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Click here or scroll down to respond to this candidate Candidate's Name PHONE NUMBER AVAILABLE / EMAIL AVAILABLEOrlando, FL LINKEDIN LINK AVAILABLE Loan / Banking Specialist | Underwriting| AnalystAnalytical, detail-oriented, and results-focused financial professional highly regarded for excellence in lending, operational branch management, commercial and personal loans, underwriting, and operation audits. Exceptional analytical skills with the ability to examine and understanding banking needs and deliver comprehensive, actionable reports. Proven experience in cultivating and sustaining relationships with customers and ensuring the attainment of customer satisfaction and retention. Adept at prospecting potential borrowers and uncovering new loan opportunities. Recognized for the delivery of excellent customer service and surpassing expectations.Underwriting Management, Risk Management, Relationship & Sales Growth, Operations Management, Project Management, Cash Management, Cash Flow Analysis, Banking, Data Management, Leadership Development, Wealth Management Partnerships, Personal Development, Business Development, Collection, Specialist Assets, Coaching, Investment, Insurance Products, Customer ServiceProfessional OverviewSenior Loan Specialist Underwriter/ANALYST RP Professional. Small Business Administration, (Remote) 2020-2024 Processed and facilitated Borrower s Reconsideration loan requests to the Small Business Administration. Credit Analysis, Calculate Borrowers Risk Rate, Combine Financial Analysis, Maximum Loan Calculator, And Identify Interest.
Addressed and resolved over-payment to the borrower through the Capitalizing Post-payment Project. Administered the Funding Paycheck Protection Program $5K-$10MM, United States Government Cares Act 2020. Subsidized the Economic Injury Disaster Loan Program and financed 7(a) loans received from Financial Institutions. Analyzed, underwrote, and approved corporate payrolls, 1120, 1120-S, 1065 tax returns, IRS 941 s, health and retirement docs. Recognized as Top Underwriting Producer for Paycheck Protection Program & Restaurant Revitalization Fund Program.
ANNUITY SUITABILITY/ANALYST MCINERY Financial GROUP, ORLANDO, FL 2019-2020 Analyzed financial information, and scheduled wealth reviews for business owners and clients.
Completed annuity applications and suitability tests Obained Series 65 RIA License and Life and Health Licenses (NPN#18921239) Reviewed and Prepared RMD calculations Reviewed and Prepared Recommendations for new annuities, and investment allocationsFinancial Accounting Assistant ALLAN M. DOMBROW CPA, Coral SpRINGS, FL 2018-2018 Completed 20 outbound prospect calls/week to business owners for Lending Services. Compiled projections and financial statements Developed and maintained a database of product, credit and lender matrix to support underwriting efforts. MORTGAGE AND UNDERWRITING PROCESSOR DIGITAL RISK, Lake Mary, FL 2014 - 2018 Oversaw Mortgage Processing Pipeline of 40-45 loans per month.
Calculated Incomes and Underwrote to Lender Guidelines, Ran LP and DU to support Underwriting Decision. Collected financial documentation and obtained title, appraisals, and other U/W to meet closing requirements Initiated weekly follow-up with loan officers, and clients to provide client update Post Close Auditor of Fannie Mae, and Freddie Mac ProjectMORTGAGE UNDERWRITING PROCESSOR (NMLS#1186335) .WELLS FARGO, Lake Mary, FL 2012 - 2013 Oversaw Mortgage Processing Pipeline of 50-60 loans per month.
Calculated Incomes and Underwrote to Lender Guidelines. Prepared closing packages.SELF - EMPLOYED BUSINESS AND MORTGAGE LENDER MAGIC FINANCIAL SERVICES, INC. LONGWOOD, FL 2001 - 2012
Generated applications for Residential, SBA, and Commercial Loans, underwritten, 20 outbound sales calls daily (NMLS 32176) Average Commercial/SBA Volume of $5.0 MM to $6.00 MM per year Specialized industry in C-stores, bowling centers, Restaurants, and Motel /Hotel.
Education & CredentialsBBA, FINANCE University of wisconsin whitewater, whitewater, WI18 Credits Accounting, CCIM Coursework, Real Estate Sales LicenseTechnical Skills: MS Office, Banking Systems, Data Management Systems |
