Dan Roach
Loan Officer at Shelter Lending Services
Based in Middleton Town, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Middleton Town
Industry
Banking
Company size
4
Contact information
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d•••••••@sheltermortgage-atlanta.sheltermortgage.com
Phone
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Background
About Dan Roach
Approximately 15 years experience serving as a mortgage loan officer. Professional responsibilities have included: • Met mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality, and customer-service standards; resolving problems; identifying mortgage loan system improvements. • Met mortgage loan financial standards by providing annual budget information; monitoring expenditures; identifying variances; implementing corrective actions. • Attracted new mortgage loan applications by developing relationships within the community, specifically with the real estate community; making sales calls to prospective customers. • Approved mortgage loans by examining application and supporting documentation; estimating credit-worthiness; calculating repayment risk. • Completed mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation; scheduling and completing mortgage loan closing. • Kept mortgage loan information confidential. • Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks.
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