Kari Story
Berlin
Summary
Dynamic Loan Originator and Sales Manager with a proven track record at SWBC, excelling in loan structuring and underwriting guidelines. Recognized for enhancing customer satisfaction through exceptional service and effective communication, resulting in increased referral business. Goal-oriented professional dedicated to delivering optimal mortgage solutions tailored to client needs.
Overview
14
14
years of professional experience
Work History
Loan Originator/Sales Manager
SWBC
07.2025 - Current
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
- Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
Loan Originator/Sales Manager
Main Street Home Loans
01.2022 - 07.2025
- Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
- Participated in ongoing training sessions to stay current on industry trends, lending guidelines, and product offerings.
- Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
Loan Originator/Sales Manager
First Home Mortgage Corporation
02.2012 - 01.2022
- Provided exceptional customer service throughout the entire loan process, resulting in repeat business and positive client reviews.
- Attended networking events to cultivate relationships with real estate professionals, resulting in increased referral business.
Education
Mathematics
Salisbury University
Salisbury, MD05-2002
Skills
- Underwriting guidelines
- Loan structuring
- Goal oriented
- Document review
Timeline
Loan Originator/Sales Manager
SWBC
07.2025 - Current
Loan Originator/Sales Manager
Main Street Home Loans
01.2022 - 07.2025
Loan Originator/Sales Manager
First Home Mortgage Corporation
02.2012 - 01.2022
Mathematics
Salisbury University
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