Valerie Takashima
Banking, Mortgage
Las Vegas,NV
Summary
Efficient Home Mortgage Consultant offering demonstrated history of persistently pursuing leads and turning opportunities into lasting business relationships. Skilled in data analysis and negotiation. Promoting 5 years of industry experience and expertise in local real estate markets.
Overview
12
12
years of professional experience
Work History
Home Mortgage Consultant
Wells Fargo
Henderson, NV
12.2009 - Current
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Advised clients on loan process and specialized topics in home purchasing such as products and servies.
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Fielded customer complaints and provided solutions.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Developed prospects for new loans by conducting [Number] cold calls weekly.
Skills
- Credit History Review
- Networking and Partnership Development
- Customer Service
- NMLS Registration
- Verbal and Written Communication
- Active Listening and Learning
- Microsoft Office
- Time Management
- Data Entry
- Staff Management
COMMUNITY AFFILIATIONS
New Hope Las Vegas, Coordinator of Volunteers
VAREP, Volunteer
Juvenile Diabetes, Coordinator of Volunteers
March of Dimes, Volunteer
United Way, Volunteer
Additional Information
32 years of Banking Experience, 22 years in the Banking Center from Teller, Customer Service Representative, Banker, Teller Lead and Assistant Manager. Able to to manage and motivate a staff of over 20 employees on products and services while maintaining a high degree of professionalism and customer service at all times
Timeline
Home Mortgage Consultant
Wells Fargo
12.2009 - Current
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