Tania Ruiz

MSO 1 4/25/11

MSO 2 11/01/12

MSO 3 06/16/14

Mortgage Loan Transaction Coordinator 01/18/21

• Evaluated customer's financial status and creditworthiness to establish mortgage loans eligibility.
• Interacted with potential clients through interviews to obtain necessary information for loan applications.
• Analyzed customer financial data, including income, assets, and liabilities, to assess loan feasibility.
• Negotiated loan agreement terms and conditions with borrowers.
• Processed loan applications in adherence to established guidelines.
• Provided timely resolutions to borrower complaints with a focus on delivering outstanding customer service.
• Educated customers on mortgage financing options.
• Participated in team meetings and trainings led by management staff to stay up-to-date on company's products and services
• Developed and maintained connections with nearby real estate agents.
• Held discussions with applicants to collect necessary data for loan applications and provide clarification on the loan process.
• Collected client debt, credit, and income data to evaluate loan qualification.
• Assisted clients in completing loan applications and identifying optimal loan choices.
• Informed customers about application deadlines, approvals, and denials.
• Compiled applications and paperwork with attention to detail.
• Analyzed client's financial needs and goals to establish suitable mortgage solutions.
• Built and maintained customer loyalty through personalized service to clients.
• Generated leads through proactive communication via outbound calls and emails.
• Provided prompt and effective support to customer inquiries over the phone.
• Trained and mentored new team members, enhancing productivity, accuracy, and customer service.