Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
25
25
years of professional experience
Work History
Senior Loan Originator
Oaktree Funding Corporation
12.2022 - 03.2023
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Developed and maintained relationships with customers, lenders and other third parties.
Monitored pipelines to track and log status of loans.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Senior Loan Officer
Mutual Of Omaha Mortgage
03.2022 - 12.2022
Developed strong relationships with customers through high levels of customer service.
Assessed loan portfolios for compliance with underwriting policies.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Senior Mortgage Loan Originator
Freedom Mortgage Corporation
09.2020 - 03.2022
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Assessed loan portfolios for compliance with underwriting policies.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Mortgage Loan Originator
Princeton Mortgage
01.2018 - 03.2018
Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
Negotiated contracts on behalf of clients.
Worked closely with clients to get the appropriate loans, inspections and credit reports.
Loan Originator
J.G. Wentworth
09.2017 - 01.2018
Originated, reviewed, processed, closed and administered customer loan proposals.
Developed prospects for loans by making 625 cold calls weekly.
Averaged 25 applications taken per month.
Producing Team Lead
Freedom Mortgage
04.2017 - 08.2017
Provide guidance on upfront and back end issues to team.
Originated, reviewed, processed, closed and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Loan Advisor
Freedom Mortgage
06.2015 - 04.2017
Played key role in opening new branch office and successfully assisted new loan advisors while producing at a high level.
Mastered all products that Freedom Mortgage offered including portfolio and acquisition streamline government loans.
One of the top 3 in originations in the branch while working with management to ensure the team was successful.