Private Mortgage CompanyAccount Manager
Aug. 2020 - Jan. 2023Salt Lake City, Utah, United States · RemoteOnboarded and trained clients on loan origination platform, exceeding onboarding targets by 30%
Analyzed loan data and identified trends, leading to improved risk assessment and underwriting processes
Proactively monitored client accounts and provided data-driven insights to help them make informed business decisions
Acted as a trusted advisor for clients, offering comprehensive support and guidance throughout the loan process.
Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Identify opportunities for process improvement and implement strategies to streamline loan origination and underwriting processes, resulting in increased efficiency and reduced costs for clients.