Mortgage Advisor Resume
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Charles Bloomberg
Denver, USA
charlesbloomberg@gmail.com
(621) 799-5548
in/cbloomberg
PROFESSIONAL SUMMARY
Highly experienced Mortgage Advisor with a proven track record of managing mortgage portfolios, increasing loan approvals, and enhancing client satisfaction through meticulous financial analysis and personalized loan solutions.
PROFESSIONAL Experience
Mortgage Advisor | Company A
March 2017 — Present, Denver, USA
• Managed a portfolio of over 200 mortgage accounts, ensuring timely processing and approval within industry-standard timeframes.
• Increased loan origination by 25% year-over-year through targeted client relationship management and strategic partnership development.
• Oversaw the approval process for over $50 million in residential loans, utilizing Encompass loan origination software to streamline workflows.
• Conducted in-depth financial assessments for clients, resulting in a 30% increase in loan approvals and client satisfaction.
• Collaborated with underwriting and compliance teams to ensure adherence to regulatory standards, reducing compliance issues by 15%.
• Increased loan origination by 25% year-over-year through targeted client relationship management and strategic partnership development.
• Oversaw the approval process for over $50 million in residential loans, utilizing Encompass loan origination software to streamline workflows.
• Conducted in-depth financial assessments for clients, resulting in a 30% increase in loan approvals and client satisfaction.
• Collaborated with underwriting and compliance teams to ensure adherence to regulatory standards, reducing compliance issues by 15%.
Senior Mortgage Officer | Company B
January 2014 — February 2017, Denver, USA
• Led a team of 10 mortgage officers, providing training and guidance on loan origination and client management strategies.
• Developed and implemented new loan processing procedures that reduced average loan closing time by 20%.
• Achieved a 95% loan approval rate through meticulous credit analysis and underwriting collaboration.
• Utilized Calyx PointCentral to track and manage loan applications, significantly improving operational efficiency.
• Developed and implemented new loan processing procedures that reduced average loan closing time by 20%.
• Achieved a 95% loan approval rate through meticulous credit analysis and underwriting collaboration.
• Utilized Calyx PointCentral to track and manage loan applications, significantly improving operational efficiency.
Mortgage Loan Consultant | Company C
May 2010 — December 2013, Los Angeles, USA
• Processed over 150 loan applications annually, maintaining a high accuracy rate in documentation and compliance.
• Increased clientele by 40% through effective marketing and relationship-building initiatives.
• Implemented a client follow-up system that resulted in a 15% increase in repeat business and referrals.
• Increased clientele by 40% through effective marketing and relationship-building initiatives.
• Implemented a client follow-up system that resulted in a 15% increase in repeat business and referrals.
Junior Loan Officer | Company D
June 2007 — April 2010, San Francisco, USA
• Assisted in the processing and approval of over 100 mortgage loans per year, maintaining a 90% approval rate.
• Improved client onboarding process by conducting thorough financial evaluations and credit checks.
• Supported senior loan officers in the preparation of loan packages, ensuring all documentation met regulatory standards.
• Improved client onboarding process by conducting thorough financial evaluations and credit checks.
• Supported senior loan officers in the preparation of loan packages, ensuring all documentation met regulatory standards.
Education
Bachelor of Science in Finance | University of Colorado Boulder
May 2007
Expert-Level Skills
Loan Origination, Mortgage Processing, Financial Analysis, Credit Evaluation, Encompass, Calyx PointCentral, Risk Management, Regulatory Compliance, Client Relations, Team Leadership, Problem Solving, Communication
