Jacob Turner
Haven Home Equity
O'Fallon
2
years of professional experience
Results-driven individual with a proven track record in relationship building, credit analysis, and documentation review. Committed to enhancing customer satisfaction through personalized loan solutions and regulatory compliance.
Work History
Loan Officer
7 Months- Assisted clients in completing loan applications and gathering required documentation.
- Collaborated with underwriters to facilitate timely loan approvals and closings.
- Educated clients on various loan products, terms, and processes to enhance understanding.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Mortgage Loan Coordinator
7 Months- Coordinated communication between clients, lenders, and underwriting teams to facilitate timely approvals.
- Reviewed loan documentation for accuracy and completeness, identifying discrepancies for resolution.
- Coordinated meetings between customer and senior loan officers to review qualifying loan products
College Financial Representative
9 Months- Assisted clients in understanding financial products and services to meet their goals.
- Educated clients on budgeting, saving, and investment options through workshops and one-on-one meetings.
- Maintained detailed records of client interactions and transactions, ensuring compliance with regulatory guidelines and company policies.
Education
Bachelor of Science - Finance
Skills
Credit analysis
Document review
Database management
Document analysis
Sales expertise
Client relations
Relationship building and management
Timeline
Loan Officer
Haven Home Equity
01.2026 - CurrentRead More
Mortgage Loan Coordinator
Haven Home Equity
06.2025 - 01.2026Read More
College Financial Representative
Northwestern Mutual
05.2024 - 02.2025Read More
Missouri State University
Bachelor of Science from Finance
Read More