Summary
Overview
Work History
Education
Skills
Certification
LinkedIn
Timeline
SoftwareEngineer
Susan Moeller

Susan Moeller

Austin,TX

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Loan Originator

Lend Mortgage
10.2024 - 07.2025
  • Attended networking events to cultivate relationships with real estate professionals, resulting in increased referral business.
  • Leveraged CRM tools to manage leads, track communications, and optimize follow-up strategies for better conversion rates.
  • Reduced processing time by proactively addressing potential issues in loan applications, ensuring accurate documentation.
  • Streamlined the loan origination process for improved efficiency and faster closing times.
  • Developed customized marketing materials targeted at specific borrower segments, increasing lead generation efforts significantly.
  • Developed strong relationships with customers through high levels of customer service.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.

Loan Originator

1st Signature Lending
02.2024 - 09.2024
  • Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
  • Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
  • Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
  • Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
  • Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
  • Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.

Loan Originator

HomeLander Mortgage
09.2021 - 02.2024
  • Originated residential loans of all types including Agency, DSCR, non-QM, and construction loans
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Structured loans creatively to address unique borrower situations and maximize approval chances without compromising compliance standards.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Developed strong relationships with real estate agents, builders, manufactured and modular home dealers, increasing referral business and expanding client base.

Loan Originator

Security America Mortgage
04.2012 - 09.2021
  • Assisted customers in understanding loan terms and conditions to make informed decisions in a call center type environment (leads provided)
  • Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options
  • #1 Top Producer of the month 3rd month of tenure
  • #1 Top Producer of the year first full year at company (2013)
  • Control Person for Company and Branch Manager of Austin branch.
  • Specialized in VA loans and One Time Close Construction loans

Government Guaranteed Loan Trading Assistant

Coastal Securities
01.2004 - 04.2012
  • Provide analytics and trading support to Government Guaranteed Loan trade desk with over $600 million in inventory
  • Perform a variety of key trade desk functions, addressing needs of brokers and current and potential investors
  • Communicate with trade desk collectively regarding new initiatives to interpret trading activity and follow through with implementation of ideas
  • Maintain reports integral to the marketing of trading product
  • Created innovative bid template and trading procedures that greatly improved bidding efficiency, resulting in a $250MM increase in pool production during first year of tenure
  • Analyze trade desk functions and activities to determine means of improving efficiency and designed Excel databases and reports automating daily trading activities
  • Compile and analyze data and prepare presentations to distribute to traders, brokers, and investors
  • Process orders and resolve trading issues with brokers and trade desk
  • Coordinate and collaborate special projects with the trade desk and company Chairman of the Board
  • Assist with the pricing of government guaranteed loans such as Small Business and USDA loans.

Oil and Gas Research Assistant

Goldman Sachs
01.2003 - 01.2004
  • Directed all administrative and project support efforts for the Houston division of Oil and Gas Research
  • Compiled results of in-depth research and developed presentations of findings
  • Assisted with the modeling of new instruments, existing models, and statistical studies
  • Created client research reports and presentations relating to the oil and gas and natural gas industries and master limited partnerships (MLP's) for mass distribution to Goldman Sachs clients
  • Fielded client and internal and requests and detailed records in client/contact/subscription databases
  • Worked with financial modeling, analysis, valuation and market and industry research.

Education

Houston Community College
Houston, TX

Louisiana State University At Shreveport
Shreveport, LA

Skills

  • Market Knowledge
  • Underwriting Guidelines
  • Referral Generation
  • Loan Processing
  • Pipeline Management
  • Document Review
  • Product knowledge
  • Loan structuring
  • Loan Origination
  • Regulatory compliance
  • Relationship Building and Management
  • Pipeline management

Certification

NMLS Licensed in 3 states - TX, AL, FL. Previously licenses in 10 additional states and able to add any required additional state licenses.

LinkedIn

https://www.linkedin.com/in/susan-moeller-0a69724/

Timeline

Loan Originator

Lend Mortgage
10.2024 - 07.2025

Loan Originator

1st Signature Lending
02.2024 - 09.2024

Loan Originator

HomeLander Mortgage
09.2021 - 02.2024

Loan Originator

Security America Mortgage
04.2012 - 09.2021

Government Guaranteed Loan Trading Assistant

Coastal Securities
01.2004 - 04.2012

Oil and Gas Research Assistant

Goldman Sachs
01.2003 - 01.2004

Houston Community College

Louisiana State University At Shreveport

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