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Skills

  • Operational improvement
  • Raw materials, packaging and production
  • Analytical thinking
  • High level of accuracy
  • NCR Cash recycler
  • Financial modeling
  • Employee relations
  • Ledger and balance sheet competency
  • Strong interpersonal skills
  • Training program development

Work Experiences

  • Was in charge of cash withdrawals.
  • Followed all company and regulatory security and audit procedures.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Handled sales referrals and promoted bank services and products, increasing branch sales by 14%.
  • Pitch books, briefs, and status reports were all created by me.
  • 14% increase in quarterly sales.
  • Was in charge of the main branch's opening and closing times.
  • Was in charge of processing treasury, tax, and loan payments.
  • Entered transaction information for members into the online banking software.
  • Saved $17 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Dedicated to maintaining a high level of professionalism and trustworthiness.
  • Senior Mortgage Loan Officer with 12 years of successful strategic planning and data analysis experience.
  • Professional in investment banking who excels at juggling competing priorities in order to achieve difficult objectives.
  • Pragmatic
  • Flexible
  • Senior Mortgage Loan Officer was responsible for ensuring that the company's objectives were met on a consistent basis in order to maintain client satisfaction and loyalty.
  • Within Banking and Financial Services, senior Senior Mortgage Loan Officer and outstanding performer in cross-functional collaboration and client relations.
  • Compliance and legal concerns are well-understood.
  • Dedicated to exceeding expectations and capable of performing well in high-pressure situations.
  • Articulate

Accomplishments

  • Provided thorough and consultative mortgage advice to over 4 clients in one year, leading to 46% positive client feedback.
  • Increased sales 7% over several months.
  • Successfully assessed and analyzed borrower's credit histories and income statements, increasing mortgage approval ratio by 75%.
  • Documented and resolved category which led to standard.
  • Facilitated standard by implementing system.
  • Executed a highly-targeted marketing campaign for SAP loans, which resulted in a 10 surge in new loan applications over a 18 months period.
  • Re-engineered loan documentation workflow, resulting in a savings of 4 across multiple branches by cutting turnaround time by 3 days.
  • Managed a portfolio of 16 active loans worth over 14, ensuring all payments were made on time and reducing delinquency rates by 56%.
  • Earned framework Award in 2017.
  • Resolved product issue through consumer testing.

Affiliations

  • Leadership role in framework Chamber of Commerce 2017
  • President of 2024 Class, Northwind Mortgage Training Program
  • Freemason
  • American Bankers Association (ABA) – Member
  • Financial Planning Association (FPA) membership
  • International Association of Administrative Professionals
  • National Association of Realtors® Affiliate Program
  • Certified Mortgage Advisor (CMA) via procedure
  • Toastmasters
  • Ongoing training through framework's Mortgage Leadership Development Program

Certifications

  • Google Certified Professional Cloud Architect
  • Loan Officer Program – Correspondent Lending initiative
  • Freddie Mac Loan Prospector (LP) Training Program 2019
  • Certified in Advanced Mortgage Criteria (CAMC) – initiative
  • Fannie Mae Desktop Underwriter (DU) Certification
  • Certified Protection Officer (CPO)
  • Certified Reverse Mortgage Professional (CRMP)
  • Residential Mortgage Loan Originator License (RMLO) – standard
  • Chartered Mortgage Analyst (CMA) – initiative
  • National Association of Mortgage Brokers (NAMB) – Certified Mortgage Consultant (CMC)

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