Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Executive Loan Officer
Independence Home Loans, LLC
09.2024 - Current
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Maintained strict confidentiality of bank records and client information.
Submitted loan applications to underwriter for verification and recommendations.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Mortgage Banker
The Federal Savings Bank
02.2024 - 09.2024
Worked with underwriters to fix application problems and resolve issues.
Participated in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.
Delivered prompt communication with all parties involved in transactions, fostering strong professional relationships.
Conducted thorough analyses of applicants' financial status, credit, and property evaluations to determine loan feasibility.
Collaborated with underwriters to resolve complex loan scenarios, resulting in successful funding of loans.
Loan Officer
Carrington Mortgage Services
08.2023 - 01.2024
Submitted loan applications to underwriter for verification and
recommendations.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Helped service a portfolio of over 740,000 clients.
Reviewed and edited loan agreements to promote efficiency andaccuracy.
President's Club Loan Officer
JFQ Lending, LLC
01.2022 - 12.2022
Coached clients to improve personal FICO scores and alleviate financial debts
Respected confidentiality and privacy of client's finances and handled loan rejections with professionalism and helpfulness
Organized calendars and files, and developed systems of documentation for client's files
Developed strong relationships with customers through high levels of customer service.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Evaluated loan requests and documents to verify accuracy and completeness.
Funded 78% of loans put into process while company average was 55%
Director of Mortgage
JFQ Lending, LLC
01.2020 - 01.2022
Managed team of sales professionals and provided coaching and training to ensure team members met or exceeded their goals
Developed and executed sales strategies to increase revenue and market share
Worked closely with organizational leadership and board of directors to guide operational strategy.
Analyzed market trends and identified new business opportunities
Maintained relationships with key clients to ensure satisfaction and repeat business
Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
Oversaw over $450,000,000 worth of production for company
Exceeded monthly sales goal on average of 110% over two year span
Executive Loan Officer
JFQ Lending, LLC
08.2017 - 01.2020
Remained in top 10% of loan originators within company each year
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Supervised loan personnel and motivated to maintain customer service and performance standards.
Evaluated loan and credit needs of clients, taking into consideration all aspects of their financial background in relation to policies and regulations
Researched and updated industry knowledge on changing legislation and regulations.
Worked collaboratively with loan team to ensure accurate assessment of loan conditions
Monitored pipelines to track and log status of loans.
Originated and funded more than $175,000,000 of mortgage loans
Education
Some College (No Degree) -
Pima Community College
Tucson, AZ
Studied Psychology and Business
University of Arizona
Tucson, AZ
Skills
Critical thinking and problem
Solving
Client Account Management
Streamlining Processes
Team Training
Ability to Multitask
Leadership Skills
Production Goals
Marketing Strategy Development
Communication Skills
Collaboration & Teamwork
Accomplishments
Aug 2013 — May 2017 Member, Alpha Sigma Phi Tucson, AZ
Developed time management skills
Participated in philanthropies
Helped raise over $30,000 for RAINN
Certification
Licensed Loan Officer - NMLS# 1654175
Licensed Life Insurance Agent - NPN# 20688795
Timeline
Executive Loan Officer
Independence Home Loans, LLC
09.2024 - Current
Mortgage Banker
The Federal Savings Bank
02.2024 - 09.2024
Loan Officer
Carrington Mortgage Services
08.2023 - 01.2024
President's Club Loan Officer
JFQ Lending, LLC
01.2022 - 12.2022
Director of Mortgage
JFQ Lending, LLC
01.2020 - 01.2022
Executive Loan Officer
JFQ Lending, LLC
08.2017 - 01.2020
Some College (No Degree) -
Pima Community College
Studied Psychology and Business
University of Arizona
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