Evelyn McDonald
San Clemente,CA
Summary
Knowledgeable Mortgage Consultant with background in mortgage consulting and history of facilitating seamless home-buying experiences. Skilled in analyzing financial information and guiding clients through mortgage process. Proven ability to build strong client relationships and navigate complex financial products.
Overview
26
26
years of professional experience
Work History
Mortgage Consultant
New American Funding
05.2014 - Current
- Developed strong relationships with real estate agents, fostering referrals and expanding business opportunities.
- Educated first-time homebuyers on the mortgage process, guiding them through each step from pre-approval to closing.
- Provided exceptional customer service throughout the entire mortgage process, resulting in repeat business and client referrals.
- Continuously updated knowledge of market trends and lending guidelines, staying ahead in the competitive mortgage industry.
- Analyzed loan applications and credit reports to determine loan eligibility,
- Enhanced client satisfaction by providing personalized mortgage consultations and addressing their individual needs.
Mortgage Loan Originator/Mortgage Loan Processor
True Mortgage, LLC
01.2010 - 02.2014
- Facilitated mortgage application processes, ensuring compliance with regulations and guidelines.
- Developed strong client relationships, providing tailored loan solutions to meet individual needs.
- Analyzed financial documents to assess borrower eligibility and risk assessment accurately.
- Collaborated with underwriters and processors to expedite loan approvals efficiently.
Office Manager/Mortgage Originator/Mortgage Processor
American Discount Mtg
01.2008 - 01.2010
Mortgage Originator/Mortgage Processor
American Mortgage Group
06.2006 - 01.2008
Branch Manager/Mtg Originator
Republic Mortgage
08.2005 - 06.2006
Branch Manager/Mtg Originator
GMAC Mortgage
03.2003 - 08.2005
Mortgage Originator/Mtg Processor
American Mortgage Group
07.2001 - 03.2003
Office Manager/Loan Originator
First National Mortgage
05.1999 - 07.2001
Education
High School Diploma -
Thessaloniki High School
Greece05.1980
Skills
- Licensed mortgage loan originator
- Relationship building and management
Timeline
Mortgage Consultant
New American Funding
05.2014 - Current
Mortgage Loan Originator/Mortgage Loan Processor
True Mortgage, LLC
01.2010 - 02.2014
Office Manager/Mortgage Originator/Mortgage Processor
American Discount Mtg
01.2008 - 01.2010
Mortgage Originator/Mortgage Processor
American Mortgage Group
06.2006 - 01.2008
Branch Manager/Mtg Originator
Republic Mortgage
08.2005 - 06.2006
Branch Manager/Mtg Originator
GMAC Mortgage
03.2003 - 08.2005
Mortgage Originator/Mtg Processor
American Mortgage Group
07.2001 - 03.2003
Office Manager/Loan Originator
First National Mortgage
05.1999 - 07.2001
High School Diploma -
Thessaloniki High School
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