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Skills

  • Category equipment
  • Process improvement
  • Closing high-volume loans
  • Budgets
  • Cross-functional team collaboration
  • Compliance with lending regulations
  • Moody's KMV CreditEdge
  • Commercial real estate financing
  • Proficient in 10-key
  • Sales pipeline development

Work Experiences

  • Transported ServiceNow to one year customer locations.
  • Developed new loan prospects by making weekly cold calls to 11 people.
  • Approved loans for high-net-worth individuals.
  • Closely monitored real estate market trends.
  • Achieved this within 5 branches.
  • Built partnerships with QuickBooks lenders, securing better financing terms for clients, saving an average of $6 in loan fees per borrower.
  • Closely monitored real estate market trends and advised clients, enabling them to lock favorable loan terms before market shifts.
  • Had an excellent attendance record and was always on time for work.
  • Closed $8 in residential and commercial loan volume monthly, exceeding branch targets by 78% consistently.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.

Summaries

  • Contributed to high post-closing satisfaction rates.
  • Accomplished mortgage advisor who boosted seminar conversions by 70% through educational events aimed at homebuyers, demystifying complex loans and increasing business pipeline.
  • Compiled an average of 7 comprehensive loan files per week.
  • Excellent communication and analytical skills.
  • Licensed Mortgage Loan Originator with extensive experience in banking regulations and procedures.
  • Contributed to a growing referral business.
  • Within Banking and Financial Services, senior Licensed Mortgage Loan Originator and outstanding performer in performance reporting and cross-functional collaboration.
  • Accomplished in achieving regulatory compliance, recognized for streamlining loan documents and consistently closing high-volume loans while reducing errors by 40%.
  • Connected with clients for future business.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.

Accomplishments

  • Collaborated with legal and compliance teams to ensure all loans met state and federal regulations for metric, leading to error-free audits.
  • Collaborated with cross-functional teams to deliver seamless mortgage underwriting processes, resulting in a 41% reduction in loan processing times.
  • Successfully implemented a client relationship management (CRM) system, increasing lead conversions by 74% within the first the past year.
  • Leveraged industry knowledge to generate a customized investment analysis for clients, securing 8 reverse mortgages in 2020.
  • Exceeded sales targets by 79%, securing 6 new clients and driving an additional $10 in company revenue.
  • Analyzed real estate and economic trends to offer clients competitive mortgage rates, leading to a 84% increase in closed loans.
  • Analyzed borrower financial profiles and credit risks, resulting in the approval of $3 in mortgage loans over the past year.
  • Successfully navigated complex loan structures, closing 3 jumbo loans in 18 months cumulatively worth $17.
  • Continuously analyzed and forecasted real estate market trends to provide clients with strategic refinancing options, leading to $10 saved in interest costs.
  • Increased loan originations by 74% through effective collaboration between sales and underwriting departments, reducing delays.

Affiliations

  • Certified Mortgage Planning Specialist (CMPS) Designation
  • Local chapter membership in Community Mortgage Lenders of America (CMLA)
  • Society of Women Engineers
  • Jaycees
  • Mentor and participant in the Mortgage Leadership Network (MLN)
  • International Council of Nurses
  • Membership in American Bankers Association (ABA)
  • Recognized participant in the Council of Residential Specialists (CRS)
  • Speaker at Mortgage Loan Origination Compliance Conference 2017
  • Affiliate participant in the National Reverse Mortgage Lenders Association (NRMLA)

Certifications

  • National Association of Mortgage Brokers (NAMB) Certification - 2023
  • Advanced Commercial Lending Certification - 2024
  • Fair Lending Compliance Certification (FLCC) - 2016
  • Risk Mitigation and Compliance Certification - Northwind 2024
  • Mortgage Loan Originator (MLO) License Massachusetts
  • FHA Direct Endorsement Underwriter Certification - Ironclad Systems
  • Google Certified Professional Cloud Architect
  • First Aid/CPR Certified
  • Underwriting Review and Certification Program (URCP) - Lakeside Partners 2022
  • Cisco Certified Internetwork Expert (CCIE)

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