Sherri Mayer

• Managed 50+ calls and over 100 emails daily. responding to borrowers, wholesale lenders, escrow officers, processors, underwriters, managers and on-boarding loan officers.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• Explained different types of loans pertaining to client situations.
• Worked with underwriters to fix application problems and resolve issues.
• Prepared documents for customers, submitting and overseeing through each step of closing process.
• Collected information from banks, institutions and employers to assess applicant eligibility.
• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs
• Explained different types of loans pertaining to client situations
• Worked with underwriters to fix application problems and resolve issues
• Prepared documents for customers, submitting and overseeing through each step of closing process
• Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships
• Interviewed applicants to assess loan requirements before suggesting offers
• Collected information from banks, institutions and employers to assess applicant eligibility
• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals
• Analyzed loan applications and credit reports to determine loan eligibility and risk level
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
• Developed extensive network of referral partners to source new mortgage loan opportunities
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings
• Checked loan documents for accuracy prior to closing
• Negotiated loan terms and conditions with clients to maximize profitability
• Participated in industry events and conferences to build relationships and gain market intelligence
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process
• Developed and implemented marketing campaigns to generate new business opportunities
• Monitored portfolio performance and provided clients with periodic updates on loan progress
• Reviewed loan files and updated to match current standards
• Fielded customer complaints and provided solutions

• Licensed as Mortgage Loan Originator through December 2023
• Prospect New Business, Lead Generation, Referral from Realtors, Originate Mortgage Loans, Work with many Partners, and Collaborate.
• Pre-approve and Analyze Borrower Financials, Advise Loan Programs, Manage Origination Software, Calculate Household Income and Debt-to-Income Ratios, Clear Automated Processes, LexisNexis, Equifax, Pull Credit, Credit Repair
• Structured Loans, Placed Loans with Third-Party Lenders, Wholesale, Built relationships, Team Building, All Levels of Management.
• Excellent response time and service, Proven writing, reading, speaking skills, Multitasking, Resourceful, Problem-Solving, Decision-Maker, Prioritize Tasks.
• Locked Home Loans, Monitored Mortgage Interest Rates,
• Analyzed credit report and financial scenarios, determining appropriate loan products for customers
• Conferred with underwriters to aid in resolving mortgage application problems
• Interviewed loan applicants to obtain personal and financial data and to assist in completing applications
• Advised customers regarding loans and transactions
• Scheduled and conducted closings of mortgage transactions.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• Explained different types of loans pertaining to client situations.
• Worked with underwriters to fix application problems and resolve issues.
• Prepared documents for customers, submitting and overseeing through each step of closing process.
• Interviewed applicants to assess loan requirements before suggesting offers.
• Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
• Collected information from banks, institutions and employers to assess applicant eligibility.
• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs
• Explained different types of loans pertaining to client situations
• Worked with underwriters to fix application problems and resolve issues
• Prepared documents for customers, submitting and overseeing through each step of closing process
• Interviewed applicants to assess loan requirements before suggesting offers
• Collected information from banks, institutions and employers to assess applicant eligibility
• Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships
• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals
• Analyzed loan applications and credit reports to determine loan eligibility and risk level
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
• Developed extensive network of referral partners to source new mortgage loan opportunities
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings
• Participated in industry events and conferences to build relationships and gain market intelligence
• Negotiated loan terms and conditions with clients to maximize profitability
• Checked loan documents for accuracy prior to closing
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process
• Monitored portfolio performance and provided clients with periodic updates on loan progress
• Developed and implemented marketing campaigns to generate new business opportunities
• Reviewed loan files and updated to match current standards
• Fielded customer complaints and provided solutions
• Assisted credit officers with loan applications to originate over 20 loans in their current pipeline.
• Assisted credit officers with loan applications to originate 10-15 loans and new business daily.

