Customer Service Mortgage Loan

Amy M. Davis

**** ** *** ** *, Minocqua, WI *****

715-***-**** ad4dm3@r.postjobfree.com

PROFILE

Seasoned professional with over 30 years of experience in banking and residential mortgage loan origination, boasting a comprehensive skill set in managing professional offices and leading teams towards achieving homeownership dreams. Demonstrates exceptional prowess in handling a wide array of loan types including Conventional, FHA, VA, WHEDA, Construction, Renovation, Reverse, Vacant Land, Home Equity, and Consumer Loans. Renowned for establishing and nurturing professional relationships to bolster community and homeowner education.

KEY RESPONSIBILITIES

- Cultivate and maintain exemplary customer service throughout the loan application and closure processes.

- Develop and sustain referral sources for ongoing business growth.

- Promote company products, collaborating closely with clients, referral sources, attorneys, title companies, realtors, financial planners, and business associates to market the company brand effectively.

- Advised clients on mortgage options and financial strategies to secure home loans.

- Maintained a strong network of industry contacts, contributing to a consistent flow of referrals.

- Specialized in tailoring loan solutions for clients, enhancing customer satisfaction and loyalty.

- Managed all financial records, including payroll, invoicing, and tax preparation, ensuring accuracy and compliance. Utilized CPA-level expertise to enhance financial reporting and tax preparation processes.

- Implemented and managed advanced accounting software, streamlining financial operations and improving report accuracy. Oversaw budgeting and financial forecasting, providing strategic insights for business planning.

- Conducted comprehensive financial audits and analysis, identifying opportunities for cost reduction and efficiency improvements. Played a pivotal role in financial decision-making, leveraging CPA qualifications to advise on tax strategies and compliance.

-Maintained data entry for customer retention management systems. EXPERIENCE

BookkeeperPlewa Painting Inc, Minocqua, WI January 2016 - Present Residential Loan OfficerAssociated Bank, Minocqua, WI November 2017 - March 2024 Residential Loan OfficerFairway Independent Mortgage, Minocqua, WI August 2015 - July 2017

Residential Loan OfficerImagine Home Lending, Minocqua, WI March 2014 - August 2015

Residential Loan OfficerWells Fargo Home Mortgage, Minocqua, WI January 2001 - March 2014

Bookkeeper-Gilomen Technologies, Minocqua, WI April 2004-November 2012 Residential Loan OfficerIsland Mortgage, Minocqua, WI September 1999 - January 2001 Personal BankerM&I Merchants Bank, Woodruff, WI March 1995 - September 1999 Teller, Personal Banker, Loan DepartmentFirst Wisconsin Bank, Minocqua, WI September 1989 - September 1991

ACHIEVEMENTS

- Established a robust referral network, ensuring clients and referral sources are well-informed and loans are closed efficiently.

- Specialized in assisting clients with adverse credit histories, guiding them through understanding and improving their credit for home purchases.

- Successfully recruited and mentored loan officers, as well as managed assistants to process loan applications, thereby achieving and exceeding sales goals.

- Founded a new Mortgage Company, assembling and leading a team to provide a comprehensive suite of loan types, from subprime to commercial and consumer loans.

- Led workshops on home buying and financial literacy for first-time homebuyers.

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