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Skills

  • Metric equipment
  • Customer relationship management (CRM) Microsoft Excel proficiency
  • Experian Transact SM
  • Effective communication with underwriting teams
  • Financial analysis aptitude
  • Loan origination software (LOS) Jira proficiency
  • Supervision
  • Knowledge of key mortgage regulations (e.g., TRID)
  • Practiced at FHA loan process
  • First Aid/CPR

Work Experiences

  • Transported Tableau to 6 months customer locations.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Closed $18 in high-value mortgage deals.
  • Advised clients on the full range of loan products available, consistently matching them with competitive options that aligned with their needs and credit profile.
  • Conducted thorough pre-qualification analysis.
  • Boosted ROI on loan products by 80%.
  • Went over 18 financial statements in three years and reviewed them.
  • Conducted personalized, in-depth consultations.
  • Looked for industry trends on social media and through online sources.
  • Solved system issues, improved operations, and provided excellent customer service.

Summaries

  • Within Miscellaneous, senior Mortgage Sales Associate and outstanding performer in project management and client relations.
  • Achieved a 52% reduction in turnaround time.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Excellent communication and analytical skills.
  • Achieved more efficient loan approvals.
  • Collaborative professional with talent in managing client portfolios.
  • Accomplished Mortgage Sales Associate known for facilitating over $17 in home purchases, educating clients on loan options, and providing tailored mortgage solutions.
  • Mortgage Sales Associate has 11 years of experience in consumer lending, loan administration, default management, and customer service.
  • Dedicated Loan Officer with experience selling mortgage and home lending products.
  • Addressed specific buyer needs.

Accomplishments

  • Collaborated with IT team to implement a CRM system that reduced manual follow-up effort and increased loan processing efficiency by 85% %.
  • Exceeded monthly sales targets by 77% through targeted mortgage product offerings and enhanced client engagement techniques.
  • Trained 17 new staff on mortgage offerings and sales protocols, leading to a 58% improvement in team product knowledge and client conversion.
  • Provided in-depth mortgage planning guidance to 8 clients monthly, helping them make informed decisions about home investments.
  • Built relationships with real estate agents, resulting in a 53% increase in qualified homebuying prospects.
  • Collaborated with underwriting to decrease approval processing times by 56% while maintaining compliance with mortgage regulations.
  • Implemented strategic client onboarding tools that improved customer retention by 83%.
  • Documented and resolved category which led to method.
  • Expanded lender network by incorporating relationships with new mortgage wholesalers, leading to a 37% increase in financing options for clients.
  • Optimized sales strategies, which drove a 43% increase in qualified mortgage leads within 2016.

Affiliations

  • Volunteer Mortgage Advisor for Habitat for Humanity, Seattle, 2021
  • Freemason
  • Residential Mortgage Loan Originator (RMLO) License Washington, 2017
  • State Licensed Mortgage Loan Originator (MLO) Illinois, 2022
  • National Association of Mortgage Brokers (NAMB)
  • Lions Club
  • Mortgage Bankers Association (MBA)
  • American Society of Safety Professionals
  • Member, Rotary Club of Mortgage Professionals Chicago
  • National Reverse Mortgage Lenders Association (NRMLA)

Certifications

  • Salesforce
  • Certified Usability Analyst (CUA) by Human Factors International
  • First Aid/CPR Certified
  • Chartered Real Estate Analyst (CREA)
  • Microsoft Certified Systems Engineer (MCSE)
  • CompTIA Network+
  • Certified Credit Counselor (CCC)
  • Loan Processing & Underwriting Certification by Summit Group
  • SHRM Certified Professional (SHRM-CP)
  • Fundamentals of Mortgage Lending Certification

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