Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Stephanie Roussell

Orlando,FL

Summary

Efficient customer service professional with over 4 years’ experience providing personalized assistance, education and service to help clients find mortgage products best suited to their needs. Fluent in English and Spanish, possess an associate degree, and ready to help team achieve company goals. Seeking a customer service / clerical support position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

8
8
years of professional experience

Work History

Mortgage Loan Officer

Planet Home Lending
09.2022 - Current
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Explained different types of loans pertaining to client situations.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Checked loan documents for accuracy prior to closing.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Processed loan applications and monitored progress from start to finish.
  • Proactively identified solutions for customers experiencing credit issues.
  • Explained very technical financial information to applicants in easy to understand language.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

Mortgage Loan Officer

JW Capital
09.2020 - 09.2022
  • Worked with underwriters to fix application problems and resolve issues.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Explained different types of loans pertaining to client situations.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Negotiated loan terms and conditions with clients to maximize profitability.

Mortgage Loan Officer

Freedom Mortgage
01.2020 - 08.2020
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Explained different types of loans pertaining to client situations.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Workers Comp Case Manager

Reed Group
04.2017 - 08.2018
  • Acted as subject matter expert for client-specific Workers Comp and state absence plans.
  • Demonstrated adherence to Reed Group values and performance guidelines, including complete and accurate documentation
  • Utilized appropriate clinical resources as needed
  • Pro-actively communicated with client employees as needed, ensuring a high-quality customer experience
  • Efficient caseload management, effective prioritization and organization of workload, and timely customer communications
  • Provided support to Intake/Customer Service team as needed in the Call Center.

Certified Surgical Tech

Park Place Surgery Center
02.2016 - 04.2017
  • Anticipated surgeons needs and handed instruments and supplies to surgeons during procedures.
  • Gathered and set up equipment, tools, and supplies and arrange instruments according to surgeons' preferences or instruction.
  • Maintained sterile fields by following aseptic techniques and adhering to infection control protocols.
  • Followed scrub-in procedures by gowning and gloving correctly to assist in sterile fields.
  • Specialized in Neuro/Ortho Spine surgeries, podiatry, Ortho, pain management

Education

Associate of Science - Surgical Technology

High Tech Institute
Orlando, FL
06.2005

Skills

  • Client Account Management
  • Credit Check Knowledge
  • Financial History Reviews
  • Real Estate Appraisal
  • Applicant Counseling
  • Business Referral Management
  • Application Tracking
  • Underwriting Support
  • Loan Product Promotion
  • Loan Application Management
  • Document Analysis
  • Microsoft Office
  • Serve Customer Needs
  • Networking and Partnership Development
  • Analytical and Critical Thinking
  • Active Listening and Learning

Languages

Spanish
Native or Bilingual

Timeline

Mortgage Loan Officer

Planet Home Lending
09.2022 - Current

Mortgage Loan Officer

JW Capital
09.2020 - 09.2022

Mortgage Loan Officer

Freedom Mortgage
01.2020 - 08.2020

Workers Comp Case Manager

Reed Group
04.2017 - 08.2018

Certified Surgical Tech

Park Place Surgery Center
02.2016 - 04.2017

Associate of Science - Surgical Technology

High Tech Institute

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Stephanie Roussell