Alison Rogan
Mom-Mortgage Lender-Author
- Role
- Sales Manager at New American Funding
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Alison Rogan
Licensed Loan Originator | Mortgage Professional with 20+ Years of Experience | Retail & Wholesale | Underwriting Background | Client-FocusedWith over two decades of hands-on experience in the mortgage industry, I bring a unique 360° perspective having worked extensively on both the retail and wholesale sides, as well as in mortgage underwriting. This comprehensive background enables me to guide clients through the mortgage process with confidence, clarity, and care.I’m a results-driven, detail-oriented professional with a deep understanding of loan products, lending guidelines, and program eligibility. My strong negotiation and communication skills, combined with a commitment to exceptional customer service, allow me to build lasting trust with clients and referral partners alike. What I Bring to the Table:Proven ability to match borrowers with the right loan products to meet both short- and long-term financial goals.A client-first mindset with a track record of helping people feel informed, empowered, and confident throughout the mortgage process.In-depth knowledge of underwriting standards, lending regulations, and evolving mortgage trends.A solutions-focused approach to complex loan scenarios—seeing multiple paths to help clients succeed.Whether working with first-time homebuyers, experienced investors, or refinance clients, I’m dedicated to delivering a smooth, transparent, and successful lending experience. Let’s connect if you’re looking for a mortgage professional who combines industry expertise with a personal touch.
Experience
Sales Manager
Jan 2019 — Present · West Palm Beach, FL, US
Loan Consultant NMLS #278423 | New American Funding NMLS #6606Equal Housing Opportunity- Originate residential mortgage loans by evaluating clients’ financial profiles and recommending suitable products based on short- and long-term financial goals- Guide borrowers through the loan process from application to closing, ensuring a smooth, compliant, and timely experience- Leverage deep knowledge of underwriting guidelines and lending requirements to structure complex loan scenarios and secure approvals- Maintain strong relationships with clients, realtors, processors, underwriters, and wholesale lenders to ensure seamless communication and efficient processing- Analyze credit reports, income documentation, and asset statements to determine eligibility and present multiple financing solutions- Educate clients on loan options, rate locks, fees, and terms to support informed decision-making and long-term financial success- Consistently exceed production goals and client satisfaction metrics through a service-first, solutions-focused approach- Navigate retail and wholesale lending environments with fluency, adapting to changes in market conditions and regulatory requirements- Utilize CRM and LOS platforms to track pipeline activity, maintain documentation, and ensure full compliance with state and federal guidelines.
Education
The Art Institute of Fort Lauderdale
Multimedia, Web Page, Digital/Multimedia and Information Resources Design
Broward College
Associates degree
Skills
- Sales Management
- Sales Operations
- Direct Sales
- Social Media Marketing
- Marketing
- Finance
- Personal Finance
- Financial Planning
- Mortgage Lending
- Residential Mortgages
- Mortgage Underwriting
- Mortgage Industry
- Banking
- Credit
- Loans
- Loan Origination
- Mortgage Banking
- Refinance
- Credit Analysis
- Fha
- Investments
- Management
- Real Estate
- Usda
- Va Loans
- Negotiation
- Fha Financing
- Sales
- Customer Service
- First Time Home Buyers
- Investment Properties
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