Summary
Overview
Work History
Education
Skills
Websites
Awards
Publications
Accomplishments
Affiliations
Timeline
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Shamitra Venters

Shamitra Venters

Dallas,TX

Summary

Results-oriented and competitive individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.

Overview

12
12
years of professional experience

Work History

Senior Loan Advisor

NewRez LLC
, USA
04.2023 - 05.2024
  • Use softskills to build rapport with my borrowers, find out what their financial goals are
  • Game-planned/financial counsel borrowers who had less than satisfactory credit to increase scores to minimum required score
  • Crushed conversion inbound call conversion goals, if I get a conversation started, 7 out of 10, will convert to an application
  • Managed mortgage pipeline ensuring compliance and financial analysis were completed within RESPA guidelines
  • Funded & closed 8-12 units per month.

Mortgage Broker

NEXA MORTGAGE
, USA
03.2022 - 04.2023
  • Self-generate refinance or purchase leads via networking or homebuyer workshops
  • Perform credit analysis and communicate pre-approval or denial status to applicant
  • Guide borrower to close, from start to finish.

Mortgage Broker

KING OF KING OF HOME LOANS
, USA
03.2022 - 05.2022

Sales Manager & Senior Loan Advisor

Freedom Mortgage
, USA
04.2020 - 03.2022
  • Assist borrowers with online trouble-shooting, password resets, website navigation, etc, then transition to a sales call
  • Build rapport with borrowers to uncover financial needs: rate reduction or cash out refinance
  • 75% conversion rate
  • Managed mortgage pipeline, implemented data protection measures, achieved 100% compliance, funded $43M in loans
  • Coached a team 6-8 Senior Loan Officers; provided coaching, feedback, and goal-setting
  • Provided financial and credit consultation when needed
  • Communicate loan status: approval or denial.

Title Examiner

Mr. Cooper
, USA
06.2018 - 08.2020
  • Conducted detailed reverse mortgage documentation reviews
  • Reach out to settlement companies for missing documents
  • Collaborate with title companies to clear clouded titles.

Team Lead

The Alliance/ASSURANCE
, USA
02.2016 - 04.2020
  • Expanded market presence, provided financial planning assistance
  • Sold life insurance via mortgage protection plan
  • Hired and trained new agents
  • Present business model to applicants

Senior Loss Mitigation Underwriter

Bank of America
, USA
10.2013 - 07.2014
  • Mitigated credit risks, developed tailored financial solutions.

Commercial Loan Underwriter

U.S. Small Business Administration
, USA
11.2012 - 11.2013
  • Assisted businesses affected by Hurricane Sandy, conducted comprehensive loan reviews.

Education

Bachelor of Business Administration - Marketing

University of Phoenix

Skills

  • Risk Assessment
  • Government Regulatory Compliance
  • Expert financial analysis
  • Data Security Management
  • Underwriting Expertise
  • Problem Solving
  • Team Leadership Capabilities
  • Negotiation
  • Client Relationship Management
  • Project Management
  • Microsoft Excel
  • Business Development
  • Customer Service
  • Thorough loan structuring
  • Continuous Improvement Mindset
  • Efficient pipeline management
  • Effective risk management
  • Organizational Aptitude
  • Strong credit assessment
  • Client retention focus
  • Solid Relationship Building
  • Detailed documentation review
  • Ethical business practice

Websites

Awards

  • Elite Lady of Alliance
  • 5 Rookie Top Producer
  • 5 Rookie Top Builder
  • Employee of the Month, #1 in Production

Publications

WINDIGEST ARTICAL (WOMEN IN INSURANCE)

Accomplishments

Elite Lady of Alliance
#5 Rookie Top Producer..
#5 Rookie Top Builder
Employee of the Month, #1 in Production

Affiliations

I have a passion for Turbo Kickboxing, shopping, working out (my fav: HIIT), travelling, trying new foods, and did I mention shopping??!

Timeline

Senior Loan Advisor

NewRez LLC
04.2023 - 05.2024

Mortgage Broker

NEXA MORTGAGE
03.2022 - 04.2023

Mortgage Broker

KING OF KING OF HOME LOANS
03.2022 - 05.2022

Sales Manager & Senior Loan Advisor

Freedom Mortgage
04.2020 - 03.2022

Title Examiner

Mr. Cooper
06.2018 - 08.2020

Team Lead

The Alliance/ASSURANCE
02.2016 - 04.2020

Senior Loss Mitigation Underwriter

Bank of America
10.2013 - 07.2014

Commercial Loan Underwriter

U.S. Small Business Administration
11.2012 - 11.2013

Bachelor of Business Administration - Marketing

University of Phoenix

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Shamitra Venters