Experienced with assessing loan applications and determining creditworthiness. Utilizes comprehensive financial knowledge to guide clients through loan process. Strong understanding of regulatory compliance and risk assessment.
Overview
33
33
years of professional experience
Work History
Loan Officer
Bay Equity Home Loans
06.2015 - 08.2025
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Maintained strict confidentiality of bank records and client information.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Submitted loan applications to underwriter for verification and recommendations.
Loan Officer
W.J Bradley
06.2012 - 06.2015
Examined customer loan applications for loan approvals and denials.
Developed strong relationships with customers through high levels of customer service.
Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Loan Officer
Prime Mortgage
01.1993 - 06.2012
Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
Collaborated with other departments to promptly process loan applications.
Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to clients.
Developed strong partnerships with real estate agents, generating a consistent pipeline of referrals and new business opportunities.