Organized Mortgage Loan Officer with 20 + years of experience in lending. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
25
25
years of professional experience
Work History
Mortgage Loan Originator
Kind Lending
09.2022 - Current
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Prepared documents for customers, submitting and overseeing through each step of closing process.
Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
Interviewed applicants to assess loan requirements before suggesting offers.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Participated in industry events and conferences to build relationships and gain market intelligence.
Checked loan documents for accuracy prior to closing.
Developed and implemented marketing campaigns to generate new business opportunities.
Mortgage Loan Originator
Wells Fargo & Company
12.2013 - 09.2022
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Prepared documents for customers, submitting and overseeing through each step of closing process.
Owner/Operator
Worldwide Mortgage
01.1999 - 12.2013
Managed day-to-day business operations.
Consulted with customers to assess needs and propose optimal solutions.
Trained and motivated employees to perform daily business functions.
Evaluated suppliers to maintain cost controls and improve operations.