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Producer Pat

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Persona name:
Producer Pat

Persona role:
Producer Pat is a Nationally and State Licensed Mortgage Loan Officer, who has been in the banking and financial industry for ten years and specializing in mortgages. She directly serves her clients, as well as partners in the real estate and business community. She prides herself on a high level of professionalism, attention to detail, and the ability to interact with her clients on a personal level.

She specializes in helping first time homebuyers, so that they feel prepared and educated throughout the home buying process. So she would love to share educational articles on her network for her clients
She is committed to customer service and it is her goal to build productive relationships and gain customer loyalty. She wants to be engaged with her clients on her social networks.
She has a passion for working with first-time homebuyers so that they feel prepared and educated throughout the home buying process. She has an unwavering commitment to customer service. It is her goal to build productive relationships and gain customer loyalty. She has the experience, knowledge and proficiency to exceed every client’s expectations.


Job Title
Mortgage Loan Officer
Loan Officer

Job description:
Mortgage Loan Officer

Overview:
Mortgage loan originators educate, advise, and guide potential borrowers through the loan application process. They have a passion for helping people and possess the ability to understand and navigate complex financial documents. They typically work full time in banks or other lending institutions but may coordinate with real estate agents, financial planners, and others from outside their workplace to attract new clients.

Key Responsibilities:
Collect financial information (e.g. taxes, debts)
Evaluate creditworthiness and eligibility for obtaining a mortgage loan
Interview clients
Guide clients through mortgage loan options
Prepare and submit mortgage loan applications
Ensure data are in line with national and local financial rules
Monitor and report on application processes
Inform clients about loan approval or rejection
Help resolve problems with applications
Research new mortgage loan policies
Ensure compliance with privacy laws and confidentiality policies throughout the process
Build a supportive referral network (e.g. with clients, lenders, real estate agents)



Qualifications:
Loan officers typically need at least a bachelor's degree, preferably in a business-related field such as finance, economics or accounting. Mortgage loan officers need a mortgage loan originator license, which requires passing an exam, at least 20 hours of coursework and background and credit checks
MLO
NMLS
Driver's License
Real Estate License
Medical Laboratory Scientist Certification
Doubles/Triples Endorsement
Real Estate Broker
Certified Notary Public
Physician Assistant License
Medical License
Chartered Retirement Planning Counselor
CFP

Company Information
0
1
Company name
United States Bank
2
Company size
Large Enterprise
3
Industry
Banking
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Demographic information
0
1
Age
25-45
2
Gender
Female
3
Income
30k-70k
4
Education level
Bachelor’s Degree
5
Residential environment
Urban
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Personal quote
0
1
"Great salespeople are relationship builders who provide value and help their customers win" “Homeownership is my passion! I believe it grows wealth, self respect, and community in a way that no other aspect of life can!."
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Professional goals
0
1
Be able to increase brand exposure across social media channel and increasing current network
Procuring new mortgage transactions for the bank. To bring in new loan requests into the bank for processing.
2

Motivators

3
She wants to be able to move to a bigger bank so she⁠ can gain more responsibility and be more financially secure.
She wants to be working on ‘relevant’ marketing campaigns that⁠ align well with modern advertising campaigns in order to grow her network.
4

Challenges

5
Build compliant content and ad campaigns in a timely fashion
Building good audience to increase their network.
6

Sources of information

7
Google
Forbes⁠
YouTube⁠
LinkedIn⁠
Twitter⁠
Facebook⁠
Apple News⁠
Business Insider
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