Loan Officer Real Estate

Claudia Appel

E- Mail address: ad1zr7@r.postjobfree.com

Address: ***** **** **, **********, ** 55306

Summary:

Mortgage Loan Officer with 10 plus years of experience in home

mortgages. Extensive real estate knowledge and success in client education.

Adept at mathematical accuracy and following financial regulations. Driven Loan

Officer with track record in mortgage and home lending product sales.

Demonstrating strong interpersonal skills and exceptional service throughout

- Payment collection - Conventional, FHA loan expert, Construction

- Sales - Sales Goals

- Prospecting Clients - Retail Mortgages

- Loan Processing -Financial transactions expertise

- Project Management -Financial analysis aptitude

- Computer proficiency -Planning and Coordination

- Excel, power point, outlook,

- I originate, Interact and more.

WORK HISTORY

Product Specialist Morrie’s Cadillac 07/01/2023 to 10/30/2023

• Provide the best experience to all customers who enter the dealership.

• Answer phone calls and follow up on leads.

• Develop strong, long-lasting relationships with Morrie's customers.

• Help customers to select the perfect vehicle using the Morrie's Needs Assessment.

• Keep up to date on products, features, and accessories available.

• Work closely with Sales and Finance managers to effectively close deals

• Prepare sold vehicles for customer pick-up.

• Ensure that customers understand vehicle operation features, The Morrie's Promise, and other paperwork.

• Follow up all post-purchase action items including tag/title work.

• Work Monday through Saturday with one weekday off

MORTGAGE LOAN OFFICER 12/2019 to 03/2023

Bank Of America West St Paul, MN and Apple Valley

Reviewed loan files and updated to match current standards.

Worked with underwriters to fix application problems and resolve issues.

Explained different types of loans pertaining to client situations.

Assisted senior-level credit officers with complex loan applications.

Delivered exceptional level of service to each customer by listening to

concerns and answering questions.

Loan Officer Us Bank 2017 to 2019 West St Paul

Compiled database of loan applicants' credit histories, corporate financial

statements and other financial information.

Recommended loan approvals and denials based on customer loan

application reviews.

Maintained friendly and professional customer interactions.

Assisted senior-level credit officers with complex loan applications.

Originated, reviewed, processed, closed and administered customer loan

proposals.

MEMBER ADVISOR LL 05/2015 to 05/2017

Affinity Plus Credit Union Lakeville, Minnesota

MEMBER ADVISOR LL 05/2015 to 05/2017

Affinity Plus Credit Union Lakeville, Minnesota

Maintained updated knowledge of internal processes and industry best

practices to optimize service delivery.

Kept administrative records current and accurate to promote efficiency and

team effectiveness in all interactions.

Learned all internal systems and related service role duties to provide

skilled team backup in handling customer demands.

Conferred with customers about concerns with products or services to

resolve problems and drive sales.

Learned and maintained in-depth understanding of product and service

information to offer knowledgeable and educated responses to diverse

customer questions.

Assisted members with correcting account, service and system issues by

Manager In Prosocial Government hotels in Colombia.

1996 to 2000

Dorada – Pereira Colombia

I was responsible for 1200 employees.

Managing and planning, marketing campaigns.

Planning budgets, setting sales targets and managing accounts.

Analyzing sales figures and producing reports.

Recruiting, training and supervising staff.

Meeting and greeting guest.

Dealing with customers’ complaints and other problems.

Organizing building maintenance.

Making sure that the hotel meets health, safety and security regulations and license laws.

Coordinating and administering hotel services such as catering and accommodation facilities.

As a hotel manager oversees all operations and day to day activities in a hotel organization.

I take on a variety of duties, Including managing everything from accounting, sales, business development, and customer service.

Also referred as a hotel to as a hotel operation manager.

Responsible for making sure that all areas of hotel environment run smoothly and work together successfully

Education

Bachelor Degree

Economist and Marketing and Management.

University of Manizales – Colombia

Graduate: 2000

Bachelor Degree

Tourist Administration

Catholic University Manizales

Graduate 1993.

Licensees

Training In SEI and Series 6

NMLS 551151 Lending

LANGUAGES

Spanish and English fluent.

Contact this candidate