Raquel Sorg

• Updates borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• Explains in detail different types of loans pertaining to client situations.
• Work with processors and underwriters to fix application problems to resolve issues.
• Prepare loan documents for customers, submitting and overseeing through each step of closing process.

• Identifying customer needs through incoming calls to convert the caller to a qualified lead
• Actively listen to identify specific questions or issues while documenting required information in contemporary software applications such as salesforce
• Explain the differences between various products, and assist the prospect in selecting a product that best meets their criteria

• Serving as a primary point of contact to clients while effectively delivering superior service by identifying and fulfilling their needs with the home buying process
• Creating and presenting a comparison analysis on competing companies in local areas
• Utilize financing background to educate clients on different types of loan programs and calculating mortgage payments
• Conducting tours in model homes and providing expert analysis on home demonstrations, lot specifications, spec homes, taxes, homeowner associations, and construction process
• Prospecting realtors through social media platforms, visiting local offices and participating in realtor meetings to develop mutually beneficial relationships
• Weekly meetings with construction team for updates
• Actively participates in weekly sales meetings to provide updates to sales manager
• Highly scored customer ratings based on being personal, responsive, and delivering an easy process
• Preparing and explaining sales purchase agreements
• 12 Million Dollar Producer

• Executed loan origination process

• In depth knowledge of FNMA, FHLMC, FHA, and VA guidelines
• Adhere to all federal and state compliance guidelines
• Determined rate locks, and issuance of disclosures
• Analyzed applicants financial and credit status
• Executed loan origination process

Achievements and Awards

Top Producer in Sales

Banker of the Month

Million Dollar Club

• Ordered supply and maintained supply inventory
• Provided excellent customer service to patrons and established a repeat client base