Jeremy A. Boone

(C) 904-***-**** • (E) ad4nvd@r.postjobfree.com

Summary of Qualifications

Exceptional adaptability skills to new working environments and concepts

Licensed Mortgage Loan Originator NMLS 1606399

Able to build and establish strong customer base and create meaningful customer relationships

Customer centric and a great listener

Work Experience

Lifestyle Coordinator, Pulte/Access Management, March 2023 - Present

Assisting our residents in meeting their needs and expectations while adhering to high Pulte quality standards

Helping with maintaining immaculate grounds and ensuring work orders are quickly addressed and fixed

Planning high end, engaging events for the residents to attend (e.g.organizing food truck arrivals, holiday parties, live music and game nights)

Providing exceptional customer service to existing customers and promptly resolving their issues

Quickly adapting and resolving schedule conflicts, adjusting calendars and sending calendar updates

Driving community interest by engaging with walk in customers and educating them on the perks and benefits; going above and beyond by providing tours Mortgage Loan Originator, Multiple Companies, Remote, Tampa, FL February 2021 - March 2023

Obtaining and pursuing customer leads while maintaining referral relationships with clients and realtors

Educating and advising clients on available loan options that best suit their needs

Gathering, analyzing and inputting multiple documents to fulfills application requirements and ensure loan compliance

Monitoring the loan progress until the closing and helping customers resolve any outstanding discrepancies

Ensuring total client satisfaction and providing outstanding customer service throughout the loan process Customer Success Associates, Homee, Tampa, FL, January 2020 – May 2020

Discharged due to COVID – 19

Received and resolved customer inquiries concerning recent repairs

Explained the repair process and rules in order to simplify entire process

Followed up with customers after the repair was completed to ensure customer satisfaction Production Specialist II, (HOI), Bank of America, Homeowners Ins Review, August 2017 - October 2019 Received Promotion

Obtained and reviewed required documents to process loans (Declaration Pages)

Managed and processed applications in pipeline for clients for Home Equity Loans

Worked closely with HSS to make sure the insurance policy is valid and Mortgagee Clause is updated before closing

Communicated with home insurance agents to ensur timely closing Home Servicing Specialist -SFLO Bank of America, Tampa, FL, February 2017-August 2017 Received Promotion

Managed and processed applications in the pipeline for clients - Home Equity Loans

Managed and inspected required documents to ensure quick and accurate loan processing

Served as a liaison between clients and Senior Underwriting for client delight management Production Specialist I – Bank of America, Tampa, FL, September 2015 – February 2017

Viewed and monitored titles and appraisals for the home loans

Followed up on missing and late vendor items

Promptly and accurately processed all of the loan documents

Identified and corrected document errors

Education

Bachelor of Arts in Applied Science, Tarleton State University, Stephenville, TX, December 2009