mortgage loan originator resume example with 12+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Accomplished professional offering great communication and customer service skills. Reliable and dedicated when working alone or as part of team. with sales strength and extensive experience in developing high net worth client relationships and referral networks. Exceptional in achieving and delivering performance goals through business development, client management, and strategic planning. Expert in cultivating and maintaining key relationships

  • Referral Networks, Business Development, Sales Strategies/Tactics, Strategic Planning, Competitor Intelligence, Account/Client Management, Vendor Relations, Personnel Oversight, Product Presentations
Mortgage Loan Originator, 04/2023 - Current
First Western Trust Bank Scottsdale, AZ,
  • Resolved concerns and answered questions for parties involved with each transaction to promote successful outcomes.
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Processed challenging loan applications for first-time borrowers, self-employed applicants and borrowers with problematic credit histories.
  • Developed and maintained relationships with local real estate agents.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
  • Gathered client debt, credit and income information to determine loan eligibility.
  • Kept detailed records regarding approved, denied and received loan applications.
Debt Collector, 09/2022 - 03/2023
Spruce Finance Boulder, CO,
  • Establish contact with borrowers to discuss delinquencies and ability/willingness to pay and to identify the appropriate repayment programs/options available to them.
  • Record accurate and detailed notes; update account status and card member’s information into computer system.
  • Meet or exceed daily, weekly and monthly performance goals, deadlines and objectives.
  • Comply with FDCPA and state consumer protection laws.
Personal Banker, 05/2022 - 06/2022
First National Bank Texas Tyler, TX,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services. Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Established new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue, Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Mortgage Loan Officer, 09/2021 - 04/2022
First Tech Credit Union Washington, DC,
  • Consult with clients about current and future needs to help them achieve their financial goals. Advise and educate clients on the home-buying or refinance process and how to better manage their mortgages. Meet loan production goals through proactive and responsive telephone presentations and pipeline management activities. Identify current customer needs and provide sound guidance for product solutions.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Loan Coordinator/Team Mortgage Loan Originator, 03/2020 - 08/2021
Firstbank Wheat Ridge, CO,
  • Proactively identify, develop, and maintain a quality network of business relationships that served as a source of referrals for new mortgage lending opportunities. Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Managed pipeline for originated loans through closing and complete required management reports..
Back End Collector, 10/2016 - 03/2020
First Bancorp Sylva, NC,
  • Effectively manage a queue past due auto loan accounts,
  • Ensuring collection activity is performed and progressed in a timely manner.
  • Skip Trace and request Field Chases as needed. Comply with Gateway One Lending & Finance’s policies and procedures and all state and federal regulations
  • Obtain acceptable payment arrangements and determine a plan for resolution while maintaining a customer service approach to collections, consistent with the Company’s values of honesty and integrity. Achieve and surpass daily and monthly queue goals
Bilingual Phone Interview Specialist I, Recruiter, 04/2016 - 10/2016
Macys Corporate Services City, STATE,
  • Consistently and timely evaluated candidate application data and assess results to screen in best candidates for open positions. Managed candidates through the employment process using multiple database
  • Monitored applicant tracking system actions to support hiring deadlines and streamline candidate experiences.
  • Sourced, qualified and conducted screening interviews with job candidates.
  • Created and maintained positive relationships with hiring managers and HR business partners.
  • Selected qualified job applicants or referred to managers to make hiring recommendations.
Credit Card Customer Service Representative, 10/2015 - 03/2016
Macys Credit And Customer Service City, STATE,
  • Responded to inbound customer telephone calls regarding credit card billing inquiries, service, and account maintenance issues.
  • Effectively answered and resolved issues such as payments, returns, and claims while utilizing system applications.
  • Documented required customer information, billing errors, customer accounts, purchases and completed queues via system applications
  • Adjusted bills and refunded money to resolve customers' service or billing complaints.

Elite Transportation, 06/2014 - 05/2015
Elite Transportation Llc City, STATE,
  • Developed initiatives for process improvement and reviewed and assessed ongoing operations.
  • Responsible for overseeing daily operations, ensuring customer pick-ups and drop-offs were accordance with established company safety policies and cost standards, including the planning, assigning, supervising, and evaluating of employee workload
  • Recruited, hired and trained crew members on application of projects, customer relations and customer service.
  • Overseeing of logistics, regulatory compliance, productivity improvement, planning and organization, problem solving, project management and communicating to top-level management. Managed and directed the operational functions while being the key link between the organization, drivers, and customer
Personal Banker II, 04/2010 - 06/2014
Wells Fargo, NA City, STATE,
  • Managed premier consumer and business portfolios by developing rapports with high value clients interested in investment opportunities. Worked closely with a Financial Advisor by profiling clients to determine their needs, then cross-selling appropriate products and services
  • Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Education and Training
High School Diploma: , Expected in 08/1991
U.E Colegio San Jose - Valencia, Venezuela ,
Status -
Spanish :
Native/ Bilingual:
Negotiated :
  • Licensed NMLS # 463354

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Resume Overview

School Attended

  • U.E Colegio San Jose

Job Titles Held:

  • Mortgage Loan Originator
  • Debt Collector
  • Personal Banker
  • Mortgage Loan Officer
  • Loan Coordinator/Team Mortgage Loan Originator
  • Back End Collector
  • Bilingual Phone Interview Specialist I, Recruiter
  • Credit Card Customer Service Representative
  • Elite Transportation
  • Personal Banker II


  • High School Diploma

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