Kimberly H.

Home Mortgage Consultant NMLS #1526754

Role
Home Mortgage Consultant at Wells Fargo
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Kimberly H.

Motivated and detail orientated Sales Professional. Diverse skills and eager to learn…

Experience

  1. Home Mortgage Consultant

    Wells Fargo

    Aug 2016 — Present · Charlotte, NC, US

    Diamond Performer-Sales Conference 2020, 2022Military Lending Specialist, Jumbo loans, Team member loans, Six Sigma Yellow Belt, Licensed in 50 states* Developed knowledge of company products, policies and procedures, and underwriting requirements.*Review and understand real estate appraisals, title reports, and real estate transactions.*Inform prospective and existing Wells Fargo customers of programs, rates, polices and loan procedures*Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk.*Receive customer applications, quote the rate, APR and points, complete follow up activities with the registration lock-in.*Develop and maintain customer and realtor relationships to engage repeat business.*Perform miscellaneous duties such as Excel spread sheets and update sales data as needed.*Maintained NMLSR requirements and certifications on as needed basis.

Education

  • State University of New York College at Purchase

    Holistic Health/ International Association for Health Coaches

  • SUNY SCCC

    Associate of Arts and Sciences (AAS)

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Kimberly H. — Home Mortgage Consultant at Wells Fargo in Charlotte, NC, US | Unifers