Jeremy Glick
Rancho Santa Margarita
Summary
Accomplished Loan Officer with mortgage underwriting expertise, effective communication techniques, and a client-centric focus. Proven ability to streamline loan processing and develop customized loan solutions to meet diverse client needs.
Overview
9
9
years of professional experience
Work History
Sr. Loan Officer
Granite Bank
08.2025 - Current
- Assessed client financial information to determine loan eligibility and risk factors.
- Developed customized loan solutions based on individual client needs and financial goals.
- Collaborated with underwriting teams to expedite loan processing and approvals.
- Educated clients on various loan products, terms, and conditions to facilitate informed decisions.
Loan Officer
First Community Mortgage
02.2024 - 08.2025
- Evaluated borrower financial situations to determine loan eligibility and recommend suitable mortgage products.
- Facilitated communication between clients, real estate agents, and underwriters to streamline loan processing.
- Trained new team members on best practices for loan processing and customer interaction techniques.
Loan Officer
Northpointe Bank
01.2017 - 02.2024
- Reviewed and analyzed credit reports to assess risk and ensure compliance with lending guidelines.
- Maintained accurate documentation throughout the loan process to support timely closings and audits.
- Provided expert guidance on mortgage products, enhancing client understanding of available options.
Education
Bachelor of Science -
University of South Dakota
Vermillion, SD12-2016
Skills
- Mortgage underwriting expertise
- Effective communication techniques
- Credit analysis proficiency
- Team leadership experience
Languages
English
Timeline
Sr. Loan Officer
Granite Bank
08.2025 - Current
Loan Officer
First Community Mortgage
02.2024 - 08.2025
Loan Officer
Northpointe Bank
01.2017 - 02.2024
Bachelor of Science -
University of South Dakota