Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tricia Neill

Taunton,MA

Summary

Seasoned Senior Mortgage Loan Officer with history in residential mortgage origination. Knowledgeable in guiding borrowers through loan process, from application to closing, and adept at assessing client needs to provide tailored financial solutions. Proven ability in driving sales growth while maintaining high levels of customer satisfaction and regulatory compliance. Successfully streamlined processes leading to enhanced efficiency within previous work roles.

Overview

2
2
years of professional experience

Work History

Senior Mortgage Loan Officer

Conway Financial Services
Hanover, MA
12.2021 - 11.2023

Covered multiple Jack Conway real estate offices, built relationships with agents and participated in weekly office meetings. Kept the agents updated on mortgage products and rates, conducted home buyer's seminars with agents and attended all company functions. Guided their clients through the

loan options, collected financial information, evaluated creditworthiness and eligibility for mortgage loans. Prepared and submitted mortgage loan applications and ensured compliance with national and local financial rules. Monitored the application and kept both clients and agents informed throughout the entire mortgage process.

Senior Mortgage Loan Officer

Guild Mortgage
Dartmouth , MA
11/30/24 - 06/19/24
  • Built a supportive referral network with clients, lenders, and real estate agents.
    Interviewed clients, guided them through loan options, collected financial information, evaluated creditworthiness and eligibility for mortgage loans. Prepared and submitted mortgage loan applications and ensured compliance with national and local financial rules. Monitored the application processes and inform clients of approvals or rejections.

Education

Associate of Arts - Business

Bristol Community College
Fall River, MA
06-1981

Skills

  • Negotiation abilities
  • Marketing expertise
  • Credit evaluation
  • Credit check knowledge
  • Regulatory Compliance
  • Document analysis
  • Licensed Mortgage Loan Originator
  • Desktop Underwriter expert
  • Goal-Oriented

Timeline

Senior Mortgage Loan Officer

Conway Financial Services
12.2021 - 11.2023

Senior Mortgage Loan Officer

Guild Mortgage
11/30/24 - 06/19/24

Associate of Arts - Business

Bristol Community College
Tricia Neill