Trinity Curtis
Fort Novosel,AL
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Success Mortgage Partners Inc.
10.2023 - Current
- Compiled closing packages for drafting and presentation accuracy.
- Monitored pipelines to track and log status of loans.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
- Optimized sales strategies by analyzing team performance metrics and implementing data-driven improvements.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Participated in industry events and conferences to build relationships and gain market intelligence.
Accounts Payable and Receivable Associate
Fortuna BMC
05.2023 - 07.2023
- Gathered and verified invoices for appropriate documentation prior to payment
- Assisted the senior financial officer as needed
- Performed invoice and general-ledger data entry
- Executed credit card and bank account reconciliation
- Generated financial statements and reports detailing accounts receivable status
- Verified vendor accounts by reconciling monthly statements and related transactions.
Associate Banker
Chase Bank
01.2021 - 04.2023
- Establish and maintain long-lasting relationships with clients as well as prospective customers over the phone
- Provide exceptional customer service
- Assist customers in opening new accounts, processing deposits, withdrawals, transfers, loan payments, cashier's checks, and other transactions
- Manage wait times by scheduling, rescheduling, or canceling appointments
- Identify new sales opportunities and provide innovative support in marketing strategies
- Monitor customer feedback and take appropriate action to ensure satisfaction
- Complete special procedures for customers such as ordering new checks, stop payments, and investigate identity theft and fraudulent.
Stunt/Sports Trainer
Amazon Prime Film Production
07.2021 - 11.2021
- Created strategies to lead Amazon film “A League of Their Own” to success
- Provided feedback and coaching to main actresses
- Mentored team members to develop sportsmanship
- Motivated team to improve performance
- Rehearsed and performed a variety of stunt activities in an efficient manner
- Established and maintained strong professional relationships with stunt coordinators and directors.
Concierge
Tenaya Lodge At Yosemite
11.2019 - 01.2021
- Greeted guests and confirmed reservations
- Maintained accurate and up-to-date records of guest information
- Handled customer complaints to satisfy and retain guests
- Worked closely with guests, some VIP, or celebrity, with high degree of respect for privacy
- Maintained updated knowledge of assets specific to the company's needs
- Multitasked and prioritized as necessary to meet guest's needs.
Dock Supervisor
Miller's Landing
06.2018 - 07.2020
- Supervised dock associates and coordinated daily operations
- Managed invoices and handled cash payments
- Collected keys of all watercrafts at end of shift
- Established excellent customer service in order to create a memorable experience for all guests
Education
Bachelor of Science - Business Finance
Fresno State University
12.2024
High School Diploma -
Yosemite High School
06.2019
Skills
- Mentoring and Training
- Customer Transactions
- Client relationship management
- Leadership and team management
- Customer service
- Budgeting and financial planning
- Project scheduling
- Efficient in Microsoft Word, Excel, Outlook, Powerpoint
- Interpersonal skills
- Ability to learn in a fast paced environment
- Critical thinking
- Communication
- Visionary
- Creditworthiness Determination
- Referral Network Development
Certification
- NMLS# 2225308
Timeline
Mortgage Loan Officer
Success Mortgage Partners Inc.
10.2023 - Current
Accounts Payable and Receivable Associate
Fortuna BMC
05.2023 - 07.2023
Stunt/Sports Trainer
Amazon Prime Film Production
07.2021 - 11.2021
Associate Banker
Chase Bank
01.2021 - 04.2023
Concierge
Tenaya Lodge At Yosemite
11.2019 - 01.2021
Dock Supervisor
Miller's Landing
06.2018 - 07.2020
Bachelor of Science - Business Finance
Fresno State University
High School Diploma -
Yosemite High School
Similar Profiles
Varvara BrownVarvara Brown
Loan Officer at Success Mortgage Partners Inc.Loan Officer at Success Mortgage Partners Inc.
Jacqueline PetersJacqueline Peters
Funder Specialist at Success Mortgage Partners Inc.Funder Specialist at Success Mortgage Partners Inc.
Gregory DortchGregory Dortch
Senior Loan Officer at Success Mortgage Partners Inc.Senior Loan Officer at Success Mortgage Partners Inc.