Yuliana Tavarez
Amityville,NY
Summary
Experienced Loan Officer with exceptional sales and networking skills alongside bilingual proficiency in English and Spanish. Excelled in client relations, securing favorable loan terms, and enhancing customer satisfaction through expert guidance and support.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Loan Officer
United Mortgage
10.2024 - Current
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Conducted consultations with Spanish-speaking clients to explain loan products, ensuring understanding of terms and conditions in both English and Spanish.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Loan Officer
Nationwide Mortgage Bankers
01.2023 - 10.2024
- Met with clients to assess their financial needs and explain different loan options.
- Prepared detailed loan applications and documents to ensure compliance with all regulations.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Evaluated borrowers’ financial status, creditworthiness, and risk factors.
- Provided ongoing support to clients throughout the loan process and after closing.
Loan Officer
Planet Home Lending
08.2022 - 02.2023
- Reviewed and evaluated loan applications to determine eligibility based on creditworthiness and financial stability.
- Demonstrate the highest level of professionalism and customer service towards all customers.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
Mortgage Loan Officer
Intercontinental Capital Group
04.2022 - 08.2022
- Guided customers through the loan application process.
- Analyze and verify financial information.
- Prepare loan documentation and ensure accuracy.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
Loan Officer
United Mortgage
10.2019 - 04.2022
- Provided guidance to clients regarding loan options, terms, and conditions to help them make informed decisions.
- Reviewed loan applications and assess creditworthiness by examining financial data, credit reports, and other relevant information.
- Supported clients in completing loan applications, translating documentation as needed.
- Maintained regular communication with clients throughout the loan process, providing updates and addressing inquiries to enhance customer satisfaction.
Loan Officer
Total Mortgage Services
05.2018 - 10.2019
- Provided financial guidance and loan product information to clients in both languages, ensuring clear communication.
- Developed strong relationships with customers through high levels of customer service.
- Developed tailored loan solutions that meet clients’ needs while adhering to regulatory guidelines.
- Maintained accurate records of client information and loan applications in the company’s database.
- Reviewed submitted documents for accuracy and completeness before forwarding them to underwriters.
Junior Loan Officer
United Mortgage Corp
09.2014 - 10.2017
- Supported senior loan officers in processing loan applications and conducting preliminary credit assessments.
- Communicated with clients in both English and Spanish, providing assistance and answering questions about the loan process.
- Evaluated creditworthiness of applicants using financial data analysis tools such as credit reports and income statements.
- Submitted loan applications to underwriter for verification and recommendations.
- Assisted clients in completing loan applications, ensuring accurate documentation and translation where necessary.
Real Estate Agent
New World Wide Realty
03.2008 - 10.2012
- Negotiated, facilitated, and managed real estate transactions.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Communicated with clients to understand property needs and preferences.
- Advised clients on market conditions and property value for informed decision.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
- Presented purchase offers to sellers for consideration.
Education
Associate Of Arts And Sciences - Liberal Arts
La Guardia Community College
Long Island City, NYSkills
- Fluent in English and Spanish, with strong verbal and written communication skills in both languages
- Sales and networking skills
- Financial advising
- Credit analysis
- Loans
- Customer service
Certification
Mortgage Loan Originator License (MLO)
Nationwide Mortgage Licensing System (NMLS)
Licensed in New York, New Jersey, Florida
Real Estate Sales Associate license
Timeline
Loan Officer
United Mortgage
10.2024 - Current
Loan Officer
Nationwide Mortgage Bankers
01.2023 - 10.2024
Loan Officer
Planet Home Lending
08.2022 - 02.2023
Mortgage Loan Officer
Intercontinental Capital Group
04.2022 - 08.2022
Loan Officer
United Mortgage
10.2019 - 04.2022
Loan Officer
Total Mortgage Services
05.2018 - 10.2019
Junior Loan Officer
United Mortgage Corp
09.2014 - 10.2017
Real Estate Agent
New World Wide Realty
03.2008 - 10.2012
Mortgage Loan Originator License (MLO)
Nationwide Mortgage Licensing System (NMLS)
Licensed in New York, New Jersey, Florida
Real Estate Sales Associate license
Associate Of Arts And Sciences - Liberal Arts
La Guardia Community College
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