Committed professional with extensive experience in customer service and relationship management, recognized for exceptional communication skills and financial analysis expertise, poised to optimize loan processes and elevate client experiences.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Academy Mortgage Corporation
Draper
04.2020 - 07.2023
Educated borrowers on loan products and eligibility criteria to enhance understanding.
Assisted clients with mortgage applications and documentation to ensure compliance.
Coordinated with underwriters, expediting loan approval processes.
Conducted assessments of client financial situations to identify loan needs.
Maintained accurate records of client interactions and loan applications for tracking.
Supported preparation of loan closing documents, ensuring readiness for clients.
Communicated with real estate agents regarding property details and loan status.
Developed relationships with referral sources to generate business leads.
Bartender Supervisor
The Dish Room
Burlington
09.2016 - 07.2023
Supervised bartending staff to ensure efficient service and teamwork.
Trained new bartenders on drink preparation and customer service standards.
Managed inventory levels, ordering supplies to maintain stock availability.
Created and updated drink menus to enhance customer experience and satisfaction.
Ensured compliance with health regulations during beverage preparation and serving.
Resolved customer complaints promptly to maintain a positive atmosphere.
Provided exemplary customer service at all times while interacting with patrons.
Monitored daily sales transactions to ensure accuracy.
Placed weekly liquor orders and performed weekly liquor counts, maintaining adequate inventory.
Assisted in resolving customer complaints or issues quickly and courteously.
Inspected bar area to ensure cleanliness and proper setup.
Monitored daily checklists and side worksheets to keep other bar staff members on task.
Maintained accurate records of financial transactions using POS systems.
Organized special events such as theme nights, happy hours, promoting them within the local community when possible.
Mortgage Loan Officer/Mortgage Loan Assistant at Greentree Mortgage Company L.P.Mortgage Loan Officer/Mortgage Loan Assistant at Greentree Mortgage Company L.P.