Erik M Anderson

  • Coon Rapids MN

Summary

Seasoned financial services professional who makes his client's experience a top priority.  Colleagues and clients alike describe him as a sharp, focused, detailed oriented sales person who uses his vast knowledge of underwriting to help clients fulfill their financing goals.

While in a centralized retail mortgage environment, he helped close over 1,000 mortgage loans between 2009 and 2012, with production volume ranging from $50 - $65 Million each of those years.  Accomplishing these tasks required expertise in advising clients during the processing of their loan with what the requirements were for each unique loan scenario.

While many of his peers took more applications, Erik excelled in converting more of his applications into closed loans.   As a result, he is a consistent top 20% performer who also maintains the highest quality ratings.

Work History

Work History
Nov 2014 - Present

Business Banking Specialist

Wells Fargo

As a Business Banking Specialist, I work on earning all of the business of small business owners I come into contact with via the phone channel. This includes both consumer and small business needs, while ensuring retention and exercising excellent customer service in all customer interactions. My key accountabilities are to offer deposit, lending and other small business product solutions in order to serve as an expert in referring business packages and achieving profitability objectives that meet the customer's needs and financial goals.

Jul 2014 - Oct 2014

Loan Consultant

Caliber Home Loans

As a Loan Consultant with Caliber Home Loans, I offered a variety of unique and expanded programs aimed at helping consumers and real estate professionals reach their respective goals. 

Dec 2013 - Jul 2014

Mortgage Loan Officer

First Option Mortgage

Respond to incoming radio and direct mail purchase and refinance leads in order to convert them to loan applications.  Collect all required disclosures and documentation in order to send a complete application file to the loan processor.  Communicate all rate lock information to client and stay in compliance with all lending regulations.  Communicate with third parties including real estate agents, title representatives in order to keep each party in the loop regarding timely closings.

Mar 2005 - Sep 2013

Home Mortgage Consultant

Wells Fargo Home Mortgage

As a Home Mortgage Consultant, my role was to build strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Provided consultation in regards to home financing by educating borrowers on available products and the loan process. From late 2009 through 2012, my primary referral sources revolved around creating relationships with Wells Fargo Advisors(WFA) and their clients. 

Nov 1998 - Jun 2001

Claims Examiner

Prudential Financial

Claims Examiner at (2 years 8 months) Reviewed claims and scored them based on the statements of clients. Processed varible life insurance policy reinstatements, death benefit calculations, and complex policy adjustments. 

Education

Education
Sep 2001 - Jun 2004

M.A, Theological Studies

Bethel Theological Seminary
Sep 1992 - Dec 1997

B.A., Music Performance

University of Minnesota-Morris