Todd Simon
Big Bend,WI
Summary
Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.
Overview
13
13
years of professional experience
Work History
Loan Officer
Bank Of England - Orlando
Big Bend, WI
03.2018 - Current
- Developed and maintained relationships with potential customers to increase loan business.
- Explained various types of loans available to customers and their associated terms and conditions.
- Provided customer service support throughout the entire process from application through closing.
- Tracked and managed new leads and followed up on referral business.
Loan Officer
Network Funding L.P.
Big Bend, WI
12.2012 - 03.2018
- Provided customer service support throughout the entire process from application through closing.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Developed and maintained relationships with potential customers to increase loan business.
Personal Banker
Wellsfargo Home Mortgage
Big Bend, WI
05.2011 - 12.2012
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Education
Bachelor of Science - Education
Carroll University
Waukesha, WI09-2008
Education
University of Wisconsin - Green Bay
Green Bay, WI09-2005
Skills
- Financial planning expert
- Customer service-focused
- Excellent communicator
- Relationship building and management
- Financial Services
- Banking
- Mortgage lending
- Financial Counseling
Timeline
Loan Officer
Bank Of England - Orlando
03.2018 - Current
Loan Officer
Network Funding L.P.
12.2012 - 03.2018
Personal Banker
Wellsfargo Home Mortgage
05.2011 - 12.2012
Bachelor of Science - Education
Carroll University
Education
University of Wisconsin - Green Bay
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