Summary
Overview
Work history
Education
Skills
Timeline
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Rachel Britt

Rachel Britt

Godley,TX

Summary

Accomplished professional specializing in lead generation and product knowledge, with a proven track record in credit analysis and loan origination. Demonstrates strong decision-making skills and meticulous attention to detail in documentation review. Possesses effective leadership abilities and a commitment to customer service, excelling in relationship management. Experienced in budgeting and accounting systems, including QuickBooks, with a focus on driving success in financial services.

Overview

17
17
years of professional experience

Work history

Sr. Loan Officer

Apex Funding, LLC
Frisco, TX
08.2023 - 09.2025
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
  • Maintained strict confidentiality of bank records and client information.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Provided exceptional customer service during loan origination, addressing client concerns and ensuring a smooth process from start to finish.
  • Managed numerous incoming calls, emails, and faxes per day from customers and agents.

Sr. Loan Officer

NEXA Mortgage
09.2022 - 08.2023
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Organized and detail-oriented with a strong work ethic.

Producing Branch Manager

Service First Mortgage Company
McKinney, TX
12.2018 - 09.2022
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Maintained friendly and professional customer interactions.
  • 2021 President's Club
  • 2020 Chairman's Circle
  • 2019 Elite Producer
  • 2019 Top Units/Top Volume
  • 2019 President's Club

Sr. Loan Officer

Guild Mortgage Company
Granbury, TX
04.2015 - 12.2018
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
  • Provided exceptional customer service during loan origination, addressing client concerns and ensuring a smooth process from start to finish.

Loan Processor

First National Bank Mortgage Group
Granbury, TX
05.2008 - 05.2009
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
  • Streamlined workflow processes for increased productivity within the team while maintaining high quality output.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.

Education

Loan Officer Licensee -

Champions School of Real Estate
Fort Worth, TX
03.2015 -

Bachelor of Science - Exercise And Sports Studies, Minor in Business

Tarleton State University
Stephenville, TX

Skills

  • Lead Generation
  • Product Knowledge
  • Goal-oriented mindset
  • Decision-making confidence
  • Credit analysis proficiency
  • Attention to detail precision
  • Loan origination mastery
  • Customer service-focused
  • Relationship building and management
  • Documentation review
  • Leadership skills
  • Reliability
  • Budgeting and Accounting systems (Quick Books)

Timeline

Sr. Loan Officer

Apex Funding, LLC
08.2023 - 09.2025

Sr. Loan Officer

NEXA Mortgage
09.2022 - 08.2023

Producing Branch Manager

Service First Mortgage Company
12.2018 - 09.2022

Sr. Loan Officer

Guild Mortgage Company
04.2015 - 12.2018

Loan Officer Licensee -

Champions School of Real Estate
03.2015 -

Loan Processor

First National Bank Mortgage Group
05.2008 - 05.2009

Bachelor of Science - Exercise And Sports Studies, Minor in Business

Tarleton State University

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Rachel Britt