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Skills

  • Communications
  • Closing cost analysis and negotiation
  • Experian Transact SM
  • KPI tracking and performance analysis
  • Advanced proficiency in loan origination software HubSpot
  • Moody's KMV CreditEdge
  • Financial statement analysis
  • Customer Relationship Management (CRM) Software Proficiency
  • Method equipment
  • Proficient in 10-key

Work Experiences

  • Had an excellent attendance record and was always on time for work.
  • Achieved Lean certification, mastering advanced knowledge in mortgage underwriting and risk assessment.
  • Achieved results within 18 months.
  • Achieved Six Sigma certification.
  • Championed the use of digital signature platforms, reducing the time from borrower application to loan approval by 56%.
  • Assisted clients in selecting and securing specialized loan products such as VA, FHA, and construction loans to meet specific needs.
  • Oversaw the delivery of procedure project by program team, which resulted in initiative.
  • Achieved results within 2017.
  • Was in charge of originating, reviewing, processing, closing, and administering customer loan proposals.
  • Collaborated with program customers to determine their needs and deliver procedure service.

Summaries

  • Collaborated with credit unions.
  • Achieved more favorable loan conditions for clients.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Licensed Mortgage Originator with extensive experience in banking regulations and procedures.
  • Within Miscellaneous, senior Licensed Mortgage Originator and outstanding performer in quality assurance and vendor management.
  • Collaborated seamlessly with underwriters and processors.
  • Accomplished Licensed Mortgage Originator with proven success in exceeding quarterly sales goals by 31% and ranking in the top 7% of originators in Chicago for 2024.
  • Collaborative and client-focused Mortgage Originator, consistently maintaining a client satisfaction rate of 21% while closing over $16 in loans annually.
  • Certified in Scrum Master, bringing specialized expertise in mortgage underwriting and risk assessment to each client’s loan process.
  • Boosted jumbo loan originations by 69%.

Accomplishments

  • Led an online marketing campaign that generated a 58% increase in mortgage leads and 10% more completed applications in Seattle.
  • Trained junior loan officers and support staff on revised loan origination workflows, improving team productivity by 57%.
  • Hosted 18 first-time homebuyer seminars resulting in 32% conversion to pre-qualified applicants within 2020.
  • Conducted performance reviews on loan processing systems, cutting average closing time by 14 days and increasing monthly revenue by 24%.
  • Analyzed clients' credit profiles and financial standing to recommend appropriate funding solutions, resulting in 23% customer satisfaction score.
  • Negotiated loan terms with wholesale lenders, saving clients an average of $29,000 off projected closing costs.
  • Led the implementation of an early-stage screening process that improved loan qualification rates by 22%, reducing underwriting errors.
  • Pioneered remote signing procedures, helping reduce total closing time by an average of 9 days per loan transaction.
  • Collaborated with loan processors and underwriters to move loans from pre-approval to closing, while maintaining an average 20% closure rate within 13 days.
  • Documented and resolved system which led to program.

Affiliations

  • Freemason
  • National Reverse Mortgage Lenders Association (NRMLA)
  • Credit Reporting Resource Certificate through Equifax
  • Certified Loan Closing Specialist
  • Association for Supply Chain Management (APICS)
  • Association of Independent Mortgage Experts (AIME)
  • Association for Computing Machinery
  • Accreditation from the Institute of Real Estate Management (IREM)
  • American Society of Safety Professionals
  • Toastmasters

Certifications

  • Certified Residential Mortgage Specialist (CRMS) - Lakeside Partners 2022
  • Project Management Professional (PMP)
  • Freddie Mac Affordable Lending Certification – Harbor & Co., 2016
  • Salesforce
  • FHA Direct Endorsement Underwriter (FHA DE) – Meridian, 2023
  • Fannie Mae HomeReady Certification – Fannie Mae, 2017
  • Federal Housing Administration (FHA) Loan Certification – Vantage, 2017
  • VA Loan Certification – Beacon Labs, 2016
  • HUD Approved Housing Counselor Certification – Brightline, 2015
  • ServSafe

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