Shannan Hartz
Mountville,PA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
Mortgage Loan Partner/Team Lead
First Choice Mortgage Advisors
Media, PA
03.2020 - 04.2023
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Developed monthly and daily production output plans to deliver on customer service and financial metrics.
- Built strong relationships with customers through positive attitude and attentive response.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Held weekly team meetings to inform team members on company news and updates.
- Reviewed, implemented and updated company records related to team activities for future reference.
- Promoted high standards through personal example to help each member understand expected behaviors and standards.
Loan Officer Assistant
Fulton Mortgage Company
Lancaster
07.2017 - 03.2020
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Monitored key dates to obtain information by deadlines.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Answered inquiries and provided superior customer service to clients.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
Education
High School Diploma -
Skills
- Client Relationship-Building
- Delivery Schedules
- Sales Contracts
- Customer Care
- Teamwork and Collaboration
- Customer Needs Assessment
- Sales Transaction Processing
- Payment Processing
Timeline
Mortgage Loan Partner/Team Lead - First Choice Mortgage Advisors
03.2020 - 04.2023
Loan Officer Assistant - Fulton Mortgage Company
07.2017 - 03.2020
Warwick High School - High School Diploma,