VP Retail Mortgage Lending

• Jun 2017 - Present

Owner

• Jun 2008 - Present

Contract Teaching Consulting, dba CTC provides operational, audit, instructional delivery, mortgage LOS configuration, training and sales consulting services. Experience covers banking, mortgage, non profits and health care. Clients include: Blackbaud, Indiana Institute of Education, Sedona Learning Solutions, Deihl & Associates, Sagamore Home Mortgage, Roncalli High School, Anderson University, Methodist, Riley and IU Hospital. Contract Teaching Consulting, dba CTC provides operational, audit, instructional delivery, mortgage LOS configuration, training and sales consulting services. Experience covers banking, mortgage, non profits and health care. Clients include: Blackbaud, Indiana Institute of Education, Sedona Learning Solutions, Deihl & Associates, Sagamore Home Mortgage, Roncalli High School, Anderson University, Methodist, Riley and IU Hospital.

Chief Operating Officer, VP Production, Encompass Administrator (Contract)

• May 2016 - Jun 2017

Manage technology, underwriting and compliance. Drive critical projects that focus on operational support, mortgage operations automation and process improvements. Installed Encompass, managed through complete company turnaround. Manage technology, underwriting and compliance. Drive critical projects that focus on operational support, mortgage operations automation and process improvements. Installed Encompass, managed through complete company turnaround.

Advisory Consultant Professional Services (Contract)

• Jan 2016 - May 2016

Supported existing EllieMae clients that had deployed and needed assistance with system enhancements, improved work flow and overall system efficiency. Supported existing EllieMae clients that had deployed and needed assistance with system enhancements, improved work flow and overall system efficiency.

Adjunct Professor (Contract)

• Jan 2016 - Apr 2016

Graduate level curriculum development and delivery; Organizational Behavior. Graduate level curriculum development and delivery; Organizational Behavior.

Assistant Vice President Mortgage Operations

• Jan 2013 - Jan 2016

My responsibilities include managing Encompass initial training, ongoing Encompass system support inquiries from field personnel, production deliverables, compliance, appraisal review, underwriting, processing, and investor delivery steps of the residential mortgage loan process. From completing critical project tasks, fixing Encompass compliance issues and loan structuring questions to handling an irate client, my role is diverse and covers the entire mortgage process. My responsibilities include managing Encompass initial training, ongoing Encompass system support inquiries from field personnel, production deliverables, compliance, appraisal review, underwriting, processing, and investor delivery steps of the residential mortgage loan process. From completing critical project tasks, fixing Encompass compliance issues and loan structuring questions to handling an irate client, my role is diverse and covers the entire mortgage process.

Correspondent Lending

• Jun 2012 - Dec 2012

Acquired closed mortgage volume through secondary market whole loan sales channel. Acquired closed mortgage volume through secondary market whole loan sales channel.

Director of Development (Contract)

• Aug 2011 - May 2012

Acquired clinical informatics education consultancy contracts through offering curriculum design and delivery services. I assisted with project "Go Lives" and ongoing system implementation. Acquired clinical informatics education consultancy contracts through offering curriculum design and delivery services. I assisted with project "Go Lives" and ongoing system implementation.

Vice President Mortgage Banking

• Sep 2009 - Aug 2011

Managed a 3 state territory within a multiple MSA footprint. My primary responsibility was to assist with new work flow implementation, Metavante LOS system implementation, educate, motivate and hold accountable over 30 Mortgage Loan Officers. Our business focus was to generate new client opportunities and uncover existing bankable households through the mortgage origination process. We did this through cultivating external and internal relationships. In addition to new business generation, our focus was also to attract new deposit, loan and investment dollars for the overall balance sheet. We led the country in average units closed per sales FTE. Show less

Sr. Educator Academic Affairs (Contract)

• Sep 2008 - Oct 2009

Worked with clinicians to assist with transferring from a paper chart work flow to an electronic charting process through new system implementations. I participated and led curriculum design and new system implementations. Worked with clinicians to assist with transferring from a paper chart work flow to an electronic charting process through new system implementations. I participated and led curriculum design and new system implementations.

Assistant Vice President Correspondent Lending & Retail Sales

• Feb 2008 - Aug 2008

Private equity firm that acquired Ace Mortgage Funding and Millennium Funding Group which both dissolved when the liquidity crisis of 2008 hit. Private equity firm that acquired Ace Mortgage Funding and Millennium Funding Group which both dissolved when the liquidity crisis of 2008 hit.

Regional Acquisition Manager

• May 2007 - Feb 2008

Facilitated the acquisition of funded mortgage volume in excess of 25 million a month covering 4 states and 100 plus Mortgage Loan Officers and supporting staff. Facilitated the training of a new EMITS LOS before electronic application delivery was main stream. Indymac was dissolved through a Federal cease and desist due to the liquidity crisis of 2008. Facilitated the acquisition of funded mortgage volume in excess of 25 million a month covering 4 states and 100 plus Mortgage Loan Officers and supporting staff. Facilitated the training of a new EMITS LOS before electronic application delivery was main stream. Indymac was dissolved through a Federal cease and desist due to the liquidity crisis of 2008.

Senior Account Executive

• Dec 2001 - Dec 2006

Managed a start up territory of Mortgage Brokers and Mortgage Bankers totaling 60 different accounts. This start up was primarily focused on table funded mortgage loan volume delivered on a flow basis. Managed a start up territory of Mortgage Brokers and Mortgage Bankers totaling 60 different accounts. This start up was primarily focused on table funded mortgage loan volume delivered on a flow basis.

Assistant Vice President Retail Sales & Regional Acquisition Manager

• Nov 1994 - Dec 2001

Managed a team of Mortgage Loan Officers and Processors. Primary duties were to oversee the origination, processing and closing work flow. I was also a Regional Acquisition Manager responsible for buying bulk mortgage assets. Responsibilities included underwriting and pricing loan pools. Managed a team of Mortgage Loan Officers and Processors. Primary duties were to oversee the origination, processing and closing work flow. I was also a Regional Acquisition Manager responsible for buying bulk mortgage assets. Responsibilities included underwriting and pricing loan pools.