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Timothy Catellier

Timothy Catellier

Loan Officer

NEXA Mortgage | Avondale, AZ

Technologies

Data maestro, orchestrating analytical melodies for data-driven decisions.

My Work

Take a look at my latest work.

DataLab

Project: Analyzing Students' Mental Health

DataLab

Project: Analyzing and Formatting PostgreSQL Sales Data

DataLab

Project: Exploring Trends in American Baby Names

DataLab

Project: Factors that Fuel Student Performance

DataLab

Project: Analyzing Students' Mental Health

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

AWS AWS Certified Cloud Practitioner

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to SQL
Understanding ChatGPT
Intermediate SQL

My Work Experience

Where I've interned and worked during my career.

NEXA Mortgage | Sep 2024 - Present

Sr. Loan Officer

match clients with optimal rates and products suited to their unique financial needs. Maintain industry relevance by continuously updating knowledge of mortgage regulations, products, and market trends to adapt solutions and provide fresh value to clients. Strengthen problem-solving capabilities by customizing solutions for diverse financial scenarios, including low credit strategies, debt consolidation, and HELOC structuring. • Increased client satisfaction by guiding clients through complex mortgage options, tailoring solutions for purchases, refinances, and equity-based lending aligned with their financial goals. • Achieved high client retention and referrals by fostering trust through transparent communication and delivering a seamless lending experience. • Upgraded lead conversion by designing and executing innovative marketing campaigns utilizing email, SMS, and voicemail to engage prospects over extended periods, particularly for refinancing opportunities. • Boosted pre-qualification and application completion rates by implementing trust-building strategies and delivering timely, relevant information to clients. • Improved lead engagement and conversion rates by leveraging Go High Level CRM to design Facebook lead generation campaigns and developing ongoing marketing drip campaigns for purchase and refinance client.
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National Debt Relief, LLC | Feb 2024 - Oct 2024

Debt Relief Specialist

Determine client financial outcomes by conducting detailed financial hardship assessments and identifying factors affecting debt situations to develop tailored debt relief solutions. Strengthen customer acquisition by reviewing credit reports and articulating the company’s debt settlement program clearly and effectively to prospective customers. • Achieved top 1% pass-through percentage within the first month by leveraging Salesforce CRM to manage client interactions, handle high call volumes, and consult on consolidation loans and financial planning. • Enhanced operational efficiency by utilizing Salesforce CRM to document interactions, streamline communication, and optimize workflow in a high- volume, fast-paced environment. • Strengthened client trust and increased referral opportunities by maintaining transparent communication and guiding clients confidently through each step of the lending process.

loanDepot | Oct 2023 - Dec 2023

Loan Consultant

Provided tailored mortgage solutions to clients, ensuring clear communication and exceptional service throughout the lending process. Leveraged expertise in loan products and financial assessments to guide clients toward successful outcomes while maintaining a high-volume pipeline. Implemented targeted sales strategies, leveraging expertise in FHA, VA, Conventional, USDA, and Jumbo loan products to meet diverse client needs. Streamlined client interaction tracking and loan pipeline management through advanced CRM systems, connecting with over 75 clients daily and maintaining consistent follow-ups with 20 realtors weekly to optimize workflow and organization. Managed client interactions to determine financial goals, offering personalized loan options aligned with unique needs and circumstances. Conducted thorough evaluations of loan applications, analyzing credit reports, income documents, and financial details to ensure accuracy and compliance. Fostered client trust by maintaining proactive communication, providing updates throughout the loan lifecycle, and delivering clear explanations of loan terms and conditions.

Loan Simple Wholesale | Dec 2022 - Feb 2023

Loan Officer

Partnered with customers, forecasted evolving needs, and fostered strong relationships through tailored financial solutions to boost mortgage loan sales volume. Accelerated transaction processing by acquiring and analyzing due diligence information, issuing pre-qualification letters, and coordinating post- closing documentation with the business team. • Improved client engagement by managing 100 to 150 calls daily to discuss loan options, assess financial needs, and address inquiries. • Strengthened rapport with prospective clients by efficiently handling high call volumes and ensuring each interaction was personalized and informative. • Optimized time management by prioritizing calls and leveraging interpersonal skills to maintain a professional and client-focused approach in a fast-paced environment.

