Mehrdad Morsali

Mortgage Loan Officer at JWH FINANCIAL
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Contact Information
us****@****om
(386) 825-5501
Location
Mission Viejo, California, United States, US
Languages
  • Farsi Native or bilingual proficiency
  • English Native or bilingual proficiency

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Loan Officer
      • Feb 2023 - Present

      Developed and maintained relationships with 50+ real estate agents, financial planners, individual borrowers, and builders Interviewed applicants to assess loan requirements before suggesting offers Obtained, verified, and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information Managed and grew a loan portfolio by regularly exceeding sales targets by 20-50% Processed appraisals, loan documents, and credit documents Show less

    • Switzerland
    • Food and Beverage Services
    • 700 & Above Employee
    • Boutique Team Leader
      • Oct 2016 - Present

      As a Manager, I direct customer service operations with a team of 16 direct reports with inventory valued at $5M. Some of my key contributions include: Implemented sales best practices and merchandising strategies delivering an increase in revenue by 33% within three years to $6M+. Modeled exceptional customer service for staff and introduced customer-focused initiatives resulting in 90%+ customer satisfaction rating from mystery shops and customer surveys. As a Manager, I direct customer service operations with a team of 16 direct reports with inventory valued at $5M. Some of my key contributions include: Implemented sales best practices and merchandising strategies delivering an increase in revenue by 33% within three years to $6M+. Modeled exceptional customer service for staff and introduced customer-focused initiatives resulting in 90%+ customer satisfaction rating from mystery shops and customer surveys.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Mortgage Loan Originator
      • Oct 2021 - Jun 2022

      • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs. • Interviewed applicants to assess loan requirements before suggesting offers. • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency. • Prepared documents for customers, submitting and overseeing through each step of closing process. • Worked with underwriters to fix application problems and resolve issues. • Reviewed loan files and updated to match current standards. • Explained different types of loans pertaining to client situations. • Assisted credit officers with loan applications to originate 200 loans Show less

    • Retail
    • 700 & Above Employee
    • Customer Service & Sales Professional
      • Sep 2013 - Feb 2016

      In this role, I built customer relationships by resolving problems, troubleshooting, and answering technical questions for 200+ customers per day achieving increased sales, loyalty, retention, and satisfaction. In this role, I built customer relationships by resolving problems, troubleshooting, and answering technical questions for 200+ customers per day achieving increased sales, loyalty, retention, and satisfaction.

  • Massy Bakery
    • Irvine, Ca
    • Customer Service Specialist
      • Jun 2012 - Aug 2013

      As a Customer Service Specialist, I delivered exceptional customer service during the processing of phone and online orders and follow-up calls to guarantee satisfaction and contributed to product development activities. As a Customer Service Specialist, I delivered exceptional customer service during the processing of phone and online orders and follow-up calls to guarantee satisfaction and contributed to product development activities.

Education

  • California State University-Fullerton
    Bachelor of Business Administration (BBA), Legal Studies, General
    2014 - 2016

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