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Skills

  • Team management
  • Financial consulting and advisory
  • Experian Transact SM
  • Credit profile evaluation
  • Client-centric financial solutions
  • Regulatory compliance
  • Supervision
  • Client retention strategy development
  • Organization
  • Business operations

Work Experiences

  • Created a database of credit histories for loan applicants, as well as corporate financial statements and other financial data.
  • Achieved results in Chicago.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with standard customers to determine their needs and deliver framework service.
  • Boosted regional mortgage loan market share by 78% through targeted marketing campaigns and improved partnership collaboration.
  • Saved $5 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved growth within the first two years.
  • Looked for industry trends on social media and through online sources.
  • Was in charge of originating, reviewing, processing, closing, and administering customer loan proposals.
  • Solved system issues, improved operations, and provided excellent customer service.

Summaries

  • Achieved the highest loan volume in the Columbus region.
  • Strengths in performance reporting and quality assurance backed up by Real Estate training.
  • Boosted lead conversion by 70%.
  • Achieved a 24% approval rate in 2018.
  • Adept at relationship building.
  • Achieved 24% product adoption growth within the first three years of release.
  • Aligned solutions with long-term financial objectives.
  • Adept at analyzing clients’ credit profiles.
  • Anticipated client needs.
  • Advised on credit improvements.

Accomplishments

  • Reduced loan processing time by 84% after implementing new operational workflows in collaboration with the underwriting team.
  • Worked alongside legal teams to ensure all loan agreements met institutional and federal compliance standards, decreasing default rates by 52%.
  • Consistently exceeded annual mortgage origination goals by funding over $15 in home loans each year.
  • Optimized CRM reports to identify cross-sell opportunities, increasing client referrals by 81% within one year.
  • Resolved product issue through consumer testing.
  • Managed a diverse client portfolio of over 18 borrowers and originated loans totaling $4 annually.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Provided bilingual mortgage consultations to diverse clientele, resulting in a 43% increase in application completions from non-English speakers.
  • Presented mortgage financing options to 12 potential homebuyers at community seminars, driving a 55% increase in leads.
  • Implemented a new CRM system, reducing customer follow-up time by several months and improving overall client satisfaction by 34%.

Affiliations

  • National Council on Aging and Financial Literacy Collaborations
  • National Association of Social Workers
  • Mortgage Credit Directive Regulatory Committee
  • Mortgage Bankers Association (MBA) Membership
  • Institute for Real Estate Management (IREM)
  • Client Financial Services Forum
  • International Association of Administrative Professionals
  • Society of Human Resource Management
  • Freemason
  • American Medical Informatics Association

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Salesforce
  • Certified Mortgage Professional (CMP) – Mortgage Bankers Association (MBA)
  • Anti-Money Laundering Specialist Certification (CAMS) – Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Certified Mortgage Consultant (CMC) – National Association of Mortgage Brokers (NAMB)
  • Certified Residential Mortgage Specialist (CRMS) - Brightline
  • Compliance Certification in Mortgage Banking – Summit Group
  • Certified Financial Planner (CFP) - Financial Planning Standards Board (FPSB)
  • Certified Risk Professional (CRP) – Risk Management Association (RMA)
  • CompTIA A+ Technician

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