Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Stacy Truong

Daly City

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Mortgage Banker

BMO
09.2023 - Current
  • Worked with underwriters to fix application problems and resolve issues.
  • Managed risk exposure through careful adherence to established guidelines during loan origination process.
  • Delivered prompt communication with all parties involved in transactions, fostering strong professional relationships.
  • Located and pre-qualified customers for mortgages.
  • Conducted thorough analyses of applicants'' financial status, credit, and property evaluations to determine loan feasibility.
  • Collaborated with underwriters to resolve complex loan scenarios, resulting in successful funding of loans.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.

Mortgage Banker

Bank Of The West CA
04.2018 - 08.2023
  • Worked with underwriters to fix application problems and resolve issues.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Delivered prompt communication with all parties involved in transactions, fostering strong professional relationships.
  • Collaborated with underwriters to resolve complex loan scenarios, resulting in successful funding of loans.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Explained different types of loans pertaining to client situations.
  • Explained very technical financial information to applicants in easy to understand language.

Realtor/Loan Consultant

PN Real Estate And Mortgage
01.2008 - 04.2018
  • Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
  • Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
  • Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
  • Assisted clients in navigating complex financial transactions, ensuring a smooth process from start to end.
  • Presented purchase offers to sellers for consideration.
  • Assisted clients in securing loans by providing personalized guidance and identifying suitable products.

Education

Bachelor of Science - Finance

San Francisco State University
San Francisco, CA

Skills

  • Loan structuring
  • Loan Servicing
  • Purchasing Processes
  • Document Preparation
  • Loan Origination
  • Complaint Handling
  • Analytical and Critical Thinking
  • Oral and Written Comprehension
  • Licensed Mortgage Loan Originator
  • Customer Service

Certification

  • Licensed NMLS # 285697
  • BRE Licensed 01452600

Timeline

Mortgage Banker

BMO
09.2023 - Current

Mortgage Banker

Bank Of The West CA
04.2018 - 08.2023

Realtor/Loan Consultant

PN Real Estate And Mortgage
01.2008 - 04.2018

Bachelor of Science - Finance

San Francisco State University

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Stacy Truong