Robert Meagher
Bulverde,TX
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
9
9
years of professional experience
Work History
Mortgage Account Manager
First United Bank And Trust
01.2023 - Current
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
- Selected correct products based on customer needs, product specifications and applicable regulations.
Loan Officer Assistant
Guardian Mortgage
01.2022 - 12.2022
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Answered inquiries and provided superior customer service to clients.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
Mortgage Loan Officer Assistant
Bank Of San Antonio
06.2021 - 12.2021
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Mortgage Loan Officer Assistant
First United Bank And Trust
02.2016 - 06.2021
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
Underwriting Manager
SoFi
01.2015 - 02.2016
- Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
- Proved successful working within tight deadlines and a fast-paced environment.
Education
No Degree - Business
Texas Christian University
Fort Worth, TXSkills
- Sales Solutions
- Business Development
- Time Management
- Product and Service Sales
- Prospecting and Cold Calling
- Staff Management
- Account Management
- Sales Forecasting
- Overcoming Objections
- Sales Reporting
- Client Rapport-Building
Timeline
Mortgage Account Manager
First United Bank And Trust
01.2023 - Current
Loan Officer Assistant
Guardian Mortgage
01.2022 - 12.2022
Mortgage Loan Officer Assistant
Bank Of San Antonio
06.2021 - 12.2021
Mortgage Loan Officer Assistant
First United Bank And Trust
02.2016 - 06.2021
Underwriting Manager
SoFi
01.2015 - 02.2016
No Degree - Business
Texas Christian University
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