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
2023.02 - 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
1993.11 - 2023.01
- 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, CA1968-02
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
2023.02 - Current
Mortgage Loan Consultant
De Anza Capital, Inc
1993.11 - 2023.01
Business
Mount Sac Collage