James Zuegner
San Ramon
Summary
Driven young professional with a strong understanding of the importance of customer service for client retention and acquisition. Experience in the collection and organization of confidential documentation and analysis. Appreciation for the care necessary to provide comfortability to clients during important life decisions.
Overview
12
12
years of professional experience
Work History
Mortgage Loan Advisor
CrossCountry Mortgage, LLC
04.2022 - Current
- Provide personalized mortgage loan advice and solutions for clients
- Focus on client satisfaction through clear and frequent communication.
- Collect, organize, and analyze sensitive financial information.
- Perform both credit and financial analysis to determine the optimal loan options for clients.
- Implement efficient systems to manage client information and communication.
Mortgage Loan Advisor
RPM Mortgage
08.2018 - 04.2022
Mortgage Loan Advisor
Wallick & Volk Mortgage Bankers
06.2016 - 06.2018
Mortgage Planner
Dundee Bank
07.2012 - 03.2016
Bank Teller
Dundee Bank
08.2011 - 07.2012
- Stationed as the head teller, provided a friendly and welcoming branch environment as the first person customers interacted with upon entering the bank.
- Provided excellent customer service while protecting customers' sensitive financial information.
- Maintained and balanced a cash drawer.
Education
Bachelor of Science - Finance
Creighton University
Omaha, NE05.2011
Skills
- Customer service focus
- Relationship building ability
- Confidential information management
- Attention to detail
Timeline
Mortgage Loan Advisor
CrossCountry Mortgage, LLC
04.2022 - Current
Mortgage Loan Advisor
RPM Mortgage
08.2018 - 04.2022
Mortgage Loan Advisor
Wallick & Volk Mortgage Bankers
06.2016 - 06.2018
Mortgage Planner
Dundee Bank
07.2012 - 03.2016
Bank Teller
Dundee Bank
08.2011 - 07.2012
Bachelor of Science - Finance
Creighton University
Similar Profiles
Dylan McCormickDylan McCormick
Loan Partner at CrossCountry Mortgage, LLCLoan Partner at CrossCountry Mortgage, LLC
Jessica BattleJessica Battle
Loan Processing Assistant at CrossCountry Mortgage, LLCLoan Processing Assistant at CrossCountry Mortgage, LLC
Tonya SmithTonya Smith
Condo Processor at CrossCountry Mortgage, LLC.Condo Processor at CrossCountry Mortgage, LLC.