Vanessa Zimmerman
Canby,OR
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
22
22
years of professional experience
Work History
Senior Mortgage Loan Officer
Academy Mortgage
03.2017 - Current
- Participate in industry events and conferences to build relationships and gain market intelligence.
- Successfully manage multiple concurrent deadlines, with exceptional attention to detail.
- Collaborate and communicate with clients, business partners, and other third parties to achieve the overall goal.
- Develop efficiency strategies and systems to help maintain workflows.
- Develop and implements marketing campaigns to generate new business opportunities.
- Analyze potential risks and evaluate products to identify suitable options for customers.
- Explain very technical financial information to applicants in easy to understand language.
- Offers input to support client and business partner experience.
Senior Mortgage Loan Officer
Pacific Residential Mortgage
09.2014 - 03.2017
- Collaborate and communicate with clients, business partners, and other third parties to achieve the overall goal.
- Assisted team in production growth, meeting deadlines and improving processes.
- Successfully manage multiple concurrent deadlines, with exceptional attention to detail.
- Develop and implements marketing campaigns to generate new business opportunities.
- Analyze potential risks and evaluate products to identify suitable options for customers.
- Explain very technical financial information to applicants in easy to understand language.
- Maintain high level of customer satisfaction by providing prompt and accurate status updates.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Mortgage Loan Officer
Westcorp Mortgage Group
06.2013 - 09.2014
- Maintained high level of customer satisfaction by providing prompt and accurate status updates.
- Successfully managed multiple responsibilities at once by focusing on one task while keeping track of others.
- Analyzed documents to determine eligibility and risk level.
- Followed up on missing documents, providing guidance on best way to complete the process.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Explained very technical financial information to applicants in easy to understand language.
Personal Financial Representative
Primerica Financial Services
09.2001 - 06.2013
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
- Used financial planning software to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Generated financial analysis reports and financial management proposals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Devised financial plans for clients to achieve short and long-term financial goals.
- Conducted educational seminars to clients and prospects.
- Presented financial plans and recommendations to clients.
Education
Bachelor of Arts - Education
Linfield College
Mcminnville, OR05.1999
Skills
- Sales Development
- Relationship Selling
- Financial Analysis
- Marketing Expertise
- Document Analysis
- Attention to Detail
- Networking and Partnership Development
- Analytical and Critical Thinking
- Client Counseling
- Microsoft Office
- Customer Service-Focused
- Decision-Making
Timeline
Senior Mortgage Loan Officer
Academy Mortgage
03.2017 - Current
Senior Mortgage Loan Officer
Pacific Residential Mortgage
09.2014 - 03.2017
Mortgage Loan Officer
Westcorp Mortgage Group
06.2013 - 09.2014
Personal Financial Representative
Primerica Financial Services
09.2001 - 06.2013
Bachelor of Arts - Education
Linfield College
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