Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Aaron Beynon

Mesa

Summary

Dynamic Senior Loan Officer with a proven track record at Blue Brick Financial, excelling in regulatory compliance and customer service. Spearheaded initiatives that enhanced operational efficiency by 20%, while leveraging data analysis to drive performance reporting. Adept at lead management and fostering strong client relationships to achieve sales objectives.

Overview

12
12
years of professional experience

Work History

Senior Loan Officer

Blue Brick Financial, LLC
Mesa
10.2023 - Current
  • Tracked and managed new leads and followed up on referral business.
  • Maintained strong knowledge base of lending regulations, best practices and industry trends.
  • Conducted periodic reviews of existing loans to ensure compliance with established policies and procedures.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Responded promptly and accurately to inquiries from customers regarding their accounts and services offered by the bank.

Senior Enrollment Advisor

Bryan University
Tempe
03.2022 - 10.2023
  • Served as main point of contact for accepted students throughout the enrollment process.
  • Worked closely with students to explore potential avenues of study and create individual goals for deepening knowledge in areas of interest.
  • Provided guidance to students on the application process, including admissions requirements and deadlines.
  • Processed admission decisions in a timely manner according to established guidelines.
  • Prepared presentations outlining current admission policies or procedures at conferences or workshops.

Senior Loan Offier

Blue Brick Financial, LLC
Mesa
06.2015 - 03.2022

Operations and Compliance Analyst

Bryan University
Tempe
10.2012 - 06.2015
  • Performed periodic reviews of existing processes and procedures to identify areas of improvement in terms of compliance standards.
  • Conferred frequently with specialists to stay current on compliance requirements and procedures.
  • Led training sessions for staff on compliance practices and regulatory requirements.
  • Assisted in the development of compliance training materials and online resources.
  • Reviewed records in cases of potential liability and determined compliance actions.
  • Analyzed student lifecycle processes to identify areas of improvement and streamline operations.
  • Developed and implemented SOPs that increased team efficiency by 20%.
  • Leveraged CRM data for performance reporting and forecasting.

Education

Master of Arts - Adult Education And Training

University of Phoenix
Tempe, AZ
05-2010

Bachelor of Science - Management

University of Phoenix
Tempe, AZ
05-2006

Skills

  • Regulatory compliance
  • Loan processing
  • Customer service
  • Lead management
  • Sales strategies
  • Data analysis
  • Problem solving
  • Performance reporting
  • Analytical thinking strength
  • Technological savvy

References

References available upon request.

Timeline

Senior Loan Officer

Blue Brick Financial, LLC
10.2023 - Current

Senior Enrollment Advisor

Bryan University
03.2022 - 10.2023

Senior Loan Offier

Blue Brick Financial, LLC
06.2015 - 03.2022

Operations and Compliance Analyst

Bryan University
10.2012 - 06.2015

Master of Arts - Adult Education And Training

University of Phoenix

Bachelor of Science - Management

University of Phoenix

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Aaron Beynon