Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Robert Schneider

Port St Lucie,FL

Summary

An enthusiastic sales professional looking to transition back into the health insurance industry, providing excellent customer service throughout the sales process. Well-versed in ACA health plans and the application process.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Mortgage Loan Officer

Guaranteed Rate
Chicago,IL, FL
02.2025 - 06.2025
  • Reviewed loan files and updated to match current standards.
  • Explained different types of loans pertaining to client situations.
  • Worked with underwriters to fix application problems and resolve issues.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Negotiated loan terms and conditions with clients to maximize profitability.

Mortgage Loan Officer

Guaranteed Rate
Chicago,IL, FL
02.2025 - 06.2025
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Reviewed loan files and updated to match current standards.
  • Negotiated loan terms and conditions with clients to maximize profitability.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Loan Officer

Finance of America Mortgage
Tulsa, OK
10.2023 - 12.2024
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Developed and maintained relationships with potential customers to increase loan business.
  • Explained various types of loans available to customers and their associated terms and conditions.
  • Maintained and followed up on leads through Salesforce database.

Loan Officer

Mutual of Omaha Mortgage
Ft. Lauderdale, FL
10.2022 - 10.2023
  • Maintained strict confidentiality of bank records and client information
  • Advised clients on mortgage, education, and personal loans
  • Submitted loan applications to underwriter for verification and recommendations
  • Successfully closed an average of 5 loans per month
  • Maintained friendly and professional customer interactions
  • Maintained extensive lead database through Salesforce of hundreds of sales leads

Loan Officer

Liberty Reverse Mortgage
Rancho Cordova, CA
09.2020 - 09.2022
  • Maintained strict confidentiality of bank records and client information
  • Advised clients on mortgage, education, and personal loans
  • Submitted loan applications to underwriter for verification and recommendations
  • Successfully closed an average of 5 loans per month
  • Maintained friendly and professional customer interactions
  • Maintained extensive lead database through Salesforce of hundreds of sales leads

Unemployed

11.2019 - 09.2020

Insurance Agent

Fiorella Insurance Agency Inc
Stuart, FL
09.2018 - 11.2019
  • Selling health insurance policies

Loan Officer

Quik Fund Inc
Garden City, NY
03.2018 - 07.2018
  • Developed and maintained relationships with local real estate agents
  • Recommended loan approvals and denials based on customer loan application reviews
  • Originated, reviewed, processed, closed, and administered customer loan proposals
  • Maintained strict confidentiality of bank records and client information
  • Maintained current loan and pricing information on the online banking website

Loan Officer

Reverse Mortgage Funding LLC
Melville, NY
11.2015 - 03.2018
  • Developed prospects for new loans by conducting cold calls weekly
  • Advised clients on mortgage, education and personal loans
  • Successfully closed average of 5 loans per month
  • Maintained friendly and professional customer interactions
  • Contacted potential clients to pursue sales and gather funds
  • Maintained extensive lead database through Netsuite of hundreds of sales leads

Loan Officer

Urban Financial/Finance Of America Reverse
Melville, NY
02.2014 - 09.2015
  • Maintained strict confidentiality of bank records and client information
  • Advised clients on mortgage, education and personal loans
  • Submitted loan applications to underwriter for verification and recommendations
  • Successfully closed average of 5 loans per month
  • Maintained friendly and professional customer interactions
  • Maintained extensive lead database through Velocify of hundreds of sales leads

Education

High School Diploma - General High School Curriculum

Baldwin Sr High School
Baldwin, NY

Skills

  • Customer service-focused
  • Sales expertise
  • Team player
  • Sales pipeline maintenance
  • Compliance
  • Enrollment Processing

Certification

  • Licensed Insurance Agent, 09/01/18, Current, DICE, W518710
  • LIFE INCL VAR ANNUITY & HEALTH, 0215
  • Mortgage Loan Originator, NMLS # 1174388, 05/01/14, Present

Timeline

Mortgage Loan Officer

Guaranteed Rate
02.2025 - 06.2025

Mortgage Loan Officer

Guaranteed Rate
02.2025 - 06.2025

Loan Officer

Finance of America Mortgage
10.2023 - 12.2024

Loan Officer

Mutual of Omaha Mortgage
10.2022 - 10.2023

Loan Officer

Liberty Reverse Mortgage
09.2020 - 09.2022

Unemployed

11.2019 - 09.2020

Insurance Agent

Fiorella Insurance Agency Inc
09.2018 - 11.2019

Loan Officer

Quik Fund Inc
03.2018 - 07.2018

Loan Officer

Reverse Mortgage Funding LLC
11.2015 - 03.2018

Loan Officer

Urban Financial/Finance Of America Reverse
02.2014 - 09.2015

High School Diploma - General High School Curriculum

Baldwin Sr High School

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Robert Schneider