Dependable and self-motivated professional with 22+ years experience in providing excellent customer service in fast paced and dynamic work environments.
Strong understanding of loan origination, processing, underwriting process, Mortgage lending regulations, and industry best practices.
Although my experience is predominately in the Mortgage Lending Operations,
I am adaptable, receptive to training and an attentive learner.
With my enthusiasm and willingness to acquire new skills I could be a useful asset to your company.
Overview
22
22
years of professional experience
Work History
Mortgage Advisor
Partners Federal Credit Union/ DisneyWorld Resorts
Anaheim, CA
08.2001 - 08.2023
Effectively manage a high volume of leads by promptly responding to inquiries, assessing
borrower needs, and providing appropriate loan solutions.
Facilitate the loan origination process from application to closing, ensuring all necessary
documentation and information are accurately collected and processed.
Foster strong relationships with borrowers, real estate professionals, and other stakeholders
by delivering exceptional customer service and maintaining regular communication
throughout the loan process.
Evaluate loan applications, analyze financial documents, conduct credit assessments, and
determine the viability of loan requests based on lending criteria.
Ensure compliance with all relevant regulatory guidelines, internal policies, and procedures
while effectively managing risks associated with loan underwriting and portfolio
management.
Stay updated on industry trends, market conditions, and competitive landscape to identify
new business opportunities and maintain a competitive edge.
Collaborate with the sales team, underwriters, and other departments to streamline
processes, share knowledge, and achieve collective goals.
Skills
Proficiency in collecting and assessing financial documents, conducting credit analysis, and making
informed lending decisions
Exceptional verbal and written communication skills, with the ability to clearly explain
complex concepts and build rapport with clientele and peers
Meticulous attention to detail in loan documentation, compliance requirements, and data analysis
Effective multitasking and prioritization skills to handle a high volume to meet deadlines and goals
Ordering and analyzing of all 3rd party documents required to fulfill loan conditions
Comfortable using loan origination software DU/LP , MortgageBot Fusion, and other relevant technology tools
Timeline
Mortgage Advisor
Partners Federal Credit Union/ DisneyWorld Resorts