Kayla Willey
Mortgage Representative @Citi
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WORK HISTORY
Mortgage Representative @Citi
Irving, TX, US
Experienced mortgage professional with a strong background in inbound and outbound sales, consulting clients on available loan products while exercising independent judgment in pre-qualifying financial applicants.Build trust and establish rapport with clients by providing tailored financial solutions.Educate clients on financial calculations, loan rates, and pricing to empower informed decisions.Review applicants\' financial status, credit history, and property details to identify the best home loan solutions.Identify and articulate cross-sell and cross-referral opportunities to maximize value for clients.Adhere to phone schedules, underwriting standards, government regulations, and compliance guidelines.Utilize advanced systems to maintain product knowledge, effectively register loans, and manage pipeline processes.Actively manage leads to achieve targeted conversion rates.Partner with operations teams to ensure exceptional service throughout the loan process, from application to closing.Collect and compile necessary documentation while maintaining clear communication with clients.Exercise sound ethical judgment, ensuring compliance with Citigroup policies, industry regulations, and risk management practices to uphold the firm\'s reputation and safeguard clients\' interests.
EDUCATION
The University of Alabama
Business & Finance
Missouri State University
Business/Commerce, General
Texas Wesleyan University
Finance, General
Forney High School
General Studies
ABOUT KAYLA WILLEY
I’m a client relationship and revenue-focused professional with a proven track record of…
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