Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Richard Hartmann

Loan Coordinator
Barnhart,MO

Summary

Experienced financial professional with a proven track record in loan processing, customer service, and financial analysis, seeking a Loan Coordinator position at Neighbors Credit Union. Skilled in managing loan origination, ensuring compliance, and improving operational efficiency. Strong ability to communicate effectively with clients and internal teams to meet loan processing deadlines

Overview

15
15
years of professional experience
1
1
Certification

Work History

Loan Coordinator

Lindell Bank
03.2022 - 10.2024
  • Developed effective strategies for handling complex loans, resulting in increased approval rates and reduced turnaround times.
  • Processed and managed loan applications from start to finish, including credit checks, employment verification, and asset analysis.
  • Worked closely with loan officers, underwriters, appraisers, and title companies to ensure timely loan closings.
  • Educated clients on loan products, terms, and conditions, enhancing customer satisfaction and retention.
  • Stayed informed about regulatory changes, ensuring compliance within all daily operations and avoiding costly penalties or delays.

Personal Banker Specialist

Commerce Bank
08.2019 - 03.2022


  • Educated customers on a variety of retail products and digital solutions that enhance the customer experience.
  • Established relationships with internal departments and referred customers to specialists when complex financial needs are identified.
  • Take applications, Prepare documents and review loan closing documents with customers.
  • Complete all requirements of loan booking, including negotiating terms, the review of loan documentation and assist in the closing process.
  • Lead, mentor and motivate team members and provide coaching for development opportunities appropriate to each individual needs

Licensed Insurance Broker

Health Markets
04.2013 - 08.2019
  • Conducted comprehensive needs assessments to develop customized insurance portfolios for clients, including life, health, and supplemental insurance.
  • Analyzed client risk profiles to recommend appropriate coverage levels, ensuring compliance with state regulations and client satisfaction.
  • Educated clients on insurance products, policy terms, and claim procedures, improving client understanding and trust
  • Provided ongoing support to clients during policy renewals and claims, ensuring satisfaction and repeat business.
  • Processed applications, payments, corrections, endorsements and cancellations.

General Manager

TitleMax
04.2010 - 04.2013
  • Directed comprehensive sales efforts to exceed revenue targets consistently while maintaining customer satisfaction levels.
  • Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.

Education

Associate Degree - Electronics Technoligy

Devry
Kansas City, MO
04.1995

High School Diploma -

Windsor High School
Imperial, Mo
05.1991

Skills

  • Loan Origination & Processing: Expert in managing loan lifecycle, from application to funding
  • Compliance & Regulations: Knowledgeable in financial laws and regulations affecting loan products
  • Data Analysis: Proficient in analyzing credit reports, financial statements, and loan metrics
  • Customer Service: Excellent communication and client management skills
  • Project Management: Ability to coordinate and manage multiple loan files simultaneously

Accomplishments


  • Process Optimization: Reduced loan processing time by 20% by implementing new workflows and streamlining document collection procedures.
  • Client Satisfaction: Achieved a client satisfaction score of 95% through timely communication and personalized service delivery.

Certification

Health & Life Insurance License

Certified Notary Public

Timeline

Loan Coordinator

Lindell Bank
03.2022 - 10.2024

Personal Banker Specialist

Commerce Bank
08.2019 - 03.2022

Licensed Insurance Broker

Health Markets
04.2013 - 08.2019

General Manager

TitleMax
04.2010 - 04.2013

Associate Degree - Electronics Technoligy

Devry

High School Diploma -

Windsor High School

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Richard HartmannLoan Coordinator