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 UpdatingFinancial History AnalysisCreditworthiness DeterminationAutomated Underwriting SystemsLoan File MaintenanceReferral Network DevelopmentNegotiation TacticsCustomer RelationsMortgage Loan OriginationUnderwriting GuidelinesCustomer Relationship Management
NMLS licensed
Payment collection
Practiced at FHA,VA loan process
Financial analysis aptitude
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