Ryan Wikel
Pompano Beach,FL
Summary
Meticulous finance professional adept at planning and working with clients for long periods of time. Results-oriented professional knowledgeable about a wide range of finance products from mortgages, debt securities & equities to digital assets and yield farming. Analytical problem-solver tenacious in pursuing efficiency opportunities to maximize profits and reduce risk.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
CrossCountry Mortgage, LLC
Delray Beach, FL
03.2022 - Current
- Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans, non-QM.
- Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.
- Ensured compliance with all federal, state and local regulations related to mortgage lending.
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.
- Developed relationships with real estate agents, builders and other referral sources.
- Negotiated terms and conditions of loan agreements with borrowers.
Branch Manager
Benton Capital
Pompano Beach, FL
12.2019 - 03.2022
- Analyzed data to identify trends related to products, services, customers and markets served by the branch.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Monitored financial performance of the branch on a monthly basis.
- Supported outside sales force in servicing and obtaining new business.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Identified opportunities for process improvement initiatives within the branch.
Education
Bachelor of Science - Business Management
Coastal Carolina University
Conway, SC08-2011
Skills
- Financial Analysis
- Credit Consulting
- Relationship Building
- Accredited Investor
- University of Nicosia - Blockchain Certificate
Certification
- Series 65 License
- PTIN License
Timeline
Mortgage Loan Officer
CrossCountry Mortgage, LLC
03.2022 - Current
Branch Manager
Benton Capital
12.2019 - 03.2022
Bachelor of Science - Business Management
Coastal Carolina University