Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
References
Timeline
Generic

Wendy McKenzie

Normandy Park

Summary

Enthusiastic Sr. Loan Officer with extensive experience at US Bank Home Mortgage, specializing in financial analysis and client relationship management. Proven ability to manage loan pipelines effectively while delivering outstanding customer service. Skilled in creating customized loan solutions that enhance client satisfaction and streamline transactions. Dedicated to team development and training to drive overall success.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Sr. Loan Officer

New American Funding
Kirkland
04.2024 - Current
  • Built referral business by meeting with local financial planning, home builders and real estate professionals.
  • Provided guidance to customers regarding loan products, eligibility requirements, application processes, documentation requirements.
  • Attended networking events and conferences in order to build relationships within the industry.
  • Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
  • Performed ongoing analysis of customer needs in order to develop tailored solutions that meet their objectives.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Delivered high levels of customer service to facilitate smooth processes.

Vice President

Guaranteed Rate Affinity
Redmond
08.2023 - 04.2024
  • Collaborated with internal teams such as underwriting, legal, operations and marketing in order to ensure timely completion of loan transactions according to established standards and procedures.
  • Delivered high levels of customer service to facilitate smooth processes.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Provided guidance to customers regarding loan products, eligibility requirements, application processes, documentation requirements.

Sr. Loan Officer

US Bank Home Mortgage
Seattle
11.2017 - 08.2023
  • Tracked and managed new leads and followed up on referral business.
  • Built referral business by meeting with local financial planning, home builders and real estate professionals.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Managed the pipeline of my team of nine for originated loans through closing, and completed the required management reports.
  • Assigning files to my six assistants, and monitoring timely closings.
  • Teaching weekly training sessions with my team on underwriting guidelines, understanding tax returns, and teaching how to never have a loan denied.

Education

Bachelor of Arts - Liberal Studies & English

California State University, East Bay
Hayward, CA
06-1997

Skills

  • Networking and referral building
  • Interviewing
  • Excellent communicator
  • Financial analysis
  • Credit evaluation
  • Risk assessment
  • Customer service
  • Relationship building
  • Team leadership
  • Problem solving
  • Training development
  • Pipeline management

Affiliations

  • Fitness Instructor for La Fitness since 2010
  • Ran over 23 marathons all over the US
  • Speaker for Foster Children in Seattle
  • Love to work in my yard
  • Helping our neighbors that are older with their yard work
  • Hiking all over the Pacific Northwest
  • Being with my family

Accomplishments

  • Serve on the Board of Directors for our local community
  • Serve on the Board of Directors for NAMMBA (National Association Minority Mortgage Bankers of America
  • Recognized with Five Star Mortgage Professional Award
  • Serve with Habitat for Humanity with my Team

Certification

  • Construction Lending
  • Washington State Housing Finance Commission - Certification for First Time Home Buyers and New Covenant Homeownership Program

References

References available upon request.

Timeline

Sr. Loan Officer

New American Funding
04.2024 - Current

Vice President

Guaranteed Rate Affinity
08.2023 - 04.2024

Sr. Loan Officer

US Bank Home Mortgage
11.2017 - 08.2023

Bachelor of Arts - Liberal Studies & English

California State University, East Bay

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Wendy McKenzie