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Senior Loan Officer Resume Example

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SENIOR LOAN OFFICER
Summary

Accomplished Loan Officer who consistently exceeds sales goals while offering the utmost care in client relations. Excited and motivated to help customers build successful financial futures.

Highlights
  • Sales professional
  • Commission sales
  • Reliable
  • Recruiting and interviewing
  • Flexible schedule
  • Fast learner
  • Team-oriented
  • Conflict resolution skills
  • Goal-oriented
  • Accurate cash handling
  • Store operations
  • MS Office proficient
  • Outstanding communication skills
  • Exceptional leader
  • Customer service-focused
Accomplishments
Licensed Mortgage Loan Originator in the State of MA and NH.
 
Top Ranked Senior Loan Officer in my branch.
 
Passed my MLO exams on my first attempt.
Experience
Senior Loan Officer, 04/2017 to Current Movement Mortgage － Braintree, MA
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Review and update credit and loan files.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
Financial Services Representative, 01/2016 to 04/2017 TD Bank － Chelsea, MA
  • Sells and cross-sells insurance products to new and existing Customers.
  • Meets with customers and prospects and develops understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales.
  • Maintains strong product and sales knowledge and champions core service values. Provides guidance and training to less experienced staff.
  • Provides sound advice at every Customer interaction to create a positive Customer experience and ensure that the Customer's financial needs are met.
  • Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction.
  • Responsible for meeting or exceeding specific individual sales goals.
  • Cultivates strong relationships with back office service partners to ensure delivery of high quality customer service, on-going communication needs and operational consistency.
Assistant Store Manager, 04/2013 to 01/2016 AT&T － Saugus, MA
  • Responsible for leading a sales team to achieve sales goals by coaching, motivating, and developing sales reps so that they are knowledgeable about company products and posses the necessary skills needed to close sales.
  • Overseeing daily operational tasks such as receiving and stocking inventory, preparing daily cash deposits, merchandising, processing returned equipment and transferring it back to company warehouse.
  • Providing assistance to sales reps during customer escalations to ensure a positive experience.
  • Reading and understanding sales numbers and charts to spot trends and make necessary corrections to meet sales goals.
  • Maintained knowledge of current promotions, policies regarding payment and exchanges, and security practices.
  • Guided customers in choosing items that reflected personal style and shape.
  • Maintained friendly and professional customer interactions.
Retail Sales Consultant/Small Business Specialist, 09/2009 to 04/2013 Burlington, MA
  • Responsible for all administrative aspects of the sale including completing customer contracts and warranties, pulling products from inventory, accepting customer payments and filing the completed orders.
  • Maintaining strong knowledge of all Company products, accessories, pricing plans, promotions, and service features as well of having knowledge of competitive offers and provide critical market feedback to the Store Manager regarding local competition and product/service needs.
Education
Association Degree: Business Administration, 3 2012 HESSER COLLEGE － SALEM, NH Business Administration
Bachelor of Science: Business Administration, 2016 Merrimack College － Andover, m

Coursework in Business and Management

Coursework in Computer Science

Coursework in Communications

Coursework in Marketing and Advertising

Advanced coursework in Business Administration
Skills

Administrative, A/P, Bank reconciliation, Cashier, charts, coaching, competitive, contracts, customer service, features, filing, inventory, market, merchandising, Microsoft Office, pricing, receiving, sales, organizational skills.

Additional Information
  • References Available Upon Request
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Resume Overview

Companies Worked For:

  • Movement Mortgage
  • TD Bank
  • AT&T

School Attended

  • HESSER COLLEGE
  • Merrimack College

Job Titles Held:

  • Senior Loan Officer
  • Financial Services Representative
  • Assistant Store Manager
  • Retail Sales Consultant/Small Business Specialist

Degrees

  • Association Degree : Business Administration , 3 2012
    Bachelor of Science : Business Administration , 2016

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