Shelby LaFay
Wichita
Summary
Talented Branch Manager, with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Branch Manager/Mortgage Loan Officer
Regent Financial Group Inc
Wichia
06.2009 - Current
- Complied with regulatory guidelines and requirements.
- Managed 20+ calls per day from customers, realtors, and 3rd parties.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Submitted loan applications to underwriter for verification and recommendation.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Examined customer loan applications for loan approvals and denials.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Resolved various issues impacting sales management and business operations.
- Maintained friendly and professional customer interactions.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Assessed loan portfolios for compliance with underwriting policies.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Fielded customer complaints and provided solutions.
- Checked loan documents for accuracy prior to closing.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments
Education
BBA - Business Administration And Management
Friends University
Wichita, KS05.2007
Skills
- Client Account Management
- Application Tracking
- Microsoft Office
- Document Analysis
- Financial Analysis
- Analytical and Critical Thinking
- Collections Proficiency
- Manage Complaints
- Mortgage Loan Origination
- Payment Collection
Timeline
Branch Manager/Mortgage Loan Officer
Regent Financial Group Inc
06.2009 - Current
BBA - Business Administration And Management
Friends University
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