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
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
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
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
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
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