Shannan Hartz

Work History

First Choice Mortgage Advisors

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.

Fulton Mortgage Company

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.