Summary
Overview
Work History
Education
Skills
Timeline
References
4b
STEPHANIE KELLUM

STEPHANIE KELLUM

Mortgage Loan Originator NMLS ID# 1848304
Waxahachie,USA

Summary

Organized Loan Officer with 5 years experience in mortgage lending tasks. Dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase revenue and cement loyalty.

Overview

14
14
years of professional experience

Work History

Mortgage Loan Officer

Community National Bank & Trust Of Texas
07.2022 - 04.2023
  • Assessed borrowers financial situations to determine appropriate mortgage products and loan structure.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
  • Streamlined lead management process by organizing, categorizing, and prioritizing prospects.

Loan Originator Assistant

Gateway Mortgage Group, LLC
05.2020 - 07.2022
  • Increased loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
  • Assisted clients in understanding complex mortgage terms, facilitating informed decisions about their financing options.
  • Streamlined loan origination processes with thorough pre-qualification assessments, resulting in faster decision making.
  • Developed strong relationships with real estate agents, increasing referral business and expanding client base.
  • Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
  • Assisted in closing over One Hundred Million in residential Home Loans per year.

Mortgage Loan Processor

Citizens National Bank of Texas
01.2018 - 05.2020
  • Communicated with originator and applicant concerning progress of loan file.
  • Collaborate with title company and customer to schedule closing time and date.
  • Provide customer final closing disclosure with amount needed for closing.
  • Processed mortgage loan applications accurately and successfully for over two years.

Education

High School Diploma -

Palmer High School
Palmer, TX
06.2008

Skills

  • Communication and Interpersonal Skills
  • Confidentiality and Discretion
  • Loan structuring
  • Time Management
  • Meeting and Event Planning
  • Referral Generation
  • Residential mortgage lending regulations
  • Pipeline Management

Timeline

Mortgage Loan Officer

Community National Bank & Trust Of Texas
07.2022 - 04.2023

Loan Originator Assistant

Gateway Mortgage Group, LLC
05.2020 - 07.2022

Mortgage Loan Processor

Citizens National Bank of Texas
01.2018 - 05.2020

High School Diploma -

Palmer High School

References

Adrian Sanchez

Cell: (469)628-3868

Mortgage Loan Officer- Gateway Mortgage


Matt Authier

Cell: (903)654-0145

Mortgage Loan Officer- Gateway Mortgage


Marcus Armstrong

Cell: (972)921-4166

Commercial Lending- Community National Bank & Trust of Texas


Kershala Casmer

Cell: (469)602-6760

Mortgage Processor- Citizens National Bank of Texas

STEPHANIE KELLUMMortgage Loan Originator NMLS ID# 1848304