Robert Schneider
Port St Lucie,FL
Summary
Enthusiastic Loan Officer provides excellent customer service throughout loan origination process. Well-versed in reverse mortgage loans and the application process.
Overview
11
11
years of professional experience
1
1
Certification
Work History
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, NYSkills
- Customer service-focused
- Sales expertise
- Loan origination
- Team player
- Sales pipeline maintenance
- Credit assessment
Certification
- Licensed Insurance Agent, 09/01/18, Current, DICE, W518710
- LIFE INCL VAR ANNUITY & HEALTH, 0215
- CUSTOMER REPRESENTATIVE, 0440
- Mortgage Loan Originator, NMLS # 1174388, 05/01/14, Present
Timeline
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
- Licensed Insurance Agent, 09/01/18, Current, DICE, W518710
- LIFE INCL VAR ANNUITY & HEALTH, 0215
- CUSTOMER REPRESENTATIVE, 0440
- Mortgage Loan Originator, NMLS # 1174388, 05/01/14, Present
High School Diploma - General High School Curriculum
Baldwin Sr High School
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