Roberto S Montoya
La Paz
Summary
Dynamic Mortgage Loan Officer at Coldwell Banker with a proven track record in relationship selling and loan origination. Enhanced client retention through exceptional service and effective negotiation tactics, ensuring smooth transactions and satisfied clients. Skilled in navigating residential mortgage lending regulations, driving success in a competitive market.
Overview
13
13
years of professional experience
Work History
Mortgage Loan Officer
Coldwell Banker
02.2001 - 09.2013
- 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.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Real Estate Agent
RE/MAX
08.2003 - 06.2012
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Advertised client properties through websites, social media, and real estate guides.
- Maintained connections with clients to encourage repeat business and referrals.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Streamlined communication between all parties involved in transactions, ensuring smooth closings and satisfied clients.
Education
Associate of Arts - Management, And Hospitality Programmes
Le Cordon Blue
Chicago Il 03-2004
High School Diploma -
College of Dupage
Chicago IL04-2000
Skills
- Goal oriented
- Relationship selling
- Loan origination
- Residential mortgage lending regulations
- Negotiation tactics
- Sales development
Languages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Timeline
Real Estate Agent
RE/MAX
08.2003 - 06.2012
Mortgage Loan Officer
Coldwell Banker
02.2001 - 09.2013
Associate of Arts - Management, And Hospitality Programmes
Le Cordon Blue
High School Diploma -
College of Dupage
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