Account Specialist/Underwriter
Detroit, Michigan, United States
Started in Rocket Mortgage working for subsidiary Rock Connections, where I performed a heavy volume of inbound and outbound calls collaborating with clients who are interested in refinancing their current home, investment property, purchasing of a new property, or withdrawing from the equity in their property. Gathered valuable information on the client and their needs before transferring clients to an experienced mortgage banker who walked the client through the options available to that client while setting the banker up for success. Took on a heavy volume of generated leads daily to reach monthly goals which I obtained and surpassed monthly. • Performed a heavy volume of inbound and outbound phone duties, including contacting andtransferring clients to the appropriate parties to further the loan process.• Participated in regular training on products and clients of Rock Connections• Filtered leads on behalf of Rock Connections clients and One Reverse Mortgage• Reverse Mortgage Account Specialist of the Year for 2016. Rewarded for top lead transfers andconversion of leads.• In the year 2016, I moved into a mortgage underwriter role, where I analyzed clients finances anddocuments, resulting in a more personalized rate and final decision for our clients.• Reviewed and assessed risks of applicants’ income, assets, debts and other liabilities, and appraisal of property to determine if said applicant was a viable candidate to be granted a loan through Rocket Mortgage.