Customer Service Mortgage Consultant

Bryan A. Popp

Ta m p a, FL

NMLS: ******* 813-***-**** adu6jj@r.postjobfree.com

CONSULTANT

SKILLS & EXPERTISE

Income/Asset Data Evaluation

Data Management

Client Retention

Application Package Preparation

Loan Documentation

Data Verification

Client Counseling

Pre-Qualifying

Pipeline Management

Residential Loans

Customer Relationship Management

Loan Application Processing

Financial Analysis

Inbound/Outbound Calling

Detail-oriented, ex military, results-driven Mortgage/Sales Consultant respected for 9 years of experience maximizing customer service opportunities and consistently exceeding performance objectives in the mortgage sector. Proven track record of generating mortgage loans via online, telephone and personal contact with individual consumers, groups and third-party referrers in competitive markets. Known as a motivational, influential leader and collaborator who guides team members in delivering comprehensive customer assistance from mortgage loan application to closing. Exemplary educational qualifications include both Federal and State licenses. Out-of-the-box thinker committed to pushing creative limits to develop effective and efficient intricate processes while ensuring exceptional customer service.

CAREER HIGHLIGHTS

Certified for Conventional, FHA, VA, and High Net Worth loan products

Passed SAFE MLO Exam

Recognized with a Citi Star Award Top Mortgage Rep 2019 and a Member of the Annual Top Sales Team at Citibank for 2018 and 2019.

Originated $29.5M in volume with over 100 units closed units 2018

Originated $30M in volume with over 116 closed units in 2019

PROFESSIONAL EXPERIENCE

Loan Officer. 11/2021 – present

Citizens Bank Tampa, Florida (remote)

Top Sales Rep Q2 2022

Served as the central point of contact (from start to finish) of mortgage approval process

Up/Cross sold additional products including HELOCS, Student loans, and investment banking services to existing customers

Built & Sustained new relationships with Realtors and Prospects to ensure repeat and referral business

Averaged 30hrs/week overall phone “talk time” w/ existing clients

Managed a monthly pipeline averaging 40 active files

Consistently collaborate with teammates to ensure closing timeframes are met

Averaged 60 outbound calls per day

Broad Market Loan Consultant 09/2020 – 08/2021

Caliber Home Loans: Irving, Texas

Certified to lend for Conventional, FHA, and VA loans. Manage a pipeline averaging over 100 customers for Refinance transactions, assisting individuals and businesses to refinance homes or other real estate properties.

Passed NMLS SAFE exam with UST.

List of State Licenses: FL, TX

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Licensed Mortgage Consultant 02/2016 – 09/2020

Citibank: Irving, Texas

Certified to lend for Conventional, FHA, VA, and High Net Worth loan products in all 50 states for both Purchase and Refinance transactions.

Recognized with a Citi Star Award Top Mortgage Rep 2019 and a Member of the Annual Top Sales Team at Citibank 2018 & 2019.

Originated $29.5M in volume over 100 closed units in 2018 and $30M in volume and 116 closed units in 2019 by maintaining ongoing contact, monitoring problem loans, past-due loans, loan maturities, risk ratings, and document deficiencies.

Maximized the number of qualified loans funded monthly by counseling clients on available loan products and pre-qualifying borrowers based off their financial circumstances.

Ensured the customer is informed at each step of the process by establishing relationships with customers and members of the operations team to schedule follow up calls, appointments, and emails.

Secured 90% on accuracy of loan documentation by reviewing the validly and relevance to specific loan products by partnering with Underwriting to analyze customer’s documentation.

Found and implemented creative ways to ensure loan approval while adhering to government regulations.

Achieved rapid loan process turnarounds by cross-collaborating with members of the Title and Appraisal team

Guaranteed a net tangible benefit for the borrower by verifying customer eligibility under DTI, LTV, Credit, and Asset requirements.

Met critical deadlines in fast-paced working environments by implementing new procedures that improved documentation exceptions.

Active Duty Seamen Apprentice (E-2) 07/2012 – 01/2015

United States Coast Guard: Stationed in Georgia and Connecticut

Resolved complex, time-sensitive issues while performing at superior physical and academic standards.

Upheld policies and procedures by maintaining the confidentiality of proprietary information.

Assigned critical tasks and facilitated teamwork to ensure productivity standards were regularly exceeded.

Rose above all expectations as a lead, and prioritized work assignments to maintain organizational coordination.

EDUCATION & CERTIFICATIONS

Business Administration –Degrees Management and Marketing

University of Texas at Arlington, College of Business, Arlington, TX/USA: 2016

Awards/Honors: 100% of tuition covered by awards

The Corps of Cadet

United States Coast Guard Academy, New London, CT/USA: 2013 – 2015

The Corps of Cadet

Georgia Military College Prep School, Milledgeville, GA/USA: 2012 – 2013

TECHNOLOGY & TOOLS

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Sales Force

HONORS & AWARDS

Citi Star Award Top Mortgage Rep 2019

Member of annual top Sales team at Citi 2018, 2019

Service in United States Military & Appointment to United States Coast Guard Academy with an Honorable Discharged as an Appointed Squad Leader

INTERESTS

Competitive Cross Fitter

Notre Dame Football

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