1st & 2nd quarter 2013 Retail Mortgage Pinnacle Award recipient. Manage loans through entire loan process. APPLY NOW. The POWER of a CAREER! 2. Counsel and inform borrowers of loan options, market conditions, documents and other, Hosting and presenting at realtor open houses, luncheons, and seminars, Introduce other bank products for cross sell opportunities, Networking and establishing relationships with realtors, attorneys, CPA's, builders, Working with Realtors, hosting events outsourcing and cold calling, Giving clients quotes on Mortgages purchase/refianace, Entering applications, collecting needed documentation from client to proceed, Following up with the processors and underwriters to ensure a smooth experience, Held accountable for entering a minimum of four loans per week and closing a minimum of one million dollars a month. They have a high level of responsibility, often evaluating, authorizing, or approving loan applications. 2. Meridian Bank is an innovative community bank providing full service banking to business professionals and retail customers in Pennsylvania, New Jersey, Delaware and Maryland. Met mortgage loan operational standards by providing annual budget information to strategic plans and reviews, implementing production, productivity, quality and customer-service standards, resolving problems, & identifying mortgage loan system improvements. Increased Mortgage Loan portfolio by developing business contacts, attracting mortgage customers, completing mortgage loan processing and closing. Results driven finance professional with demonstrated track record of success seeking a rewarding career as a loan officer at ABC company. Worked closely with over forty investors Nation wide. Meet with loan candidates to explain options and answer questions. Created, executed, and evaluated multiple marketing campaigns to ensure maximum ROI. Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information. Often, mortgage loan officers must seek out clients, which requires developing relationships with real estate companies and other sources that can refer prospective applicants. Pre-qualified potential customers for refinance, purchase, and first time homebuyers. They report to the loan department supervisor or the general manager. Delegate responsibilities through all stages of the loan process. Use our Career Test Report to get your career on track and keep it there. Assemble documentation on loans to ensure compliance with company policies and procedures as well as federal and state laws, regulations. Partner with Ryan Homes financing new construction in WNY averaging $3,000,000 monthly closed loanvolume. Find other people named Tony Peschek. Established business relationships with Realtors, Builders and Attorneys, Responsible for the direction of all aspects of processing the Cash Flow Manager Program. Maintain accurate records and money handling. Ensure that loans meet federal and state standards and requirements. Track and organize received data and source papers for computer entry. Sold mortgages including new purchase, refinance, home equity lines of credit, and government sponsored loans, Over the past two years held a consistent top seller ranking within the company maintaining a goal of 90 clients at any given time, Served as the primary liaison between the borrower, the underwriter, and the processing. $30M in financing. Originate conventional, FHA, VA and USDA mortgage loans, Knowledge of conventional and/or government guidelines. Learned and performed the mortgage lending function in a temporary role during the 2008 refinance boom, closing over 150 units for over $23 mm in loan production. Working on reaching underserved corners of the credit markets is central to the role. Ensure loan applicaant provides required information and supporting documentation. For example, loan officers employed in commercial finance can only expect job growth of about 3% during the same decade, which is slower than average. Assist with creation of loan packages and loan closing reports. He will office at the 27th and Pine Lake location. Working knowledge of Freddie Mac lending guidelines (Loan Prospector), Responsible for creating mortgage department's month end production report, Licensed mortgage loan officer in several states, Specializing in Conventional/Fixed, FHA, Jumbo and ARM Loans. It works best on a senior loan officer resume or if you have at least 2 years of relevant experience. The company operates under the brand names of loanDepot.com, imortgage, Mortgage Master and LDWholesale, and maintains dual corporate headquarters in Foothill Ranch, CA and Plano, TX. Credit and Loan Officers work in banks, loan offices, credit unions and other lending facilities. Led the first time home buyer work shop presentation program. Credit Officer responsibilities include preparing loan applications, evaluating clients’ financial information and calculating risk ratios. Find the Right Job for Your Interests, Some Sample Interview Questions for a Loan Officer Position, Want to Be a Banker? Attracts new mortgage loan applications by developing relationships within the community, specifically with the real estate community, and making sales calls to prospective customers, Provide prospective clients sound mortgage advise based on full understanding of client needs as well as the Company's mortgage products and their benefits. Even when a college degree isn't technically required, those who have them or have extensive experience, even in a related field, have the best prospects. Created a home buying PowerPoint presentation used to educate and inform home buyers about different real estate financing solutions to meet their needs. Originate mortgages for home purchases and refinances. Pinnacle Bank recently appointed Ryne Reeves to commercial loan officer in Lincoln. Duties consisted of gathering data and appropriate documentation for consumer and loan closings. Responsible for verifying, compiling, and typing application information for mortgage loans, Assist the other Loan Officers regarding mortgage loans and follow- up with clients to collect all documents necessary to close loan, Update mortgages clause on Homeowners Insurance policies, Process external and internal payoffs for old mortgages and lines of credit, Review and arranges file in proper stacking before submitting to underwriting, Interface with attorneys and loan officers to ensure all documents were in place before closing date, Mail the letter of approval and denial to the applicants, Record data on the status of loans like number of new applications, approved loans, canceled, or denied, using computer. ), Build long lasting profitable relationships with Realtors, Makes sales calls to COI's to generate mortgage production. Achievements as a Loan Officer: - Led my bootcamp in total volume closed from our start date through FY 2016 (5 months). Those employed by mortgage lenders can expect to occasionally travel to meet with clients at their homes, and those employed by commercial lenders might be expected to visit businesses. Consult borrowers, realtors, and builders of the different loan programs and processes. Cultivated new customer relationships with non banking customers. As a credit officer, you may want to use verbs like research, collaborate, report, advise, explain, and prepare. Proficiently use Microsoft Excel and word, as well as Fiserv’s Precision, Integrated Teller. Do not simply list the daily tasks you had at your past jobs. Monitor past due loans and debt collection. Built relationships with realtors and builders, Executed loan applications, processed files for final underwriter approval, Managed pipeline for new loans and scheduled closings, Consistently maintain the highest revenue per loan closed percentage in the company, Successfully obtained and maintained mortgage lending license (NMLS license) via continuing education, Analyze a client's financial situation and determined the appropriate products based on their specific needs and goals, Proposed loan options in a clear, concise and compelling manner to effectively generate sales, Guide borrowers through the initial sale, underwriting and loan closing process as efficiently as possible. This position requires an individual who has the desire to make a difference within the organization. Conduct meetings with borrowers to collect, review, and analyze their financial statements and credit report for loan qualification. Bonuses are common. With backgrounds and experiences as varied as the clients we serve, we are a Community of professionals who care about each other. Credit Intermediation and Related Activities Add Tags — eg, Finance, Business2Business... Tony Peschek doesn’t have a summary yet. Key role with collaboration with business partners in consumer financial investments, small business banking, and consumer retail banking to meet goals and uncover banking relationship deepening opportunities, Manage pipeline of multiple loans from initiation to closing; directing team members on each file, monitoring loan status, driving work to get loans to closings on time and without additional costs, Consult and assess customer needs and present options to facilitate sale, Contract and financial documentation review; monitoring loan pipeline: status, changes, loan closing, approvals and terminations, Prepare and analyze mortgage loan applications along with other disclosures, Work with customer to ensure loan program fits their needs. Some firms and institutions expect loan officers to build their own client bases, so applying with a list of contacts and network referrals can set you apart from other, less prepared candidates. Gauge Home Loans. 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