Melanie R. Geist
THE COLONY,TX
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
23
23
years of professional experience
Work History
Senior Mortgage Loan Originator
JMJ Financial
09.2018 - Current
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Fielded customer complaints and provided solutions.
- Developed and maintained relationships with customers, lenders and other third parties.
Senior Mortgage Loan Originator
New American Funding
02.2012 - 09.2018
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Developed and maintained relationships with customers, lenders and other third parties.
Senior Mortgage Loan Originator
Bank Of America
02.2001 - 02.2012
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
Education
No Degree - Liberal Arts And General Studies
California State University - Long Beach
Long Beach, CASkills
- Key Account Generation
- Loan Restructuring
- Sales Forecasting
- Creative Solutions
Timeline
Senior Mortgage Loan Originator
JMJ Financial
09.2018 - Current
Senior Mortgage Loan Originator
New American Funding
02.2012 - 09.2018
Senior Mortgage Loan Originator
Bank Of America
02.2001 - 02.2012
No Degree - Liberal Arts And General Studies
California State University - Long Beach
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