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
14
14
years of professional experience
Work History
Mortgage Loan Officer
US Bankcorp
04.2009 - 07.2023
Worked with underwriters to fix application problems and resolve issues.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Explained very technical financial information to applicants in easy to understand language.
Assisted customers with completing loan applications and other paperwork.
Developed and maintained relationships with customers, lenders and other third parties.
Participated in industry events and conferences to build relationships and gain market intelligence.
Developed and implemented marketing campaigns to generate new business opportunities.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Explained different types of loans pertaining to client situations.
Education
Bachelor of Science - Finance
San Jose State University
San Jose, CA
Skills
Excellent Sales Skills - top 10% loan originator
Financial Analysis - analysis of business and personal tax returns to determine income