Duane Yates

About Duane Yates

If you are a real estate agent or builder, connect with me and I can help keep you informed of mortgage financing options for your clients. If you’re looking to buy a home or refinance your existing mortgage, I can provide you with loan options to fit your specific financing needs. Contact me to get started today. Equal Housing Lender.

Experience

1. Home Mortgage Consultant

   Wells Fargo Home Mtg

   Oct 2024 — Present · Bellevue, WA, US

   As a Home Mortgage Consultant at Wells Fargo Home Loans, we play a pivotal role in helping clients achieve their homeownership dreams. This position is designed for motivated, customer-focused professionals who thrive in a fast-paced, results-driven environment.Key Responsibilities:Client Consultation: Provide personalized mortgage consultations to prospective homebuyers and existing homeowners, ensuring they understand the best options for their financial goals.Loan Origination: Facilitate the mortgage loan application process from initial consultation to closing, ensuring compliance with Wells Fargo’s policies and regulatory requirements.Market Analysis: Stay abreast of the local real estate market trends, rates, and lending conditions to offer informed guidance and advice to clients.Networking and Partnerships: Build and maintain relationships with real estate agents, financial advisors, and other industry professionals to generate referrals and expand client base.Customer Service: Deliver exceptional service to all clients, addressing their questions and concerns promptly and efficiently.Technology Utilization: Utilize Wells Fargo’s cutting-edge technology and tools for efficient loan processing and client management.Training and Development: Participate in ongoing training programs to enhance product knowledge, sales techniques, and professional skills.

Education

• Lake Washington Institute of Technology

  General Studies

• Bellevue College

  Business/Commerce, General

• Divers Institute of Technology

  Technical Diploma, Commercial Diving

Skills

• Financial Services
• Retail Banking
• Banking
• Credit
• Loans
• Customer Service
• Sales
• Mortgage Lending
• Loan Origination
• Consumer Lending
• Risk Management
• Finance
• Credit Cards
• Management
• Leadership
• Microsoft Office
• Relationship Management
• Financial Risk
• Outbound Marketing
• Financial Analysis
• Credit Analysis
• Deposits
• Cross Selling
• Cash Management
• U.s. Fha Financing
• Working with First-Time Home Buyers
• Residential Mortgages