Jessica Buncalan
Sales
Huntington Beach,CA
Summary
Accomplished Loan Agent with 10 years of experience in Consumer & Business loan industry and offering exceptional analytical and administrative skills. Communicates effectively with applicants and colleagues alike to deliver efficient and accurate loan processing. Dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
Work History
Mortgage Loan Officer
Loan Depot
Irvine, CA
10.2021 - 05.2022
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
- Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Loan Agent
LoanMe, Inc.
Anaheim, California
06.2014 - 10.2021
- Managed approximately 60-100 incoming/out bounding calls and emails per day from customers
- Enhanced customer satisfaction with timely updates on loan application status and addressing client concerns.
- Developed strong relationships with clients, resulting in increased repeat business and referrals.
- Communicated with applicants to obtain loan application information and explain loan process.
- Obtained and compiled copies of applicant credit histories, corporate financial statements and other financial information.
- Educated customers on different classifications of loans and credit options as well as service terms.
- Analyzed applicant financial status, credit and property evaluation documents to determine feasibility of loan grants.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
Loan Agent
CashCall, Inc.
02.2011 - 06.2014
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Monitored pipelines to track and log status of loans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Communicated with applicants to obtain loan application information and explain loan process.
Education
HS Diploma -
John F Kennedy High School
La Palma, CA 08.2001 - 06.2005
Skills
Closing sales
Goal oriented
Sales development
Document review & analysis
Loan origination
Financial analysis
Relationship selling
Client account management
Negotiation tactics
Problem-solving
State Licenses
DFPI Mortgage Loan Originator
NMLS #1465164
May 2021 - Active
Timeline
Mortgage Loan Officer
Loan Depot
10.2021 - 05.2022
Loan Agent
LoanMe, Inc.
06.2014 - 10.2021
Loan Agent
CashCall, Inc.
02.2011 - 06.2014
HS Diploma -
John F Kennedy High School
08.2001 - 06.2005
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