Relationship-driven, high producing mortgage loan originator with five years of sales and processing experience. Reliable, adaptable, and eager to learn from those with more experience in order to grow.
Overview
6
6
years of professional experience
Work History
Mortgage Loan Originator
Lending Heights
08.2023 - Current
Build and nurture relationships with real estate agents, investors, attorneys and past clients to generate consistent leads
Doubled self-sourced business in one year
Serve on the Business Development Committee where we plan Realtor focused events throughout the year. Most recently helped plan an event in Pittsburgh that had over 200 industry professionals attend.
Gained an expert understanding of investment loan products (DSCR, alt-doc Non-QM)
Regularly update Realtors of new lending products
Manage a pipeline of fully self-sourced business
Build out drip-campaigns using CRM platforms to increase client retention.
Guide clients through the entire loan process and thoroughly explain all options to ensure a smooth transaction.
Effectively communicate with realtors, underwriters, title and insurance agents to ensure transparency for a smooth transaction.
Thorough understanding of different lenders specific guidelines for products/programs.
Mortgage Loan Originator
Cool Home Loans
08.2021 - 08.2023
Build and nurture relationships with real estate agents, investors, attorneys and past clients to generate consistent leads
Regularly update Realtors of new lending products
Manage a pipeline of fully self-sourced business
Build out drip-campaigns using CRM platforms to increase client retention.
Guide clients through the entire loan process and thoroughly explain all options to ensure a smooth transaction.
Effectively communicate with realtors, underwriters, title and insurance agents to ensure transparency for a smooth transaction.
Thorough understanding of different lenders specific guidelines for products/programs.
Loan Processor
Mortgage Planning Group
09.2019 - 08.2021
Effectively manage a pipeline of approximately three dozen files per month from application to funding using Encompass.
Provide support to loan officer by ensuring timely and accurate processing of loans from application to funding.
Build out drip-campaigns using CRM platforms to improve client retention.
Review and verify borrowers' income, credit reports, employment history, property appraisals and title insurance information to prepare loan applications for underwriting submittal.
Ensure compliance with company policies, underwriting guidelines and lender-program requirements.
Process loans according to Fannie Mae and Freddie Mac guidelines.
Thorough knowledge of FHA, VA, USDA, Conventional and Jumbo loan processes.
Maintain a high volume pipeline with strict precision to detail.
Effectively communicate with clients, brokers, and agents to ensure a timely closing.
Loan Officer (NMLS#2027997) at Aloha Capital/Allied Lending/Planet Home LendingLoan Officer (NMLS#2027997) at Aloha Capital/Allied Lending/Planet Home Lending