Sari Esnard
Warrenton,OR
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Loan Officer
Guild Mortgage & Academy Mortgage
2016.11 - Current
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Collaborated with other departments to promptly process loan applications.
Insurance Agent
Knutsen Insurance
2009.09 - 2016.04
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Investigated and processed claims swiftly to keep customers satisfied.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Utilized CRM software to manage client relationships.
Education
Humanities
Clatsop Community College
Astoria, ORSkills
- Team Player
- Solution Planning
- Proficiency in Accounting Systems and Software
- Database Management
- Client Relations
- Loan Application Management
- Business Development
- Detail Orientation
Certification
- Mortgage Loan Originator License - Feb 2017 - current
- Insurance Agent License Mar 2010 - 2016
- Solution Selling Certificate 2001
Timeline
Senior Loan Officer
Guild Mortgage & Academy Mortgage
2016.11 - Current
Insurance Agent
Knutsen Insurance
2009.09 - 2016.04
Humanities
Clatsop Community College
- Mortgage Loan Originator License - Feb 2017 - current
- Insurance Agent License Mar 2010 - 2016
- Solution Selling Certificate 2001
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