KIMBERLY BURGESS

Phoenix, AZ ***** 719-***-**** ad2s2j@r.postjobfree.com

WWW: www.linkedin.com/in/kimberly-burgess-2b340368 Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Loan Officer, 08/2022 - Current

CMG Home Loans – Peoria, AZ

Developed strong relationships with customers through high levels of customer service. Assisted customers in understanding loan terms and conditions to make informed decisions. Originated, reviewed, processed, closed, and administered customer loan proposals. Submitted loan applications to underwriter for verification and recommendations. Increased sales volume by 10%

Mortgage Loan Officer, 05/2021 - 08/2021

Axia Home Loans – Scottsdale, AZ

Worked with underwriters to fix application problems and resolve issues. Communicated with clients, processing teams and other third parties to achieve prompt loan closings. Maintained high level of customer satisfaction by providing prompt and accurate loan status updates. Analyzed loan applications and credit reports to determine loan eligibility and risk level. Increased referral business by 15% with MSA

Loan Originator, 05/2016 - 05/2021

Caliber Home Loans – Manhattan Beach, CA

Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.

Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.

Interviewed applicants to assess loan requirements before suggesting offers. Prepared documents for customers, submitting and overseeing through each step of closing process. PROFESSIONAL SUMMARY

WORK HISTORY

Increased sales volume and overall sales opportunity by 80% with more product offerings and national recognition.

Branch Manager, 07/1994 - 04/2016

High Country Bank – Salida, CO

Promoted financial products by maintaining excellent service offering knowledge. Followed up with customers to gather feedback and provide additional assistance. Networked to increase client base and encourage existing clients to expand financial portfolios. Expanded client base by promoting new financial products. Worked closely with management to strategize sales techniques to increase branch production and customer service.

Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Maintained friendly and professional customer interactions. Assessed employee performance and developed improvement plans. Met deadlines by proactively managing individual and team tasks and streamlining processes. Complied with regulatory guidelines and requirements. Engaged employees in business processes with positive motivational techniques. Created strategies to develop and expand existing customer sales, resulting in increase in annual sales. Managed 15-20 employees, high volume branch.

Business Education

Colorado Mountain College - Salida, CO

High School Diploma: 05/1992

Salida High School - Salida, CO

Organizational Strengths

Retail Mortgages

Community Reinvestment Act

MS Office Expertise

Business Development

Sales Expertise

Loan Application Management

Loan Portfolio Growth

Financial History Reviews

Financial Services

EDUCATION

SKILLS

CERTIFICATIONS

Nationwide Multistate Licensing System

NMLS#673403

Health and Fitness have always been a passion of mine. At one of my previous employers, I established and led the Employee Wellness Program.

HEALTH AND FITNESS

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