Opendoor | Sep 2021 - Nov 2022

Mortgage Consultant

Modified processing of new residential mortgage applications, crafted tailored loan packages, and coordinated with the underwriting team to achieve clear-to- close status. • Surpassed monthly goals by 60% in June by leveraging expertise and delivering exceptional performance in mortgage processing and client support. • Achieved top performance among 11 mortgage consultants by maintaining complete and accurate files and surpassing conditional loan approval goals in the first half of 2022. • Reduced application review time by coordinating and optimizing loan document assembly, ensuring completeness, and submitting digital packages to processors while maintaining an 80% clear rate. • Consistently outpaced senior loan officers by closing high volumes of loans, achieving top performance as the #1 loan officer in a non-senior role, and positioning for promotion to senior loan officer. • Drove process improvement by mentoring and developing processors, providing them with in-depth knowledge of loan guidelines and structuring non- cookie cutter loans to expand opportunities and streamline workflows. • Collaborated closely with underwriters, educating them on specialized loan guidelines and ensuring smooth processing of non-standard loan files. • Built and maintained strong client relationships, guiding them through the loan process and ensuring clear communication regarding the structure and benefits of their loan options.

Churchill Mortgage Corporation NMLS # 1591 | Jun 2020 - Sep 2021

Loan Officer

Evaluated loan applications and financial documents to determine eligibility and ensure compliance with lending regulations. Delivered accurate guidance to clients through the loan application process by explaining terms, conditions, and product options, tailoring recommendations to meet financial goals. • Enhanced processing accuracy by examining loan quality requirements, assessing disclosure statements for precision, and completing detailed checklists while managing 100+ monthly leads. • Ensured compliance and minimized errors by reviewing and verifying loan documents, including income statements, credit reports, and appraisal reports. • Facilitated the loan application process for individuals with non-traditional credit profiles, helping them secure financing by identifying alternative qualifying factors.

Chase | Mar 2018 - Jun 2020

Home Lending Advisor

Assisted clients in navigating the home lending process by providing detailed explanations of loan options, terms, and qualifications to meet individual financial needs. Built and maintained relationships with clients, real estate professionals, and referral partners to drive business growth and secure new lending opportunities. • Secured new leads by engaging with 50 to 100 clients daily through an online lead generation platform, driving consistent loan pipeline growth. • Improved branch communication and efficiency by spearheading a new business strategy as a remote loan officer, serving as the main contact for up to three branch locations. • Achieved improved lead conversion by joining the eCommerce team within eight months, leveraging strong performance to enhance client service in a digital environment. • Increased operational efficiency by supporting a multi-branch initiative, selected based on exceptional performance after a year on the eCommerce team.

JG Wentworth | Apr 2017 - Mar 2018

Loan Officer

Delivered top-tier customer service, fostered loyalty, and ensured a high referral rate to increase client retention. Prepared and presented loan applications to underwriting teams, ensuring compliance with company policies and lending guidelines. • Expanded loan coverage by holding active Nationwide Mortgage Licensing System (NMLS) licenses and registrations across 23 states. • Strengthened client relationships and external partnerships by managing a revolving pipeline of 10+ applications monthly and identifying suitable mortgage solutions based on financial circumstances. • Elevated client retention and referral rates by delivering exceptional customer service, maximizing satisfaction, and fostering long-term relationships. • Enhanced transparency and client satisfaction by serving as the primary contact throughout the loan process, providing updates, answering inquiries, and addressing concerns from application to closing. • Strengthened task management by organizing priorities across multiple deadlines, delivering proactive follow-ups, and keeping all stakeholders informed to meet and exceed service expectations. • Generated significant business growth by prioritizing client retention and relationship-building, creating a steady stream of referrals through a client- centered approach

