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Hard working and reliable mortgage loan coordinator with exceptional communication skills. Adept at planning and working with clients to develop long-term relationships and assist them from loan application to loan closing. Highly organized, proactive and punctual with team-oriented mentality. Dedicated to learning, growing and succeeding in the financial industry.

Villanova University

Mortgage Loan Coordinator

Benjamin Evans

Bank of America

Mortgage Loan Coordinator - Wealth Management 

- Served as a liaison between fulfillment and the client to deliver exceptional client care 
- Supported lending specialists by completing tasks such as gathering additional documentation from clients 
- Collaborated with external vendors and internal colleagues to streamline and close transactions on time - Displayed time management and organizational skills by maintaining a pipeline of 30 plus loans 
- Demonstrated effective communication and relationship building skills by being a point of contact for the client throughout the process

- Assessed assets, income and debts to determine client financial standing and liability risk to pre-qualify clients and offer pricing information 
- Strong problem-solving skills and an interest in finding solutions for clients with unique situations such as low credit and complex income 
- Advised clients on different loan products including but not limited to FHA, interest only, cash-out refinance and home equity line of credit 
- Worked as a member of a team of three whose production was within  the top 1% of the country year-over-year which correlated to over $200 million in funding for the calendar year of 2021 
- Established relationships with current clients and realtors that served as a recurring source of referrals for new opportunities 
- Used Salesforce to organize and track new leads

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