Experience

eLEND®

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Originator

  • Jan 2016 - Present

  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. • Explain to customers the types of loans and credit options that are available, as well as the terms of those services. • Obtains required information deemed necessary to submit the loan for processing. Keeps the applicant up to date on loan status as well as communicating pricing and rate lock options. • Analyze credit, and compares for accuracy with the statement… Show more • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. • Explain to customers the types of loans and credit options that are available, as well as the terms of those services. • Obtains required information deemed necessary to submit the loan for processing. Keeps the applicant up to date on loan status as well as communicating pricing and rate lock options. • Analyze credit, and compares for accuracy with the statement of mortgage borrower's. • Determines correct loan options for the borrower based upon the future plan, present situation, and preferred loan product of the applicant. • Stay abreast of new types of loans and other financial services and products in order to better meet customers' needs.

• Client Services Manager

  • Jan 2013 - Dec 2015

  Responsible for hiring, training, coaching, and leading our customer service staff in providing support for our clients. Prepared reports and analyzed call center data to improve processes and ensure company goals are met. Daily cold calls on potential and existing customers as established in marking plan to develop new business or retain existing business.

• Sales Team Lead

  • Jan 2010 - Dec 2012

  Served as a coach and Mentor to a team of Mortgage Loan Originators by providing feedback to aid in the development of new skills and refinement of existing skills. Helped manage a pipeline of over 100 loans at once, preserving relationships with clients and Financial Advisors throughout the loan process. Continually met and exceeded sales goals in a fast-paced and highly competitive environment. Sold the benefits of numerous loan products and developed solutions to meet… Show more Served as a coach and Mentor to a team of Mortgage Loan Originators by providing feedback to aid in the development of new skills and refinement of existing skills. Helped manage a pipeline of over 100 loans at once, preserving relationships with clients and Financial Advisors throughout the loan process. Continually met and exceeded sales goals in a fast-paced and highly competitive environment. Sold the benefits of numerous loan products and developed solutions to meet clients' individual needs. Sustained a steady and measurable quality in all loans, while maintaining 97% customer satisfaction survey results and effectively resolving conflicts when necessary. Made outbound calls to drive business, as well as managed a busy queue of inbound calls. Helped answer questions and guide loan originators on their daily functions.

• Mortgage Loan Originator

  • Jun 2003 - Dec 2009

  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. • Explain to customers the types of loans and credit options that are available, as well as the terms of those services. • Obtains required information deemed necessary to submit the loan for processing. Keeps the applicant up to date on loan status as well as communicating pricing and rate lock options. • Analyze credit, and compares for accuracy with the statement of… Show more • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. • Explain to customers the types of loans and credit options that are available, as well as the terms of those services. • Obtains required information deemed necessary to submit the loan for processing. Keeps the applicant up to date on loan status as well as communicating pricing and rate lock options. • Analyze credit, and compares for accuracy with the statement of mortgage borrower's. • Determines correct loan options for the borrower based upon the future plan, present situation, and preferred loan product of the applicant. • Stay abreast of new types of loans and other financial services and products in order to better meet customers' needs.