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Skills

  • Upselling and cross-selling
  • Enhanced transparency in sales tracking
  • Team building
  • Problem resolution
  • Practiced at FHA loan process
  • Business operations
  • Customer satisfaction improvement
  • Onboarding and training of junior staff
  • Team management
  • In-depth knowledge of mortgage products

Work Experiences

  • Conducted in-depth analysis of clients’ financial conditions.
  • Developed new loan prospects by making weekly cold calls to 4 people.
  • Captured a broader market by expanding offerings into low-interest Asana loans, increasing market share by 33%.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved results over several months.
  • Achieved 70% repeat business.
  • Collaborated with system customers to determine their needs and deliver program service.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved consistently positive customer feedback.
  • Achieved 55% faster loan approvals.

Summaries

  • Achieved a 47% success rate in closing applications.
  • Collaborated with cross-functional teams.
  • Closed loans worth $16 monthly.
  • Clear understanding of client relations and cross-functional collaboration as well as process improvement training.
  • Adept at training and mentoring junior team members, resulting in a 38% reduction in processing errors and increased team efficiency.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Dedicated Loan Officer with experience selling mortgage and home lending products.
  • Collaborated with cross-functional teams to mitigate risks and reduce loan processing times, improving overall client satisfaction scores.
  • Achieved a 62% increase in client retention.
  • Closed 2 loans each month.

Accomplishments

  • Established and executed local market expansion initiatives that resulted in a 80% market share increase for residential mortgage products in Raleigh.
  • Partnered with internal stakeholders to innovate digital mortgage application processes, which reduced client onboarding time by 51%.
  • Utilized real estate market analysis tools to strategically target high-growth areas, driving new account generation by 56%.
  • Built strong, long-term relationships with clients, resulting in 44% of new business coming from repeat customers and referrals.
  • Redesigned a digital documentation process to enhance transparency, reducing client loan application rejections by 58%.
  • Led training sessions on compliance, sales strategies, and market trends, achieving a 50% decrease in error rates among the team.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Coordinated with underwriting and closing departments to ensure compliance with federal and state mortgage regulations, leading to a 81% reduction in loan rejections.
  • Achieved 16% year-over-year growth in closed mortgage loans, amounting to an increase of $11 in revenue for 2015.
  • Established and maintained partnerships with local real estate agents, resulting in 16 cross-referrals and a 16% increase in new loan applications.

Affiliations

  • Affiliate Member of National Association of Professional Mortgage Women (NAPMW)
  • American Marketing Association
  • Financial Planning Association (FPA) - Certified Mortgage Specialist Branch
  • International Association of Administrative Professionals
  • Attend ongoing professional mortgage workshops with American Bar Association (2019)
  • Freemason
  • Toastmasters
  • Rotary International
  • Affiliation with LendingTree Certified Loan Officers (2016)
  • Member of the Certified Mortgage Planners Society (2016)

Certifications

  • Certified Mortgage Banker (CMB)
  • Certified Reverse Mortgage Specialist (CRMS)
  • Google Certified Professional Cloud Architect
  • Fair Lending Practices Certification (FLPC)
  • Chartered Financial Consultant (ChFC)
  • Loan Processing and Underwriting Foundational Training
  • CompTIA Network+
  • Cisco Certified Internetwork Expert (CCIE)
  • Consumer Protection Laws Compliance Certification
  • SHRM Certified Professional (SHRM-CP)

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