Overview
Work History
Education
Skills
Timeline
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Zachary Kwakenat

Chaska,MN

Overview

21
21
years of professional experience

Work History

Originating Manager

Rate Companies
Chica, IL
08.2021 - Current
  • Coached, mentored and trained team members in order to improve their job performance.
  • Oversaw marketing initiatives, increasing brand awareness and sales.
  • Maintained knowledge of current laws, regulations, industry trends, technology advancements, competitive products and services. related to the mortgage industry.
  • Conducted pre-qualification interviews with potential borrowers to assess their financial status.

Mortgage Loan Officer

Homeowners Financial Group USA LLC
Scottsdale, AZ
09.2018 - 08.2021
  • Monitored customer accounts throughout the life cycle of each loan transaction.
  • Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
  • Negotiated terms and conditions of loan agreements with borrowers.
  • Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.

Senior Home Mortgage Consultant

Wells Fargo
Minneapolis, MN
04.2003 - 09.2018
  • Educated customers on various aspects of mortgage financing options available.
  • Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.

Education

Bachelor of Arts - Communications

University of Minnesota
Minneapolis
06-2003

Skills

  • Sales management
  • Marketing
  • Performance Management
  • Business Development
  • Team Leadership

Timeline

Originating Manager

Rate Companies
08.2021 - Current

Mortgage Loan Officer

Homeowners Financial Group USA LLC
09.2018 - 08.2021

Senior Home Mortgage Consultant

Wells Fargo
04.2003 - 09.2018

Bachelor of Arts - Communications

University of Minnesota

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Zachary Kwakenat