Adam Hoerner

Financial services professional with 18+ years of experience supporting lending operations across private banking and mortgage environments. Proven track record of managing high-volume loan pipelines, ensuring accuracy in documentation, and guiding clients from application through closing. Known for strong client communication, problem-solving, and maintaining strict timelines in fast-paced environments.CORE SKILLS• Loan Processing & Closing• Mortgage & Securities-Based Lending• Document Review & Compliance• Customer Service & Communication• Client Relationship Management• Pipeline Management• Wire & ACH Processing• Microsoft Office (Excel, Outlook, Teams, Word)• Adobe Acrobat• Salesforce• Docusign