Experience

Wilson Bank & Trust

• United States
• Banking
• 100 - 200 Employee

• VP - Mortgage Servicing and Reporting Manager

  • Jun 2023 - Present

  Greater Nashville Area, TN The Mortgage Servicing & Reporting Manager is a corporate management position managing the servicing of secondary market & WBT held portfolio mortgage loans. This role has a high level of expertise in large servicer regulations as well as Freddie Mac’s servicing requirements to assist Wilson Bank & Trust in meeting their financial, revenue & loan servicing objectives. This position is also the direct liaison between all Wilson Bank and Trust’s Accounting, Reporting and front line department &… Show more The Mortgage Servicing & Reporting Manager is a corporate management position managing the servicing of secondary market & WBT held portfolio mortgage loans. This role has a high level of expertise in large servicer regulations as well as Freddie Mac’s servicing requirements to assist Wilson Bank & Trust in meeting their financial, revenue & loan servicing objectives. This position is also the direct liaison between all Wilson Bank and Trust’s Accounting, Reporting and front line department & staff with our chosen Secondary Market Loan Subservicer.

• Assistant Vice President – Subservicing Quality Control Manager

  • Dec 2021 - May 2023

  Nashville Metropolitan Area The Subservicing Quality Control Manager role drives continuous improvement in the following guiding principles, from which when demonstrated allow the Subservicing Quality Control Manager to realize short and long term, personal and professional success. The Subservicing Quality Control Manager is a corporate support role within a sales and operations mortgage culture. This position is a key role in driving execution of revenue and service expectations for the mortgage division. This… Show more The Subservicing Quality Control Manager role drives continuous improvement in the following guiding principles, from which when demonstrated allow the Subservicing Quality Control Manager to realize short and long term, personal and professional success. The Subservicing Quality Control Manager is a corporate support role within a sales and operations mortgage culture. This position is a key role in driving execution of revenue and service expectations for the mortgage division. This includes having a strategic and predictive mind-set that is rooted in modelling our mortgage servicing in real time as well and looking forward.

• Conventional, USDA RD, FHA DE, FHA 203(k) and VA SAR Qualified Underwriter

  • Jun 2017 - Dec 2021

  Greater Nashville Area, TN Simon is a Conventional, USDA Rural Development, FHA DE, FHA 203(k) and VA SAR qualified Underwriter as well as being responsible for File Flow Accountability & Operation Process Efficiency. His work entails evaluating risk, conducting in-depth reviews of all loan documentation to ensure full compliance with Bank and Investor guidelines as well as analyzing appraisals to determine the subject property represents acceptable collateral. Further more, he assists all production and operational… Show more Simon is a Conventional, USDA Rural Development, FHA DE, FHA 203(k) and VA SAR qualified Underwriter as well as being responsible for File Flow Accountability & Operation Process Efficiency. His work entails evaluating risk, conducting in-depth reviews of all loan documentation to ensure full compliance with Bank and Investor guidelines as well as analyzing appraisals to determine the subject property represents acceptable collateral. Further more, he assists all production and operational personnel with questions on policies and procedures to ensure that loan files are reconciled with applicable automated underwriting findings as well as assisting in resolution of investor conditions and QC reviews.

• Conventional Underwriter

  • Sep 2015 - May 2017

  Greater Nashville Area, TN Simon was responsible for conducting in-depth reviews of all loan documentation to ensure full compliance with Bank and Investor guidelines. Underwriting Conventional Loans and evaluating risk to ensure a sound and prudent decision. Analyzing appraisals to determine the subject property represents acceptable collateral. Assisting all production and operational personnel with questions on policies and procedures. Ensuring that loan files are reconciled with applicable automated underwriting… Show more Simon was responsible for conducting in-depth reviews of all loan documentation to ensure full compliance with Bank and Investor guidelines. Underwriting Conventional Loans and evaluating risk to ensure a sound and prudent decision. Analyzing appraisals to determine the subject property represents acceptable collateral. Assisting all production and operational personnel with questions on policies and procedures. Ensuring that loan files are reconciled with applicable automated underwriting findings. Assisting in resolution of investor conditions and QC reviews. Simon has also been responsible for the development and implementation of the Mortgage Department’s TRID Training Manual as well as the Underwriting, Processing & Closing Loan Program Checklists (Conventional, RD, FHA, THDA & VA). Within his departmental role, Simon is also cross trained in all other aspects of the department’s processes and procedures from Investor Locks & Loan Estimate Disclosures to Processing and Closing.



