C. Jason Carlisle
Veazie
Summary
Detail-oriented Mortgage Loan Originator with expertise in pipeline management and credit evaluation. Proven ability to facilitate smooth transactions while ensuring compliance with residential mortgage lending regulations.
Overview
25
25
years of professional experience
Work History
Mortgage Loan Originator
University Credit Union
06.2017 - 07.2026
- Facilitated mortgage loan applications, ensuring compliance with regulatory standards and organizational policies.
- Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meeting member's needs.
- Educated members on mortgage options, guiding them through the application process to ensure informed decisions.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Mentored junior colleagues in navigating complex mortgage industry procedures while sharing valuable insights gained from years of experience
- Developed and maintained strong relationships with real estate agents and industry partners to generate referrals.
Electronic Loan Specialist
University Credit Union
07.2013 - 06.2017
- Analyzed loan applications to determine eligibility and assess risk factors for approvals and denials
- Mentored junior staff on regulatory compliance and best practices in loan origination.
Personal Banker
Bank of America
05.2010 - 12.2012
- Evaluated customer needs to recommend suitable banking solutions and services.
- Facilitated cross-selling of products, enhancing overall customer satisfaction and engagement.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted clients with account openings, loan applications, and financial product inquiries.
UAT Analyst
Bank of America
03.2006 - 05.2010
- Led user acceptance testing (UAT) initiatives to validate system functionality and user requirements.
- Developed testing strategies for call-center functionality to ensure alignment with user requirements.
- Identified and documented defects, ensuring timely resolution before production deployment.
Credit Analyst
MBNA
12.2001 - 03.2006
- Analyzed credit data to assess risk and determine creditworthiness of applicants.
- Mentored junior analysts, sharing best practices and fostering their professional development in credit analysis techniques.
Education
No Degree - Aerospace Engineering
Massachusetts Institute of Technology
Cambridge, MASkills
- Pipeline management
- NMLS Registration
- Residential mortgage lending regulations
- Credit evaluation
- Loan origination
- Underwriting Guidelines
Timeline
Mortgage Loan Originator
University Credit Union
06.2017 - 07.2026
Electronic Loan Specialist
University Credit Union
07.2013 - 06.2017
Personal Banker
Bank of America
05.2010 - 12.2012
UAT Analyst
Bank of America
03.2006 - 05.2010
Credit Analyst
MBNA
12.2001 - 03.2006
No Degree - Aerospace Engineering
Massachusetts Institute of Technology