Frank J. Leo
Wilmington,DE
Summary
Highly energetic, ambitious professional with more than 25 years of sales experience including over 10 years in management, and proven track record demonstration increased company revenue and customer satisfaction through earnest motivation, innovative thinking, open communication, strategic and focused action, and successful leadership.
Mortgage professional prepared to excel in dynamic environment. Extensive experience in loan origination and client management with keen focus on regulatory compliance and process efficiency. Known for promoting teamwork and adaptability, leveraging skills in financial analysis and customer relations to drive results.
Overview
15
15
years of professional experience
Work History
Insurance Agent
Allstate Insurance Companies
12.2022 - 03.2025
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Licensed Mortgage Originator
Meridian Bank
05.2013 - 12.2022
- Stayed current on market trends and changes in mortgage regulations, applying new knowledge directly to daily tasks for optimal performance.
- Maintained compliance with regulatory requirements through meticulous attention to detail when preparing loan documents and disclosures.
- Educated borrowers on various loan products, enabling them to make informed decisions about their financial futures.
- Reduced application errors by conducting thorough reviews prior to submission, ensuring faster approvals for clients.
- Streamlined pre-approval process for clients by utilizing cutting-edge technology tools to assess creditworthiness quickly and accurately.
- Managed a pipeline of loans, maintaining constant communication with borrowers throughout the entire process to ensure successful closings.
- Advised borrowers on strategies for improving credit scores in preparation for future home purchases or refinancing opportunities.
- Enhanced borrower satisfaction by providing timely and accurate loan information and guidance.
- Expedited the loan process for clients by promptly gathering necessary documentation and submitting complete applications.
- Expanded professional network through attending industry events and conferences, leading to increased opportunities for collaboration and business growth.
- Collaborated with underwriters to ensure smooth processing and approval of mortgage applications.
- Demonstrated excellent customer service skills while resolving borrower concerns or issues during the mortgage process.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Worked with underwriters to fix application problems and resolve issues.
- Checked loan documents for accuracy prior to closing.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Explained different types of loans pertaining to client situations.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
Mortgage Loan Officer
E Mortgage Management
06.2010 - 05.2013
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Education
BSBA - Marketing
Shippensburg University
Shippensburg, PA01.1980
Hobbies and Interests
A true professional with an untiring work ethic. Works for the good of the company and maintains a strong relationship with all levels of personnel. Focus on customer service and satisfaction. A team player in all facets of the organization.
Timeline
Insurance Agent
Allstate Insurance Companies
12.2022 - 03.2025
Licensed Mortgage Originator
Meridian Bank
05.2013 - 12.2022
Mortgage Loan Officer
E Mortgage Management
06.2010 - 05.2013
BSBA - Marketing
Shippensburg University
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