Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lewis Young

Phoenix,AZ

Summary

Highly organized and motivated Loan Officer with a proven track record of successfully building strong relationships with clients. Proficient in financial analysis, delivering exceptional customer service, and resolving complex problems. Experienced in effectively coordinating activities across multiple departments to achieve strategic objectives.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Licensed Mortgage Professional

Mr. Cooper
12.2024 - Current
  • Contacted borrowers through inbound and outbound calls
  • Reviewed loan files and updated to match current standards.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.

ACCOUNT EXECUTIVE

Enterprises Software Solutions, Phoenix
05.2023 - 12.2024
  • Solved customer challenges by offering relevant program suite
  • Set and achieved company defined sales goals.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.

Licensed Mortgage Loan Originator

Valon Mortgage LLC
02.2022 - 08.2023
  • Fielded customer complaints and provided solutions.
  • Explained different types of loans pertaining to client situations.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.

ACCOUNT EXECUTIVE

Enterprises Software Solutions, Phoenix
05.2021 - 02.2022
  • Solved customer challenges by offering relevant program suite
  • Set and achieved company defined sales goals.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.

MORTGAGE LOAN OFFICER

Agora Lending, Tempe, AZ
03.2020 - 04.2021
  • Made outbound calls to warm leads
  • Explained different types of loans pertaining to client situations.
  • Worked with underwriters to fix application problems and resolve issues.
  • Negotiated loan terms and conditions with clients to maximize profitability.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Federally Registered


MORTGAGE LOAN ORIGINATOR

American Discount Mortgage LLC, Phoenix, AZ
11.2019 - 01.2020

Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.

• Meet with applicants to obtain information for loan applications and to answer questions about the process.

• Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.

• Review loan agreements to ensure that they are complete and accurate according to policy.

• Handle customer complaints and take appropriate action to resolve them.

SENIOR LOAN SPECIALIST

Discover Financial Services, Phoenix, AZ
06.2018 - 11.2019
  • Guided borrowers through the application(1003) process Explained the benefits of a Home Equity Loan over a HELOC
  • Overcame objections associated with product
  • Presented counteroffers to ensure approval
  • Maintained strict confidentiality of bank records and client information.
  • Completed over 320 applications
  • Funded over 150 loans

Education

Business Business Administration - Finance -

CALIFORNIA STATE UNIVERSITY LONG
Long Beach, CA
06.1999

High School Diploma -

REDLANDS HIGH SCHOOL
Redlands, CA
05.1994

Skills

    Good at building Customer rapport

    Knowledgeable in Finance

    Excellent communication skills

    Energetic and driven

    Excellent work ethic

    Organized

    MS Office Proficient

    Professional Demeanor

Certification

NMLS #1580588 MLO (AZ, CA, WA, ID, NM, AL, AR, FL, NH, SC)

Timeline

Licensed Mortgage Professional

Mr. Cooper
12.2024 - Current

ACCOUNT EXECUTIVE

Enterprises Software Solutions, Phoenix
05.2023 - 12.2024

Licensed Mortgage Loan Originator

Valon Mortgage LLC
02.2022 - 08.2023

ACCOUNT EXECUTIVE

Enterprises Software Solutions, Phoenix
05.2021 - 02.2022

MORTGAGE LOAN OFFICER

Agora Lending, Tempe, AZ
03.2020 - 04.2021

MORTGAGE LOAN ORIGINATOR

American Discount Mortgage LLC, Phoenix, AZ
11.2019 - 01.2020

SENIOR LOAN SPECIALIST

Discover Financial Services, Phoenix, AZ
06.2018 - 11.2019

Business Business Administration - Finance -

CALIFORNIA STATE UNIVERSITY LONG

High School Diploma -

REDLANDS HIGH SCHOOL
Lewis Young