Quicken Loans | Dec 2015 - Mar 2017

Mortgage Loan Originator

Conducted thorough credit, income, and asset assessments to verify client qualifications and mitigate risk. Built and maintained strong client relationships by providing exceptional service and addressing inquiries throughout the loan process. Monitored loan performance post-closing to ensure customer satisfaction and resolve any issues efficiently. • Achieved top department performance by analyzing and surpassing competitor benchmarks, processing the highest number of loans, and earning the “Rising Star Award” twice in 2016. • Increased client satisfaction and tailored financial solutions by conducting comprehensive needs assessments and recommending loan products aligned with individual financial goals. • Minimized processing delays and upheld regulatory standards by managing loan documentation with precision, verifying accuracy, and ensuring full compliance with applicable regulations. • Strengthened client retention and generated referrals by maintaining proactive communication throughout the loan process, addressing inquiries, providing updates, and resolving issues efficiently. • Enhanced customer experience and optimized outcomes by utilizing a consultative approach to loan structuring, aligning financial solutions with client needs and objectives. • Contributed to the company’s reputation for excellence by fostering transparent, reliable service practices and maintaining strong relationships with a diverse client base.

Amazon | Oct 2012 - Nov 2015

Area Manager

Ensured seamless order fulfillment by delivering excellent data management and supply logistics support to create, process, and ship customer orders. Established scalable programs for staff development, onboarding, and training, fostering a customer-centric, quality-focused work environment. • Secured $620K in 2014 and $77K in 2015 by leveraging agile-based approach and deploying lean six sigma practices to identify process gaps and optimize costs and efficiency. • Enhanced team performance by facilitating professional development, addressing discrepancies through corrective actions, coaching and mentoring employees, and implementing rewards and recognition for top performers. • Improved operational efficiency by designing and executing processes, systems, and mechanisms for outbound operations, utilizing data-driven decisions and analytical problem-solving. • Increased stakeholder value by effectively allocating resources, aligning team efforts with organizational strategies, and employing reward, recognition, and corrective practices. • Accelerated project completion by spearheading the implementation of new packaging software across three shifts and five process paths and providing hands-on training for associates and team leaders. • Optimized logistics and quality assurance by leading daily operations for inbound and outbound freight across multiple US locations, ensuring exceptional customer service and regulatory compliance. • Strengthened workforce development by creating hiring, training, and staff development programs, fostering a safe, quality-focused, and productive environment. • Improved facility performance by implementing tactical and strategic plans aligned with business demands, workforce availability, and capacity requirements. • Increased accountability and collaboration across operational areas by supervising logistics, maintaining compliance with company policies, and adhering to federal and OSHA standards.

Petsmart | Apr 2007 - Oct 2012

Operations Manager

Improved costs, process efficiency, and workforce optimization by delivering staff training and enhancing understanding of job requirements/expectations. Facilitated timely and seamless holiday shipment processing by defining and implementing new procedures across three distribution shifts. • Maintained 100% on-time delivery rate by collaborating with the inventory manager and implementing strategies to sustain optimal inventory levels. • Attained promotion from supervisor to operations manager by driving team excellence through effective change management initiatives, facilitating performance improvement, and demonstrating a strong work ethic. • Fostered senior management decision-making by creating detailed Microsoft Excel spreadsheets to track DC-12 operational goals and support business objectives. • Supported 170+ store locations across five Western states by heading inbound and outbound operations for a distribution facility processing three million units weekly. • Enhanced workforce performance by managing, training, evaluating, and mentoring 150+ associates and five exempt managers in a one-million-square- foot distribution center. • Increased efficiency and cost savings by presenting targeted training opportunities to staff, ensuring optimal performance and proficiency. • Streamlined holiday operations for three shifts by developing and enforcing holiday-specific operational procedures, ensuring effective communication and adherence across the organization. • Advanced operational oversight by successfully managing shipments of over three million units annually and maintaining exceptional service levels.

My Education

Take a look at my formal education

Bachelor of Business Administration - BBA, Business Administration and Management, GeneralNorthern Arizona University | 2000

About Me

Timothy Catellier

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