Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Volunteer

TERRY PHILIPPE

LAWTON,OK

Overview

9
9
years of professional experience

Work History

Loan Advisor, Senior

Freedom Mortgage Corporation
04.2022 - 07.2023
  • Nurtured diverse client base, delivering tailored mortgage solutions
  • Expert in products, rates, and guidelines, offering optimal financing options
  • Led mortgage applications from start to finish, addressing client concerns
  • Streamlined loan processing with underwriters for enhanced client satisfaction
  • Conducted meticulous risk assessments, evaluating creditworthiness
  • Mentored juniors, enhancing team performance and expertise
  • Collaborated with real estate professionals for seamless transactions
  • Ensured regulatory compliance and upheld industry standards.

Mortgage Loan Officer

Strong Home Mortgage
10.2021 - 04.2022
  • Completed intensive sales academy focused on guidelines, pipeline management
  • Exceeded expectations, built rapport, and generated referral business
  • Managed loan files end-to-end, ensuring timely and successful closures.

Loan Advisor

Freedom Mortgage Corporation
02.2020 - 09.2021
  • Consistently ranked Top Loan Officer for FL branch
  • Averaged 150+ monthly mortgage transactions, exceeding sales targets
  • Managed pipeline efficiently and adapted quickly to different verticals
  • Guided borrowers through disclosures and e-sign processes
  • Handled 49 state licenses, ensuring compliance
  • Completed regular trainings while maintaining high productivity.

Jr Instructor

Mathnasium
10.2018 - 02.2019
  • Conducted personalized instructional sessions, catering to groups of up to four students at a time
  • Managed and updated individual student lesson plans and feedback files, ensuring organized and effective tutoring
  • Tutored a wide spectrum of mathematical levels from Counting Numbers to Calculus I, demonstrating proficiency
  • Engaged students with a dynamic teaching approach, fostering a stimulating and enjoyable learning environment
  • Evaluated student progress, corrected assignments, and provided constructive feedback using positive reinforcement techniques.

Team Member

Publix
08.2017 - 10.2018
  • Provided exceptional customer service, cultivating loyalty and positive experiences
  • Conducted accurate checkout transactions using electronic registers, ensuring integrity
  • Assisted in maintaining store cleanliness and organization, enhancing the shopping environment
  • Recognized and consistently praised by patrons for delivering superior in-store experiences and personal service
  • Demonstrated adaptability, assuming multiple roles including Self Check Out attendant; recognized for quick mobility and contributions to the team.

Webmaster & Database Administrator

University of Florida, Dean of Students Office
06.2014 - 08.2017
  • Developed interactive web applications and user-friendly forms, enhancing productivity and end-user satisfaction
  • Redesigned and updated the Dean of Students Office website, receiving tens of thousands of unique visitors monthly across six functional areas
  • Managed the Dean of Students Office web database and applications, ensuring seamless functionality and user experience
  • Successfully handled multiple projects concurrently within a collaborative professional team environment
  • Participated in meetings with Dean of Students Office professionals and other stakeholders to align web development strategies.

Education

Bachelors of Science - Computer Science Engineering

University of Florida
Gainesville, FL

Bachelors of Arts - East Asian Languages and Literatures

University of Florida
Gainesville, FL

Associate of Arts - Mathematics

Miami-Dade College North Campus
Miami, FL

Skills

  • COMPUTER SKILLS
  • Extensive knowledge of PHP, HTML, MySQL, and Apache/nginx configurations
  • Proficient in SalesForce, Microsoft Office Products, Mean Stack, Agile, Pivotal Tracker, Slack
  • Loan Evaluations
  • Regulatory Guidelines
  • Loan Documentation
  • Loan Counseling
  • Customer Needs Assessments
  • Application Verification
  • Familiar with Pipeline Management, FNMA/FHLMC/VA guidelines, AUS (DP&LP), Encompass
  • Customer Experience
  • Sales Forecasting
  • Experiential Learning
  • Instructional Techniques
  • Active Listening
  • Customer Support
  • Persuasion Techniques
  • Performance Goals
  • Curriculum Delivery
  • Educational Support
  • Student Performance Evaluation
  • Financial Analysis Aptitude
  • Business Development
  • Document Management
  • Compiling Data
  • Brand Oversight
  • Web Programming
  • Reporting Tools
  • Written and Oral Communications
  • Web Practices
  • Project Management
  • User Expectations

Additional Information

  • NMLS # 1867090 | License Status: Active

Languages

English
Native or Bilingual
Spanish
Professional Working
Japanese
Professional Working
Haitian Creole
Professional Working

Timeline

Loan Advisor, Senior

Freedom Mortgage Corporation
04.2022 - 07.2023

Mortgage Loan Officer

Strong Home Mortgage
10.2021 - 04.2022

Loan Advisor

Freedom Mortgage Corporation
02.2020 - 09.2021

Jr Instructor

Mathnasium
10.2018 - 02.2019

Team Member

Publix
08.2017 - 10.2018

Webmaster & Database Administrator

University of Florida, Dean of Students Office
06.2014 - 08.2017

Bachelors of Science - Computer Science Engineering

University of Florida

Bachelors of Arts - East Asian Languages and Literatures

University of Florida

Associate of Arts - Mathematics

Miami-Dade College North Campus
TERRY PHILIPPE