Troy Heinz
Green Bay,WI
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
5
5
years of professional experience
Work History
Loan Officer
Movement Mortgage
02.2024 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
Mortgage Loan Officer
Homefinity
12.2020 - 01.2024
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Negotiated loan terms and conditions with customers to secure best deal.
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
Mortgage Loan Officer Assistant
Homefinity
01.2020 - 12.2020
- Assisted in closing loans by efficiently gathering required documentation and submitting applications.
- Supported loan officers with application processing, ensuring timely completion for quicker decisions.
- Increased client satisfaction by providing exceptional customer service throughout the loan process.
- Streamlined communication between underwriters and loan officers, resulting in improved turnaround times.
- Facilitated smooth loan closings by coordinating with title companies, attorneys, and borrowers.
Mortgage Loan Assistant Processor
Homefinity
07.2019 - 01.2020
- Streamlined mortgage loan processing by effectively managing documents and maintaining accurate records.
- Enhanced customer satisfaction by providing timely updates on loan application status and addressing inquiries.
- Collaborated with underwriters to ensure a smooth and efficient loan approval process, resulting in increased productivity.
- Assisted in the preparation of loan files for submission to underwriting, improving overall efficiency.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Education
Bachelor of Arts - Graphic Arts
Appalachian State University
Boone, NCSkills
- Sales Development
- Loan Origination
- Document Analysis
- Risk Assessment
- Customer Service
- Product Knowledge
- Attention to Detail
- Income Evaluation
Timeline
Loan Officer
Movement Mortgage
02.2024 - Current
Mortgage Loan Officer
Homefinity
12.2020 - 01.2024
Mortgage Loan Officer Assistant
Homefinity
01.2020 - 12.2020
Mortgage Loan Assistant Processor
Homefinity
07.2019 - 01.2020
Bachelor of Arts - Graphic Arts
Appalachian State University
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