Summary
Overview
Work History
Education
Skills
Certification
Affiliations
OCAR
Timeline
Generic

Louis Montaino

Irvine

Summary

Productive Loan Officer with 20 years experience in the mortgage industry. Skilled in loan origination,telemarketing,database management and relationship building. I consistently delivered exceptional customer service, resulting in higher amounts of fundings, client satisfaction and a robust referral network.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Loan Officer

E Mortgage Capital
09.2023 - Current
  • Successfully funded 5 to 7 loan per month
  • Manage a book of business of roughly 1000 previous clients obtained over the last 15 years
  • Assist clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Make at least 100 outbound calls per day to potential clients.
  • Network with realtors and home builders throughout the country
  • Deliver 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 without pressuring them.
  • Have obtained many positive reviews over multiple social media platforms
  • Skilled in operating different CRMS to enhance marketing.

Loan Officer

Americas Moneyline
11.2011 - 08.2023
  • Funded 10 to 15 loans per month on average
  • Was a top 3 producer in the company for 11 years
  • 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.
  • Developed strong partnerships with real estate agents, generating a consistent pipeline of referrals and new business opportunities.
  • Implemented new loan origination software, increasing processing efficiency and accuracy.
  • Boosted loan approval rates by meticulously evaluating applicants' financial information and advising on improvement strategies.

Education

Bachelor of Science - Banking And Finance

St. John's University
Queens, NY
05-1993

Skills

  • Credit repair
  • Strong knowledge of the financial markets from my experience as a stock broker and finance degree

Certification

  • [Area of certification] Training - [Timeframe]

Affiliations

  • Orange County Association of Realtors

OCAR

 I attend mixers held by the organization to network and build relationships with buyers agents needing help with purchase loans.

Timeline

Loan Officer

E Mortgage Capital
09.2023 - Current

Loan Officer

Americas Moneyline
11.2011 - 08.2023

Bachelor of Science - Banking And Finance

St. John's University
Louis Montaino