Nana Li

Reviewing, authorizing and recommending loans for approval. meet with applicants to determine their creditworthiness before deciding whether or not they will offer them a personal or commercial loan. They go through each application individually, looking at what type/amounts an individual or business can afford based on specific principles. Another critical duty is to stay current with lending regulations, the economy and market rates.

• Worked with underwriters to fix application problems and resolve issues.
• Collected information from banks, institutions and employers to assess applicant eligibility.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
• Reviewed loan files and updated to match current standards.
• Checked loan documents for accuracy prior to closing.
• Developed extensive network of referral partners to source new mortgage loan opportunities.
• Participated in industry events and conferences to build relationships and gain market intelligence.
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
• Interviewed applicants to assess loan requirements before suggesting offers.
• Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
• Explained different types of loans pertaining to client situations.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• Developed and implemented marketing campaigns to generate new business opportunities.
• Assisted credit officers with loan applications to originate more then 5000 mortgage loans.and business loans .
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
• Negotiated loan terms and conditions with clients to maximize profitability.