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Sr. Loan Officer NMLS #1479166 Resume Example

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SR. LOAN OFFICER NMLS #1479166
Summary

Focused on meeting and exceeding customer expectations at every turn, operating with a forward-thinking approach and maximizing customer satisfaction with a hands-on style. Proficient in minimizing risk, maintaining compliance and working within established bank guidelines for loan feasibility. Organized and detail-oriented Loan Officer with 17 years of customer service experience. Demonstrated success in prospecting and converting leads to customers for commercial loan products. Talented sales leader with good understanding of administration requirements and a solid understanding of the underwriting process. Excellent interpersonal, communication and planning abilities.

Skills
  • Performance goals
  • Oral and written communication
  • Relationship building
  • Team leadership
  • Selling advertising
  • Strong lead development skills
  • Customer relationships
  • Goal-oriented
  • Acquiring new customers
  • Client meetings
  • Business development
  • Closing execution proficiency
  • Reviewing credit information
  • Checking applications
  • Sales expertise
  • MS Office proficient
  • Detail-oriented
  • Strong work ethic
  • Exceptional customer service
  • Energetic
Experience
12/2003 - 12/2006
Company Name － City, StateSr. Loan Officer NMLS #1479166
  • Originated loans and assisted senior-level credit officers with complex loan applications.
  • Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
  • Executed financial due diligence and created a valuation model to establish enterprise value and purchase price.
  • Delivered prompt, accurate and excellent customer service.
  • Interviewed customers to determine reasons for delinquency, source of income, and next pay date to build solutions for financial issues.
  • Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
  • Adhered to Amerinet Mortgage security and audit procedures.
  • Loaded consumer loan applications into the loan processing program.
11/2006 - 04/2016
Company Name － City, StateExecutive Administrative Assistant / Paralegal
  • Coordinated materials for program needs, including physical files, tracking spreadsheets and update reports.
  • Adhered to security requirements by screening visitors, updating logs and issuing passes.
  • Executed on-time and under-budget project management on complex legal issues for senior leadership.
  • Identified and analyzed legal documents, discover documents, and contracts.
04/2016 - 05/2019
Company Name － City, StateSr. Loan Officer NMLS #1479166
  • Maintained relationships with high-profile and return clients.
  • Maintained effective customer communications and built strong customer relationships.
  • Visited and investigated local companies to determine exact needs and meet them.
  • Promoted exemplary leadership by communicating the company's goals and strategic vision.
  • Sustained customer base by facilitating market research to formulate brand strategies.
  • Secured long-term accounts by identifying client needs and providing recommendations to promote brand effectiveness and product benefits and delivering product on time.
  • Educated customers on the variety of loan products and available credit options.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Assisted senior-level credit officers with complex loan applications.
  • Negotiated with new clients and closed on long-term agreements.
  • Followed up with existing customers to increase purchases of products and services.
  • Handled client inquiries with exceptional professionalism and enthusiasm.
  • Seasoned Loan Officer highly effective at taking on challenging objectives and exceeding expectations. Team-oriented professional who excels in fast-paced, high-demand environments. Eager to work alongside customers to achieve solutions that meet their needs and drive company growth.
  • Approved loans that met specifications.
  • Submitted applications to credit analysts.
  • Monitored loan serving agreements and loan covenants to ensure compliance.
  • Delivered prompt, accurate and excellent customer service.
06/2019 - Current
Company Name － City, StateFinancial Center Lending Officer NMLS #1479166
  • Provided expert financial advice on mortgage and both educational and personal loans.
  • Exceeded quarterly sales goals.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Performed daily maintenance of loan applicant database.
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
  • Delivered prompt, accurate and excellent customer service.
  • Prioritized accounts based on total amount owed and credit bureau reports.
  • Adhered to regulatory and company security and audit procedures.
  • Loaded consumer loan applications into Salesforce, iOriginate, Interact software program.
  • Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues.
  • Delivered informational sales presentations to potential investors to build symbiotic client relationships.
Education and Training
2009
University of PhoenixCity, StateAssociate of Applied Science: Business Administration
Certifications

Paralegal Studies

SMU

Dallas, TX

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Resume Overview

School Attended

  • University of Phoenix

Job Titles Held:

  • Sr. Loan Officer NMLS #1479166
  • Executive Administrative Assistant / Paralegal
  • Financial Center Lending Officer NMLS #1479166

Degrees

  • Associate of Applied Science : Business Administration

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