Nancy Contreras
Consultant
Eastvale ,CA
Trust and Believe
My own quote
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Organized Mortgage Loan Officer with 23 years of experience in Customer Relations. Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 23 years of assisting clients, scheduling payments and reviewing credit histories.
Overview
24
24
years of professional experience
Work History
Licensed Mortgage Loan Originator
Cardinal Financial Corp
02.2021 - 10.2022
- Trained new hires on customer service policies and procedures.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Worked with underwriters to fix application problems and resolve issues.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Checked loan documents for accuracy prior to closing.
Licensed Mortgage Loan Officer
Mortgage Solutions Financial
01.2018 - 02.2021
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Collaborated with other departments to promptly process loan applications.
- Recommended loan approvals and denials based on customer loan application reviews.
- Processed loan applications and monitored progress from start to finish.
Licensed Loan Consultant
Caliber Home Loans/ Bank Home Loans
08.2015 - 01.2018
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
- Reviewed customer applications closely to identify any opportunities for further development and revenue.
- Managed communications as central point of contact for entire lending process.
- Developed strong relationships with customers through high levels of customer service.
- Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.
- Maintained open communication with old clients to cement relationships, drive referrals and obtain repeat business.
Senior Personal Banker
Wells Fargo Bank, N.A.
02.1999 - 08.2015
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Education
High School Diploma -
Skills
- Processing Loan Applications
- Client Interviews
- Negotiation Tactics
- Customer Transactions
- Verify Agreements
- Active Listening and Learning
- Business Referral Management
- Strong Relationships
- Customer Inquiries
- Networking and Partnership Development
Languages
Spanish
Native or Bilingual
Licenses
NMLS License (Nationwide Mortgage Licensing System)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Licensed Mortgage Loan Originator - Cardinal Financial Corp
02.2021 - 10.2022
Licensed Mortgage Loan Officer - Mortgage Solutions Financial
01.2018 - 02.2021
Licensed Loan Consultant - Caliber Home Loans/ Bank Home Loans
08.2015 - 01.2018
Senior Personal Banker - Wells Fargo Bank, N.A.
02.1999 - 08.2015
La Puente High School - High School Diploma,
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