Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Sheryl Nelson

Sheryl Nelson

San Tan Valley,AZ

Summary

Knowledgeable Mortgage Loan Officer with solid background in mortgage loan origination and client consultation. Expertise in guiding clients through mortgage process, ensuring compliance with lending regulations, and closing loans efficiently. Demonstrated proficiency in financial analysis and customer relationship management.

Overview

15
15
years of professional experience
1
1
Certification

Work History

MORTGAGE LOAN OFFICER

CMG Financial
04.2023 - Current
  • Evaluated client financial situations to recommend appropriate mortgage products.
  • Cultivated relationships with real estate agents and clients to enhance referral network.
  • Developed streamlined workflows that improved application turnaround times and service delivery.
  • Implemented strategies to increase loan originations through targeted marketing efforts and outreach initiatives.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.

MORTGAGE LOAN OFFICER

Homebridge Financial
06.2019 - 03.2023

Job Duties were same as above with consistently meeting sales and retention goals.

MORTGAGE LOAN OFFICER

HomeStreet Bank
02.2012 - 05.2019

Job Duties were same as above with consistently meeting sales and retention goals.

MORTGAGE LOAN OFFICER

Metlife
07.2010 - 01.2012

Job Duties were same as above with consistently meeting sales and retention goals.

Education

BS in Psychology

Capella University

Skills

  • Goal oriented
  • Relationship selling
  • Loan origination
  • Client account management
  • Regulatory compliance
  • Loan product sales

Certification

John Maxwell Leadership Team

Certified Coach, Speaker, and Trainer

Timeline

MORTGAGE LOAN OFFICER

CMG Financial
04.2023 - Current

MORTGAGE LOAN OFFICER

Homebridge Financial
06.2019 - 03.2023

MORTGAGE LOAN OFFICER

HomeStreet Bank
02.2012 - 05.2019

MORTGAGE LOAN OFFICER

Metlife
07.2010 - 01.2012

BS in Psychology

Capella University
Sheryl Nelson