Patrick Grundish
Englewood,OH
Summary
Dynamic Mortgage Loan Officer with a proven track record in Sales and client consultation. Excelling in client account management and communication. Enhanced client retention through exceptional service and effectively managing pipelines. Skilled in problem-solving and fostering relationships with referral partners to drive sales development.
Overview
23
23
years of professional experience
Work History
Property Manager
Self-employeed
01.2020 - Current
- Manage self owned multiple properties simultaneously, coordinating efficient allocation of resources and streamlining communication channels to maintain high levels of operational excellence.
- Coordinate and seek out contractors for complete rehabs and repairs. Pick out flooring, paint, and fixtures for rentals and homes that have been flipped.
- Monitored progress of rehab and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
- Market and sell such investments and showcase rentals for prospective tenants.
Mortgage Loan Officer
New Carlisle Federal Savings Bank
12.2015 - 07.2025
- Maintained high level of customer satisfaction by providing prompt and accurate status updates.
- Negotiated loan terms and conditions with customers to secure best deal.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Promoted cross-selling opportunities within the organization by identifying additional financial products that would benefit clients beyond their mortgage needs.
Mortgage Loan Officer
Fifth Third Bank
10.2002 - 12.2015
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Negotiated loan terms and conditions with customers to secure best deal.
Education
Business
Wright State University
Dayton, OHSkills
- Goal oriented
- Excellent written and verbal communication
- Problem solving and troubleshooting
- Time management and task prioritization
- Client account management
- Proven sales record
Timeline
Property Manager
Self-employeed
01.2020 - Current
Mortgage Loan Officer
New Carlisle Federal Savings Bank
12.2015 - 07.2025
Mortgage Loan Officer
Fifth Third Bank
10.2002 - 12.2015
Business
Wright State University
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