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.