Summary
Overview
Work History
Education
Skills
Timeline
Generic

Preston Connatser

Plano

Summary

Resourceful salesman with solid background assisting loan originators in streamlining processes and managing client documentation. Contributed to successful loan applications by ensuring accurate data entry and compliance with regulations. Demonstrated proficiency in customer service and attention to detail, aiding in smooth operation of lending process.

Overview

3
3
years of professional experience

Work History

Loan Originator Assistant

Benchmark Mortgage
08.2024 - Current
  • Generated new business by proactively reaching out to potential borrowers and establishing relationships with real estate agents, builders, and financial professionals
  • Analyzed loan applications and credit reports to determine borrower eligibility and risk level
  • Collaborated with underwriters, processors, and other stakeholders to gather necessary documentation for loan approval process
  • Maintained up-to-date knowledge of industry regulations and guidelines to ensure compliance throughout the loan origination process
  • Contributed to business growth by identifying potential clients through networking events and referrals.
  • Assisted Loan Originators in maintaining strong client relationships by providing ongoing support and communication through the life of each loan.

Loan Officer Assistant

Cardinal Financial Company
06.2022 - 03.2024
  • Assisted loan officers in processing applications and documentation efficiently.
  • Compiled all needed documents for underwriting submission. Collected and verified all income and asset documentation. Submitted loan files for credit underwriting approval.
  • Built and maintained full pipeline of active loan files, ensuring completeness and accuracy of any client data that might change during the loan process.
  • Was instrumental in making sure all loans were disclosed on time and closing on time, every time.
  • Handled any of the client’s service needs daily.

Education

BBA - Sports Entertainment Management

University of North Texas
Denton, TX
05-2022

Skills

  • Sales
  • Cold Calling
  • Technological Organization
  • Public Speaking
  • Relationship Building
  • Pipeline Management
  • Schedule Management
  • Customer Service
  • Problem-Solving
  • Attention To Detail

Timeline

Loan Originator Assistant

Benchmark Mortgage
08.2024 - Current

Loan Officer Assistant

Cardinal Financial Company
06.2022 - 03.2024

BBA - Sports Entertainment Management

University of North Texas

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