Nancy Roll
Lake Forest,CA
Summary
Expert in building customer relationships and cross-selling, demonstrating a commitment to organizational success and customer financial health. Ability to handle multiple projects simultaneously with a high degree of accuracy. Familiar with diverse banking and investment products, deposit accounts and loans. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Good communication, multitasking and conflict resolution skills. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
8
8
years of professional experience
Work History
Sr Mortgage Underwriter
Better Mortgage Corporation
03.2020 - 04.2022
- Led a diverse portfolio, Jumbo of mortgage applications, consistently meeting strict deadlines while maintaining attention to detail.
- Mitigated risks associated with loan approvals, conducting thorough due diligence on borrower profiles and property valuations.
- Assisted management with special projects as assigned, demonstrating adaptability and commitment to organizational success.
- Managed approximately 40 incoming calls, emails and zoom meeting per day from Internal and External Dept.
Mortgage Underwriter
Fremont Bank
04.2015 - 03.2020
- Approved or denied loans based on established criteria and underwriting guidelines. Managed 20 files per day for credit approved, signed off conditions and transferred files to closing dept.
- Identified possible fraud risks through meticulous evaluation of application materials, protecting both lenders and homebuyers from potential losses.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
Mortgage Loan Consultant
School First CU
05.2014 - 01.2015
- Collaborated with underwriters and processors to expedite loan approvals, ensuring timely completion of all necessary steps. Reviewed 15 loan applications for completion before transferred file to processor team.
- Enhanced loan approval rates by diligently pre-qualifying mortgage applicants and accurately assessing their financial capabilities.
- Reduced processing time for mortgage applications by implementing efficient document organization strategies and proactively addressing potential issues.
- Streamlined the mortgage application process for clients by providing clear guidance on required documentation and submission procedures.
Education
Real Estate License - Real Estate
Saddleback Community College
Mission Viejo, CA06.2025
Skills
- Build quality personal or business customer relationships by proactively recommending appropriate bank products, accounts, loans and various financial products
- Identified and maximized new account sales and cross-sell opportunities, utilizing customer profiling to develop book of business
- Preformed and supported operational financial service, processed new account transactions; assisting customers with various account and financial services
- Assisted customers in resolution of account issues with a heavy emphasis on cross-selling towards customer retention and relationship building
- Identified opportunities to cross-sell bank products or services; successfully expanded client relationships resulting in an increase customer retention and satisfaction
- Open and close customer accounts, inputting and closing loans, providing strong customer service, helping customers with their banking needs
- Open and close customer accounts, inputting and closing loans, providing strong customer service, helping customers with their banking needs
- Established close working relationships with assigned Business Partners, referring customers when appropriate to provide timely, and financial solutions
Timeline
Sr Mortgage Underwriter
Better Mortgage Corporation
03.2020 - 04.2022
Mortgage Underwriter
Fremont Bank
04.2015 - 03.2020
Mortgage Loan Consultant
School First CU
05.2014 - 01.2015
Real Estate License - Real Estate
Saddleback Community College
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