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Candidate Info
years in workforce
year at this job
Associate of Arts
Marketing
Mortgage Banker
Consulted with clients about their current and future financial needs to help them achieve their financial goals
- Interviewed with clients and gathered information pertaining to their unique financial situations, needs, and objectives
- Effectively overcome concerns and objections to gain the client's commitment
- Established financial services relationship with clients through the delivery of exceptional customer service
- Achieved the Chairman Culture Coin as "Top Closer" in May 2013
Candidate Info
years in workforce
years at this job
Marketing
Manager, Senior Mortgage Banker
Provided training to mortgage bankers on acquiring new business, overcoming customer objections, and closing sales
- Generated positive relationships and collaborated with four other departments to ensure that loans are closed effectively and in a timely manner
- Trained new hires on proprietary sales systems and processes involved with closing mortgage loans
- Exceeded the yearly sales quota in 2009 and doubled yearly sales quotas in 2010
- Ensured compliance with lending laws, RESPA, HMDA, TIL etc.
- Successfully organized and managed a pipeline of 20+ clients a month
Candidate Info
years in workforce
year at this job
Associate of Arts
Accounting
Mortgage Banker - Closer/funder
Performed harm evaluation on loan files as applicable and complied audit.
- Conducted thorough examinations of financial institution's system repositories and business practices for compliance of policies and procedures and federal and state regulatory guidelines.
- Consistently ranked within top 10% of total closers.
- Completed 99% of loans within 48 hours of assignment to ensure customer satisfaction.
- Communicated with Mortgage Bankers and Processors to deliver superior customer service.
- Awarded regional recognitions for work quality.
Candidate Info
years in workforce
years at this job
Anthropology
Residential Retail Mortgage Banker
Managed all aspects of high quality mortgage loan originations through builder and realtor referral partners, portfolio referrals, client databases, staff and marketing; Organized meetings with prospective buyers and utilized consultative selling approach, exhaustive mortgage industry knowledge and marketing strategies to complete complex financial transactions ; Built and maintained strong client relationships while coordinating with all parties involved in the transactions
- Established award winning relationships with the Mayhood Company, a recognized National Condominium sales and marketing enterprise resulting in "approved lender" status with several successful projects in both Virginia and Maryland
- Achieved highest capture rate amongst approved lenders in projects
- Received Platinum, Gold and Silver production awards from the Mortgage Bankers Association of Metropolitan Washington over several consecutive years
- Demonstrated exemplary sales performance and earned the 2008 Sales Master Award - XINNIX
- Recruited, trained and managed sales assistants to successfully support loan production
Candidate Info
years in workforce
years at this job
Business
Business Administration
Mortgage Banker
- Originated 270 loans with loan volume that exceeded 43 million in 2013.
- 2011 & 2014, 2nd Quarter Customer Service Quality Award Recipient.
- Maintained a thorough understanding of product and company guidelines to ensure a high level of customer satisfaction and customer pull through.
- Coached, mentored and encouraged newly hired mortgage professionals.
- Provided origination system and application flow demonstrations to institutional investors and auditors.
- Funded 104 units for over 19 million dollars which was the 9th best in the renewal division in 2010.
Candidate Info
years in workforce
years at this job
Economics
Senior Mortgage Banker
Served the account needs of numerous clients and their portfolios as a highly successful inside and outside sales representative; receiving 8-10 applications per day and closing an average of 8-10 loans per month. Offered multiple loan programs to each prospective client, tailoring products to meet their needs. Negotiated sales contracts and pricing with customers for existing and new products. Established working relationships and excellent rapport with customers and brought new business to the company through referral clients. Developed and expanded relationships with account executives, real estate agents, financial advisors, attorneys, insurance agents and underwriters. Managed a sales force of 10 junior mortgage bankers, teaching and motivating them to produce similar sales success.
- Consistently top 5 performer for entire company sales
- Awarded Rookie of the Year for most productive loan officer in 2005
- Received Loan Officer of the Year honors for most revenue and sales in 2010
- Funded $29.2 Million in loan volume in 2009 and $41.8 Million in 2010
- Enrolled in NMLS education requirements for expanded sales territories nationwide
- Attained licensing for origination in CA, CT, DE, FL, GA, IL, MD, MA, NH, NJ, NY, PA, SC, TN, VA, VT
Candidate Info
years in workforce
years at this job
High School Diploma
ASSISTANT VICE PRESIDENT - MORTGAGE BANKER
Managed all functions of the Mortgage process from originating to closing. Utilizing multiple departments with a staff of associates supporting back office while meeting established deadlines.
- Developed a consistent referral network through cold calling and client referrals.
- Established and implemented a yearly business plan to achieve production goals.
- Responsible for originating and processing of all loan types including conventional and government loans.
- Received Top Producer award in 2010, 2011, and 2012 with over 13 million dollars in closed loans annually.
Candidate Info
years in workforce
months at this job
Electrical Engineering
Associate Mortgage Banker
Completed all necessary training and testing for the Federal SAFE certification and various state certifications
- Developed the skills required to operate two proprietary software programs with only 48 hours of training
- Worked daily in an environment centered around both personal and team development
- Continuously achieved daily goal numbers that were at least 10% higher than the daily goals assigned
Candidate Info
years in workforce
years at this job
Finance
Business Administration
Mortgage Banker
Promoted to Team Captain after two months due to excellent leadership abilities.
- Excellent general mortgage knowledge and skilled in loan origination processing.
