Mortgage Processor Officer Assistant

Christopher C. Moore

Phone: 513-***-**** • Email: **************.**@*****.***

Professional Summary

Financial services professional with 10+ years of experience qualifying & processing loan applications, completing needs based analysis assessments to appropriately match customer needs to products & services; and providing best-in-class services. Proven record exceeding established sales targets while maintaining an average of $1.5M per month in funded loans. Seeking to secure a challenging position within the financial services industry where my analysis, research, administrative, and customer service skills would be a reputable company’s asset.

Employment History & Accomplishments

Stockyards Bank & Trust – Loan Officer Assistant 7/2020-12/2022 Louisville, KY

● Earned top three in volume year-over-year results; surpassed performance of 52 loan officers.

● Recognized for highest revenues.

● Funded $18M+ loans per year.

● Built rapport and relationships with applicants to ensure timely completion of loan documentation.

● Utilized analytical and problems solving skills to evaluate applicants credit histories for applications and to develop solutions when credit history discrepancies identified.

● Obtained, compiled, and verified loan applicants’ data which included but not limited to their assets, salaries, debts, and employment status.

● Reviewed file documentation for missing and/or erroneous information; researched and corrected mistakes in applications when appropriate.

AmeriSave Mortgage Corporation – Mortgage Processor 7/2019 -07/2020 Louisville, KY

● Maintained a refinance pipeline of 40-50 loans per month.

● Funded 30+ loans per month.

● Reviewed loan applications package for completeness and accuracy, reconcile application against system input.

● Provided prompt, professional communication to customers, loan officers and underwriters.

● Utilized analytical and problems solving skills to calculate and analyze applicant income, assets and liabilities.

● Maintained up-to-date on compliance related items and company processes & procedures. Payment Alliance International – Account Executive 4/2017 – 06/2019 Louisville, KY

● Sold goods for wholesalers and manufacturers to business and stores.

● Maintained a customer-first focus by centering product recommendations based on customer needs analysis.

● Established, build, and maintained relationships with regular and prospective customers to ensure awareness of how products aligned with their needs and to solicit orders and referrals.

● Coordinated delivery and installation of products.

● Partnered with Leadership and Sales Teams to help formulate, track, and execute sales strategies. AurGroup Credit Union - Member Service Consultant 01/2014 - 02/2017 Cincinnati, OH

● Assisted customers and businesses with questions about various lending and depository products and services including but not limited to auto leases, and loans, home equity installment loans, and lines of credits, credit cards, checking, savings, and certificate of deposit accounts, etc.

● Completed customer needs analysis and financial market assessment to match customers to the appropriate products and services.

● Identified specific needs of both potential and current clients and recommended relevant products and services of bank

● Collaborated with other departments to resolve a variety of client issues U.S. Bank - Accounting Principle 03/2011 -12/2014

Cincinnati, OH

● Prepared loan files submission to underwriting.

● Reviewed and verifying each file to ensure that all information is correct and current.

● Ordered credit reports, title commitments, surveys, and appraisals from the appropriate parties and reviewing them for acceptability prior to submitting for approval.

● Served as a liaison between customers and all parties involved in the transaction.

● Submitted files to underwriting for approval and sending completed loan packages to appropriate underwriter for final approval and validation.

● Prepared closing documentations and coordinated closings with appropriate parties.

● Requested additional information from title companies, builders, realtors and others by phone, fax, or letter as required.

Education

Miami University

Middletown, OH

● Seeking Bachelors of Science degree in Business Administration o Courses completed: English, Communications, Business Communications, Literature I & II, Effective Public Speaking, and Chemistry coursework completed

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