Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Websites
References
Timeline
Generic

Samuel Lieb

Pickerington

Summary

Dynamic Loan Originator with expertise in financial analysis and advanced consultative selling at Lower, LLC. Proven track record in establishing long-term client relationships and ensuring consistent regulatory compliance. Adept at analyzing market trends to optimize loan opportunities, delivering exceptional service that enhances client satisfaction and drives business growth.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Junior Loan Originator

Lower, LLC
Columbus
01.2023 - Current
  • Provided personalized loan options to meet clients' financial needs.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Guided applicants through the loan process, from application to closing.
  • Established and nurtured relationships with real estate agents and other industry professionals.
  • Negotiated terms and conditions of loan agreements with borrowers.
  • Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.
  • Analyzed market trends to advise clients on optimal timing for loan applications.
  • Utilized CRM systems to effectively manage client interactions and follow-ups.

Loan Originator Assistant

Lower, LLC
Columbus
11.2021 - 01.2023
  • Completed data entry of all customer information into the loan origination system.
  • Ensured accurate data entry of loan application information into system.
  • Contacted previous clients to verify satisfaction with process and service and to offer additional support and wrote personal thank you notes to clients and listing agents.
  • Conducted follow-up with clients to ensure satisfaction post-closing.
  • Updated loan officers on changes in lending regulations and compliance requirements.
  • Provided quotes and loan status updates to clients in a timely manner.
  • Advised clients on various mortgage products available based upon their individual needs.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.

Loan Originator Assistant

Fifth Third Bank, N.A.
Dublin
12.2019 - 11.2021
  • Assisted in preparing loan application packages for submission to underwriting.
  • Conducted follow-up with clients to ensure satisfaction post-closing.
  • Ensured accurate data entry of loan application information into system.
  • Provided support services to Loan Officers during client meetings as needed.
  • Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
  • Coordinated appraisal orders and obtained necessary title work for loan processing.
  • Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
  • Tracked regulatory changes that might affect lending practices or policies.
  • Met with borrowers, took applications, distributed disclosures, ordered and reviewed title commitments and executed detailed follow-up through closing to verify completed requirements.

Personal Banker II

Fifth Third Bank, N.A.
Dublin
04.2019 - 12.2019
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Approached prospective clients through emails and cold calling to consistently meet sales targets.
  • Cross-sold banking products such as credit cards, loans and investments.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.

Enlisted Marine

United States Marine Corps
Columbus
06.2013 - 06.2019
  • Operated surveillance, electronic warfare and other weapon systems.
  • Assisted in the inspection of personnel and equipment to ensure compliance with Marine Corps standards.
  • Provided precision to carry out increasingly complex missions.
  • Used technical expertise and sound military judgment to learn and perform complex procedures.
  • Performed inspections to keep equipment in working order.
  • Performed maintenance on vehicles, weapons, and other military equipment.
  • Maintained accountability of sensitive items and documents.
  • Responded immediately to routine and critical accidents, incidents and other emergencies.
  • Reviewed mission tasking, intelligence and weather information.
  • Instructed junior Marines on proper use of weapons and combat tactics.
  • Assisted in the development of operational plans and tactical strategies.

Personal Banker II

Huntington National Bank
Dublin
03.2018 - 04.2019
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Approached prospective clients through emails and cold calling to consistently meet sales targets.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.

Education

High School Diploma -

Pickerington High School North
Pickerington, OH 43147
06-2013

Skills

  • Expert loan processing
  • Advanced consultative selling
  • Long term client relations
  • Expert financial analysis
  • Consistent regulatory compliance
  • Precise data entry
  • Expert market analysis

Affiliations

  • Volunteer community services
  • Hiking & backpacking
  • Kayaking
  • Archery
  • Team Sports- Football, Soccer, Rugby

Accomplishments

  • Top 3 Junior Loan Originator partnered with Eric S. Gerber in 2023, and 2024.
  • Top 3 Loan Originator Assistant in volume in 2020, 2021, and 2022.
  • Top 5 Loan Originator Assistant for families served in 2020, 2021, and 2022.
  • Number 1 Relationship Banker II in Home Equity Line of Credit applications & closings in 2019.
  • Number 1 Relationship Banker II in Mortgage Loan Referrals to Branch Loan Originator in 2018, and 2019.
  • Top 3 Relationship Banker II in all consumer retail products sold and new households in 2018, and 2019.
  • Top 3 team leader in Lima Company unit 3/25, 4th Marine Division, Columbus, OH from 2015 to 2019.

Certification

  • NMLS federal licensed in 2019, 2020, and 2021.
  • NMLS state licensed in OH, FL, IN, GA, KY, and PA in 2023, and 2024.
  • NMLS state licensed in OH, and FL in 2024, and 2025 YTD.

References

References available upon request.

Timeline

Junior Loan Originator

Lower, LLC
01.2023 - Current

Loan Originator Assistant

Lower, LLC
11.2021 - 01.2023

Loan Originator Assistant

Fifth Third Bank, N.A.
12.2019 - 11.2021

Personal Banker II

Fifth Third Bank, N.A.
04.2019 - 12.2019

Personal Banker II

Huntington National Bank
03.2018 - 04.2019

Enlisted Marine

United States Marine Corps
06.2013 - 06.2019

High School Diploma -

Pickerington High School North

Similar Profiles

CREATE PROFILE