Peter San Antonio

Directed end-to-end processing of residential and commercial loans, prioritizing accuracy and compliance.

• Executed credit analysis by reviewing borrower financials, credit reports, and property data.
• Assessed loan documentation against underwriting standards for consistency.
• Engaged cross-functionally with Sales, Underwriting, and Post-Closing teams to expedite loan approvals.
• Organized collaboration with title companies, attorneys, appraisers, and local offices for closing package completion.
• Achieved or exceeded established processing benchmarks, supporting portfolio expansion and enhancing borrower experience.

Acted as primary point of contact for borrowers during qualification and scenario review phases.

• Analyzed credit profiles, liquidity positions, experience levels, property specifics, and lending goals to design suitable loan products.
• Secured over $4.5M in closed loans via consultative sales methods and effective application conversions.
• Gathered essential documentation such as IDs, bank statements, contracts, entity details, and appraisals for thorough reviews.
• Articulated loan terms and pricing structures clearly to enhance borrower engagement throughout the process.
• Oversaw management of high-volume pipeline using systematic follow-ups and meticulous task accuracy in CRM systems.
• Established robust relationships with borrowers to foster repeat inquiries and elevate conversion success rates.