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Customer Service Real Estate

Location:
San Mateo, CA
Posted:
January 31, 2024

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Resume:

Robin Andersen

Mortgage Associate

Accomplished Mortgage Associate with 15 years’ success of achieving sales, customer satisfaction, and risk mitigation objectives within the financial service industry. Demonstrates the ability to identify potential borrowers by understanding financial needs, ability to convey all pertinent values to customers, and a proven track record of maximizing long-term customer satisfaction. A dynamic leader with a proven ability of success in a high pressure, time sensitive, and cross functional environment.

ad28zc@r.postjobfree.com 650-***-**** Belmont CA, USA linkedin.com/in/robin-hart-andersen-ab775223 WORK EXPERIENCE

Mortgage Associate

Wells Fargo Private Mortgage Bank

07/2019 - 04/2023, Palo Alto, CA

Executed set-up of residential mortgage loans while organizing a pipeline of 20+ clients. Ensured compliance with applicable policies and procedures, exceptional attention to detail, and ability to prioritize and draw conclusions based on data. Superior organizational and problem- solving skills in a fast-paced environment, identified and recommended new workflow processes to improve efficiency. Coordinated with cross functional teams in marketing, reviewing sales contracts, and participating in the closing process. Provided a high level of customer service and built strong banking relationships before and after transaction.

Loan Officer Assistant

Everbank/TIAA Bank

04/2016 - 03/2019, Los Altos, CA

Processed mortgage loans from application to closing. Leveraged extensive communication skills, secured clients documents for data analysis, administrative tasks, reviewing appraisals and real estate contracts. Conducted comprehensive analysis of client financial/credit data to determine level of risk and match customer needs with the appropriate loan program. Self-starter with high degree of motivation, ability to manage multiple projects, and meet deadlines in a high- pressure environment.

Mortgage Banker

Wells Fargo Home Mortgage

04/2010 - 06/2016, Burlingame, CA

Generated new sales opportunities of FHA, VA, conventional and renovation mortgage products through cross-selling with Banking Centers. Monitored the integrity of loan process, ensured compliance with applicable policies, and provided timely service and support Coordinated with real estate agents for hosting open houses, marketing, and reviewed sales contracts. Provided a high level of customer service and built strong client relationships.

CERTIFICATES

NMLS #459963 (01/2012 - Present)

National Multistate Licensing System & Registry

EDUCATION

Sociology

University of Maryland

College Park, MD USA

SKILLS

Project Management and Execution

Prioritize tasks in a High-Pressure Environment

Data Analysis Collaboration Teamwork

Communication Skills Excellent Time Management

Collaboration Adaptability Problem Solving

Customer Service Computer Skills Writing

Work Ethic Organizational Skills Flexibility

ORGANIZATIONS

Silicon Valley Association of Realtors (07/2019 - 04/2023) Burlingame Chamber of Commerce (01/2014 - 01/2016) Leads Group

Women's Council of Realtors (01/2013 - 12/2013)

Budget and Finance Chair

Achievements/Tasks

Achievements/Tasks

Achievements/Tasks



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