Batchlor J. Email & Phone Number

Greater Houston

Providing professional business development and leadership skills for over 20 years. Talent Evaluation Senior Credit Analysts, Director of office staffing and business development for the firm. Stayed current on tax laws, and provided financial planning services to clients. Maintained a strong connection to other centers of influence in the Houston area, and was often called on to speak at trade associations, workshops, and seminars hosted by other professionals on tax related topics… Show more Providing professional business development and leadership skills for over 20 years. Talent Evaluation Senior Credit Analysts, Director of office staffing and business development for the firm. Stayed current on tax laws, and provided financial planning services to clients. Maintained a strong connection to other centers of influence in the Houston area, and was often called on to speak at trade associations, workshops, and seminars hosted by other professionals on tax related topics. Developed the a tax preparation process, sales process, and client retention process to help scale the firm, and franchise the service to other tax professionals. Recruited new tax professionals to the firm. Show less

REMOTE CONTRACT Working with clients to prepare applications for loans by compiling, arranging, and reviewing all relevant documents.Determining the feasibility of granting loans and communicating with management if required.Processing advances and disbursements, as well as preparing pay off letters.Working closely with loan officers to obtain credit information, coordinate closings, calculate closing costs, and disperse funds for clients.Ensuring loans are processed as per… Show more REMOTE CONTRACT Working with clients to prepare applications for loans by compiling, arranging, and reviewing all relevant documents.Determining the feasibility of granting loans and communicating with management if required.Processing advances and disbursements, as well as preparing pay off letters.Working closely with loan officers to obtain credit information, coordinate closings, calculate closing costs, and disperse funds for clients.Ensuring loans are processed as per established company procedures and policies.Providing assistance in maintaining various credit files and following up on client inquiries.Assisting administrative staff with periodic audits.Solid knowledge of banking procedures and financial documentation.Ability to handle confidential data in an ethical and professional manner.Excellent customer service skills.Experience working with digital financial systems.Good computer skills.Ability to work on multiple tasks at once.Great organizational skills Show less

Houston, Texas Area

Met with loan applicants to advise them on the best credit product available to them.Gathered information, including loan documents and financial information necessary to complete the underwriting process.Interviewing potential mortgage applicants. Gathering and evaluating an applicant's background financial information. Submitting mortgage applications on behalf of borrowers. Following the application process through to the end, including appraisal and underwriting.

Irvine, California, United States

Highly skilled Loan Officer with more than 10 years of experience providing customer service and assessing financial situations. Adept at explaining loan terms and helping clients understand which loan features are best for them. Seeking a loan officer role with leadership opportunities within a fast-paced environmentInterviewing potential mortgage applicants. Gathering and evaluating an applicant's background financial information. Submitting mortgage applications on behalf of… Show more Highly skilled Loan Officer with more than 10 years of experience providing customer service and assessing financial situations. Adept at explaining loan terms and helping clients understand which loan features are best for them. Seeking a loan officer role with leadership opportunities within a fast-paced environmentInterviewing potential mortgage applicants. Gathering and evaluating an applicant's background financial information. Submitting mortgage applications on behalf of borrowers. Following the application process through to the end, including appraisal and underwriting. Show less

Entrepreneur/Business Certificate, Business Administration And Management, General

Mortgage Loan Officer