Licensed professional with over five years of experience in client relationship management and financial analysis. Expertise in data assessment, compliance with regulatory standards, and process optimization. Proven ability to build strong client connections and manage workflows effectively. Seeking part-time, remote opportunities to leverage communication, analytical, and organizational skills in a flexible environment.
· Analyze applicants’ financial status, credit, and tax returns to determine loan eligibility, specializing in commercial property purchases and fix-and-flip projects.
· Underwrite hard money loans, applying in-depth risk assessment and credit analysis to optimize outcomes for clients and the company.
· Execute end-to-end loan origination, including ordering credit reports, appraisals, and title reports, ensuring seamless transactions.
· Provide expert guidance on loan products and rates, tailoring solutions to client needs across commercial, conventional, FHA, VA, and Non-QM loans.
· Maintain consistent client communication, delivering updates throughout the loan process to ensure high satisfaction and repeat business.
· Collaborate with wholesale lenders, including Rocket Mortgage, Kiavi, and Velocity Commercial Capital, to secure competitive financing options.
· Ensure strict adherence to federal and state compliance guidelines for all mortgage transactions.
· Processed mortgage applications, managing all documentation and ensuring accuracy through Calyx Point software.
· Conducted phone interviews with applicants, providing tailored advice on suitable loan programs.
· Streamlined loan processing workflows, enhancing efficiency and client satisfaction.