Natasha Jacobson
Langley,BC
Summary
Adept at navigating complex mortgage processes, I significantly enhanced loan approval rates by leveraging creative financing solutions and superior customer service skills. At First National Financial, I excelled in identifying fraud risks and ensuring compliance, demonstrating collaborative teamwork and organized record keeping. My approach consistently delivers results beyond employer expectations.
Overview
21
21
years of professional experience
Work History
Mortgage Broker and Mortgage Underwriter
The Collective Mortgage Group
04.2020 - Current
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
Mortgage Broker Assisstant and Underwriting
Business For Self
01.2016 - 04.2020
- Reviewing documents and submitting to documents to lender
- Following up with clients on outstanding conditions
- Preparing compliance documents and processing payroll
Mortgage Underwriter
First National Financial
06.2006 - 10.2013
- Approved or denied loans based on established criteria and underwriting guidelines.
- Identified possible fraud risks through meticulous evaluation of application materials, protecting both lenders and homebuyers from potential losses.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
- Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
Customer Service Representative
RBC Royal Bank
08.2003 - 06.2006
- Handled customer inquiries and suggestions courteously and professionally.
- Processed deposits and withdrawals
- Identified customer needs to make their banking experience better or more cost effective for them
Education
Business Management Diploma
Kwantlen Polytechnic University
Langley, BC05.2010
Skills
- Superior customer service
- Collaborative teamwork
- Organized record keeping
- Ethical business conduct
- Creative financing solutions
- Effective problem solving
Timeline
Mortgage Broker and Mortgage Underwriter
The Collective Mortgage Group
04.2020 - Current
Mortgage Broker Assisstant and Underwriting
Business For Self
01.2016 - 04.2020
Mortgage Underwriter
First National Financial
06.2006 - 10.2013
Customer Service Representative
RBC Royal Bank
08.2003 - 06.2006
Business Management Diploma
Kwantlen Polytechnic University
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