Experience

FitzGerald Financial Group - Division of TowneBank Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Officer

  • Oct 2017 - Present

  Arlington, VA

• Mortgage Loan Officer Assistant

  • Mar 2017 - Oct 2017

  Rockville, MD

• Mortgage Loan Closer/Processor

  • Jul 2016 - Feb 2017

  United States - Reviews approved mortgage loans to determine specific conditions that must be met prior to closing - Communicates very effectively with Loan Originator, Processor, and Underwriter to ensure a smooth closing process for the borrower - Communicates very effectively with Settlement Agents to collect necessary Title and Insurance documents - Verifies accuracy on all documents required for closing and inputs data into system - Produces and delivers all Closing Disclosures and final… Show more - Reviews approved mortgage loans to determine specific conditions that must be met prior to closing - Communicates very effectively with Loan Originator, Processor, and Underwriter to ensure a smooth closing process for the borrower - Communicates very effectively with Settlement Agents to collect necessary Title and Insurance documents - Verifies accuracy on all documents required for closing and inputs data into system - Produces and delivers all Closing Disclosures and final Closing Packages to Settlement Agent by required dates - Compiles closed loans for delivery to marketing department for sale to investors



United Bank

• United States
• Financial Services
• 700 & Above Employee

• Sales and Service Representative

  • Sep 2015 - Jun 2016

  Tysons Corner, VA •Kept up-to-date knowledge on Bank products and services to effectively provide financial solutions to customers •Effectively profiled customers, opened accounts, and cross-sold appropriate Bank products and services •Ensured delivery of excellent customer service throughout the Bank by adhering to sales and service standards and protocols •Referred all bank products to customers as well as originated and scheduled appointments with Financial Advisors •Answered all incoming calls to… Show more •Kept up-to-date knowledge on Bank products and services to effectively provide financial solutions to customers •Effectively profiled customers, opened accounts, and cross-sold appropriate Bank products and services •Ensured delivery of excellent customer service throughout the Bank by adhering to sales and service standards and protocols •Referred all bank products to customers as well as originated and scheduled appointments with Financial Advisors •Answered all incoming calls to the branch and handled various inquiries from customers •Displayed knowledge and complied with Bank security and operating policies and procedures Show less