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