JAKE MOREHEAD
Nashville
Summary
Professional with strong experience in mortgage industry, prepared for this role. Proven ability to assess clients' financial needs, originate loans, and ensure compliance with regulations. Reliable team player who adapts to changing demands and focuses on achieving results. Skilled in customer service, financial analysis, and communication.
Overview
4
4
years of professional experience
Work History
Mortgage Loan Officer
NEXA Mortgage
02.2025 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Mortgage Loan Officer
Carrington Mortgage Services
02.2022 - 02.2025
- Met with applicants to obtain information for loan applications and answer questions about processes
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans
- Developed loan contracts and explained contract terms to clients
- Negotiated terms and conditions of loan agreements with borrowers
- Ensured compliance with all federal, state and local regulations related to mortgage lending
- Developed and maintained relationships with company clients
Member Service Representative
Town and Country Credit Union
06.2021 - 10.2021
- Engaged in conversation with customers to understand needs and answer product questions
- Helped members resolve account problems and navigate internal systems to handle routine needs
- Built and maintained client relationships through quality, personalized interactions
- Maintained accurate records of member interactions and transactions
- Identified opportunities for cross-selling additional products or services based on member needs
Retail Associate
Scheels
02.2021 - 06.2021
- Arranged merchandise for display to highlight new styles, attract customers, and enhance sales
- Maintained store appearance by stocking shelves, organizing merchandise displays, and cleaning counters
- Expedited newly received merchandise to sales floor
- Attended team meetings to discuss sales goals, upcoming promotions
Education
Bachelor of Science - Accounting
North Dakota State University
Fargo, ND12.2020
Skills
- Customer service-focused
- Portfolio Management
- Excellent communicator
- Client Relations
- Credit analysis
- Documentation Review
- Goal oriented
- Data interpretation
Timeline
Mortgage Loan Officer
NEXA Mortgage
02.2025 - Current
Mortgage Loan Officer
Carrington Mortgage Services
02.2022 - 02.2025
Member Service Representative
Town and Country Credit Union
06.2021 - 10.2021
Retail Associate
Scheels
02.2021 - 06.2021
Bachelor of Science - Accounting
North Dakota State University
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