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1
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.
2
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
3
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.
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