Experience

Wings Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Mortgage Loan Officer

  • Mar 2020 - Present

• Mortgage Processing Manager

  • May 2019 - Present



Wells Fargo Home Mortgage

• United States
• Banking

• Loan Administrative Manager

  • Aug 2011 - Jun 2018

  Operations Finance Management specializing in credit risk analysis, customer service and wealth relationship advising under the Wells Fargo Advisors umbrella. Providing mortgage products for high net worth clients with minimum of $1,000,000 in assets in portfolio.• Managed teams of 13-24 individuals in roles of Loan Processing, Closing, Underwriting and Work Director on multiple company divisions and locations• Worked closely with Senior Management to set and achieve internal production goals, forecasts, training opportunities and process improvements needed• Collaboration with Sales Management and Consultants to maintain positive relationships and drive new loan origination• Provided training and Project Management for new industry requirements and process changes necessary to maintain standards with direct reports• Resolved service issues escalated by customers, 3rd party vendors or Sales partners promptly and cost-effectively• Monthly Funding/production on average of over $50 Million in WFA Portfolio division • 4-Time nominated Leadership Excellence Award, 2-time winner• 2-Time Service Excellence Award winner • Selected for 8 month assignment in California site to improve production and morale• Active volunteer in non-profit organizations and organized team volunteer activities yearly

• Loan Administration Manager

  • Aug 2011 - Jun 2018

• Loan Specialist

  • Jun 2005 - Jul 2011

  Pipeline management of up to 75+ loans and $2 million. Production based, processing, credit underwriting and closing.