Experience

Zillow Home Loans, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Market Manager

  • Sep 2023 - Present



Semper Home Loans, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Branch Manager

  • Nov 2020 - Jul 2023

  Oversee & aid a 12-person team with daily operations. Facilitate weekly meetings & training to strengthen team performance. Prepare & analyze reports for Regional Vice President. Contribute & implement strategic meetings takeaways. Weekly calls to buyers & agents under contract to ensure an excellent customer service experience. Negotiate rate lock terms to ensure the branch maximizes revenue. Branch closed 340 loans & $97M of volume in 2021-2022 fiscal year. Branch averaged 280 bps of revenue per loan during this time period. Show less



Financial Mortgage Solutions

• Remote

• Lead Loan Partner

  • May 2020 - Nov 2020

  Prequalify potential buyers & originate loan applications. Assist loan officers with disclosures/regulatory items & provide a smooth transition to the processing team. Monitor lead flow & distribution to other loan partners. Conduct weekly lead update meetings. Originated/closed nearly $10M of volume since the start of June 2020. Prequalify potential buyers & originate loan applications. Assist loan officers with disclosures/regulatory items & provide a smooth transition to the processing team. Monitor lead flow & distribution to other loan partners. Conduct weekly lead update meetings. Originated/closed nearly $10M of volume since the start of June 2020.



Breezy Enterprises (Ticket Brokerage)

• Nashville, Tennessee, United States

• Co-Owner

  • Mar 2008 - Mar 2020

  Budget/forecast upcoming expense & revenue streams. Log daily accounting & yearly tax preparation. Prospect new partnerships, process new sales & resolve all customer service requests. Nearly $4M in gross sales and 5000 sales orders since 3/2008. Company was dissolved due to COVID-19. Budget/forecast upcoming expense & revenue streams. Log daily accounting & yearly tax preparation. Prospect new partnerships, process new sales & resolve all customer service requests. Nearly $4M in gross sales and 5000 sales orders since 3/2008. Company was dissolved due to COVID-19.



Pulte Mortgage

• United States
• Financial Services
• 500 - 600 Employee

• Mortgage Financing Advisor/Production Manager

  • Dec 2017 - Oct 2018

  Train new loan officers & educate seasoned team members with industry changes. Develop strong relationships with the homebuilder & educate the homebuilder's sales team on industry changes/product offerings. Branch experienced a 54% year over year capture rate increase for Q3 2018. Created and facilitated a “How to Use Mortgage Knowledge to Sell Homes” seminar for the Pulte Homes sales team. Created and facilitated a "How to Use Mortgage Knowledge to Sell Homes" seminar for the Pulte Homes sales team. Show less



NVR, Inc.

• United States
• Construction
• 700 & Above Employee

• Mortgage Loan Officer

  • Jan 2016 - Dec 2017

  Aid homebuilder's agent in prospecting new buyers & originate loan applications.Develop strong relationships with the homebuilding team while educating on industry changes and product offerings.Promoted from Associate Loan Officer and assigned full territory.2016 customer service score of 9.9 out of 10 (#1 in region).2016 capture rate of 94% (#1 in region).

• Associate Loan Officer

  • Oct 2015 - Jan 2016

  Assist loan officers with quality control/disclosures & prequalify potential buyers.Provide ad-hoc support to the processing staff & management team.Promoted from loan processor and assigned a partial territory.NMLS licensed in OH, TN, and IL.

• Mortgage Loan Processor

  • Sep 2014 - Oct 2015

  Collect information to streamline the process between the customer & underwriting.Coordinate closing tasks & ensure accuracy of file for closing agents & loan servicing.Awarded “Top Processor” in the hub Q4 2014.Top “Application-to-Decision” metric in hub.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• In-Store Banker 2

  • Mar 2014 - Aug 2014

  Responsibilities: sell/cross-sell bank products, process transactions, and solve customer service issues. Originate/assist clients/businesses with their lending, credit, wealth management, and all other banking needs. Responsibilities: sell/cross-sell bank products, process transactions, and solve customer service issues. Originate/assist clients/businesses with their lending, credit, wealth management, and all other banking needs.



Citizens Bank, now part of FirstMerit Bank, N.A.

• United States
• Banking
• 200 - 300 Employee

• Customer Service Representative/Manager Intern

  • May 2010 - Jan 2012

  Responsibilities: handled over $100k weekly cash shipments, led training, and directed audit processes. Crossed trained to assist new account creation and facilitate account reviews. Developed/directed “Healthy Banking Habits” program in community/local school. Top sales representative in region. 100% customer service rating by client reviews. Responsibilities: handled over $100k weekly cash shipments, led training, and directed audit processes. Crossed trained to assist new account creation and facilitate account reviews. Developed/directed “Healthy Banking Habits” program in community/local school. Top sales representative in region. 100% customer service rating by client reviews.



Cellcom

• United States
• Wireless Services
• 200 - 300 Employee

• Customer Service Representative/Branch Manager

  • Jun 2008 - Jun 2009

  Responsibilities: provided quote comparisons, mobilized cellular accounts, and opened/closed store. Oversaw/balanced inventory. Processed/deposited daily sales and reconciled accounting books. Administrated booth display at local events promoted brand/product awareness. Sales/client acquisition increased 32% during tenure. Responsibilities: provided quote comparisons, mobilized cellular accounts, and opened/closed store. Oversaw/balanced inventory. Processed/deposited daily sales and reconciled accounting books. Administrated booth display at local events promoted brand/product awareness. Sales/client acquisition increased 32% during tenure.



Best Buy

• Retail
• 700 & Above Employee

• Merchandising and Inventory Team Member

  • Nov 2007 - Jun 2008

  Responsibilities: received/organized daily shipments, replenished inventory, and designed showcases. Selected to weekly price adjustment team. Supervised online order fulfillment/delivery preparation. Monitored/reinforced store security/theft prevention. My team awarded corporately for superior level of customer satisfaction and theft prevention practices. Responsibilities: received/organized daily shipments, replenished inventory, and designed showcases. Selected to weekly price adjustment team. Supervised online order fulfillment/delivery preparation. Monitored/reinforced store security/theft prevention. My team awarded corporately for superior level of customer satisfaction and theft prevention practices.