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Loan Officer Financial Planning

Location:
Durham, NC
Posted:
January 17, 2025

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Resume:

Bryant A. Stewart Sr.

*** ********* ****, ******, ** 27713

Contact Number: 919-***-****

Objective

A position in which I can utilize my experience in financial planning, analysis, and systems operations, while contributing to the profitable growth of an organization.

Loan Officer Experience

Assist customers in determining financial needs and recommend appropriate credit solutions.

Promote and recommend products and services, answer customer inquiries, and advise customers of approvals, denials, and/or alternative solutions.

Interview loan applicants, set up and process files, and prepare files for closing.

Maintain a strong pipeline through effective outside marketing/networking.

US Bank

October 2021-July 2023

Fifth Third Bank

May 2021-October 2021

The Federal Savings Bank

July 2018 – April 2021

Bank of England

May 2016 – January 2017

Trust Company Bank

October 2015 – April 2016

NFM, Inc

April 2010 – January 2011

Mortgage Approval Center

October 2009 - April 2010

Numerica Mortgage, LLC

January 2009 – June 2009

Mortgage Approval Center

In addition to normal duties, assisted in company start up including set up with different financial lenders, employee contracts, and office processes/procedures.

January 2008 - January 2009

First National Mortgage Solutions

Formerly United Federal Mortgage

In addition to normal duties, successfully transitioned in-process loans from United Federal to First National Mortgage Sources including finding comparable programs within First National and updating documentation.

July 2006 - November 2007

Guaranteed Rate

January 2006 - July 2006

Equifund Mortgage

Formerly American Builders

Promoted November 2004 to Senior Loan Officer.

Telemarketer: Contacted potential customers to determine if they wanted to finance a mortgage or refinance their existing mortgage. Collected customer information including initial salary information and triaged to loan officers

August 2002 - November 2005

Education and Certification

CE courses as required for mortgage lending whether monthly, quarterly, or annually.

March 2006 North Carolina Loan Officer State Test Raleigh, NC

1995-2000 Fayetteville State University Fayetteville, NC

May 1995 Chapel Hill High School Chapel Hill, NC



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