• Managed daily office operations, resolved issues or concerns from over 20 to 30 borrowers daily
• Negotiated loan terms to provide favorable outcomes for both customers and lenders.
• Examined customer loan applications for loan approvals and denials.
• Utilized risk management strategies to attain high loan approval rates.
• Recommended loan approvals and denials based on customer loan application reviews.
• Advised clients on mortgage, education and personal loans.
• Developed strong relationships with customers through high levels of customer service
• Assisted customers in understanding loan terms and conditions to make informed decisions
• Maintained strict confidentiality of bank records and client information
• Collaborated with other departments to promptly process loan applications
• Submitted loan applications to underwriter for verification and recommendations
• Originated, reviewed, processed, closed, and administered customer loan proposals
• Negotiated loan terms to provide favorable outcomes for both customers and lenders
• Monitored performance of existing loan portfolios to identify and address any issues
• Examined customer loan applications for loan approvals and denials
• Utilized risk management strategies to attain high loan approval rates
• Recommended loan approvals and denials based on customer loan application reviews
• Advised clients on mortgage, education and personal loans
• Compiled database of loan applicants' credit histories, financial statements and other financial information
• Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements
• Developed systems to efficiently track loan documents and enhance accuracy
• Developed and maintained relationships with customers, lenders and other third parties
• Evaluated loan requests and documents to verify accuracy and completeness
• Processed loan applications and monitored progress from start to finish
• Assisted customers with completing loan applications and other paperwork
• Monitored pipelines to track and log status of loans
• Explained very technical financial information to applicants in easy to understand language
• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
• Analyzed potential risks and evaluated loan products to identify suitable options for customers
• Approved loan applications based on customer creditworthiness and provided detailed financial advice
• Proactively identified solutions for customers experiencing credit issues
• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales
• Negotiated loan terms and conditions with customers to secure best deal
• Identified opportunities to cross-sell and upsell loan products to customers
• Assessed loan portfolios for compliance with underwriting policies

• Assisted manager in all aspects of business operations, manage high-level clients daily and treated all with friendliness and professionalism.
• Answered 5 business phone lines to process requests, transfer calls, or relay messages to appropriate personnel.
• Worked closely with management to provide effective assistance for specific aspects of business operations.
• Monitored and ordered supplies and materials to keep office well stocked.
• Organized resources, records and personnel to accomplish aggressive targets.
• Developed and maintained filing systems to facilitate easy access to information.
• Offered technical support and troubleshot issues to enhance office productivity.
• Managed calendars and coordinated travel arrangements and accommodation for senior-level staff to optimize schedules.
• Updated database of contacts and resources for company-wide distribution.
• Developed and implemented strategies to streamline office operations.
• Assisted manager in all aspects of business operations
• Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel
• Worked closely with management to provide effective assistance for specific aspects of business operations
• Monitored and ordered supplies and materials to keep office well stocked
• Organized resources, records and personnel to accomplish aggressive targets
• Reviewed and edited documents for accuracy, grammar and clarity
• Developed and maintained filing systems to facilitate easy access to information
• Offered technical support and troubleshot issues to enhance office productivity
• Managed calendars and coordinated travel arrangements and accommodation for senior-level staff to optimize schedules
• Updated database of contacts and resources for company-wide distribution
• Developed and implemented strategies to streamline office operations
• Created and distributed agendas for meetings and conference calls as part of meeting preparation
• Collected and input timesheet data into automated accounting system and processed labor corrections
• Prepared PowerPoint presentations for senior-level staff with attention to detail
• Maintained and updated media contact lists and databases for ease of access
• Tracked and reported on success of campaigns and public relations efforts
• Helped plan and execute private, company, and client events
• Drafted, edited and distributed press releases, media advisories and other public relations materials
• Assisted in developing media strategies and campaigns for client needs
• Developed original content for blog posts and website articles
• Prepared social media posts and videos with eye for viral content strategies
• Created media kits and utilized promotional materials to meet specific strategic initiatives
• Built and maintained relationships with relevant media outlets and journalists
• Responded to media inquiries, monitored media coverage and created press reports to influence public narrative
• Wrote and distributed press releases and social media content for clients and company
• Coordinated media events, photo opportunities and press interviews to drive client engagement
• Researched and wrote articles for company newsletters and magazines
• Increased awareness of company services and products with implementation of PR strategies
• Greeted guests in with friendliness and professionalism
• Built strong relationships with media outlets and communications professionals to expand personal network

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Python3

Responsive Web Design

Business Administration

Marketing

Transportation

Sorority Education Chair