Trevor Harris
Youngsville
Summary
Detail-oriented individual with exceptional communication and loan management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting member objectives. A reliable worker who is willing to accept new challenges and responsibilities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Mortgage Loan Specialist
State Employees' Credit Union
08.2022 - Current
- Explained different types of loans pertaining to member situations
- Reviewed loan files and updated to match current standards
- Analyzed loan applications and credit reports to determine loan eligibility and risk level
- Proactively identified solutions for members experiencing credit issues
- Established plans and payoffs for members' loans, prioritizing control of overall costs
- Worked with processors and underwriters to fix application problems and resolve issues
- Maintained high level of member satisfaction by providing prompt and accurate loan status updates
- Developed rapport with network of referral partners and agents to source new mortgage loan opportunities
- Monitored pipelines to track and log status of loans
- Collaborated with REL Managers to identify opportunities to improve efficiency and productivity
- Provided support to members with mortgage servicing including escrow inquiries and loan payments
Senior Financial Services Officer
State Employees' Credit Union
01.2018 - 08.2022
- Developed and managed a comprehensive branch plan to train mortgage lenders and track applications as the Branch Mortgage Specialist
- Established relationships with members and sought opportunities to offer products and services including accounts, digital tools, loans, and additional financial services
- Engaged in internal and external communications to meet member needs and hel co-workers solve problems
- Participated in internal referral programs to achieve branch goals and support Credit Union initiatives
Financial Services Representative
State Employees' Credit Union
10.2016 - 01.2018
- Deepened member relationships through knowledgeable support for day-to-day banking needs
- Prevented fraud by spotting suspicious behavior and identifying problematic transactions
- Received checks and cash for deposit, verifying amounts and checking accuracy
- Balanced currency, coins, and checks in cash drawers at shift ends and calculated daily transactions
- Engaged in additional FSR responsibilities such as vault management, balancing ATMs and TCDs, and cash item collection activities
Education
Bachelor of Science - Business Administration
North Carolina State University
Raleigh, NC05-2015
Skills
- Credit analysis
- Loan origination
- Loan processing
- Appraisal review
- Document review
- Relationship management
- Loan servicing
- Application tracking
Accomplishments
- Originated over $20 million in ne real estate lending in consecutive years since MLS position was implemented
- Consecutive years finishing in the 90th percentile or higher of all SECU MLO's for new loans & amounts originated
Certification
- NMLS Registered - MLO# 1758079
Timeline
Senior Mortgage Loan Specialist
State Employees' Credit Union
08.2022 - Current
Senior Financial Services Officer
State Employees' Credit Union
01.2018 - 08.2022
Financial Services Representative
State Employees' Credit Union
10.2016 - 01.2018
- NMLS Registered - MLO# 1758079
Bachelor of Science - Business Administration
North Carolina State University
Similar Profiles
Leyland GonzalesLeyland Gonzales
Accounting Department Manager at State Employees Credit Union of New MexicoAccounting Department Manager at State Employees Credit Union of New Mexico
Danielle BrownDanielle Brown
Assistant Branch Manager at State Employees' Credit UnionAssistant Branch Manager at State Employees' Credit Union
JOHN P. MCGUIREJOHN P. MCGUIRE
Assistant Branch Manager at State Employees' Credit UnionAssistant Branch Manager at State Employees' Credit Union