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loan specialist

  • Developed and implemented a lead generation strategy which brought about exceptional results, resulting in increased business for the organization.
  • Analyzed clients financial statuses, and managed property evaluations to determine if it is feasible to grant loans.
  • Assisted and educated first time home buyer’s with the initial loan inquiries and the completion of the loan application.
  • Managed top level of customer service with clients; repeatedly earned monthly awards given for top customer service.
  • Primary point of contact with our business partners to answer questions and to update them at each stage of the loan process.

loan specialist

  • Resolve customers’ service or billing complaints by performing activities such as exchanging/refunding money, or adjusting bills.
  • Entered transaction data into banking software
  • Delivered prompt accurate solutions for customer need 
  • Researched appropriate guidelines and federal requirements to stay updated on new laws and applications

loan specialist

  • Explained very technical financial information to applicants in easy to understand language.
  • Proactively identified solutions for customers experiencing credit issues.
  • Successfully closed average of 10 approved loans per month.