Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
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Walter Orellana

Des Moines,IA

Summary

Highly motivated and results-driven professional with over 10 years of experience in client services and a proven track record of success in the lending industry. With 3 years of experience specifically in the lending world, I have developed a large network of realtors and clients. Demonstrated ability to work both independently and collaboratively to achieve goals and meet deadlines. Proficient in both English and Spanish, enabling effective communication with a diverse range of clients. Proficient in using Microsoft Office Suite. Consistently delivered exceptional customer service and built strong relationships with clients throughout my career. Thrive in fast-paced, dynamic environments and adaptable to changes.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Bilingual Loan Officer

Central Bank
04.2023 - Current
  • Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
  • Initiated outreach efforts to underserved communities, expanding bank's customer base.
  • Collaborated with underwriting team to expedite loan approvals, meeting customer expectations for quick service.
  • Coordinated with legal team to ensure all loan agreements were compliant with state and federal regulations.

Bilingual Loan Officer

Collins CCU
04.2022 - 01.2023
  • Proactively establish and maintain strong relationships with local realtors and other businesses to generate a steady stream of recurring leads
  • Consistently meet and exceed monthly and yearly sales goals through a combination of retail referrals and closed volume
  • Expertly manage and prioritize daily schedule to ensure optimal productivity and efficiency, including scheduling accurate appointments, networking lunches, and meetings with realtors.

Bilingual Loan Officer

Wells Fargo Financial
04.2021 - 04.2022
  • Consistently achieve monthly sales goals as a mortgage lender, by providing expert guidance and assistance to both current and new clients
  • Specialize in helping first-time home buyers, investors and homeowners navigate the mortgage process, including assisting with the gathering and submission of necessary documents in a timely manner
  • Fostered strong relationships with clients, by working closely with them throughout the mortgage process, and providing personalized support and assistance.
  • Maintained strict confidentiality of bank records and client information.

Insurance Service Professional II

Nationwide Insurance
12.2019 - 11.2020
  • Working in the call center I assisted members with servicing on their home and auto insurance policies
  • I would assist in changing vehicle or dwelling coverages, billing questions and updating loan information with third party lenders
  • This position was majority in a work-from-home environment due to COVID-19 and I was able to remain flexible with the many changes that were brought upon the company, members and employees
  • Providing excellent customer service was at the center of my and my teams’ daily goals
  • I have gained immense experience in going above and beyond for members especially throughout the global pandemic that has affected many of Nationwide's members.

Bilingual Customer Service Rep II

Wells Fargo Financial
03.2019 - 12.2019
  • I assisted customers with various types of payments, credit limit increases, customer disputes and any other concerns that the customer may have had
  • I had to be flexible as the company underwent system updates and communication processes with the customer
  • Being the face of the company, I had the opportunity to make the customers experience as positive as I could which would keep them with the company for the long run.
  • Managed high-volume inbound calls, effectively prioritizing issues to ensure swift resolution and minimize hold times for customers.

Education

High School Diploma -

East High School
Des Moines, IA
01.2014

Skills

  • Relationship building and management
  • Financial Advising
  • Client Relations
  • Marketing
  • Lead Generation
  • Problem-Solving
  • Bilingual in Spanish and English
  • Time Management
  • Complex Problem-Solving
  • Operational Efficiency

Affiliations

  • Polk County Housing Trust Fund
  • Home INC
  • Invest DSM

Certification

  • CNP - Certified Notary Public

Timeline

Bilingual Loan Officer

Central Bank
04.2023 - Current

Bilingual Loan Officer

Collins CCU
04.2022 - 01.2023

Bilingual Loan Officer

Wells Fargo Financial
04.2021 - 04.2022

Insurance Service Professional II

Nationwide Insurance
12.2019 - 11.2020

Bilingual Customer Service Rep II

Wells Fargo Financial
03.2019 - 12.2019

High School Diploma -

East High School

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Walter Orellana