Customer Service Loan Officer

THOMAS MESBAH

Irvine, CA *****

949-***-**** **********@*****.***

SUMMARY OF QUALIFICATIONS

Critical Thinking, using logic and reasoning to identify the strengths and weaknesses of

They mentor, train, and coach colleagues on best client acquisition and retention practices.

I have demonstrated the ability to work well independently and as part of a team.

AREAS OF EXPERTISE

New Business Development Oral/Sales Presentations Product Training/Education

Client Acquisition Problem Solving Follow-Up Customer Retention Rapport Building Negotiations

PROFESSIONAL EXPERIENCE

Loan Depot

Loan Officer

Develops Loan applications by evaluating applicant information and documentation.

Consults with clients about their lending needs to help them achieve their financial goals, including collecting and analyzing information about the client's financial situation.

Evaluates loan application and documentation by informing the applicant of additional requirements.

Rejects loans by explaining deficiencies to applicants.

Schedules and tracks closing dates, contingency dates, and loan lock expirations,

Bank of America (Advance Client Solutions)2020-2022

Account Maintenance, present special offers, and all other bank services, including (Credit card, balance transfers, loans, Car loans, and investments)

ADT Custom Home Security 2018-2019

Collaborate with sales teams to understand customer requirements, promote company products, and provide sales support.

Sell products requiring extensive technical expertise and support for installation and use, such as material handling equipment, numerical-control machinery, or computer systems.

Plan and modify product configurations to meet customer needs.

Confer with customers and engineers to assess equipment needs and determine system requirements.

Prepare and deliver technical presentations that explain products or services to custom.

Auto and Home Insurance Sales Agent 2017-2018

AAA Club of Southern California

Sell various types of insurance policies to individuals on behalf of insurance companies, including automobile, fire, property,

Interview prospective clients to obtain data about their financial resources and needs, the person's physical condition or property to be insured, and discuss any existing coverage.

Call on policyholders to deliver and explain policy, analyze insurance programs, suggest additions or changes, or change beneficiaries.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Ensure those policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Senior Representative, ITT Technical Institute – Orange, CA 2012-2016 Build and grow relationships with prospective and existing students.

Demonstrate strong listening, verbal communication, and interpersonal skills.

Educate students on the benefits of enrollment and improving their quality of life.

Encourage prospective students to visit the campus and tour the facilities.

As a Senior Representative at ITT-Technical Institute, my satisfactory quota was 12 students, but I exceeded

22+every quarters

Build fundamental relationships with the student.

Counseling individuals who may have not sure whether to move forward with their education

Achievements:

She earned awards for consistently exceeding new enrollment performance objectives.

I consistently exceeded my quota by far in my Careers

Education

Digital Marketing (UCI) in progress (2017-2018)

Bachelor of Science (BS), Information System Security (2003-2005)

Contact this candidate