Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Weldon Phillips

3509 Calle Suenos

Summary

Results-driven professional with extensive experience in mortgage consultation and financial documentation. Committed to maintaining up-to-date knowledge of lending regulations while empowering clients through comprehensive loan education.

Overview

4
4
years of professional experience
2
2
Certifications

Work History

Loan Consultant

loanDepot
Albuquerque
07.2024 - Current
  • Consulted clients on loan options and mortgage products.
  • Analyzed financial documents to assess borrower eligibility.
  • Educated clients on the loan application process and requirements.
  • Maintained accurate records of client interactions and transactions.
  • Provided ongoing support throughout the loan closing process.
  • Resolved client inquiries and issues regarding loan status promptly.
  • Cultivated relationships with real estate agents, generating opportunities for client referrals.
  • Responded promptly to all customer inquiries regarding financing options and services provided by the company.
  • Provided advice and assistance to customers in order to help them make informed decisions regarding their loan options.
  • Assisted customers with completing loan applications accurately and thoroughly.
  • Analyzed customer's credit reports, tax returns, income statements. in order to determine creditworthiness.
  • Maintained up-to-date knowledge of lending regulations, policies, procedures, and products offered by the organization.
  • Educated customers on loan products and credit options, facilitating informed decision-making.

Loan Consultant

loanDepot
Albuquerque, NM
06.2024 - Current

Mortgage loan consultant

Guaranteed Rate
Albuquerque, NM
08.2022 - 06.2024
  • Worked with underwriters to fix application problems and resolve issues.
  • Fielded customer complaints and provided solutions.
  • Explained different types of loans pertaining to client situations.
  • Reviewed loan files and updated to match current standards.

Education

High School Diploma -

Mountainair High School
Mountainair, NM
05-1985

Some College (No Degree) - Engineman

United States Navy
Norfolk, VA

Skills

  • Loan analysis
  • Financial documentation
  • Credit assessment
  • Regulatory compliance
  • Mortgage education
  • Customer relationship management
  • Mortgage consultation

Certification

Renovation certified through loanDepot

Accomplishments

Million dollar producer awards throughout the year

Timeline

Loan Consultant

loanDepot
07.2024 - Current

Loan Consultant

loanDepot
06.2024 - Current

Mortgage loan consultant

Guaranteed Rate
08.2022 - 06.2024

High School Diploma -

Mountainair High School

Some College (No Degree) - Engineman

United States Navy
Weldon Phillips