Angela Williamson
Chandler
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Experienced in leveraging Salesforce and exceptional relationship-building skills to drive client retention and generate new business. Expert in risk management and compliance, consistently exceeding sales targets while enhancing loan processing efficiency and customer service. Successfully facilitated numerous loan applications, ensuring compliance with regulatory standards and enhancing customer satisfaction. Demonstrated proficiency in financial analysis and customer relationship management. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational business and sales growth and success. Known for reliability and adaptability, with swift capacity to learn and apply new skills.
Overview
17
17
years of professional experience
Work History
Outside Sales - Loan Officer
Edge Home Finance
03.2025 - Current
- Conducted comprehensive market research to identify emerging trends and design competitive loan products accordingly.
- Developed and maintained relationships with customers, lenders and other third parties.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Developed strong partnerships with real estate agents and networking partners, generating a consistent pipeline of referrals and new business/sales opportunities.
- Leveraged social media platforms to promote loan products, significantly increasing online applications.
Outside Sales - Loan Officer
Guild Mortgage Company
06.2021 - 12.2024
- Managed a diverse portfolio of loans while maintaining low default rates through careful risk assessment and proactive borrower support.
- Achieved high levels of client retention by providing exceptional customer service throughout the loan origination process.
- Utilized Salesforce for Customer Relationship Management (CRM).
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Negotiated favorable loan terms with borrowers, increasing overall business profitability for the company.
- Analyze loan applications to determine best loan program for client.
- Established a reputation as an expert in various loan programs, becoming a trusted resource for colleagues and clients alike.
- Maximized approval rates for qualified applicants through diligent review of financial information and thorough assessment of risks.
- Improved team's closing ratio by conducting ongoing training sessions focused on sales techniques and product knowledge.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
Inside Sales - Senior Loan Officer
New American Funding
08.2020 - 05.2021
- Sales cycle - collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients. Includes complex and non-complex loans.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Excellent organizational skills to manage multiple loans are in different statuses of the loan process.
- Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
- Maintained strict confidentiality of bank records and client information.
- Enhanced loan application process by streamlining documentation and improving communication channels with clients.
- Maintained strict compliance with industry regulations, ensuring accuracy in disclosures and adherence to lending guidelines.
- Educate clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Explained very technical financial information to applicants in easy to understand language.
- Researched and updated industry knowledge on changing legislation and regulations.
Lead Orthodontic Assistant
Team Orthodontics
05.2017 - 07.2020
- Build client relationships to improve communication on patient care.
- Analyze scheduling software to reduce patient wait time and enhance back-office productivity.
- Maintain detailed patient records with excellent written communication skills.
- Educate staff on best practices, techniques, and protocols.
- Evaluate patient progress and suggest additional care/business opportunities.
- Coach staff to enhance their skills.
Lead Orthodontic Assistant
Chamberlain Orthodontics
02.2008 - 04.2017
Education
Desert Vista High School
Phoenix, AZDental Assisting Certificate -
Carrington College
Mesa, AZNo Degree -
University of Arizona
Tucson, AZSkills
- Salesforce
- Database Management
- Relationship Building and Management
- Documentation Review
- Financial Advising
- Written and Verbal Communication
- Detail Oriented
- High Volume loan/sales cycle
- Risk/Compliance Management Assessments
- Planning and Organization
- Managing Market Trends and Changes
- Microsoft Excel, Word, Power Point
Timeline
Outside Sales - Loan Officer
Edge Home Finance
03.2025 - Current
Outside Sales - Loan Officer
Guild Mortgage Company
06.2021 - 12.2024
Inside Sales - Senior Loan Officer
New American Funding
08.2020 - 05.2021
Lead Orthodontic Assistant
Team Orthodontics
05.2017 - 07.2020
Lead Orthodontic Assistant
Chamberlain Orthodontics
02.2008 - 04.2017
Desert Vista High School
Dental Assisting Certificate -
Carrington College
No Degree -
University of Arizona
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