Summary
Overview
Work History
Education
Skills
Timeline
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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

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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
Mehrdad MorsaliLoan Officer