Trent Wells

For the past year I have worked as a home loan guide which is a loan processor role within a digital mortgage brokerage. Through this role I have worked directly with clients and brokers throughout the entire loan application process from identifying client need to final settlement. This role has a great many tasks within it which I have been able to learn and grow proficient in, some of which i have listed below;

• Collaborated with underwriters to expedite loan processing, ensuring timely closings.
• Processed loan applications and monitored progress from start to finish.
• Conducted thorough reviews of loan files, identifying potential issues early in the process to avoid delays.
• Enhanced company reputation by delivering exceptional service that resulted in numerous positive client reviews.
• Worked with underwriters to fix application problems and resolve issues.
• Fostered a positive work environment by collaborating with team members and contributing to a productive atmosphere.
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
• Checked loan documents for accuracy prior to closing.
• Improved efficiency within the team by sharing best practices and contributing to ongoing training initiatives.
• Utilized effective communication and problem-solving skills to quickly resolve customer issues.

I believe that I have become quite proficient in this role which has lead to additional opportunities being provided to me above the normal tasks for this role which I have happily taken on. These have come in the form of being able to run our morning standups on a Friday in addition to conducting a training meeting on new process across the team. Additionally I have been trusted with providing support and training to new hires on not only every day process but the role as a whole which I have gladly taken on due to my passion for training.

• Explained very technical financial information to applicants in easy to understand language.
• Participated in industry events and conferences to build relationships and gain market intelligence.
• Negotiated loan terms and conditions with customers to secure best deal.
• Reviewed loan files and updated to match current standards.
• Explained different types of loans pertaining to client situations.
• Identified opportunities to cross-sell and upsell loan products to customers.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Organized and detail-oriented with a strong work ethic.
• Provided professional services and support in a dynamic work environment.

My Role as a manager at McDonald's was instrumental in growing my managements skills, not only of people, but of the everyday running of a business. This role saw me overseeing the business at a higher level which involved a great variety of tasks, some of which have been listed below;

• Assisted in talent acquisition efforts, hiring top candidates to strengthen the department''s capabilities.
• Developed and implemented useful inventory management strategies to maximize sales and reduce costs.
• Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
• Controlled resources and assets for department activities to comply with industry standards and government regulations.
• Implemented quality control measures that resulted in improved products or services within the department offerings.
• Prepared annual budgets with controls to prevent overages.
• Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
• Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
• Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
• Established performance goals for employees and provided feedback on methods for reaching those milestones.
• Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
• Established clear performance expectations for staff members which led to increased accountability.