Summary
Overview
Work History
Education
Skills
Timeline

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
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
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 -

Warwick High School , Lititz, PA

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,

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Shannan Hartz