Mortgage Loan Officer

Kimberlee Stephenson

**** ******* ** #* ******, CO 80138

Cell: 303-***-****

Qualifications: Strong interpersonal skills, extensive background in finance, self-motivated, driven by customer satisfaction and success. Marketing professional with diversified experience and knowledge in loan products with an exceptional customer service record. Proven marketing strategist in identifying potential clients and referrals for future business. Excellent communication skills, both verbal and technical. Proficient in Microsoft Office software.

PROFESSIONAL EXPERIENCE KBHS Home Loans. Centennial, CO.

Mortgage Loan Officer April 2021-August 2021

• Build and Maintain Relationships with Builder Sales Reps and Clients.

• Originate Conventional, Government and Non- conforming Mortgage Loans.

• Completed mortgage applications using loan product system, summarized by required documentation and requirements

• Process and underwrite loans through DU and obtain required conditions prior to final submission

Westerra Credit Union. Denver, CO.

Mortgage Loan Officer July 2016-Present

• Originate Conventional, Government and Non- conforming Mortgage Loans.

• Completed mortgage applications using loan product system, summarized by required documentation and requirements

• Build and Maintain Relationships with Members and Business Partners.

• Maintain production reports including contacts, pipeline, volume and other pertinent sales activity reports.

• Provide clients and realtors with financing options and product knowledge daily by excelling at sales support, strong communication with processors and management from loan pre- qualification to loan closing and maintaining production standards at pre-determined established levels

• Develop marketing products to enhance business to clients, realtors, and other business partners

• Process and underwrite loans through DU and obtain required conditions prior to final submission

Plant Leadership, Inc. Galveston, TX.

Technical Writer-Contractor May 2014-May 2016

• Determine the needs of end users of technical documentation.

• Prepare instruction manuals and procedures for oil and gas industry.

• Communicate complex and technical material for informed audience to receive and understand in a clear and concise document.

• Standardize content across platforms and media

• Organize and write supporting documents for products. SWBC Mortgage Denver, CO

Closing and Marketing Coordinator May 2012- September 2013

• Verified accuracy and final documents for closing mortgage loans.

• Sustained communication with clients and title companies.

• Maintained closing schedules for branch and title company

• Maintained and organized marketing material for branch Loan Officers.

• Attention to detail and knowledge of lending procedures.

• Ability to work well under pressure and in fast paced environment CTX Mortgage Co. Lakewood, CO.

Senior Loan Officer September 2005- February 2007

• Provide clients and realtors with financing options and product knowledge daily by excelling at sales support, strong communication with processors and management from loan pre- qualification to loan closing and maintaining production standards at pre-determined established levels

• Develop marketing products to enhance business to clients, realtors, and other business partners

• Utilized Access software as database management resource

• Process and underwrite loans as needed prior to final submission

• Presidents Circle ( top 5% of Co. production nationwide)

• Winners Circle (top 10% of Co. production nationwide) Colorado Mortgage Alliance/Wells Fargo Westminster, CO Re/Max Office Senior Loan Officer March 2002-August 2005

• Manage and maintain satellite branch

• Achieved top producing branch within 4 month from previous low performance branch and maintained top position

• Train new personnel as needed

• Process and underwrite loans as needed

• Provide clients and realtors with financing options and product knowledge daily.

• Developing marketing products to enhance business

• Managed customer service on a daily basis

• Top producer in sales, gross profits and customer satisfaction

• Hosted seminars at Real Estate offices on product services and for first time homebuyers

CTX Mortgage Co. Lakewood, CO

Loan Officer February 1992- February 2000

• Provide clients and realtors with financing and product knowledge daily.

• Develop marketing products to enhance business

• Develop client data base & business partners

• Grow and advance towards Senior officer position Richmond Homes/ Home American Mortgage- Superior, CO. Spot Originator February 1991-February 1992

• Establish target markets and new client base

• Provide clients and realtors with financing and product knowledge

• Presented seminars at real estate offices on Home American products and services .

• Originated loans by taking loan application and following process through close.

EDUCATION CSU Global 2013-Present Marketing/ Business Administration University of Phoenix 2012-2013

Colorado University Denver 1986-1987

Westminster High School Graduated June 1985

CETIFICATIONS Family Tree, Inc. Wheat Ridge, CO,

Domestic Violence Advocate- Certified in Jefferson County August 2015 Volunteer Liaison March 2015- Present

• Volunteer- Homeless Services Referral- Linda Berringer

• Volunteer in Gifts and Community Support Referral- Angie Overlie

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