Miles Windon
Birmingham,MI
Summary
Dynamic Mortgage Professional with a proven track record excelling in customer relations and application processing. Adept at analyzing financial documentation to enhance client satisfaction and retention. Skilled in utilizing CRM software to streamline communication and ensure compliance, delivering exceptional service throughout the mortgage process.
Overview
5
5
years of professional experience
Work History
Client Care Specialist
Rapid Home Lending
2025.05 - 2025.10
- Assisted clients in understanding loan options, facilitating informed decision-making.
- Processed client applications efficiently, ensuring accuracy and compliance with lending regulations.
- Collaborated with team members to streamline communication between departments, enhancing service delivery.
- Utilized CRM software to track client interactions and follow-up activities effectively.
Mortgage Loan Officer
E Mortgage Funding
2022.10 - 2025.05
- Evaluated borrower creditworthiness to recommend suitable mortgage products.
- Guided clients through loan application process, ensuring compliance with regulatory requirements.
- Analyzed financial documentation to assess risk and determine loan eligibility.
- Explained various mortgage options and terms to educate clients on financing choices.
- Conducted follow-ups with clients throughout the lending process to ensure satisfaction and address concerns.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- 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.
Mortgage Loan Officer Assistant
Rapid Mortgage Funding
2021.01 - 2022.09
Education
Bachelor of Science - Finance
Central Michigan University
Mount Pleasant, Michigan, MI01.2020
Skills
- Customer relations
- Application processing
- Document analysis
- Document review
Timeline
Client Care Specialist
Rapid Home Lending
2025.05 - 2025.10
Mortgage Loan Officer
E Mortgage Funding
2022.10 - 2025.05
Mortgage Loan Officer Assistant
Rapid Mortgage Funding
2021.01 - 2022.09
Bachelor of Science - Finance
Central Michigan University