Mortgage Bankers Association

• United States
• Banking
• 200 - 300 Employee

• Loan Administration Committee

  • Mar 2021 - Present



HiTouch Business Services

• United States
• Retail Office Supplies and Gifts
• 100 - 200 Employee

• Director of Inside Sales

  • Nov 2013 - Aug 2015

  Greater Nashville Area, TN Simon was responsible for the analysis, successful redevelopment, implementation, and operation of HiTouch Business Service's existing inside ales team. Through current staff evaluation, redeployment, additional recruitment, training and management, a team of 16 inside sales representatives was enhanced to develop existing client accounts into highly profitable and loyal partners. Additionally through the development and implementation of a specialized new business development team, a program… Show more Simon was responsible for the analysis, successful redevelopment, implementation, and operation of HiTouch Business Service's existing inside ales team. Through current staff evaluation, redeployment, additional recruitment, training and management, a team of 16 inside sales representatives was enhanced to develop existing client accounts into highly profitable and loyal partners. Additionally through the development and implementation of a specialized new business development team, a program was developed to target, prospect and introduce new clients to the company in order to grow the department's revenue through new client generation. After joining at the end of November 2013 and within the following and first full year of directing the inside sales department, Simon successfully exceeded the sales of the previous two sales revenue years and with his team achieved the hitting of his 2014 sales revenue target in the first week of December and completed the year with almost a full additional month's revenue to add to the departments total sales revenue. This was achieved through the addition of new clients as well as the development of existing client accounts. This growth continued throughout 2015 exceeding 2014's month against month actual sales revenue. Throughout his time with the company, Simon successfully introduced a department training program for existing and newly hired staff that incorporated technology system, company process & procedure and sales training. He also devised, developed and implemented a successful hunter / farmer team oriented sales strategy from the previous sales model and created all of the operational processes to integrate it with the customer service, marketing, sales support, purchasing and operational departments. This change in sales team method allowed the members of the team to work to their individual strengths and focus on the key areas that made their career's successful both professionally and personally. Show less



Novatech, Inc.

• United States
• IT Services and IT Consulting
• 300 - 400 Employee

• Printer Services Manager

  • Aug 2009 - Nov 2013

  Greater Nashville Area, TN Simon was responsible for the successful development, implementation, and operation of NovaCopy’s interactive e-commerce website for the purchasing of copier, printer and office supplies. This work included the planning and management of a marketing and sales team of between three to six individuals who introduce the new site to NovaCopy’s existing, new and prospective customers. Simon developed and grew the e-commerce store from the ground up as a brand new avenue of NovaCopy’s product… Show more Simon was responsible for the successful development, implementation, and operation of NovaCopy’s interactive e-commerce website for the purchasing of copier, printer and office supplies. This work included the planning and management of a marketing and sales team of between three to six individuals who introduce the new site to NovaCopy’s existing, new and prospective customers. Simon developed and grew the e-commerce store from the ground up as a brand new avenue of NovaCopy’s product offerings; he was instrumental in the development of the related service programs which immediately added value to the client at no added cost. Within the first twelve months of the e-commerce store, he increased the sales revenue of the store by six hundred percent and added 4 new members of staff to the department and to NovaCopy. Simon also devises telemarketing strategies and works with purchasing teams, accounting departments, and vendors to refine systems in order to ensure maximum efficiency and customer satisfaction with hardware and supply orders. These efforts include the coordination and refining of pricing as well as the order entry process with emphasis on customers using the e-commerce store for orders. It is through Simon’s operational, problem solving and solution development abilities that the e-commerce store's system has become a reality enabling each client’s account to be custom built for their own office equipment resulting in a clear and problem free user interface. The development of this system has created the need for an additional and dedicated, full time e-commerce administrator as well as increasing NovaCopy’s existing Customer Relations Team’s knowledge & skills by cross training these individuals to support the system smoothly and efficiently from behind the scenes. Show less



