Organized candidate with 30 years of experience in the mortgage industry. Extensive knowledge of purchase transactions and the mortgage process from origination through closing. Adept at mathematical accuracy and following loan regulations.
Overview
12
12
years of professional experience
Work History
Mortgage Consultant
Edina Realty Mortgage
01.2017 - Current
Cultivated relationships with realtors to increase office buyer referrals by 45%.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
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.
Home Mortgage Consultant
Wells Fargo Home Mortgage
07.2014 - 01.2017
Developed network of banker referral partners to source new mortgage loan opportunities.
Held first time home buyer seminars to educate and generate new buyers.
Advised clients on loan process and specialized topics in home purchasing such as First Time Home Buyer programs, Government loans and Jumbo financing.
Identified opportunities to cross-sell and upsell loan products to customers.
Mortgage Loan Officer
Stonegate Mortgage Corporation
03.2013 - 07.2014
Explained different types of loans pertaining to client situations.
Checked loan documents for accuracy.
Educated clients on refinance loan options to best meet their financial goals.
Education
Bachelor of Science - Marketing
Northern Illinois University
Dekalb, IL
Skills
Proficient in Encompass, Desktop Underwriter and Loan Prospector
Efficient Time Management
Excellent Customer Service
Attention to Detail
Knowledgeable in Loan Guidelines
Timeline
Mortgage Consultant
Edina Realty Mortgage
01.2017 - Current
Home Mortgage Consultant
Wells Fargo Home Mortgage
07.2014 - 01.2017
Mortgage Loan Officer
Stonegate Mortgage Corporation
03.2013 - 07.2014
Bachelor of Science - Marketing
Northern Illinois University
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