Summary
Overview
Work History
Education
Skills
Timeline
Generic

Pamela Formby

OCEANSIDE, CA,CA

Summary

Astute Mortgage Loan Consultant known for high productivity and efficient task completion. Specialize in risk assessment, financial analysis, and customer service. Excel at negotiation, problem-solving, and communication, ensuring smooth loan processing from application to closing.

Overview

32
32
years of professional experience

Work History

Mortgage Loan Consultant

Mortgage Results Of Florida
Aptos
02.2023 - Current
  • Negotiated with lenders to obtain the best possible rates for customers.
  • Conducted interviews with potential borrowers to collect the necessary information needed for loan application processing.
  • Created marketing materials such as brochures, flyers, and presentations highlighting product offerings.

Mortgage Loan Consultant

De Anza Capital, Inc
San Jose
11.1993 - 01.2023
  • Negotiated with lenders to obtain the best possible rates for customers.
  • Maintained records of all loans processed or being processed by updating customer files regularly.
  • Conducted interviews with potential borrowers to collect the necessary information needed for loan application processing.

Education

Business

Mount Sac Collage
Pomona, CA
02-1968

Skills

  • Loan processing
  • Rate negotiation
  • Customer relationship management
  • Regulatory compliance
  • Documentation management
  • Effective communication
  • Problem solving
  • Attention to detail
  • Customer service

Timeline

Mortgage Loan Consultant

Mortgage Results Of Florida
02.2023 - Current

Mortgage Loan Consultant

De Anza Capital, Inc
11.1993 - 01.2023

Business

Mount Sac Collage