Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Will Setka

San Pedro,CA

Summary

Hard working, fast learning, motivated and likable professional with 4+ years of assisting, processing, and originating experience within the mortgage lending industry. Proven track record of successfully managing and exceeding customer expectations in dynamic and sensitive environments. Committed to maintaining a high level of professionalism and delivering outstanding service in challenging and high-pressure situations.

Overview

5
5
years of professional experience

Work History

Mortgage Loan Processor

Arbor Financial Group
03.2023 - Current
  • Performing initial appraisal of potential borrowers by thoroughly examining their applications
  • Assessing the credit standings of applicants through background research
  • Interviewing applicants to evaluate their eligibility for loan or mortgage
  • Conclude on all applicable financial and non-financial criteria and develop loan repayment plans
  • Finalize loan contracts and keep clients informed in rules and obligations
  • Remain up to speed regarding lending and other financial services
  • Identify customer needs, explore all options and suggest different types of loans
  • Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services
  • Work within established regulations and adhere to law requirements at all times
  • Update interest rate sheet daily and provide MBS market commentary to realtors
  • Manage CRM.

Loan Officer Assistant/Processor

Van Dyk Mortgage
10.2022 - 03.2023
  • Obtained conditions for loan applications by working with underwriters, business partners and vendors
  • Conducted market research on competitor offerings and trends in lending space.

Loan Officer Assistant/Processor

AmeriSave Mortgage
09.2021 - 10.2022
  • Collected employment/income/asset documents from borrowers
  • Inputted borrowers financial information into the loan application
  • Provided great customer service by answering office phones and interacting with clients when they came in for appointments.

Loan Officer Assistant/Processor

SUN WEST MORTGAGE COMPANY, INC
06.2020 - 09.2021
  • Scheduled and confirmed appointments for loan officers
  • Collaborated with other departments, such as sales and marketing, to promote company services and products related to loans.

Loan Officer Assistant

Pinnacle Home Loans
08.2019 - 05.2020
  • Prepared necessary documentation for loan application files
  • Responded promptly to client inquiries regarding their loan applications or status updates.

Education

Bachelor's degree - Political Science

Liberty University
12.2025

General Education -

El Camino Community College District
12.2019

Skills

  • Financial Services
  • Cold Calling
  • Microsoft Outlook
  • Microsoft Word
  • Strong Communication
  • Loan Origination Software
  • Customer Service
  • CRM Management
  • Processing procedures
  • Pipeline Management
  • Document Review

Additional Information

Willing to relocate: Anywhere, Authorized to work in the US for any employer

Timeline

Mortgage Loan Processor

Arbor Financial Group
03.2023 - Current

Loan Officer Assistant/Processor

Van Dyk Mortgage
10.2022 - 03.2023

Loan Officer Assistant/Processor

AmeriSave Mortgage
09.2021 - 10.2022

Loan Officer Assistant/Processor

SUN WEST MORTGAGE COMPANY, INC
06.2020 - 09.2021

Loan Officer Assistant

Pinnacle Home Loans
08.2019 - 05.2020

Bachelor's degree - Political Science

Liberty University

General Education -

El Camino Community College District

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Will Setka