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Skills

  • Financial analysis aptitude
  • Budgets
  • Problem resolution
  • Community outreach and relationship building
  • Deep knowledge of bankruptcy processes
  • Communications
  • Relationship development
  • Advanced mortgage software systems optimization
  • Risk assessment and mitigation
  • Appraisal and title company coordination

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Was in charge of originating, reviewing, processing, closing, and administering customer loan proposals.
  • Oversaw the delivery of category project by process team, which resulted in procedure.
  • Developed new loan prospects by making weekly cold calls to 4 people.
  • Advised on credit improvement techniques.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Attended workshops to elevate personal knowledge.
  • Collaborated with standard customers to determine their needs and deliver framework service.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Devised strategies to grow and expand existing customer sales, resulting in an increase in annual sales of 16%.

Summaries

  • Accomplished Senior Home Mortgage Consultant recognized for originating and funding over $14 annually while offering tailored mortgage solutions that increased referral business by 24%. Adept at relationship building and client retention.
  • Strengths in performance reporting and quality assurance backed up by Real Estate training.
  • Built strong relationships with underwriters and title companies.
  • Advised on credit improvements.
  • Boosted community outreach for business growth.
  • Achieved a 78% improvement in approval rate.
  • Within Real Estate, senior Senior Home Mortgage Consultant and outstanding performer in strategic planning and process improvement.
  • Built relationships with local influencers.
  • Senior Home Mortgage Consultant is a multi-talented Senior Home Mortgage Consultant who is consistently rewarded for planning and operational improvements.
  • Achieved $7 in annual mortgage originations.

Accomplishments

  • Achieved Lean, which helped boost my understanding of complex mortgage products and assisted in growing portfolio by $10.
  • Led cross-team collaboration on mortgage product launches, contributing to a 38% increase in new product adoption within one year.
  • Mentored junior mortgage specialists, assisting them in achieving a collective annual loan volume increase by $13.
  • Spearheaded a customer referral program, resulting in a 34% uptick in referral-based mortgage applications.
  • Increased customer retention by 84% through a client feedback program focused on improving the mortgage origination process.
  • Collaborated with underwriters and processors to ensure a 57% improvement in loan turnaround times.
  • Developed tailored mortgage solutions, increasing overall client retention by 51% within a two years.
  • Improved lead conversion rate by 85% through effective mortgage presentations and strategic use of CRM tools.
  • Provided bilingual mortgage consultations to diverse clientele, resulting in a 43% increase in application completions from non-English speakers.
  • Consistently exceeded annual mortgage origination goals by funding over $15 in home loans each year.

Affiliations

  • Local Real Estate Investors Club
  • Financial Planning Association (FPA) Affiliate
  • Mortgage Credit Directive Regulatory Committee
  • Real Estate and Insurance Professionals Networking Group
  • Compliance and Ethics Professional Association (CEPA)
  • National Council on Customer Relationship Excellence
  • American Marketing Association
  • Lions Club
  • Chartered Financial Analyst (CFA) Society Membership
  • Association for Financial Counseling & Planning Education (AFCPE)

Certifications

  • Real Estate Sales Agent License – Ohio
  • Federal Housing Administration (FHA) Processor Certification – Summit Group
  • CompTIA Network+
  • Compliance Essentials Certificate – Northwind
  • Certified Business Analysis Professional (CBAP)
  • Licensed Mortgage Loan Originator – NMLS
  • Cisco Certified Internetwork Expert (CCIE)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Mortgage Professional (CMP) – Mortgage Bankers Association (MBA)
  • National Mortgage Licensing System (NMLS) – Colorado

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