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Skills

  • Moody's KMV CreditEdge
  • Adaptability in Fast-paced Environments
  • Business operations
  • Time management
  • Practiced at FHA loan process
  • Customer satisfaction management
  • Communications
  • Team management
  • MS Office
  • Business development for loan products

Work Experiences

  • Successfully closed an average of 2 loans every month.
  • Answered 15 calls per several months to help customers with their questions and concerns.
  • Achieved timely and successful closings.
  • Collaborated with IT.
  • Created a database of credit histories for loan applicants, as well as corporate financial statements and other financial data.
  • Transported Tableau to 6 months customer locations.
  • Assisted in structuring large, complex loans.
  • Developed new loan prospects by making weekly cold calls to 10 people.
  • Approved final loan packages for completeness.
  • Assisted in structuring large, complex loans exceeding $18, successfully closing 9 deals in 2019.

Summaries

  • Achieved a reduction of 41% through automation.
  • Achieved successful loan approval process improvements.
  • Achieved outstanding financial audit results.
  • Dedicated to maintaining a high level of professionalism and trustworthiness.
  • Contributed to faster loan application processing.
  • Advanced understanding of method.
  • Achieved real-time insights.
  • Achieved a 58% reduction in errors.
  • Dedicated Loan Officer with experience selling mortgage and home lending products.
  • Conducted detailed financial audits.

Accomplishments

  • Resolved product issue through consumer testing.
  • Improved customer onboarding experience by introducing a streamlined, customer-friendly process, contributing to a 48% rise in retention.
  • Led the integration of a new client relationship management (CRM) system, enhancing client interactions and retention rates by 27%.
  • Co-led a special project to digitize loan records, improving data accuracy and retrieval speeds by 41%.
  • Increased portfolio revenue by 16% by identifying and resolving inefficiencies within the loan processing workflow.
  • Established new cross-functional communication protocols, leading to a 57% improvement in interdepartmental coordination.
  • Exceeded KPI targets by 49% through improved team collaboration and real-time tracking in SAP.
  • Led portfolio risk analysis, helping the team mitigate exposure in high-risk loans and safeguarding $32,000 in assets.
  • Reduced loan funding turnaround time by 16 days through optimized borrower communications.
  • Prepared detailed loan reports for upper management, improving decision-making and ensuring compliance with process.

Affiliations

  • Mortgage Bankers Association (MBA)
  • Association for Supply Chain Management (APICS)
  • Toastmasters
  • Lions Club
  • Association for Computing Machinery
  • DISASTER housing Inspector Certification (FEMA/DHS Program) 2022
  • Certified Mortgage Banker (CMB) Program - 2022
  • Society of Human Resource Management
  • Rotary International
  • Certified Residential Mortgage Specialist (CRMS) - 2023

Certifications

  • Certified Risk Management Specialist (CRMS) – RMA
  • NMLS (Nationwide Mortgage Licensing System) Certification
  • CompTIA Network+
  • Associate Certified Coach (ACC) – metric, Leadership Focused
  • CompTIA Security+
  • Certified Public Accountant (CPA)
  • Certified Residential Underwriter (CRU) - 2023
  • Certified Regulatory Compliance Manager (CRCM)
  • Certified Credit Compliance Professional (CCCP) – 2022
  • Mortgage Loan Originator (MLO) Certification – Georgia

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