Thaniya (Tanya) Nielsen
Johns Creek,GA
Summary
Over 15 years of hands-on experience in banking operation, risk management, and lending practices. My expertise encompasses a wide range of financial products and services, including consumer lending, mortgage origination, and investment strategies. Excel in developing and implementing effective communication between departments, teams, and clients. Adept at identifying and addressing communication challenges.
NMLS#1223979 GA# 73426
Overview
15
15
years of professional experience
Work History
Sr. Loan Officer
SWBC Mortgage Corporation
09.2020 - Current
- Advise clients on different mortgage products and educate clients through every stage of the mortgage application process.
- Extensive knowledge of mortgage lending products including jumbo loan,VA loan, FHA loan, USDA loan, down payment assistance programs, and home equity products.
- Expand existing clients portfolio via customer referrals and develop prospects for new loans by attending local community events.
- Establish and maintain relationships with local real estate agents, CPAs, financial advisors in order to develop and retain existing business.
- Develop relationships with potential borrowers through various marketing strategies including: digital and social media marketing.
- Stay abreast of current mortgage trends and the ever changing environment of the local real estate market.
Assistant Branch Manager
Georgia United Credit Union
06.2016 - 09.2020
- Managed the overall operations of the branch and ensuring adherence to all operations, security, risk and regulatory policies and procedures.
- Enhancing efficiency and achieving organizational goals through effective inter-departmental communication.
- Provided assistance, coaching and mentoring to all branch employees. Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Focused on enhancing employee communication skills within organization and strengthening the overall communication among clients.
- Addressed customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Promoted mortgage, home equity line and consumer lending products among clients and real estate agents via cold calling and onsite visits.
- Leveraged business partnership with external and internal clients to drive branch sale goals.
- 2019 service ambassador and top mortgage
producer.
Financial Service Officer
Georgia United Credit Union
07.2014 - 06.2016
- Provided information and guidance on a variety of financial products and services, including loans and lines of credit. Identify and offer the appropriate financial products to to deepen financial relationship. Reviewed client's financial situations, provided money management consultation along with assessing creditworthiness and credit building strategies.
- Counseled members regarding money management and financial matters. Discussed loan alternatives, credit criteria, interest rates and loan documentation in a positive and professional manner.
- Processed member loan applications and evaluate the level of risk associated with each loan application and make informed lending decisions.
- Evaluated and verify loan applications to meet required credit criteria. Ensured submitted loans are accurately processed and documented prior to disbursement.
Financial Service Representative
SunTrust Bank
05.2008 - 07.2014
- Ranked as one of the top sixty Financial Service Representatives
- Built strong client relationships through daily client proactive communications, teleconsulting, and business visits.
- Referred potential clients to trusted business partners including business bankers, investment bankers and mortgage bankers.
- Provided loan solutions by utilizing consultative skills. Assist clients in completing loan applications and perform loan closing.
- Answered customers’ general inquiries as well as inquiries regarding loan and account issues.
Education
MBA -
Kennesaw State University
Kennesaw, GASkills
- Self starter
- Detail orientated
- Strong interpersonal communication skills
- Effective time management
- Multitasking and Prioritization
- Work well in fast-paced environment
- Remote Video Conferencing
- Team Player
- Client Relations
- Microsoft Office
Timeline
Sr. Loan Officer
SWBC Mortgage Corporation
09.2020 - Current
Assistant Branch Manager
Georgia United Credit Union
06.2016 - 09.2020
Financial Service Officer
Georgia United Credit Union
07.2014 - 06.2016
Financial Service Representative
SunTrust Bank
05.2008 - 07.2014
MBA -
Kennesaw State University
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