Jonathan Morris
Riverside
Summary
Accomplished Loan Officer with strong experience in mortgage industry. Proven ability to assess clients' financial needs, originate loans, and ensure compliance with regulations. Reliable team player who adapts to changing demands and focuses on achieving results. Skilled in customer service, financial analysis, and communication.
Overview
17
17
years of professional experience
Work History
Executive Branch Manager
West Capital Lending
02.2022 - Current
- Developed and implemented marketing campaigns to generate new business opportunities.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Negotiated favorable terms on behalf of clients, ensuring their long-term financial success with their mortgage loans.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Mortgage Loan Officer
LoanDepot
06.2013 - 01.2022
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Insurance Sales Agent
Morning Star Agency Insurance Services
10.2007 - 06.2013
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Generated quotes and proposals for clients to match individual needs.
Education
High School Diploma -
Costa Mesa High School
Costa Mesa, CA06-2006
Skills
- Loan Origination
- Excellent Communication
- Goal oriented
- Highly Competitive
- Financial analysis
- Customer service
- Effective Problem Solver
- Self-motivated
Timeline
Executive Branch Manager
West Capital Lending
02.2022 - Current
Mortgage Loan Officer
LoanDepot
06.2013 - 01.2022
Insurance Sales Agent
Morning Star Agency Insurance Services
10.2007 - 06.2013
High School Diploma -
Costa Mesa High School
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