Summary
Work History
Education
Skills
Timeline
Generic
Primus Washington

Primus Washington

Santa Fe,NM

Summary

Dynamic Loan Officer with extensive experience at First National Bank, excelling in client relations and financial advising. Proven track record in loan origination and documentation review, enhancing customer satisfaction through effective communication. Skilled in risk management assessments and process improvement, fostering strong relationships to drive business success.

Work History

Senior consultant

Del Norte Credit Union
12.2021 - Current
  • Led cross-functional teams to develop strategic initiatives aligned with client objectives.
  • Facilitated stakeholder workshops to identify business needs and drive solution development.
  • Analyzed complex data sets to inform decision-making and enhance operational efficiency.
  • Mentored junior consultants, fostering professional growth and improving team performance.
  • Delivered high-quality solutions for clients through comprehensive research and analysis of industry trends.
  • Evaluated clients' needs and created plan of action to provide solutions.
  • Evaluated customer needs and feedback to drive product and service improvements.

Loan Officer Banker

First National Bank
01.1999 - 2019
  • Assisted clients in completing loan applications and gathering necessary documentation
  • Learned regulatory compliance procedures for mortgage lending practices
  • Provided support in evaluating client creditworthiness and financial stability
  • Maintained up-to-date knowledge of loan products and interest rates
  • Collaborated with senior loan officers to streamline application processes
  • Developed strong customer relationships through effective communication and guidance
  • Contributed to team goals by actively participating in training sessions and workshops
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Examined customer loan applications for loan approvals and denials.
  • Developed strong relationships with customers through high levels of customer service.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Advised clients on mortgage, education and personal loans.

Education

No Degree - Information Technology

Carolina Technical College
South Carolina

Skills

  • Database management
  • Documentation review
  • Relationship building and management
  • Financial advising
  • Sales expertise
  • Client relations
  • Customer service-focused
  • Loan servicing
  • Consumer lending
  • Financial services
  • Loan origination
  • Cash handling
  • Banking
  • Team player
  • Risk management assessments
  • Proficient in 10-key
  • Loans
  • Friendly
  • Balance sheet expertise
  • Terms negotiation
  • Basic mathematics
  • Referral network development
  • NMLS registration
  • Process improvement

Timeline

Senior consultant

Del Norte Credit Union
12.2021 - Current

Loan Officer Banker

First National Bank
01.1999 - 2019

No Degree - Information Technology

Carolina Technical College

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Primus Washington