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Skills

  • Operational improvement
  • Administrative support
  • First Aid/CPR
  • Problem resolution
  • Communications
  • Process improvement
  • Security systems
  • Business operations
  • Approval rate optimization
  • Customer feedback analysis

Work Experiences

  • Advised high-net-worth clients on complex loan options, providing customized financial pathways that boosted loan onboarding by $5.
  • Collaborated closely with underwriters.
  • Assisted in the creation of framework procedures.
  • Achieved compliance in 2023.
  • Achieved 45% growth in customer retention.
  • Achieved revenue growth in 2021.
  • Assisted clients during loan application processes.
  • Answered 16 phone calls per several months to assist customers.
  • Was in charge of all tasks delegated to me, including risk assessment and client relations.
  • Achieved 77% increase in loan origination.

Summaries

  • Achieved a 22% improvement in loan approval rates.
  • Proficient in promoting system by leveraging risk assessment and vendor management knowledge.
  • Motivating leader who has built and managed process teams in the past.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Accomplished Senior Loan Counselor.
  • ITIL certified
  • Achieved 30% faster loan processing.
  • In terms of money management, he is meticulous and responsible.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Senior Loan Counselor is a hardworking and dependable Senior Loan Counselor who excels at project management and data analysis.

Accomplishments

  • Advised clients through the complexities of loan restructuring, ultimately improving PTI ratios by an average of 82% per case.
  • Received Excellence Award for pioneering a borrower education program that increased customer satisfaction scores by 70% in 2015.
  • Trained new team members on the use of Jira to manage loan portfolios, reducing errors in data entry workflows by 18% over several months.
  • Received President's Club in 2018 for achieving a 75% growth in loan origination volume while maintaining superior informal client reviews.
  • Mentored junior loan counselors to strengthen team capabilities, leading to a department-wide productivity improvement of 60% in loan closure rates.
  • Collaborated with Workday implementation teams to enhance e-signature processing, reducing turnaround times for finalized loans by 14 days.
  • Improved borrower satisfaction by 34% through personalized counseling sessions and a consultative approach to complex loan issues.
  • Minimized loan processing times by 43% through the use of automated credit report analysis tools integrated into Asana.
  • Generated $14 in new loans by driving personalized outreach strategies and cultivating connections within underserved communities.
  • Reduced loan processing time by 11% by introducing workflow optimizations and fostering smoother collaboration between underwriting and compliance teams.

Affiliations

  • Committee Member, Illinois Mortgage and Finance Reform Advocacy Board, engaging in regulatory discussions to refine loan protection laws.
  • Member, Consumer Bankers Association (CBA), attending conferences and seminars on consumer lending and cross-selling products.
  • Member, National Consumer Law Center (NCLC), working proactively to identify loan fraud and improve client counseling procedures in financial services.
  • Active Affiliate, National Association of Housing and Redevelopment Officials (NAHRO), committed to optimizing financing for affordable housing.
  • Member, National Association of Mortgage Professionals (NAMP) since 2021, participating in industry updates, compliance, and regulatory training programs.
  • Regional Delegate, National Association of Minority Mortgage Bankers of America (NAMMBA), working to promote diversity in the mortgage lending sector.
  • Affiliate, American Bankers Association (ABA) Loan Committee, contributing to loan process workshops and lender collaboration strategies.
  • Founding Member, Boston Mortgage Process Efficiency Task Force, helping establish localized mortgage offerings and process improvements tailored to community needs.
  • Mentor, Portland Junior Achievers Program, helping young professionals develop knowledge of budgeting, loan applications, and credit evaluations.
  • Licensed Mortgage Loan Originator by the National Mortgage Licensing System (NMLS), continuously advancing knowledge in regulatory compliance.

Certifications

  • Certified Customer Service Professional for Financial Services (CCSP-FS)
  • First Aid/CPR
  • Certified Financial Planner (CFP)
  • Certified Loan Processor (CLP)
  • Certified Mortgage Underwriter (CMU)
  • National Mortgage Licensing System (NMLS) License
  • Apple Certified Associate (ACA)
  • Residential Mortgage Loan Processor Training Certification
  • Certified Credit Underwriter (CCU)
  • Microsoft Certified Systems Engineer (MCSE)

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