profile

Paul Kelly

Loan Officer

Los Angeles

Skills

Sales

Management

Customer Service

About

Looking to work for One West Bank as a Loan Officer. I will acquire new clients by working with One West Bank referral sources and self-generated referral sources.

Education

California Polytechnic Pomona

Engineering Technology , Engineering Technology

June 2000 - June 2000

Don Bosco Technical Institute

June 1990 - June 1990

Experience

Personal Banker

J.P. Morgan Chase , Los Angeles

August 2010 - January 2012

Built relationships with customers by providing them with products and services to meet their ever-changing needs. The primary goal is to acquire, retain and deepen customer relationships. Took a lead role in creating an outstanding customer experience and helping the Branch meet sales objectives contributing to the success of the firm.

Acquire Customer Relationships
Retain Customer Relationships
Deepen Customer Relationships
Independent Loan Modification Analyst

Self Employed , Los Angeles

October 2008 - July 2010

Modified and completed 83 loans with HAMP and Bank guidelines. Took in clients’ information, submitted package with all required documentation.

Analyzed and Structured Files for Submittal
Acquired Clients
Follow up w/ Banks
Manager / Loan Officer

Best Results Mortgage , Bell

July 2003 - September 2008

Met with prospective as well as current clients to develop information pertaining to their lending needs. Helped in lending activity coordination through direct connection with underwriting department. Promoted business by developing relationships with new and existing realtors, borrowers and builders. Pre-qualified and interviewed potential borrowers. Provide information to borrowers and related parties about loan options, documents, market conditions and other requirements necessary to close the loan. Helped operations personnel in processing and closing loans. Analyzed and reviewed new loan guidelines, updates, programs and changes. Conducted training for new and existing loan officers. Set up the Commercial Loan Division and trained agents to qualify clients for commercial loans.

Management
Sales
Training

Workplace personality

100+

Company Size

12

Day Length

25+

Team Size

Loud

Noise Level

Formal

Dress Code

Benefits

N/A

Commute

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