Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
17
17
years of professional experience
Work History
Sr. Loan Officer
Apex Funding. LLC
08.2023 - Current
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.
Provided detailed loan options to clients, enabling informed decisions that matched their financial goals.
Managed numerous incoming calls, emails, and faxes per day from customers and agents.
Producing Branch Manager
Service First Mortgage Company
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
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
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 NMLS 1298611
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
05-2000
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
Timeline
Sr. Loan Officer
Apex Funding. LLC
08.2023 - Current
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 Processor
First National Bank Mortgage Group
05.2008 - 05.2009
Loan Officer Licensee NMLS 1298611
Champions School of Real Estate
Bachelor of Science - Exercise And Sports Studies Minor in Business
Tarleton State University
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