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Skills

  • Data-driven decision making
  • Team management
  • Customer service
  • Credit risk assessment
  • Customer retention strategies
  • Conflict resolution with clients and teams
  • Multilingual communication method
  • Client onboarding processes
  • Relationship development
  • Business operations

Work Experiences

  • Oversaw the delivery of framework project by standard team, which resulted in initiative.
  • Looked for industry trends on social media and through online sources.
  • Achieved 33% growth in new loan volume.
  • Achieved results within the first 15 months.
  • Collaborated with title companies.
  • Achieved Innovation Award for consistently meeting quarterly loan origination targets for ServiceNow.
  • Assisted in the launch of a new loan product.
  • Achieved a 21% reduction in delinquent loans.
  • Achieved savings over 4 years.
  • Explained highly technical financial information to applicants in an easy-to-understand manner.

Summaries

  • Achieved a 25% success rate in loan conversions.
  • Consistent high performer recognized for expanding the client base through innovative sales strategies, increasing loan volume by 21%.
  • Consistently exceeded branch goals.
  • Observant Loan Specialist with a knack for forming and maintaining ineffective working relationships.
  • Costs were consistently reduced while profits were increased.
  • Achieved efficiency through process automation.
  • All credit procedures are well-understood.
  • Achieved 71% lead growth.
  • Consistently closed 12 loans per month.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.

Accomplishments

  • Utilized automated loan processing software to reduce approval turnaround times by 4 days, improving client satisfaction scores.
  • Trained and led a team of 7 advisors, improving overall closing volumes by 47%. Helped develop high-performers through focused coaching.
  • Collaborated with the underwriting team to streamline loan application reviews, resulting in a 51% faster pipeline.
  • Spearheaded process, which simplified the customer onboarding process, cutting application times by 72% minutes.
  • Advised clients on refinancing options, leading to a 48% reduction in loan default rates year over year.
  • Led customer retention efforts that resulted in a 38% increase in repeat clients over 2024.
  • Spearheaded data-driven strategies that enhanced application approval rates by 21%, contributing to sustained growth over system.
  • Won the Outstanding Service Award for exceeding quarterly origination targets for Jira, driving loan portfolio growth by 62%.
  • Improved client satisfaction by reducing approval lead times by 8 days through enhanced use of ServiceNow.
  • Developed a detailed loan training curriculum, reducing new hire ramp-up time by 54% months and raising overall performance.

Affiliations

  • Association for Computing Machinery
  • National Reverse Mortgage Lenders Association (NRMLA)
  • Instructor for National Mortgage Licensing System (NMLS)
  • Institute of Real Estate Management (IREM)
  • American Finance Association (AFA)
  • Toastmasters
  • Financial Services Certification in Cross-Selling Techniques
  • Housing Policy Council (HPC) Member
  • American Bankers Association (ABA)
  • American Medical Informatics Association

Certifications

  • Certified Mortgage Advisor (CMA)
  • Accredited Mortgage Professional (AMP) Certification
  • Certified Business Analysis Professional (CBAP)
  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Reverse Mortgage Lending Specialist Certification
  • Certified Financial Services Auditor (CFSA)
  • CompTIA A+ Technician
  • Credit Risk Certification (CRC)
  • Certified Personal Financial Planning (PFP)

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