Nick Balm Email & Phone Number

Hillsboro, Or, Us

Hillsboro, Or, Us

Portland, Oregon Metropolitan Area

With over 20 years of experience, Nick Balm is a mortgage financing expert adept at guiding clients through the home buying process. He has held various roles including processing, underwriting, and sales, developing skills in financial analysis, risk assessment, and building trusted relationships.Nick found his passion helping clients achieve their financial goals through mortgage sales. His decade of experience provides clients expert guidance on mortgage products, emerging options, and housing market trends. He takes pride in offering transparent advice so clients can make smart financing decisions. Nick stays current on industry changes through continuing education to best serve clients in any economic climate.

Portland, Oregon Metropolitan Area

1.) Application support - Asist clients with providing a complete application and review documents for completeness. 2.) Client Communications - Serve as point of contact for clients, answering inquiries and providing consistent status updates. 3.) Pipeline Management - maintain loan officer pipeline of 15-25 loans per month and ensure consistent closing timeframe4.) Data entry and systems management - Use multiple tools across a number of lenders to move loans thru to closing in a timely manner

Portland, Or

1,) Optimized processes and compliance by developing workflows, reducing processing time and errors2.) Client relations - Managed client interactions, resolved issues, and maintaining relationships.3.) Vendor and stakeholder management - managed external partnerships, improving service and costs.

Portland, Oregon, United States

1.) Decision loans -approve and decline mortgage loans per guidelines with provided documents2.) Maintain consistency and accuracy in decisions in a production driven environment with consistent production output month over month3.) Be the source of information for processors, Jr. underwriters, and loan officers as needed on complicated files with multiple levels of risk.

1.) Conflict resolution management - managed team of 10 analysts that managed escalated complaints and negotiated solutions within company guidelines 2.)Data Analysis - analyzed complaint data to identify patterns, trends, and areas for improvement 3.) Training and education - Provide training to all staff in the department on effective complaint handling, compliance and process improvements

Portland, Oregon

Beaverton,Or