Seeking a professional career utilizing analytical and problem solving skills that promotes opportunity for professional and personal growth
Overview
16
16
years of professional experience
Work History
Mortgage Loan Originator
Mortgage Calculator Company, LLC
02.2023 - Current
Follow up with new prospects and existing clients
Interview clients about their home loan objectives and financial situation
Educate clients on loan programs offered
Identify programs they may qualify for, customize the best home loan solution for the client, explain benefits, gain agreement to move forward, collect all required documentation, and work together to lead them to loan closing
Executive Fresh Start Credit Consultant
Rocket Mortgage
08.2016 - 12.2022
Analyzed credit reports
Contacted clients that were unable to qualify for a loan due to credit, discussed their loan objectives and goals, individual financial situations, possible loan program options, and credit qualifications needed for specific programs to achieve their loan goals
Provided clients customized short term credit improvement strategies, and advised on actions they should take to improve their credit quickly to help qualify for home financing
Managed a pipeline of new prospects and existing clients, followed up, verified credit approval status, and helped clients move forward with the home loan application process
Mortgage Loan Officer
Rocket Mortgage
02.2015 - 08.2016
Completed Mortgage Loan Officer training program and certification, obtained NMLS and state licenses needed to negotiate mortgage loans
Followed up with new prospects and existing clients
Interviewed clients about their home loan objectives and financial situation
Educated clients on loan programs offered
Identified programs they may qualify for, customized the best home loan solution for the client, explained benefits, gained agreement to move forward, collected all required documentation, and worked together to lead them to loan closing
Financial Services Associate
AmTrust Bank
04.2010 - 02.2015
Provided customer service and various teller cash or deposit transactions
Uncovered sales opportunities, educated clients on product benefits and offered banking solutions
Opened new personal and business banking accounts including checking, savings, certificate, trust and IRA
Assisted branch management with routine operations; scheduling, audits, teller cash counts, alarm testing, inventory items, cash shipments, ordering, disclosures, compliance postings, dormant accounts, safe boxes, record retentions and more in order to ensure compliance
Personal Banker
BNC National Bank
01.2007 - 03.2010
Provided customer service and various teller cash or deposit transactions
Uncovered sales opportunities, educated clients on product benefits and offered banking solutions
Opened new personal and business banking accounts
Assisted branch manager with various other operations and branch audits