Travis White
Spring
Summary
Results-driven professional with expertise in strategic negotiation and team leadership, achieving over $30M in funded loans at Cattell Inc within three years while maintaining a 99% loan approval ratio. Proficient in detailed document evaluation and financial assessment, complemented by a strong ability to cultivate referral networks. Proven track record of success in dynamic financial environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Mortgage Loan Originator
Cattell Inc
Beaumont
09.2021 - Current
- Facilitated comprehensive mortgage loan applications for prospective clients.
- Examined client-submitted records to ensure compliance with pre-approval requirements.
- Cultivated and sustained new referral relationships through cold calls and in-person meetings.
- Cultivated enduring relationships with clients and realtors to ensure retention.
- Conducted breakeven cost analysis to assist clients in grasping the impact of various interest rates on monthly payments and closing costs.
- Facilitated client communication during underwriting to resolve inquiries and concerns.
- Maintained an exceptionally high loan approval ratio of 99%.
- Generated over $30M in funded loans within the initial three years as a Licensed Mortgage Loan Originator.
Loan Officer Assistant
Cattell Inc
Beaumont
09.2019 - 09.2021
- Took full mortgage loan applications & collected necessary documents from clients for Pre-Approval.
- Established new referral relationships for mortgage broker I was working for through cold calling and in person meetings.
- Encouraged clients toward achieving their goal of securing contracts for new homes.
Education
Bachelor of Business Administration - Finance
Lamar University
Beaumont, TX05.2019
Skills
- Strategic Negotiation Skills
- Detailed Document Evaluation
- Lead Referral Generation
- Loan Product Expertise
- Credit Analysis
- Comprehensive Financial Assessment
- Expert in Desktop Underwriting
- Team Leadership in Production
Certification
MLO License, NMLS #2163543
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Senior Mortgage Loan Originator
Cattell Inc
09.2021 - Current
Loan Officer Assistant
Cattell Inc
09.2019 - 09.2021
Bachelor of Business Administration - Finance
Lamar University
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