Shawn Kauffman
Coralville,IA
Summary
Results-oriented sales professional with over 15 years of experience in driving exceptional sales achievements within the mortgage and lending industry. Proven track record of maximizing revenue and profits through strategic sales initiatives. Expertise in negotiating, customer service, pricing, and mortgage loan underwriting. Recognized as a top performer for mortgage revenue among teams exceeding 20 members. Skilled in independently analyzing complex financial data to inform effective sales strategies. Strong verbal and written communication abilities complement a passion for exceeding client expectations.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Collins Community Credit Union
06.2021 - 11.2023
- Promoted cross-selling opportunities within the organization by identifying additional financial products that would benefit clients beyond their mortgage needs
- Provide comprehensive client service throughout the home purchasing and refinancing process, including initial client meetings, financial analysis, and tailored loan program development
- Facilitate the loan application process, conducting preliminary underwriting reviews, submitting applications for processing and underwriting, and ensuring timely completion of required documentation
- Cultivate strong relationships with real estate professionals to generate referrals.
Mortgage Loan Officer / Branch Manager
Ruhl Mortgage LLC
04.2016 - 06.2021
- Spearheaded the establishment of a new branch, demonstrating leadership and organizational skills, while consistently managing a pipeline with an average monthly loan volume exceeding $2M
- Originate a wide range of loan types including jumbo, USDA, conventional, VA, FHA, and Iowa Finance Authority (IFA) programs, catering to diverse client needs
Finance Manager
McGrath Hawkeye Harley-Davidson
02.2015 - 04.2016
- Reviewed and processed loan applications, providing detailed guidance on available financing options and ensuring excellent follow-up with clients
- Developed a deep understanding of motorcycle finance principles, applying this expertise to effectively advise customers on financing solutions tailored to their needs.
Mortgage Banker
Advance Mortgage and Investment Co.
08.2006 - 12.2011
- Conducted proactive prospecting and lead generation activities, matching clients with appropriate loan products and guiding them through the application process
- Led a mentorship program, providing training to new Mortgage Loan Officers (MLOs) on company policies, procedures, and service standards.
Education
Bachelor of Arts (B.A.) Economics -
University of Northern Iowa
Bachelor of Arts (B.A.) Finance -
University of Northern Iowa
Skills
- Microsoft Office
- Talon
- LightSpeed LOS
- Calyxpoint LOS
- Leads 360
- Encompass LOS
- Enterprise MortgageBot LOS
Certification
NMLS 70749
Timeline
Mortgage Loan Officer
Collins Community Credit Union
06.2021 - 11.2023
Mortgage Loan Officer / Branch Manager
Ruhl Mortgage LLC
04.2016 - 06.2021
Finance Manager
McGrath Hawkeye Harley-Davidson
02.2015 - 04.2016
Mortgage Banker
Advance Mortgage and Investment Co.
08.2006 - 12.2011
Bachelor of Arts (B.A.) Economics -
University of Northern Iowa
Bachelor of Arts (B.A.) Finance -
University of Northern Iowa
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