Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
Generic

Sarah White

South Charleston,WV

Summary

Organized Mortgage Loan Officer with 7 years of experience in the mortgage industry. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.

Overview

8
8
years of professional experience

Work History

Mortgage Loan Originator

PrimeLending
07.2023 - Current
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Collaborated with sales agents to attract clients and enhance beneficial partnerships.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.

Mortgage Loan Originator

Victorian Finance, LLC
10.2022 - 07.2023
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.

Mortgage Loan Originator

PrimeLending
05.2018 - 09.2022
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.

Mortgage Loan Officer Assistant

Victorian Finance, LLC
10.2015 - 04.2018
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Monitored key dates to obtain information by deadlines.
  • Assembled important paperwork and disclosures for borrower.
  • Communicated with customers daily to request information and complete paperwork.

Education

High School Diploma -

George Washington High School
Charleston, WV
06.2004

Skills

  • Residential Mortgage Lending Regulations
  • Relationship Selling
  • Payment Collection
  • Negotiation Tactics
  • Sales Development
  • Document Analysis
  • Financial Analysis
  • Attention to Detail
  • Credit History Review
  • Referral Network Development
  • Product Education
  • Analytical and Critical Thinking

Hobbies

  • Volunteering
  • Reading
  • Yoga/Exercise

Timeline

Mortgage Loan Originator

PrimeLending
07.2023 - Current

Mortgage Loan Originator

Victorian Finance, LLC
10.2022 - 07.2023

Mortgage Loan Originator

PrimeLending
05.2018 - 09.2022

Mortgage Loan Officer Assistant

Victorian Finance, LLC
10.2015 - 04.2018

High School Diploma -

George Washington High School
Sarah White