Clay Benjamin Email & Phone Number

Middleburg, Fl, Us

United States

Worked with Loan Officer to create application profile in system andreview key information at various stages within process. Monitoredkey dates to obtain information by deadlines. Liaised with clients toguide through loan closing process and skillfully handle any concerns.Prepared professional business correspondence on behalf of loanofficer to obtain information and facilitate processing steps.Communicated with customers daily to request information andcomplete paperwork. Verified credit histories, personal references andemployment backgrounds for each applicant. Documentedborrower's information in loan processing system and resolved any discrepancies.

United States

Evaluated approvals against established bank and government lending standards. Reviewed financial statements and contacted institutions and customers to clarify details. Handled any conditions sent from underwriting departments.Maintained compliance with privacy and security requirements, as well as federal statutes covering FHA, VA and Conventional loans.Checked packages for appropriate documentation.Prepared documents for underwriting by verifying client income, credit reports and other information.Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.

United States

Interviewed clients regarding loan needs and financial histories, and conveyed information regarding the application processes.Reviewed financial statements and contacted institutions and customers to clarify details. Evaluated approvals against established bank and government lending standards. Handled any conditions sent from underwriting departments.Set up and completed loan submission package.Submitted completed packages in a timely manner.Coordinated closing process with attorneys, title companies and government clerks.

United States

Explained the admissions procedure and the courses offered at Everest University to over 12 potential students per week.Reviewed admissions applications to ensure students were eligible for acceptance into Everest University.Supported students through the admissions process and assisted them with any questions concerns they may have had.Led 12 campus tours per week.Received a promotion to Sr. Admissions Representative within 6 months of my hire date. Consistently achieved my sales goals of 12 or more enrollments per month.

United States

Processed conventional sub prime mortgage loans.Managed an average pipeline of 24 to 50 loan files per month.Reviewed financial statements and contacted institutions and customers to clarify details. Handled any conditions sent from underwriting departments.Set up and completed loan submission package.Coordinated closing process with the closing department.Maintained compliance with privacy and security requirements, as well as federal statutes covering Subprime Conventional Loans.

Responsible for processing conventional sub prime mortgage loans.Managed an average pipeline of 30 to 60 loan files per month.Consistently achieved my monthly goal of 20 loans closed per month.Handled any conditions sent from underwriting departments.Evaluated approvals against established bank and government lending standards. Submitted completed packages in a timely manner.Coordinated closing process with attorneys, title companies and government clerks. Maintained compliance with privacy and security requirements, as well as federal statutes covering conventional subprime loans.

United States

Developed prospects for new loans by conducting 400 cold calls weekly.Submitted loan applications to the underwriter for verification and recommendations. Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.Originated, reviewed, processed, closed and administered customer loan proposals. Successfully closed an average of 6 loans per month.Maintained friendly and professional customer interactions.Coordinated closing process with attorneys, title companies and government clerks.

United States

Successfully completed 8 months of Financial Credit and Banking courses.Obtained the series 6, series 63 and Life/Health Variable Annuity Licenses.Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports.Handled various accounting transactions.Contacted potential clients to pursue sales and gather funds.Assessed clients' financial situations to develop strategic financial planning solutions.

United States

Conducted sales calls to prospective consumers for home loans.Analyzed consumer credit reports to determine loan eligibility.Conducted outside sales calls to prospective alternative lending sources.Managed a consistent pipeline each month to ensure quality control in conversions. Partnered with Title company to coordinate loan closings.Submitted loan applications to the underwriter for verification and recommendations. Developed prospects for new loans by conducting 300 cold calls weekly.Originated, reviewed, processed, closed and administered customer loan proposals.

United States

Reviewed credit applications for risk factors and credit worthiness.Facilitated customer satisfaction by executing personal communication and frequent follow-ups.Demonstrated knowledge of branch financial products, including loans and lines of credit. Maintained friendly and professional customer interactions.Contacted potential clients to pursue sales and gather funds.Created strategies to develop and expand sales of services to existing customer which resulted in a 15% increase in annual revenue.

United States

Reviewed credit applications for risk factors and credit worthiness.Facilitated customer satisfaction by executing personal communication and frequent follow-ups.Demonstrated knowledge of branch financial products, including loans and lines of credit. Maintained friendly and professional customer interactions.Contacted potential clients to offer Life Insurance.Called customers to collect payments for delinquent accounts.Created strategies to develop and expand sales of services to existing customer which resulted in a 15% increase in annual revenue.

United States

Reviewed credit applications for risk factors and credit worthiness.Facilitated customer satisfaction by executing personal communication and frequent follow-ups.Demonstrated knowledge of branch financial products, including loans and lines of credit. Maintained friendly and professional customer interactions.Contacted clients to collect payments for delinquent accounts.Created strategies to develop and expand sales of services to existing customer which resulted in a 15% increase in annual revenue.