Account Executive

• Oct 2022 - Present

Mortgage Loan Officer

• Mar 2022 - May 2022

Daily management of balancing attention between generating new prequalified loan applications, encouraging active home shoppers and guiding both client and realtor agents with active contracts to provide proper documentation needed to process home loan and meet closing date. Once contract received, actively engaged with loan processor, underwriter and closing department to ensure a smooth loan process and guide buyer and realtor through items needed to obtain clear to close.

Mortgage Loan Processor

• Nov 2020 - Mar 2022

Senior delegated processor working directly with client to obtain required financial documentation in order to analyze best streamline approach for meeting investor requirements. Daily communication with clients to review borrowing vitality by evaluating financial risk of home loan while strengthening client base and gaining referrals. Continually analyzing current operation & sales team proceedings to assist in restructuring for heightened efficiency & time management.

Mortgage Loan Processor

• Mar 2019 - Nov 2020

Responsible for structuring files to meet investor guidelines. Obtaining needed and missing documentation required for investor approval resulting in clear to close for the home loan. Consistent communication with loan officer, borrower, real estate agent and closing company throughout loan process to ensure smooth processing of loan from initial docs signed to closing table.

Mortgage Loan Officer

• Apr 2016 - Mar 2019

Daily management of balancing attention between generating new prequalified loan applications, encouraging active home shoppers and guiding both client and realtor agents with active contracts to provide proper documentation needed to process home loan and meet closing date. Once contract received, actively engaged with loan processor, underwriter and closing department to ensure a smooth loan process and guide buyer and realtor through items needed to obtain clear to close.

Lead Optician

• Jul 2015 - Apr 2016

Worked independently to meet store sale goals with both cold and warm lead customers. Selected product best suited to their needs while successfully promoting product enhancements with customer and closing sales with highest possible benefit to client and company on a consistent basis. Worked independently to meet store sale goals with both cold and warm lead customers. Selected product best suited to their needs while successfully promoting product enhancements with customer and closing sales with highest possible benefit to client and company on a consistent basis.