Joshua Winters
Colorado Springs
Summary
Dynamic Inside Loan Officer with a proven track record at Mortgage Solutions Financial, excelling in loan evaluation and client relationship management. Skilled in financial assessment and document verification, I foster trust and ensure compliance, leading to successful loan approvals and satisfied clients. Committed to delivering exceptional service and optimizing processes for efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Inside Loan Officer
Mortgage Solutions Financial
09.2025 - Current
- Evaluated loan applications for creditworthiness and compliance with underwriting standards.
- Assisted clients in understanding mortgage products and application processes.
- Collaborated with real estate agents to ensure timely communication and document exchange.
- Conducted preliminary financial assessments to determine loan eligibility and recommendations.
- Developed strong relationships with clients to foster trust and facilitate smooth transactions.
- Submitted loan applications to underwriter for verification and recommendations.
Restaurant Bar Manager
The Famous Steakhouse
10.2023 - Current
- Supervised bar operations, ensuring compliance with health and safety regulations.
- Trained staff on cocktail preparation and customer service best practices.
- Managed inventory levels, optimizing ordering processes to reduce waste.
- Developed seasonal drink menus, enhancing customer experience and engagement.
- Collaborated with kitchen staff to coordinate food and beverage pairings effectively.
- Managed cash handling procedures including daily reconciliation reports, bank deposits, and accurate record-keeping practices for financial accountability.
Server/Closing Shift Manager
Peppercorn Grille
12.2016 - 08.2023
- Delivered exceptional customer service in high-volume dining environments, ensuring guest satisfaction.
- Managed timely and accurate order delivery, coordinating with kitchen staff for efficiency.
- Trained new team members on restaurant procedures and service standards, enhancing team performance.
- Collaborated with colleagues to maintain cleanliness and organization of dining area, promoting a positive atmosphere.
- Developed strong relationships with regular patrons, fostering loyalty and repeat business through personalized service.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
Education
NMLS License #2723808 - 20 Hour Pre-Licensing Courses
On Course Learning
07-2025
Skills
- Loan evaluation
- Financial assessment
- Credit analysis
- Client relationship management
- Document verification
- Customer service excellence
- Financial record-keeping
Certification
- Licensed - NMLS# 2723808
Timeline
Inside Loan Officer
Mortgage Solutions Financial
09.2025 - Current
Restaurant Bar Manager
The Famous Steakhouse
10.2023 - Current
Server/Closing Shift Manager
Peppercorn Grille
12.2016 - 08.2023
NMLS License #2723808 - 20 Hour Pre-Licensing Courses
On Course Learning