Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Roderick H Pleasant Jr

Round Rock,TX

Summary

Experienced Mortgage Loan Officer with a proven track record in providing exceptional financial services to clients and effectively managing complex loan transactions. Deep understanding of credit analysis, loan origination, and closing processes, allowing for seamless navigation of the intricacies of the mortgage industry. Strong time management and task prioritization skills enable efficient handling of multiple responsibilities while maintaining a high level of accuracy and attention to detail.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Mortgage Loan Officer

BB&T Bank/Truist Bank
11.2015 - 11.2023
  • Assisted clients throughout the entire mortgage process, from initial application to closing, ensuring a positive customer experience.
  • Worked closely with processors to resolve any issues that arose during application review or underwriting stage, minimizing delays in closing timescales.
  • Analyzed applicant financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Assisted in the development of junior loan officers through mentoring and coaching sessions, improving overall team performance. Assisted clients throughout the entire mortgage process, from initial application to closing, ensuring a positive customer experience.
  • Increased loan production by developing and maintaining strong relationships with realtors, builders, and other referral sources.
  • Delivered engaging presentations at home-buyer seminars to educate potential clients on the home buying process and available financing options.
  • Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
  • Maintained closing volume of 14-20 million annually

Senior Mortgage Loan Officer

PNC Bank
11.2011 - 10.2015
  • Assisted clients throughout the entire mortgage process, from initial application to closing, ensuring a positive customer experience.
  • Worked closely with processors to resolve any issues that arose during application review or underwriting stage, minimizing delays in closing timescales.
  • Analyzed applicant financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Assisted in the development of junior loan officers through mentoring and coaching sessions, improving overall team performance. Assisted clients throughout the entire mortgage process, from initial application to closing, ensuring a positive customer experience.
  • Increased loan production by developing and maintaining strong relationships with realtors, builders, and other referral sources.
  • Delivered engaging presentations at home-buyer seminars to educate potential clients on the home buying process and available financing options.
  • Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
  • Maintained closing volume of 18-30 million annually

Senior Mortgage Loan Officer

Chase Bank
10.2008 - 10.2011
  • Assisted clients throughout the entire mortgage process, from initial application to closing, ensuring a positive customer experience.
  • Worked closely with processors to resolve any issues that arose during application review or underwriting stage, minimizing delays in closing timescales.
  • Analyzed applicant financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Assisted in the development of junior loan officers through mentoring and coaching sessions, improving overall team performance. Assisted clients throughout the entire mortgage process, from initial application to closing, ensuring a positive customer experience.
  • Increased loan production by developing and maintaining strong relationships with realtors, builders, and other referral sources.
  • Delivered engaging presentations at home-buyer seminars to educate potential clients on the home buying process and available financing options.
  • Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
  • Maintained closing volume of 10-15 million annually

Education

Bachelor of Arts - Sociology

University of Texas At Austin
Austin, TX
01.2004

Skills

  • Loan origination expertise
  • Communication and interpersonal skills
  • Credit analysis proficiency
  • Risk assessment

  • Conventional expertise
  • FHA and VA loan expertise
  • Jumbo loan expertise
  • Construction Loan Expertise

Certification

  • Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities - #513138

Timeline

Senior Mortgage Loan Officer

BB&T Bank/Truist Bank
11.2015 - 11.2023

Senior Mortgage Loan Officer

PNC Bank
11.2011 - 10.2015

Senior Mortgage Loan Officer

Chase Bank
10.2008 - 10.2011
  • Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities - #513138

Bachelor of Arts - Sociology

University of Texas At Austin
Roderick H Pleasant Jr