Organized Mortgage Loan Officer with 5 years of experience in Real Estate. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
4
4
years of professional experience
Work History
Mortgage Loan Officer
CrossCountry Mortgage
06.2022 - Current
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
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.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
Developed and implemented marketing campaigns to generate new business opportunities.
Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
Mortgage Loan Officer
Caliber Home Loans, Inc
03.2020 - 06.2022
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Provided support during audits to ensure compliance with federal and state regulations, contributing to a strong company reputation.
Promoted cross-selling opportunities within the organization by identifying additional financial products that would benefit clients beyond their mortgage needs.
Mentored junior loan officers to improve team performance and meet organizational goals.
Processed loan applications and monitored progress from start to finish.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Supervised loan personnel and motivated to maintain customer service and performance standards.
Mortgage Loan Officer
American Neighborhood Home Mortgage
11.2019 - 03.2020
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Participated in industry events and conferences to build relationships and gain market intelligence.
Participated in ongoing professional development programs to continuously expand knowledge of the mortgage industry and enhance skills as a loan officer.
Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.