Senior Loan Officer
Sourced, negotiated, and expedited loans for each customer with the appropriate loan program by assessing his or her needs and to minimize risk. Structured transactions and assisted clients in loan lifecycle, from pre-approval to loan closure. Managed portfolios of new and existing clients through self-promotion, marketing and follow-up. Collaborated with banks to gather requirements, eliminated roadblocks to close loans, and negotiated with underwriters. Trained new employees.
- Exceeded sales goals 4 consecutive years though building new business channels by cultivating a referral base of Realtors, Attorneys, and Accountants.
- Ranked as top producer among 40 agents company-wide
- Promoted leader of residential and commercial loan agent sales team resulting in 25% loan closure gain.
- Recognized for thoroughly superior customer consultation seeing customer retention rate rise five-fold.
- Praised by former clients achieving top 10% company ranking for repeat and referral business.