Michael Squillante
Sayville,NY
Summary
Lending professional specializing in refinance lending and purchase transactions. Seven years experience ensuring all stages of business cycle were completed on-time, and educated clients on their options, rights, and responsibilities. Strong written and verbal communication skills. Expert in fields of account management, loan processing, clearing underwriting conditions, third-party documentation, and closing coordination to meet closing dates. Team player who thrives in a fast-paced environment.
NMLS License #1945736 CT, DE, FL, GA, IN, KY, LA, ME, MD, MA, NE, NY, OK, WV
Overview
8
8
years of professional experience
Work History
Loan Consultant
Feldman, Kramer, & Monaco, P.C.
11.2023 - Current
- Create a full scale blueprint to restructure borrower's federal student loans to help reduce their monthly payments
- Consult clients on loan forgiveness options and develop a path to navigate existing programs toward financial freedom
- Relieving the pain points of student loans by breaking down complex processes to easy-to-understand concepts
- Run a full scale pipeline, managing clients from end-to-end
Client Relationship Manager
EasyKnock
08.2022 - 05.2023
- Introduced loan-alternative program (sale-leaseback) to clients and educated them about processes to find a net-benefit to their current financial situation
- Effectively utilized CRM systems to guide individual workflow, maintain accountability, and track key performance indicators for success to push clients through the sales funnel
- Consultative advisor using active listening and empathy for clients struggling with difficult personal and financial situations to offer innovative solutions
Mortgage Advisor
Better.com
01.2020 - 04.2022
- Advised clients on their mortgage applications with up to 75 loans underway simultaneously, while maintaining a higher than average Net Promoter Score and a lock-to-fund conversion rate
- Worked closely on partnerships with American Express and Ally Bank, and participated in pilot programs targeting realtor experience and product development
- Participated training and shadowing programs to help coach and mentor colleagues
- MLO licensed in 14 states with the ability to process FNMA, FHLMC, Jumbo, and FHA loans
- Exceeded company Key Performance Indicators month-over-month
Relationship Manager
Lyons Mortgage Services, Inc.
05.2017 - 12.2019
- Verified all required loan documentation and facilitated the process from pre-approval to closing
- Collaborated cross-functionally with upper management, sales, operations, closing, and clients to ensure end-to-end efficiency
- Educated clients on loan processing, valuation, title clearance, underwriting, origination, and capital markets
Education
B.S. -
Saint Leo University
St. Leo, FL01.2014
Skills
- Customer Relationship Management
- Consultative Advisor
- Issue Resolution
- Partner Relationships
- Multiple CRM Systems
- Account Management
- Analytical Thinking
- Licensed Loan Officer
- Loan Structuring
- Risk Evaluation
Extra-Curricular Activities
Intern, UBS Financial Services, New York, NY
Timeline
Loan Consultant
Feldman, Kramer, & Monaco, P.C.
11.2023 - Current
Client Relationship Manager
EasyKnock
08.2022 - 05.2023
Mortgage Advisor
Better.com
01.2020 - 04.2022
Relationship Manager
Lyons Mortgage Services, Inc.
05.2017 - 12.2019
B.S. -
Saint Leo University
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