16 December 2018
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Loan Officer resume 1

Maxine Curry
Dayjob Limited
The Big Peg
120 Vyse Street
Birmingham B18 6NF
England
T: 0044 121 638 0026
E: info@dayjob.com


PERSONAL SUMMARY

A talented Mortgage Loan Officer who has a track record of proactively selling a company's conventional mortgage and home equity loans. Maxine has a passion for service, a drive to achieve results, and wants to be part of a company that is committed to serving the customers and communities in which it does business. She exercises a high level of professionalism and tactful judgment at all times, and will have no problem serving as a liaison between the customer, the loan company and a underwriting department. Her key skills include developing profitable customer relationships and executing effective mortgage marketing plans. Right now she would like to work for a company that has a culture of operational excellence.


CAREER HISTORY

Loan Officer - Start Date - Present
Employers name - Location
Responsible for listening to and analysing a client needs and then presenting them with a loan that will meet their precise requirements.

Duties;

  • Helping clients not only make the right choices about a loan.
  • Analysing information regarding a customer’s income, assets, investments and debts.
  • Deciding on whether a customer meets the criteria to be eligible for a loan.
  • Introducing existing mortgage clients to other bank services for cross sell opportunities.
  • Setting up loan files both manually and electronically.
  • Identifying and developing potential customers.
  • Meeting customers at the company office or at their home.
  • Bringing discrepancies in a loan application to the attention of Senior Managers.
  • Negotiating a loans terms and conditions with customers.
  • Maintain customer confidentiality at all times.
  • Cold calling prospective clients.
  • Reviewing declined loan applications.


JOB TITLE - Start Date - End Date
Employers name - Location

JOB TITLE - Start Date - End Date
Employers name - Location


KEY SKILLS AND COMPETENCIES

Professional

  • Presenting a professional image of the company at all times.
  • Monitoring application deadlines and ensuring that they are met.
  • Comprehensive understanding of loan compliance issues.
  • Knowledge of loan marketing and promotional strategies.
  • Superb presentation skills using Microsoft Office.


Personal

  • Detail oriented with strong work ethic.
  • Team orientated and able to work as part of group.


AREAS OF EXPERTISE

Business development
Upselling
Commercial lending
Customer credit services
Mortgage marketing strategies


ACADEMIC QUALIFICATIONS

University name   -  Degree details              Study Dates
College name      -  Qualifications                Study Dates
School name       -  Subjects / Grades          Study Dates


REFERENCES

Available on request.
 



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