Summary
Overview
Work History
Education
Skills
Timeline
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Patrick McIntyre

Patrick McIntyre

San Diego,CA

Summary

Proven Loan Officer with a track record of enhancing customer satisfaction through expert relationship building and management, honed at McIntyre Loans. Excelled in bilingual communication and commercial lending, achieving dynamic partnerships and business development. Demonstrates strong database management alongside a knack for sales, ensuring swift, empathetic client service and strategic problem-solving.

Overview

4
4
years of professional experience

Work History

Loan Officer

McIntyre Loans
01.2024 - Current
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Submitted loan applications to underwriter for verification and recommendations.

Farmers Insurance

Sub-Producer
05.2023 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Proved successful working within tight deadlines and a fast-paced environment.

Lobbying for Veterans / Community Health Advocate

Sylvester Raters, Inc
01.2020 - 04.2023
  • Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
  • Counseled clients during emotionally challenging situations, offering empathy while maintaining professionalism.
  • Delivered friendly service and offered expert support in every interaction.
  • Established trusting relationships with clients by maintaining open lines of communication throughout the entire representation process.
  • Assisted with applications and collected required paperwork to help individuals register for supportive services.
  • Maintained positive relationships with community to build and nurture dynamic partnerships.

Education

Bachelor of Science - Nursing

National University
La Jolla, CA
03.2013

Bachelor of Science - Business Administration: Finance

San Diego State University
San Diego, CA
06.1998

Skills

  • Database Management
  • Relationship building and management
  • Documentation Review
  • Sales expertise
  • Commercial Lending
  • Bilingual in Spanish
  • Business Development

Timeline

Loan Officer

McIntyre Loans
01.2024 - Current

Farmers Insurance

Sub-Producer
05.2023 - Current

Lobbying for Veterans / Community Health Advocate

Sylvester Raters, Inc
01.2020 - 04.2023

Bachelor of Science - Nursing

National University

Bachelor of Science - Business Administration: Finance

San Diego State University

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Patrick McIntyre