2017
Skills
Credit File Updatingundefined
Timeline
Mortgage Loan Originator
Loandepot
10.2021 - 06.2022
Team Leader Manager
Nestle, Inc
10.2016 - 01.2021
Bachelor of Arts - Business Administration
California State University - Fullerton
09.2014 - 05.2017
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