Bobbie Sorenson
Missoula
Summary
Results driven Mortgage Loan Originator with over 18 years of experience working for a national charter spanning 50 states and Guam. Highly skilled in analyzing individual profiles to tailor client needs. Ability to identify specific loan programs to optimize customer experience while maintaining compliance and meeting industry standards. Focused involvement on all aspects of the lending process to include; customer facing, realtor and title interactions, underwriter and processor engagement.
Overview
20
20
years of professional experience
Work History
Operations Manager
LYON RANCH LLC.
07.2023 - Current
- Manage day to day operations of multiple businesses to include retail pork and beef sales, rental properties, milk cow sales and marketing, and cellphone tower lease management.
- Grow and maintain retail meat sales, managing client relations, and coordinating butcher schedules and delivery.
- Enhance customer satisfaction by establishing clear communication and addressing any concerns promptly.
- Manage multiple rentals and tenant placements.
- Successful navigation of Conservation Easements.
- Coordinate real estate sales and acquisitions.
- Developed a deep understanding of property, mineral, and water rights in an effort to represent Lyon Ranch.
- Address multiple government agencies as well as the Montana Water Courts regarding 150-year-old water and property rights.
- Maintain books and structured multiple businesses to generate and increase revenue.
Mortgage Consultant
Wells Fargo Home Mortgage
09.2011 - 06.2023
- Maintained extensive knowledge and comprehension on all loan products to ensure proper loan placement and high pull through rates.
- Adapted and developed solutions throughout the loan origination process to help clients achieve their personal, financial and homeownership goals.
- Continuously met or exceeded customer loyalty goals ensuring a positive customer experience and repeat business.
- Maintained constant communication with clients from application to closing. Communicated with realtors, appraisers, attorneys, title companies, underwriters and other vendors to coordinate all aspects of the loan process.
- Consistently exceeded monthly sales goals and maximized loan production through lead conversion and internal and external referral partners.
- Requested, collected, and uploaded all supporting income and asset documentation per guidelines to support a smooth loan process.
- Built rapport and longstanding trusting relationships with clients and all referral partners.
Branch Manager
Wells Fargo Financial
05.2005 - 09.2010
- Originated mortgages, auto and personal loans while navigating the subprime market.
- Grew and led my team to maximize sales goals and consistently place top in the market.
- High pressured and fast paced sales environment utilizing existing leads to generate additional business.
- Consistently placed top in the state with sales units.
- Processed payments, managed foreclosures and repossessions.
Education
Bachelor of Business Administration -
University of Montana
05.2004
Skills
- Communication: Strong ability to convey information effectively and persuasively both verbally and written
- Emotional Intelligence: High capacity to empathize with, perceive, and understand the emotional needs of clients throughout the lending process
- Adaptability: Embrace the everchanging housing and lending market with experienced problem-solving skills and methods
- Market and Product knowledge: Stay up to date and well informed on any and all applicable changes and opportunities within the housing and lending market as they arise
- Risk Assessment: Bringing almost two decades of experience in analyzing overall credit and personal risk associations to ensure high pull through rates
- Analytical Problem Solving: Experienced in analyzing large amounts of financial and personal data to provide direction for informed decisions as it relates to the loan process
Timeline
Operations Manager
LYON RANCH LLC.
07.2023 - Current
Mortgage Consultant
Wells Fargo Home Mortgage
09.2011 - 06.2023
Branch Manager
Wells Fargo Financial
05.2005 - 09.2010
Bachelor of Business Administration -
University of Montana
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