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Division Director

  • Mar 2007 - Jul 2009

  Greater Nashville Area, TN Initially contacting Robert Half International to gain assistance with finding a position to continue his own personal career, Simon's experience, key personal and professional skill set was identified and it was determined by the Nashville office's senior branch manager that he would be a valuable asset to their own staff in order to further serve their clients with their needs. As a staffing manager of Robert Half International's OfficeTeam division, Simon provided his and the company's… Show more Initially contacting Robert Half International to gain assistance with finding a position to continue his own personal career, Simon's experience, key personal and professional skill set was identified and it was determined by the Nashville office's senior branch manager that he would be a valuable asset to their own staff in order to further serve their clients with their needs. As a staffing manager of Robert Half International's OfficeTeam division, Simon provided his and the company's clients with highly skilled temporary and permanent administrative professionals staff from clerical to highly skilled executive support staff. His role was to offer a highly specialized approach to administrative staffing, reinforced by his own prior personal industry experience in human resources, office technology, and administration. The positions staffed within the department included, but were not limited to, Receptionists, Data Entry Specialists, Customer Service Representatives, Administrative and Executive Assistants, HR Coordinators, and Marketing Assistants. His core duties were the search and selection of unique candidates for specialized job requirements, the generation of new business clients & job orders, and the growing of existing client accounts. By the set six months productivity expectation of the sales aspect of the position, Simon performed sixty-five percent over the set target for a new employee and was nominated for the company's Rookie of the Year award for 2007. During his first year, he was promoted to Division Director and led the department to continue to specialize the placement of temporary, contract-to-hire, and permanent consultants and professionals within the administration field. Show less



ProSales Group

• United Kingdom
• Telecommunications
• 1 - 100 Employee

• Marketing Account Manager

  • Feb 2001 - Jul 2006

  United Kingdom ProCom Connections provides on-going marketing support to organizations viewing databases and relational promotional activities in the United Kingdom, the United States and Canada. The company offers telemarketing services, database services, e-commerce solutions, lead management, direct mail, data hosting, on-going verification, data cleaning, and fulfillment services. Simon was responsible for up to thirty call center staff, three Account Managers and six Team Leaders. During his… Show more ProCom Connections provides on-going marketing support to organizations viewing databases and relational promotional activities in the United Kingdom, the United States and Canada. The company offers telemarketing services, database services, e-commerce solutions, lead management, direct mail, data hosting, on-going verification, data cleaning, and fulfillment services. Simon was responsible for up to thirty call center staff, three Account Managers and six Team Leaders. During his time with the company, he successfully created and implemented company and account manager policies and procedures to assist in driving existing business and maintaining increased profit margins. Hs role was tasked to direct marketing campaigns by designing, planning, scheduling, and implementing creative special projects. Simon was instrumental in human resources for management and executive personnel, staff sales, and customer service training. This included the search & selection of key staff for specific roles He also was instrumental in training manual planning, co-ordination, content, and implementation. He was instrumental in monitoring call centre payroll, target planning, management achievement as well as staff and management appraisals. Simon successfully increased the working productivity, efficiency and sales conversion rates. He set and monitored objectives for underperforming managers and reported to the Directors on company performance, while addressing any issues that arose and implemented operational changes to resolve these issues. Simon created new company documentation and forms and was responsible for sales and project management. He participated in campaign account management, analysis, reporting, result presentation and was always present to lead face to face client presentations and meetings. He also implemented new training manuals and procedures for customer service, and sales staff in order to maximize the investment of time for in house direct staff. Show less