Alex Ogle Email & Phone Number

Gilbert, Az, Us

Chandler, Arizona, United States

Client Consultation & Loan OriginationConduct detailed financial consultations with potential borrowers to understand their goals, budget, and financial situation.Educate clients on the loan products available, including fixed-rate, adjustable-rate, FHA, VA, and other mortgage options.Loan Application & DocumentationGuide clients through the loan application process, ensuring all necessary documents and information are collected.Verify client information, including credit reports, income, assets, and employment, to ensure accurate documentation.Loan Structuring & Qualification AnalysisAnalyze and structure loans to meet guidelines, maximize client benefits, and ensure loan qualification.Perform preliminary underwriting assessments, including reviewing debt-to-income ratios, credit scores, and other relevant factors.Relationship Management & Client RetentionBuild and maintain relationships with clients to create a positive customer experience.Maintain communication with clients throughout the loan process, addressing any questions or concerns.Compliance & Regulatory AdherenceEnsure all loan files comply with federal, state, and local regulations, as well as Loan Depot’s guidelines and policies.Stay updated on industry standards, market trends, and any regulatory changes impacting mortgage lending.Sales & Lead ConversionLeverage provided leads and personal networks to generate new business and convert prospects into clients.Consistently meet or exceed monthly loan volume targets and key performance metrics.

Gilbert, Arizona, United States

Analyzed loan applications, evaluated creditworthiness, and ensured compliance with regulatory standards.Guided clients through loan options and financial assessments, collaborating with underwriters to streamline approval processes.Cultivated relationships with real estate agents and financial institutions to drive new business.

Phoenix, Arizona, United States

Conducted in-home consultations to assess landscaping needs and offered design solutions, generating over $2M in sales in 2023.Created yard designs, prepared itemized quotes, and presented financing options to clients.Maintained a consultative approach to close sales effectively without pressuring clients.

Aurora, Colorado

Delivered personalized mortgage solutions by assessing customer goals and financial needs.Assisted clients in completing electronic disclosures, ensuring accuracy in documentation and maintaining communication throughout the loan process.Scheduled loan closings, managing expectations and finalizing figures with clients.

Lonetree, Colorado

Evaluated credit and property files to determine eligibility, processed detailed loan conditions, and ensured file accuracy for approvals. Managed a high volume of files, consistently ranked among top underwriters for productivity and quality, achieving a 0% restructure rate in 2013.

Littleton, Co

Reviewed loan documents for completeness and fraud detection, ensuring loans adhered to HAMP and regulatory standards. Assisted underwriters by managing a pipeline of 300-700 loans, communicating with clients to gather missing information and streamline approvals.

Englewood, Co

Littleton, Co

Managed daily operations of the closing department, leading teams to meet production goals and maintain high accuracy in loan documentation. Conducted internal quality control reviews and trained staff to improve performance and reduce errors.