Laurens (Bill) Youmans
San Diego
Summary
Professional with strong background in mortgage consulting, ready to deliver impactful results. Known for exceptional problem-solving skills, effective communication, and deep knowledge of lending practices. Adept at fostering team collaboration and adapting to changing needs, ensuring reliable outcomes. Equipped with strong analytical abilities and customer-focused mindset to drive success.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Mortgage Consultant
Self Employed
01.2021 - Current
- Enhanced client satisfaction by providing personalized mortgage consultations and addressing their individual needs.
- Coordinated with other departments, such as processing and closing teams, to streamline workflow and increase overall efficiency.
- Educated first-time homebuyers on the mortgage process, guiding them through each step from pre-approval to closing.
- Continuously updated knowledge of market trends and lending guidelines, staying ahead in the competitive mortgage industry.
Financial Customer Service Representative
San Diego County Credit Union
10.2007 - 06.2020
- Identified opportunities for process improvements, leading to enhanced operational efficiency within the team.
- Delivered personalized customer service by taking the time to understand individual client needs, leading to increased trust and loyalty among the bank''s clientele.
- Supported fraud prevention efforts by monitoring accounts for suspicious activity and following established protocols if discrepancies were identified.
- Built strong relationships with clients through attentive listening, empathetic communication, and sound financial advice.
- Top 10 Mortgage producer in the Credit Union 2011-2020
- Mentored junior team members on best practices in customer service delivery within the finance industry.
Education
Bachelor of Arts - Political Science
University of California, Berkeley
Berkeley, CASkills
- Cash handling
- Relationship building and management
- Banking
- Document review
- Credit analysis
- Portfolio management
- Financial services
Certification
Certified through National Mortgage Licensing Service #645692 2012-Present
Notary Certified through CA Sec of State comm #2365985
Timeline
Mortgage Consultant
Self Employed
01.2021 - Current
Financial Customer Service Representative
San Diego County Credit Union
10.2007 - 06.2020
Bachelor of Arts - Political Science
University of California, Berkeley
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