Robert Whittaker
Merrimack,NH
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Organized Mortgage Loan Officer with 25 years of experience in mortgage financing . Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
23
23
years of professional experience
Work History
Licensed Mortgage Loan Officer
St Mary’s Bank
650 Nashua St Milford NH
09.2019 - Current
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Senior Loan Officer
Wells Fargo
Bedford, NH
08.2000 - 09.2019
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Developed and maintained relationships with local real estate agents.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
Education
Computer Science
NH Technical Institution
Concord, NH06.1981
Business Management
Hesser College
Manchester, NH06.1983
Skills
- Negotiation Tactics
- Client Account Management
- Sales Development
- Credit Union Operations
- Mortgages and Loans
- Regulatory Requirements
- Sales Forecasting
- Government Lending
- Program Requirements
- Desktop Underwriting Expertise
- Client Relationships
- Mortgage Plan Advising
- Detail Orientation
- Pre-Approval Process
- Property Evaluation
- Loan Application Management
- Business Referral Management
- Marketing Expertise
- Loan Approval
- Bank Product Marketing
- NMLS Registration
Accomplishments
- Resolved product issue through consumer testing.
- Achieved sales through effectively helping with purchase and refinance needs.
Affiliations
NH Board of Realtors, Chamber of Commerce Elks organization.
Timeline
Licensed Mortgage Loan Officer
St Mary’s Bank
09.2019 - Current
Senior Loan Officer
Wells Fargo
08.2000 - 09.2019
Computer Science
NH Technical Institution
Business Management
Hesser College