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Skills

  • First Aid/CPR
  • Invoice generation
  • Planning and coordination
  • Commercial real estate financing
  • Relationship development
  • RFI Scanners
  • Risk assessment and mitigation
  • Experian Credinomics
  • High-Net-Worth Client Advisory
  • Achieving loan closing quotas

Work Experiences

  • Achieved an 38% average reduction in loan costs.
  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Increased customer satisfaction by coming up with new ways to solve problems.
  • Site evaluations, customer surveys, and team audits were all things I did.
  • Aided senior credit officers in the processing of complex loan applications.
  • Achieved results over program years.
  • Learned strategic planning and process improvement to help with office needs.
  • Achieved 6% repeat customers.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Aligned financial strategies with market conditions.

Summaries

  • Achieved a 56% audit pass rate.
  • Proficient in promoting system by leveraging workflow optimization and vendor management knowledge.
  • Achieved 66% fewer compliance issues.
  • Strategic thinker with expertise in risk assessment.
  • Multilingual and fluent in French and German, with a strong grasp of cultural differences.
  • Student pursuing a Real Estate degree who is eager to contribute developed knowledge in the role of Senior Mortgage Broker.
  • Strong technical skills and experience in project management.
  • Proven track record of motivating streamlined to achieve team, individual, and management goals.
  • Excited and motivated to assist customers in achieving their financial goals.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.

Accomplishments

  • Streamlined client onboarding systems, reducing documentation errors by 18% and improving initial loan approval processing speeds.
  • Worked closely with legal and compliance departments to implement streamlined approval processes, reducing time-to-close by 18 days.
  • Led customer-centric mortgage brokering initiatives, identifying favorable loan terms and achieving 42% higher-than-average customer satisfaction.
  • Analyzed client portfolios and credit scores, increasing loan approval rate by 43% and significantly expanding business from repeat clients.
  • Devised innovative mortgage financing options for self-employed buyers, leading to a 27% increase in approvals within this client segment.
  • Met and exceeded quarterly sales targets of over $6 million, contributing directly to firm’s award-winning performance in 2023.
  • Drove a 68% reduction in closing times by streamlining the loan processing workflow and enhancing collaboration between sales and underwriting teams.
  • Led top-performing team in obtaining ITIL which increased team efficiency by 67% and shortened loan closing timelines.
  • Played a pivotal role in expanding firm's client base, bringing in 5 new corporate clients and improving brand visibility by 45%.
  • Implemented review processes that reduced loan fallout by 21% and successfully closed 4 loans within a targeted Austin area.

Affiliations

  • Ongoing Member, metric - Loan Advisory Board
  • Workshop Facilitator, Austin Real Estate Expo (2018-2021)
  • Certificate Holder, Accredited Mortgage Professional (AMP)
  • Member, American Bankers Association (ABA) - Real Estate Financing Division
  • Member, Real Estate Wealth Builders Association
  • Alumnus, MBA Mortgage Loan Officer Certification Program (2022)
  • Graduate, method - Financial Planning & Mortgage Practices Program
  • Certified VA Loan Specialist, metric
  • Official Member, Entrepreneurs' Organization (EO) - Real Estate Chapter
  • Chapter President, Young Mortgage Professionals Association (Denver)

Certifications

  • Licensed Mortgage Loan Originator (MLO) - method
  • Certified in Commercial Real Estate Financing (CCREF)
  • Real Estate Settlement Procedures Act (RESPA) Certification
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Commercial Investment Real Estate Institute (CCIM) Certification
  • Anti-Money Laundering (AML) Certification - metric
  • Certified Financial Services Auditor (CFSA)
  • Certified in Remedial Mortgage Auditing (CRMA)
  • CompTIA Security+
  • CompTIA A+ Technician

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