Senior Lending Officer Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

A highly motivated and results-driven individual with a skill-set for a wide range of industries. Broad-based background in finance, customer service and business development. Diligent and resourceful team player, offering skills in marketing special projects and providing guidance to diversely range of customers and teams. Ability to manage customer relationships, set sales targets, and resolve complex issues, both, proactively and professionally. Proficient leader in managing workflow processors, while developing and implementing practical strategies in dynamic and high-pressure environments, requiring the ability to multi-task. Fluent in English and Farsi, and basic understanding of Arabic.

  • Customer Service
  • Team-Building
  • Financial Analysis
  • Relationship Management
  • Technical Support
  • Leadership/Management
  • Marketing/Sales
  • Research
  • Microsoft Office Suite
  • Performance Management
  • Problem Solving
  • Business Operations
  • Time Management
  • Office Administration
  • Policies and Procedures
  • DNS/DHCP/WINS installation
  • Effective Communication
  • Project Management
Home Mortgage Consultant, 07/2021 to Current
Wells Fargo BankHercules, CA,
Senior Lending Officer, 04/2018 to 07/2021
Johnson Controls, Inc.Calumet City, IL,
  • Successfully exceeded sales targets and objectives with high Customer Satisfaction by overcoming objections with strong closing techniques.
  • Strategically identified customer needs, sales opportunities, and provided advice on financing from sourcing of leads to negotiating final deals
  • Awarded Presidential Club and Pinnacle Club for exceeding funding volumes, team player, and exceptional customer satisfaction
Mortgage Loan Officer/Financial Officer, 07/2010 to 12/2016
Bank Of AmericaCity, STATE,
  • Effectively managed 3 branches of the bank, and established a teams to provide new and existing clients advice on mortgages, to include pre-qualification and pre-approval for financing.
  • Successfully exceeded sales targets and objectives with high Customer Satisfaction Index (CSI) by overcoming objections with strong closing techniques.
  • Strategically identified customer needs, sales opportunities and provided advice on financing from sourcing of leads to negotiating final deals.
  • Proactively utilized existing customer data base to make self-generated appointments and responded to specific queries pertaining to mortgage products and financial services.
  • Recommended customers to enrich the relationship by mobilizing funds and selling mortgages based on the current and future customer needs and guiding customers to make informed decisions.
  • Promoted collaborative alliances with banks, processors, underwriters, escrow, title and credit companies for ensuring compliant mortgage/financial administration processes and documentation.

Key Accomplishments: Consistently delivered high customer service standards, maintaining over 95% client retention and referrals. Augmented business productivity by 70% over a span of 2 years, through effective liaising with realtors, accountants, attorneys, contractors and developers. Earned numerous awards for professionalism in delivering mortgage service above target goals for funding, including Gold and Platinum Global Recognition Awards from BOA.

Chief Operating Officer (CEO), 01/2000 to 04/2010
Direct Funding Incorporated/Residential-CommercialCity, STATE,
  • Established and maintained business aimed at providing one-stop-shop solutions for consumers seeking property and mortgage financing.
  • Negotiated highly lucrative association with more than 70 banks/private institutions that recommended the most appropriated financial package for clients.
  • Developed short and long term strategic plans, identified and evaluation the scope of prospective business development ventures and rolled out several ground-breaking initiatives.
  • Established the brand as best in class among industry contemporaries and enhanced the quality and variety of service offerings.
  • Conducted mortgage interviews with customers, provided advice/recommendations and actively sold appropriate bank products and services.
  • Formulated plans to enable the execution of several turnkey business solutions at reduced expenditure and enhanced methods of service delivery to ensure customer satisfaction.
  • Achieved phenomenal success on all projects due to an aggressive field strategy and stringent control mechanisms.
  • Ascertained operational bottlenecks with focus on productivity, profit and business development.
  • Handled relations with various banks, organizations and consumers, serving as a chief liaison and contract person for critical issues requiring guidance.

Key accomplishments: Coordinated a team of 22 loan officers, 5 loan processors and 16 telemarketers with successful results of $80,000,000 in new funding during the first 2 years. Streamlined the organizational structure and implemented time management techniques that increased productivity by 52% in a 6-month period.

Vice President of Operations, 01/1991 to 01/2000
Treasure Funding CorporationCity, STATE,
  • Enabled productive organizational growth and accountability through leadership, effective consultation, including strategic, operational budgeting, human resources, funding requests, and their implementation.
  • Conducted a detailed study of people, process, structure, focus and priority of the organization's operations and devised an action plan with core focus on the value proposition, target customer and sustainable business model.
  • Pursued a wide range of operational innovations for improving responsiveness to customers, optimizing core processors, reducing cycle time/complexity and integrating functional business process.

Key Accomplishments: Realigned business and operating strategies, reduced costs, improved output and quality of products and services by using appropriate process improvement and business process management tools and techniques.

Education and Training
MBA: Business Administration/Management, Expected in 06/1998
Grand Canyon University - Phoenix, AZ
BBA: Business Administration , Expected in 06/1996
American University Of Hawaii - Hawaii, HI,
  • Notary License| California | 2007
  • Real Estate License | California | 1990
  • Microsoft Certified Systems Engineer (MCSE) | USA Expedition, Inc. | Sherman Oaks, CA | 2010-2011
  • Microsoft Certified Professional (MCP) | USA Expedition, Inc | Sherman Oaks, CA | 2010-2011
  • A+ Certification in Hardware/Software (Comp TIA) | USA Expedition, Inc.| Sherman Oaks, CA | 2010-2011

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Resume Overview

School Attended
  • Grand Canyon University
  • American University Of Hawaii
Job Titles Held:
  • Home Mortgage Consultant
  • Senior Lending Officer
  • Mortgage Loan Officer/Financial Officer
  • Chief Operating Officer (CEO)
  • Vice President of Operations
  • MBA
  • BBA