CORIE D CROSS
Gilbert
Summary
Organized and dependable professional successful at managing multiple priorities with a positive attitude. Brings great presentation and interpersonal communication skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Account Manager
Imperial PFS
06.2023 - Current
- Responsible for servicing a group of assigned program entities by providing quotations, credit analysis and telephone follow up for quote resolution
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Developed customized account plans for clients to help them achieve their business goals.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
Senior Loan Officer
Fairway Independent Mortgage
12.2022 - 04.2023
- Originate, review, process, close and administer customer loan proposals.
- Recommend loan approvals and denials based on customer loan application reviews.
- Review and edit loan agreements to promote efficiency and accuracy.
- Submit loan applications to underwriter for verification and recommendations.
- Implement sales strategies that establish relationships with realtors and CPAs.
Senior Mortgage Consultant
Opendoor
01.2022 - 11.2022
- Collaborate with and facilitate communications between borrowers and lender to obtain ideal loans for home purchases.
- Assess clients' financial data to determine loan suitability.
- Implement sales strategies that establish relationships with Realtors.
- Obtain copies of applicants' credit histories and review paperwork to determine feasibility of granting loans.
- Explain different types of loans pertaining to client situations.
- Proactively identify solutions for customers experiencing credit issues.
Mortgage Consultant
MUFG Union Bank
10.2019 - 06.2021
- Interview applicants to evaluate borrower needs before suggesting loan programs and offers.
- Remain updated with latest information related to mortgage products and services being offered.
- Evaluate income documents, credit history, tax information. bank statements , etc for financial status.
- Develop new business and increased sales through targeted market penetration, extensive training, business partnerships and Realtor relationships.
- Update borrowers through each step of loan application, approval and closing processes while remaining attentive to all customer needs.
Licensed Realtor
Realty ONE Group Inc.
05.2018 - 10.2019
- Manage contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Create virtual tours of homes listed, providing potential buyers with additional exposure to properties.
- Accompany buyers and sellers to their home inspections and appraisals.
- Develop and maintain relationships with clients through networking, postcards, cold calling, etc.
Loan Consultant
Freedom Financial
07.2016 - 01.2018
- Provided Loan Solutions for Existing Clients of the Firm that were in a Debt Management Program.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Submitted loan applications to the underwriter for verification and recommendations.
- Maintained friendly and professional customer interactions.
Loan Officer
Movement Mortgage
09.2015 - 06.2016
- Originate Mortgage Purchase and Refinance Loans via Realtor referrals, and self-generated referrals
- Prospect to find and develop strong relationships with Business Partners
- Conduct Presentations on our Products and Services
- Submitted loan applications to the underwriter for verification and recommendations
Senior Loan Officer
J.P. Morgan Chase
05.2012 - 07.2015
- President's Club Award Winner for Sales performance.
- Originated Mortgage Purchase Loans via company leads, and Realtor referrals.
- Advised and educated clients on the home buying process.
- Assisted clients through the loan process from application to closing.
- Developed relationships and monitored past client database for future opportunities.
- Successfully closed an average of 14 Home Purchase loans per month.
Senior Loan Svcs Specialist
Bank of America
07.2010 - 05.2012
- Negotiated and closed Short Sale Transactions according to investor guidelines.
- Analyzed all factors involved with each file in-order to mitigate loss for the investor.
- Worked closely with Real Estate Agents and Title Companies to complete the Short Sale.
- Participated in special projects that may result in new policies or procedures for the department.
Enrollment Counselor
University of Phoenix
12.2007 - 07.2010
- Enrolled new students into Undergraduate Programs.
- Contacted students via telephone to establish rapport and to determine level of motivation.
- Familiarized students with application procedures, class schedules, and university policies.
- Assisted new students with Financial Aid Application Process.
- Worked in team environment to achieve monthly goals.
- Monitored social media and online sources for industry trends.
- Performed data entry to record call notes, suggestions and questions.
Sales Manager
Reliable Mortgage Solutions
08.2004 - 12.2007
- Managed sales force of 10 Loan Officers
- Promptly resolved all customer requests, questions and complaints.
- Handled Pay-roll duties.
- Performed compliance duties for each file closed.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets
Education
Bachelor Degree - Hotel and Restaurant Management
Northern Arizona University
Flagstaff, AZ05.1998
Skills
- Exceptional customer service
- Problem-solving skills
- Business development and planning
- Relationship building and management
- Contract Negotiation
- Business Development
- Written and verbal communication
Certification
Arizona Licensed Realtor
NMLS AZ Mortgage Originator License
Series 7 and Series 63 Brokers Licenses
Timeline
Account Manager
Imperial PFS
06.2023 - Current
Senior Loan Officer
Fairway Independent Mortgage
12.2022 - 04.2023
Senior Mortgage Consultant
Opendoor
01.2022 - 11.2022
Mortgage Consultant
MUFG Union Bank
10.2019 - 06.2021
Licensed Realtor
Realty ONE Group Inc.
05.2018 - 10.2019
Loan Consultant
Freedom Financial
07.2016 - 01.2018
Loan Officer
Movement Mortgage
09.2015 - 06.2016
Senior Loan Officer
J.P. Morgan Chase
05.2012 - 07.2015
Senior Loan Svcs Specialist
Bank of America
07.2010 - 05.2012
Enrollment Counselor
University of Phoenix
12.2007 - 07.2010
Sales Manager
Reliable Mortgage Solutions
08.2004 - 12.2007
Bachelor Degree - Hotel and Restaurant Management
Northern Arizona University
Arizona Licensed Realtor
NMLS AZ Mortgage Originator License
Series 7 and Series 63 Brokers Licenses
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