Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jeanette Lory

Irvine

Summary

Dynamic Loan Officer with extensive experience at Zillow Home Loans, excelling in client relationship development and financial counseling. Proven track record of enhancing customer satisfaction through effective communication and tailored loan solutions. Bilingual in Spanish, adept at navigating complex loan processes while ensuring compliance and accuracy. Recognized for cultivating strong referral networks.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Loan Officer

Zillow Home Loans
03.2024 - Current
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Developed strong relationships with local real estate agents, leading to increase in mortgage loan referrals.

Insurance Agent

AAA Of Southern California
01.2023 - 03.2024
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Cross-sold insurance products to existing clients to reach sales targets.

Senior Mortgage Loan Processor

Clear Path Lending
11.2020 - 01.2023
  • Collaborated with team members to meet monthly targets, contributing to the overall success of the department.
  • Reduced turnaround time for mortgage approvals through effective communication with underwriters and loan officers.
  • Contributed to the growth of the department by providing valuable input on ways to improve processes and client relationships.
  • Handled any conditions sent from underwriting departments.
  • Delivered exceptional results under tight deadlines while maintaining a high standard of quality control throughout each stage of the loan process.
  • Ensured compliance with industry regulations by staying up-to-date on changes in policies and guidelines related to mortgage lending.

Loan Officer

Loan Depot
01.2019 - 11.2020
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
  • Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
  • Negotiated favorable loan terms with applicants, ensuring competitive offerings while maintaining bank profitability.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

Senior Loan Officer

Cardinal Financial
02.2017 - 01.2019
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
  • Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
  • Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.

Senior Mortgage Loan Processor

First California Mortgage Company
04.2013 - 01.2018
  • Increased productivity by implementing time-saving strategies such as standardized checklists and document templates.
  • Maintained a high level of accuracy in data entry, ensuring all loan applications were processed without errors.
  • Mentored junior colleagues, offering guidance on best practices for managing workloads and meeting performance metrics.
  • Adapted quickly to changing market conditions, effectively adjusting workflow priorities based on fluctuating application volumes or regulatory shifts.
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Reduced turnaround time for mortgage approvals through effective communication with underwriters and loan officers.

Education

International Business

Arizona State University
Tempe
05-2014

Skills

  • Client relationship development
  • Sales proficiency
  • Financial counseling
  • Relationship building and management
  • Financial analysis aptitude
  • Sales pipeline maintenance

Certification

  • Licensed Loan Officer NMLS #1561389 CA, AZ, WA, OR, TX, CO, NV, GA, SC, MD, IL, NJ, WI, PA
  • Licensed Property and Casualty Insurance agent CA #0E33768

Languages

Spanish
Native or Bilingual

Timeline

Loan Officer

Zillow Home Loans
03.2024 - Current

Insurance Agent

AAA Of Southern California
01.2023 - 03.2024

Senior Mortgage Loan Processor

Clear Path Lending
11.2020 - 01.2023

Loan Officer

Loan Depot
01.2019 - 11.2020

Senior Loan Officer

Cardinal Financial
02.2017 - 01.2019

Senior Mortgage Loan Processor

First California Mortgage Company
04.2013 - 01.2018

International Business

Arizona State University

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Jeanette Lory