➤ Successfully closing 90+ loans, 52 purchases and 40 refinances annually by implementing strategic loan procedures➤ Continuously coordinating and assisting in all quarterly or annual reporting to ensure compliance standards are met➤ Effectively generating new business by interacting and negotiating with all new or existing customers and lead sources➤ Completing account reviews, reconciling balance sheet accounts or bank accounts, and reviewing financial statements➤ Reviewing, investigating, and correcting specific loan errors or inconsistencies in financial reports to ensure accuracy➤ Strategically analyzing important features to determine applicable levels of qualifications per company specific protocol➤ Communicating with current and potential mortgage clients to present or sell available mortgage financing products➤ Maintaining loan pipeline and continuously following up with customers/processors to ensure all loans close on time➤ Providing client consultation on all financing options and mortgage programs as well as coordinating all loan closings➤ Evaluating loan specifications depending on the loan type, relaying information to clients, and analyzing client data.

➤ Conducted and managed processes as well as interviewed clients for requirements or needs according to specifications➤ Generated business metric/dashboard reporting on Salesforce and processed financing applications for assigned clients➤ Continuously updated internal documentation as needed and monitored risk levels to ensure compliance was maintained➤ Efficiently reviewed, revised, and recommended changes to operational policies as they related to specific departments➤ Reviewed/analyzed underwriting documents as well as gathered credit information, tax returns, and financial statements➤ Strategically contacted clients to gather credit information and presented loan recommendations to proper departments➤ Verified various loan processing documents such as income, assets, liabilities, credit, collateral, and title information➤ Analyzed income/assets leveraging underwriting guidelines and determined reports before submitting to underwriting➤ Successfully generated new business by educating prospects, distributing marketing material, and receiving referrals➤ Developed new procedures to increase the efficiency of various areas including loan specification reviews and reporting.

➤ Processed requests/transactional activities in relevant service level agreements in accordance with established policies➤ Leveraged data in support of product development, marketing techniques, and business strategies to develop initiatives➤ Prepared ad hoc reporting to provide all insights to sales and marketing teams to better engage with potential clients➤ Strategically used pivot tables to prepare all performance metrics and risk assessments on overall servicing portfolios➤ Updated formal Excel tracking worksheet scheduling for each loan within the portfolio according to payment schedules➤ Monitored personal pipeline and worked with relationship managers, underwriting, and all pertinent internal partners➤ Participated in initiatives to improve the client experience and assisted with improving overall loan processing strategies➤ Served as primary point of contact for internal and external business partners for managing expectations or timelines➤ Created quarterly transactions reports/weekly recording status reports and analyzed loan data with accuracy and detail➤ Worked side by side with department managers to implement policies and increase department/employee productivity.

Series 6, 63 and 215