Experience

Fairway Wholesale Lending

• United States
• Financial Services
• 1 - 100 Employee

• Wholesale Client Liaison Team Lead

  • Apr 2021 - Present

  · Oversee team lending operations, loan application, talent development and client relation initiatives · Define and implement procedures and processes aligned with revenue objectives and compliance standards · Collaborated with cross-functional team members developing and delivering client-centric solutions · Manage and develop team members providing knowledge, resources and advancement opportunities · Support 30+ account executives and 850+ clients managing lending application, approval and recertification process · Screen down payment assistance programs reviewing approval information and ensuring regulatory compliance · Facilitate client onboarding providing portal usage, loan origination and automated underwriting system training · Serve as primary client liaison contact addressing inquiries and resolving complex loan application issues · Earn recognition based on exemplary leadership attaining increased responsibilities and promotion · Exceeded team performance objectives generating $400M+ aggregate revenue loan production volume Show less



Summit Funding, Inc.

• United States
• Financial Services
• 700 & Above Employee

• On-Boarding Liaison

  • Sep 2020 - Apr 2021



Fairway Wholesale Lending

• United States
• Financial Services
• 1 - 100 Employee

• Client Liaison

  • Apr 2020 - Sep 2020

• Production Support Specialist

  • Jun 2016 - Sep 2020



Primary Capital Mortgage, LLC - NMLS ID #3076

• Banking
• 1 - 100 Employee

• Account Executive

  • Sep 2014 - Jun 2016

  · Led mortgage loan origination business development and client relation initiatives · Defined and executed strategic plan and processes aligned with revenue objectives · Created communication materials conveying unique value proposition offerings · Advised clients on FHA, VA, USDA and conventional lending program solutions · Evaluated loan appraisals reviewing and verifying applicant income qualification criteria · Liaised with lending officers, loan assistants and processors managing client-centric loan requirements · Prepared and presented accurate loan package documentation with closing instructions · Forged strong partnership relationships with wholesale brokers and lenders · Exceeded team performance objectives attaining 30+ clients and generating referrals Show less



Platinum Mortgage, Inc

• Financial Services
• 1 - 100 Employee

• Program Manager

  • Jul 2007 - Sep 2014

  · Managed mortgage program loan origination process, training, compliance and customer relation initiatives · Developed and managed client portal with Fannie, Freddie, FHA, USDA, and VA loan program guidelines · Facilitated account executive and client training sessions providing loan structure and regulatory guidelines Wholesale Relations Manager 2007 - 2012 · Managed wholesale loan origination, training, compliance and customer relation initiatives · Developed and implemented procedures, policies and standards aligned with performance objectives · Facilitated training sessions providing loan process structure and regulatory guidelines information · Served an integral role launching and managing third-party loan origination channel · Exceeded team performance objectives generating $1B annual revenue and attaining promotion Wholesale Coordinating Manager 2007 · Managed third-party wholesale loan origination, training and compliance initiatives · Developed and implemented strategic plans, policies, procedures and manuals · Established and oversaw third-party wholesale loan origination department · Recruited, trained and developed 20 team members providing knowledge and resources · Reviewed and approved broker and correspondent lender application packages · Advised team members and clients on loan structure and compliance standards · Exceeded performance objectives delivering impactful outcomes and attaining promotion Show less