Loan Coordinator Officer

MORVARID BEHESHTIFAR

An Experienced, Accomplished, Operational Analyst Professional

***** ******, ******* *****, **, 92691 C: 949-***-**** *************@***.***

Summary of Qualifications

An experienced, result driven, and accomplished Operational Analyst Professional, with a wealth of experience supporting high-profile companies.

Possesses strong problem solving and analytical skills

Has spearheaded a myriad of successful initiatives, and is adept in developing and implementing new projects, practices, and policies which meet with success, and see organizations to their maximum potential.

11+ years of strong experience, holding positions of increasing scope and responsibility.

Strong background in many areas including sales and marketing, market research, operations, strategic planning, product management, staff training and development, loan coordinating, cross functional partnership, project management, business development, new program and process development, coaching, adapting SaaS platform, digital liaison, and client relations

Hard-worker, while highly-experienced in all aspects of business operations, and has proven to consistently meet the highest in organizational and project expectations.

Excellent communication and collaborative skills with an ability to succeed in global and domestic teams.

Adept in establishing and cultivating successful, long-term client and industry relationships, and is firmly committed to attaining high levels of customer satisfaction, loyalty, and retention.

Bilingual, speaking English and Farsi fluently.

Proficient in Microsoft Office, Excel, PowerPoint, Word, outlook, OneNote, SalesForce.

Education

Bachelor Degree in Architecture, Eyvanaki University, Eyvanaki, Iran

Honors, Awards and Achievements

Orange County Top Client Satisfaction Award (2020), Bank of America

Orange County Top Performer Award (2019), Bank of America

Professional Experience

Paramount Residential Mortgage Group, Corona, California (Remote)

Loan Partner (2021-Present)

Directly responsible for consulting clients for new loan underwriting, providing support throughout the mortgage loan application process, managing loan pipeline, coordinating relationship management activities, acting as key point of contact for clients, initiating pre-approval letters, attending client meetings and discussions, project management, and market development research; working with support staff and leaders to implement SaaS capabilities and monitor team’s client service model, client relations, and handling a various special projects.

Coordinated, advised, and initiated loan solutions for mortgage loan officer’s clients with assets of up to $500,000.

Processed an average of 70 applications with a 60% approval rate

Spearheaded market research for pre-qualifications that led to an 80% success rate at an estimated 60 clients.

Prime Lending, Aliso Viejo, California (Hybrid)

Mortgage Loan Officer Support (2020-2021)

Responsible for supporting three top performing loan officers and being the primary point of contact for clients, branch managers, and assigned loan processors. Executed tasks required to fulfill client loan plans, managing the execution of client origination activities, monitoring loan pipeline and complex client transactions. Implemented a strong and organized follow up process for client response and in-house inquiries on transactions as needed in order to provide superior client service. Assisted in areas such as approval, underwriting, closing, escrow, and all required scheduling.

Onboarded 50 clients with assets up to 3 million and loans processed up to 2.5 million.

Ensured the consistent efficiency of sales practices, loan productivity, client engagement and retention, procedural functions, and sales routines and pipeline management for aligned markets.

Bank of America, Aliso Viejo, California (On-site)

Mortgage Loan Coordinator (2019-2020)

Responsible for overseeing all digital loan and document based activities, staff training and development, new program and process development, designing and deploying service and sales strategies for leaders, coordinating market-wide operational audits, educating SaaS platform usage, and cross functional relationship projects. Coordinated loans from start to closing and monitored pipeline management.

Severed as the primary point of contact for client, officers, and leader-improved client retention by 30%.

Built a market research development program for loan officers that was scaled in Orange County, CA; program educated 10 markets consisting of 75 loan officers and loan officer assistants.

Submitted over 200 applications with an onboarding success rate 85%.

Spearheaded market-wide operational audits, which consisted of mitigating risk, educating markets on risk management, and implementing effective operational routines.

Trained and onboarded a combination of 60 loan officers and loan officer assistants

Additional Bank of America Experience:

Sales Support Assistant, Bank of America (2016-2019)

Personal Banker, Bank of America (2014-2016)

Sales and Service Specialist, Bank of America (2013-2014)

Teller, Bank of America (2012-2013)

Mercant Kish, Tehran, Iran(On-site)

Marketing Manager (2011-2012)

Created and executed marketing/PR campaigns, including new product management and existing product development. Responsible for several project management initiatives and served as a liaison for clients, internal partners, and leaders. Educated and provided clarity for organization business development strategies including responsible growth, team development, accounting, and policy and procedures.

Managed a team of four consisting of admin, office assistance and junior accountants.

Increased revenue growth by 80% through vendor negotiation, market research, and import and export consultations which led to 7 million profit.

Spearheaded and created 35 PR campaign events involving brand representation, showcase product and capabilities, and initiate and close contract deals.

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