SHANNON SMITH
Granger,IN
Summary
Licensed Mortgage Loan Officer with 25+ years of experience providing outstanding customer service and financial education in the mortgage banking industry. A strong performance-driven personality has led to consistent relationship building. Excellent communication and follow-through skills are just several strong traits. Ambitious and dedicated to thrive in a team building environment while always welcoming growth opportunity. Seeking a stable, growth-oriented company that will appreciate personal dedication, knowledge, and drive for success.
Overview
19
19
years of professional experience
Work History
Mortgage Loan Originator
First Federal Savings Bank
Mishawaka, IN
08.2015 - Current
- Successfully originated $14 million in 2020, 2021, and 2022
- Proven organization and time management skills in constant multi-tasking environment.
- Developed extensive network of referral partners (realtors and builders) to source new mortgage loan opportunities.
- Strong record of building and maintaining loyal customer and referral base.
- Participated in industry events, memberships, and conferences to build relationships and gain market exposure and knowledge.
- Built relationships with financial planners and accountants to attract client referrals.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Private Client Mortgage Loan Advisor
KeyBank National Association
South Bend, IN
06.2012 - 08.2015
- Worked directly with Private Client Managers and their clients to provide mortgage loans services.
- Originated over $12 million in volume per year.
- 2014-PRIVATE BANKING TEAMWORK SALES LEADER AWARD.
- Successfully developed and maintained strong relationships with business partners and clients to maximize sales opportunities.
- Contributed to bank marketing and awareness campaigns to grow customer and referral base.
- Provided clients with new account openings, as well as recommending other banking services to help clients meet financial goals.
Mortgage Loan Originator
Wells Fargo Home Mortgage
South Bend, IN
05.2008 - 06.2012
- Partnered with Private Client Service Team to assist their clients with mortgage needs.
- Worked independently to build strong referral relationships with realtors.
- Developed marketing strategies to generate new business opportunities.
- Successfully worked with and trained branch staff to find mortgage opportunities.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Mortgage Loan Originator
Notre Dame Federal Credit Union
Notre Dame, IN
06.2004 - 05.2008
- Originated over $14 million annually in mortgage production.
- Successfully developed and maintained referral and builder relationships.
- Trained branch staff members to seek mortgage loan opportunities, as well as assisting them with proper 1003 completion.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Education
Multiple Courses Completed - Banking
American Institute of Banking
IndianaAssociate of Science -
Indiana Institute of Technology
Fort Wayne, INHigh School Diploma -
Goshen High School
Goshen, IN1990
Skills
- NMLS Licensed
- Dependable and Motivated
- Excellent verbal and written communication skills
- Excellent multi-tasking skills
- Ability to develop strong, ongoing relationships
Timeline
Mortgage Loan Originator
First Federal Savings Bank
08.2015 - Current
Private Client Mortgage Loan Advisor
KeyBank National Association
06.2012 - 08.2015
Mortgage Loan Originator
Wells Fargo Home Mortgage
05.2008 - 06.2012
Mortgage Loan Originator
Notre Dame Federal Credit Union
06.2004 - 05.2008
Multiple Courses Completed - Banking
American Institute of Banking
Associate of Science -
Indiana Institute of Technology
High School Diploma -
Goshen High School