Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Stephanie Petrillo

North Chili,NY

Summary

Experienced with mortgage loan origination, financial analysis, and client advisement. Utilizes deep knowledge of lending guidelines and compliance to ensure smooth loan processing. Strong understanding of customer relationship management and market trends, driving successful loan closures.

Overview

15
15
years of professional experience

Work History

Loan Officer

KeyBank
06.2024 - 04.2025
  • Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
  • Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to clients.
  • Provided detailed loan options to clients, enabling informed decisions that matched their financial goals.
  • Initiated outreach efforts to underserved communities, expanding bank's customer base.

Loan Officer

M&T Bank
10.2023 - 11.2024
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
  • Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to clients.
  • Developed strong partnerships with real estate agents, generating a consistent pipeline of referrals and new business opportunities.
  • Initiated outreach efforts to underserved communities, expanding bank's customer base.

Loan Officer

U.S. Bank Home Mortgage
01.2018 - 01.2019
  • Successfully originated conventional, FHA, USDA, and VA loans
  • Analyze applicant’s financial status, credit and property valuation to determine loan feasibility.
  • Built knowledge about latest banking products through workshops, conferences and industry events.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.

Loan Officer

Movement Mortgage
01.2015 - 01.2018
  • Educate customers on financial systems and loan processing with excellent customer service
  • Regularly exceeded quarterly sales goals by 10-20%
  • Established professional relationships which enhanced customer base
  • Streamlined loan processing procedures, significantly reducing turnaround times for loan approvals.

Loan Officer

Guaranteed Home Mortgage
01.2013 - 01.2015
  • Facilitated financial workshops for prospective borrowers, improving their understanding of loan products and credit health.
  • Monitored pipelines to track and log status of loans.
  • Maintained compliance with all regulatory requirements, preventing any legal or financial penalties for institution.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

Loan Officer

Hunt Mortgage
01.2010 - 01.2013
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Proactively identified solutions for customers experiencing credit issues.
  • Processed loan applications and monitored progress from start to finish.

Education

High School Diploma -

Churchville Chili High School
01.2010

Skills

Loan origination

Document analysis

Credit evaluation

Referral network development

Relationship selling

Pipeline management

Excellent communication

Certification

  • Licensed Mortgage Loan Officer -
  • NMLS # 66391

Timeline

Loan Officer

KeyBank
06.2024 - 04.2025

Loan Officer

M&T Bank
10.2023 - 11.2024

Loan Officer

U.S. Bank Home Mortgage
01.2018 - 01.2019

Loan Officer

Movement Mortgage
01.2015 - 01.2018

Loan Officer

Guaranteed Home Mortgage
01.2013 - 01.2015

Loan Officer

Hunt Mortgage
01.2010 - 01.2013

High School Diploma -

Churchville Chili High School

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Stephanie Petrillo