Experience

Talitrix

• United States
• Software Development
• 1 - 100 Employee

• Senior Manager, Customer Success

  • Aug 2023 - Present

  Alpharetta, Georgia, United States Manages team of Customer Success Managers. Set goals and drive staff performance to meet & overachieve. Recruiting & development. Responsible for conducting product and service presentations as well as training sessions. Intense focus on client satisfaction and managing projects/implementations and business process optimization experience. Applies my understanding of contract structure and negotiations to lead to satisfactory retention rates. Daily display of strong time… Show more Manages team of Customer Success Managers. Set goals and drive staff performance to meet & overachieve. Recruiting & development. Responsible for conducting product and service presentations as well as training sessions. Intense focus on client satisfaction and managing projects/implementations and business process optimization experience. Applies my understanding of contract structure and negotiations to lead to satisfactory retention rates. Daily display of strong time management and organization skills. Advance MS Office proficiency (Word, Excel, Outlook, PowerPoint) and Salesforce or other CRM experience utilized daily. Power BI reporting and monthly/quarterly reviews with accounts/resellers. Responsible for training jurisdictions on technology deployment/support and software Strong Data analytics – reporting daily requirements

• Account Manager II

  • Aug 2022 - Aug 2023

  Atlanta, Georgia, United States



Newrez LLC

• United States
• Financial Services
• 700 & Above Employee

• Underwriter

  • Jul 2020 - Jun 2022

  Remote



Clayton Services

• United States
• Financial Services
• 100 - 200 Employee

• Mortgage Underwriter

  • Apr 2012 - Mar 2020

  Remote Perform in depth full loan reviews of FNMA, FHLMC, FHA, & VA loans. Analyze the entire file documents to identify any red flags or misrepresentations and fraud. Review income, credit, appraisal, and assets to ensure borrowers have properly qualified for the loan per lender guidelines and the data submitted to AUS was verified with the accurate documents to match the file.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Underwriter

  • Aug 2010 - May 2011

  Minneapolis, Minnesota, United States  Responsibilities included: reviewing, analyzing, approving/denying & underwriting large unusual or complex individual consumer requests and products within company and FNMA/FHLMC industry guidelines.  Dependent on division and complexity of underwriting, functions may include reviewing financial statements, credit reports, and applicable ratios (i.e. Debt ratios, loan-to-value).  Evaluated and examined transactions to ensure accuracy and completeness; prepared formal reports for… Show more  Responsibilities included: reviewing, analyzing, approving/denying & underwriting large unusual or complex individual consumer requests and products within company and FNMA/FHLMC industry guidelines.  Dependent on division and complexity of underwriting, functions may include reviewing financial statements, credit reports, and applicable ratios (i.e. Debt ratios, loan-to-value).  Evaluated and examined transactions to ensure accuracy and completeness; prepared formal reports for review; ensuring that documents are consistent and uphold to company and industry guidelines; implementing fraud detection techniques.  Performed compliance reviews; assisted with re-negotiations of loans based on lending guidelines; contacted customers and partners to gather information to make appropriate decisions, explained rationale behind credit decision.  May provide work direction and/or training to lower level team members and provide performance feedback to supervisor/manager. Show less



Executive Underwriters

• Underwriter

  • May 2004 - Aug 2010

  Atlanta Metropolitan Area  Conventional and FHA loans in paperless environment/Proficient with IMAGING TECHNOLOGY. Reviewed titles, appraisals, income documents and credit documents. Cleared all conditions and submitted final documents for approval.  Responsible for underwriter training. Provided guidance and instructions to associate underwriters when necessary. Calculated and analyzed pay stubs, W-2’s, bank statements, and personal and business tax returns to properly determine income and liquid assets used to… Show more  Conventional and FHA loans in paperless environment/Proficient with IMAGING TECHNOLOGY. Reviewed titles, appraisals, income documents and credit documents. Cleared all conditions and submitted final documents for approval.  Responsible for underwriter training. Provided guidance and instructions to associate underwriters when necessary. Calculated and analyzed pay stubs, W-2’s, bank statements, and personal and business tax returns to properly determine income and liquid assets used to qualify the borrowers. Applied compensating factors to approve loans with challenging credit scores. Reviewed appraisals on condos/ co-ops, mixed use, single and multifamily homes. Met and cleared all underwriting and closing conditions prior to funding loans. Approved, declined, or countered offer loan submissions based on client’s underwriting guideline. Show less