Summary
Overview
Work History
Skills
Accomplishments
Timeline
Intern
Travis Jenkins​

Travis Jenkins​

Loan Officer
Chino Hills,CA

Summary

High performing Loan Officer with track record in mortgage and home lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process.

Overview

3
3
years of professional experience

Work History

Loan Officer

Sunwest Bank
Buena Park, CA
03.2021 - Current
  • Successfully closed average of 30 loans per month.
  • Average of 60 applications monthly
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Developed prospects for new loans by conducting 400 cold calls weekly.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act

Loan Officer

Advantagefirst Lending
Rancho Santa Margarita, CA
12.2020 - 03.2021
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

Call Center Representative

DT Realty
Glendora, CA
12.2019 - 11.2020
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Educated customers on company systems, form completion and access to services.
  • Assisted team leaders by providing status and performance reports with information on areas for improvement.
  • Assisted 60 customers weekly by answering questions, responding to inquiries and handling telephone requests.

Inventory Manager

Newegg.com
City of Industries, Ca.
04.2019 - 12.2019
  • Supervising multiple departments simultaneously (approximately 80 associates)
  • Ensured adequate staffing, equipment and space utilization to fulfill production goals during peak holiday week periods as well as non-peak periods.
  • Collaborated with purchasing and production to maintain levels of quality and on-hand inventory.
  • Labeled, organized and located inventory items in staging areas or on shelves according to quantity, size or type of material.

Skills

  • Understanding Customer Needs
  • Verbal and Written Communication
  • Customer Account Management
  • Upselling Products and Services
  • Establishing and Maintaining Customer Relationships

Accomplishments

  • Currently active to originate loans in 19 states.
  • Repeatedly commended by superiors for excellent customer service, sales pitch and for taking the highest applications consistently daily.
  • Asked to create a company testimonial video for originating 103 loans in a month.
  • Chosen for new employees to shadow
  • Received multiple 5 star ratings and appreciation videos telling of my customer service, care and professionalism

Timeline

Loan Officer

Sunwest Bank
03.2021 - Current

Loan Officer

Advantagefirst Lending
12.2020 - 03.2021

Call Center Representative

DT Realty
12.2019 - 11.2020

Inventory Manager

Newegg.com
04.2019 - 12.2019
Travis Jenkins​Loan Officer