Mortgage Loan Originator

MATTHEW A. PHELPS

Yulee, FL ***** • 904-***-**** • *********@*****.*** • linkedin.com/in/matthewaphelps SALES & BUSINESS DEVELOPMENT

• Results driven and client focused sales professional with a sense of urgency for funding loans

• Successfully built and expanded sales pipeline by prospecting and achieving high activity metrics

• Client Retention

• Maintain compliance with regulations

• Proven strengths in sales, client service and active listening skills Technical Skills: Encompass, Fiserv, LoanSpan, HIPPO, Velocify, Five9 Dialer, MS Word, Excel, PowerPoint Licensures: Currently licensed in 43 states NMLS 1304024 Certificate’s: 204B insurance

PROFESSIONAL EXPERIENCE

PHH Mortgage Corp., Mount Laurel, NJ February 2014 – July 2018 Loan Originator, NMLS 1304024

• Marketing and sales calls to Borrower Portfolio for client retention

• Built rapport with clients assisting them identify a loan program that would best fit their needs

• Created applications with borrowers, collected documents, while maintaining trust and dependability for the borrower

• Adapting to changes in the market while maintaining quotas

• Licensed in 23 states

SPECIALIZED LOAN SERVICING (ComputerShare), Jacksonville, FL April 2019 - November 2021

• Proactively solicit new and existing residential mortgage loan applications via incoming calls, outbound and online applications

• Discuss loan products and options to meet client’s needs and advice on risks and benefits

• Collect and analyze financial information to assess eligibility. Assemble required documentation

• Utilize Velocify database. Maintain file on each loan.

• Trained with the new 1003 application

• Licensed in 43 states

Carrington Mortgage, Jacksonville, FL July 2018 – May 2019 Loan Originator, NMLS 1304024

• Established 100% cold calling portfolio

• Advised borrower what loan program would work for them after listening to their needs

• Answered client inquiries involving rates, products and loan application status to ensure quality client service

• Collected all documents needed before submitting a full loan package for processing

• Ensured all aspects of loan were in compliance and each borrower received a tangible benefit

• Maintained communication with the borrower making for a smooth and pleasurable experience

• Maintained and updated records and files for each loan

• Licensed in 31 states

PHH Mortgage Corp., Mount Laurel, NJ February 2014 – July 2018 Loan Originator, NMLS 1304024

• Marketing and sales calls to Borrower Portfolio for client retention

• Achieved 100% quota (2015 – 2016)

• Built rapport with clients assisting them identify a loan program that would best fit their needs

• Created applications with borrowers, collected documents, while maintaining trust and dependability for the borrower

• Assumed ownership of file from start to finish ensuring a positive experience

• Multiple Award Recipient for closings and registrations

• Licensed in 23 states

EDUCATION

ITT Technical College (attended, 1 semester short of graduating) Multiple Sales Training – most recent Xinnix Training

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