- Recognized for excellent client satisfaction and phone skills.
- Achieved 20 hours of pre-required NMLS education.
- Tutored individuals regarding mortgage law/federal law.
- Consulted with clients in ten states to achieve financial goals.
Candidate Info
years in workforce
months at this job
Advertising
Mortgage Banker
Provided world-class service to potential clients searching for a suitable mortgage
- Presented effective communication skills to better sales efficiency and customer service
- Grasped complete knowledge in order to originate mortgage loans in the states of CA, IL, LA, MI, NJ, SC, NC, OH, PA, TX, VA, WA
- Advised and educated clients on the refinance process and how to better manage their mortgages
- Assisted clients through the loan process from application to closing
Candidate Info
years in workforce
years at this job
Mortgage Banker
Delivered strong results in mortgage and home lending products, while demonstrating strong interpersonal skills as well as providing exceptional service during and after the sales process.
- Acquired and deepened relationships with clients through comprehensive needs-based selling.
- Coached and mentored the branch team and provided training on products and services.
- Marketed mortgage products to clients inside and outside of the branch footprint.
- Worked with centers of influence to expand customer base.
Candidate Info
years in workforce
year at this job
Communication
Mortgage Banker
Managed existing book of business for two Branch locations and increased revenue by 200%.
- Conducted First Time Home Buying Presentations to clients and realtors.
- Introduced and educated branch employees and walk-in clients on current mortgage products.
- Prospecting by making mortgage sales calls and business presentations.
- Experience working with non-profit organization doing Home Buying Education Presentations.
Candidate Info
years in workforce
years at this job
Mortgage Banker
- Originated new business for Chase's Retail Lending Division, within a Call Center Environment
- Structured loans by accessing customers income, credit, assets, and all other pertinent factors; applied current guidelines, policies, and procedures to assure growth for Chase Bank
- Contacted new and existing customers to discuss how their needs could be met through specific products and services
- Prioritized tasks and projects to meet tight deadlines; kept detailed records of daily activities through online customer database
- Maintained a detailed knowledge of all mortgage financing guidelines, products, and policies offered by Chase
- Managed daily workflows, including all inbound calls, quotes and sales-related inquiries
- Averaged over 20 new accounts per month that generated no less than $2,275,000 in sales each month
- Exceeded targeted sales goals by 60%
Candidate Info
years in workforce
years at this job
Business Administration Management
Master of Arts
Mortgage Banker
Specializing in financial transactions. Purchases, refinances and Investments.
- Identified and created a dependable network of partners in local markets to develop a partner referral system.
- Executed financial analysis and title examinations to ensure compliance with corporate and governmental standards throughout mortgage sales process.
- Trained branch partners with sales techniques to increase production.
- Closed over 10 Million in sales.
Candidate Info
years in workforce
months at this job
International Relations
Latin American
Mortgage Banker
Originated home loans for America's 3rd largest mortgage lending institution. Completed extensive mortgage, sales, and leadership training program leading to licensure in 11 states.
- Persuaded clients to improve their financial situations through customized home loan solutions
- Analyzed communication and credit reports to design optimal loan programs for clients
- Operated $8.8 million pipeline as part of a veteran sales team
- Maintained understanding of changing federal and state mortgage laws and industry standards
- Used DOS-based software to underwrite and originate customized mortgage programs adhering to changing
- Licensed under the SAFE Act to originate mortgages in AR, CA, CT, DE, MI, MN, MO, OK, OR, PA and WA
Candidate Info
years in workforce
years at this job
Mortgage Banker
Nationwide licensed Mortgage Originator
- Managed 2 branch satellite offices (Northfield & Faribault, MN) with over 50 realtors combined, providing them with support and financing options best suited to their clients' needs.
- Closed over $1 million in residential home loans per month.
- Negotiated rates and terms while working closely with the underwriting team to achieve timely approvals and closings
- Maintained steady profitability for the company while maintaining high scores of customer satisfaction.
- Coordinated the origination, processing, underwriting, and personally went to the customers closings.
Candidate Info
years in workforce
years at this job
Economics
Mortgage Banker
Facilitated team and partnered with Supervisor to effectively inform team of changes of policy and procedure. Part of the Mortgage Banker Executive Advisory Board 2013, met with Mortgage Banking executives every 2 months to review and bring solutions to current issues of system applications, process flow and sales tactics. Managed over 150 accounts effectively. Assisted homeowners, underwriters and processors with gathering all necessary documentation in order to obtain approval of refinance. Familiar with Fannie Mae, Freddie Mac and FHA guidelines.
- Reviewed and completed loan applications. Requested and validated appropriate documentation required by processing.
- Communicated both written and verbally with loan processor, management, underwriter, title companies and borrower as required to ensure all parties are aware of loan status and any outstanding requirements.
- Knowledge of HUD-1 statement and GFE.
Candidate Info
years in workforce
month at this job
Business Administration Financial Management
Business Administration
Mortgage Banker
Provided face to face meetings with customers to discuss lending needs and made recommendations for appropriate products to support their financial & personal objectives; assessed financial situation, past and current credit history and applicable credit policies.
- Effectively resolved escalated issues relating to title matters and underwriting conditions.
- Communicated professionally and effectively with clients, realtors, title company, underwriting and loan processor.
- Demonstrated ability to manage multiple priorities.
- Originated Conventional, FHA, VA, USDA mortgage loans.