Savvy 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.
Overview
4
4
years of professional experience
Work History
Mortgage Loan Officer
Rocket Mortgage
09.2022 - Current
Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters
Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans
Assessed borrowers' financial situations to determine appropriate mortgage products and loan structure
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing
Account Representative
ARC Document Solutions
03.2021 - 09.2022
Identify development potential in accounts by studying current business metrics and interviewing key customer contacts
Use CRM tools routinely to manage the sales pipeline and close opportunities consistently in all products assigned
Initiate and follow the sales process by understanding client’s business drivers
Build and manage an active pipeline of opportunities within your assigned territory
Rotational Intern
Success Mortgage Partners Inc.
09.2020 - 03.2021
Bought, sold, and traded mortgage loan offers with banks and 3rd party companies
Organized mortgage data and created pivot tables for loan officers and processors
Vet potential loan recipients to ensure guidelines are met
Education
Bachelor of Arts - Marketing
University of Michigan - Dearborn
Dearborn, MI
05.2021
Associate of Science - Business Administration And Management
Henry Ford College
Dearborn, MI
05.2019
Skills
Interpersonal communication expertise
Product and service sales
Point of sale knowledge
Proficient in Microsoft programs
Contract preparation
Client Service
Relationship selling
Sales Forecasting
Timeline
Mortgage Loan Officer
Rocket Mortgage
09.2022 - Current
Account Representative
ARC Document Solutions
03.2021 - 09.2022
Rotational Intern
Success Mortgage Partners Inc.
09.2020 - 03.2021
Bachelor of Arts - Marketing
University of Michigan - Dearborn
Associate of Science - Business Administration And Management
Trainer/Program Manager at Rocket Central, Rocket Mortgage Family of CompaniesTrainer/Program Manager at Rocket Central, Rocket Mortgage Family of Companies