Rachel Tursivio
Cleveland,OH
Summary
I take immense pride in empowering others with financial literacy to reach their goals. I am a passionate person and have a love for helping others.
I am adaptable and very eager to learn other aspects of the finance industry while applying knowledge of the mortgage industry to a new position.
Overview
5
5
years of professional experience
Work History
Senior Loan Officer
CrossCountry Mortgage LLC
Brecksville, OH
01.2020 - Current
- Originated, reviewed, processed, closed and administered customer loan proposals for both refinance and purchase transactions.
- Recommended loan approvals and denials based on customer loan application reviews.
- Explained very technical financial information to applicants in easy to understand language.
- Managed personal pipeline of up to 40 clients per day to ensure service standards and financial goals are met for the company and the client.
Junior Loan Officer
CrossCountry Mortgage LLC
Brecksville, OH
02.2019 - 12.2019
- Fielded mortgage applications over the phone utilizing exceptional customer service skills to estabilsh long term relationships.
- Efficiently met deadlines while meeting and exceeding team sales goals.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Assisted senior-level credit officers with complex loan applications.
Server
Barrio Tacos
Cleveland, Ohio
05.2017 - 06.2019
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Increased sales significantly by upselling higher-end products to customers.
Education
Bachelor of Science - Fashion Merchandising
Kent State University
Kent, Ohio08.2016
Skills
- FNMA/FHMLC, FHA, VA Loan Processes
- Encompass and Optimal Blue Proficiency
- Creditworthiness Determination
- Financial History Analysis
- Contract and Application Review
- Financial Advisement
Timeline
Senior Loan Officer
CrossCountry Mortgage LLC
01.2020 - Current
Junior Loan Officer
CrossCountry Mortgage LLC
02.2019 - 12.2019
Server
Barrio Tacos
05.2017 - 06.2019
Bachelor of Science - Fashion Merchandising
Kent State University
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