Aaron D. Email & Phone Number

With over 15 years of experience in banking, finance, sales, and mortgage, compliance & Audit I am an expert in providing high-quality loan services to clients and partners. I am currently a Loan Specialist at Zions Bancorporation, working at the technology center where I support the loan origination process, ensure compliance and accuracy, and deliver exceptional customer service.I have a diverse and versatile background in the industry, having worked in various roles and settings, such as retail banking, credit union branches, back office support, and call center. I am passionate about finance, helping others, and being part of a great team. I am always eager to learn new skills, take on new challenges, and contribute to the success of the organization.Specialties & Keywords: Banking and finance (credit unions and retail banking), Mortgages: Conventional, FHA, VA, USDA, Jumbo, Underwriting, AUS, Alternative Lending Sources, Non QM financing, KYC, Financial/Credit Analysis, SBA and consumer lending, Loan processing, branch banking management and leadership, Microsoft Office Suites, Mortgage CRM, Encompass LOS, Unsecured and secured loans, HELOC, Auto Loan, Credit Cards, small business relationship, Deposit accounts, Checking/Savings/CD's DDA's, Money Market, regulations, compliance, Sales, asset and wealth management, Digital Banking, BSA/AML, SAFE, Fraud mitigation, ACH, Wire transfer, FDIC, NCUA, collection, Customer retention, Certified Notary Public, Signature Guarantee, Working in office, hybrid and remote schedules.

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  Stanmore College

  Business & Finance