Experience

Wintrust Specialty Finance

• United States
• Financial Services
• 1 - 100 Employee

• AVP, Assistant Funding Manager

  • Jan 2022 - Present



Finance of America Mortgage LLC

• Mortgage Originator Assistant

  • Mar 2021 - Jan 2022



Crossroads Equipment Lease and Finance

• United States
• Financial Services
• 1 - 100 Employee

• Documentation and Closing Manager

  • Nov 2017 - Mar 2021

  Rancho Cucamonga Oversight and Management of the Loan Documentation, Title and Insurance Departments, as well as Special Projects. Manage daily work flows accordingly and validate that all Documentation Specialists are accurately preparing signature packages for closing, via electronic signature and electronic vaulting. Ensure the integration of the documentation process flows through to the funding, title and insurance departments. Communicate regularly with Legal Counsel to update and ensure that all… Show more Oversight and Management of the Loan Documentation, Title and Insurance Departments, as well as Special Projects. Manage daily work flows accordingly and validate that all Documentation Specialists are accurately preparing signature packages for closing, via electronic signature and electronic vaulting. Ensure the integration of the documentation process flows through to the funding, title and insurance departments. Communicate regularly with Legal Counsel to update and ensure that all documents are current and meet all standards. Develop operational efficiencies and reduce redundant procedures, while fully documenting changes to standard procedures. Ensure that Titles are properly perfected and collected according to policy and in a timely manner. Ensure that Insurance is correct and obtained as needed. Ensure that Loans Funded are properly recorded. Show less



United Auto Credit Corporation

• United States
• Financial Services
• 200 - 300 Employee

• Vice President of Funding

  • Aug 2014 - Dec 2016

  Newport Beach, CA Oversight of key daily processes of the Funding division throughout all centers. Develop processes that improve workflows through system integrations. Validate and ensure managers maintain daily volumes, KPI’s and daily reporting. I have continuously kept OPEX below requirements. Compose, update, and implement proper explanation of Policy and Procedures, ensuring they meet regulatory guidelines as well as company guidelines. Ensure employees have properly boarded loans and reversed loans as… Show more Oversight of key daily processes of the Funding division throughout all centers. Develop processes that improve workflows through system integrations. Validate and ensure managers maintain daily volumes, KPI’s and daily reporting. I have continuously kept OPEX below requirements. Compose, update, and implement proper explanation of Policy and Procedures, ensuring they meet regulatory guidelines as well as company guidelines. Ensure employees have properly boarded loans and reversed loans as needed, from the system. Facilitate matters within the Department and outside Dealers and Loan Officers to maintain superior levels of customer service. Ensure all required documentation is obtained. Facilitated in regulatory SAE16 / SAS70 audit processes. Evaluate and implement technology where it can be leveraged to facilitate manual processes that can be automated. Establish Goals and key performance objectives. Train, support, and develop employees into supervisory and management roles. Develop Recognition programs within the department. Promote Company Culture. Show less



TriVerify

• Financial Services
• 1 - 100 Employee

• Vice President of Operations

  • Aug 2013 - Aug 2014

  Santa Ana, CA Manage the daily process of incoming verification and validations requests for Stearns Lending in compliance with the Dodd Frank Act. Maintain and manage daily volumes and reporting. Compose, update, and implement proper explanation of Policy and Procedures and Best Practices. Oversight of specialized issues to ensure the proper policies are being met and that reporting pertaining to other departments are maintained. Facilitate all documentation as needed for audit purposes. Establish Goals… Show more Manage the daily process of incoming verification and validations requests for Stearns Lending in compliance with the Dodd Frank Act. Maintain and manage daily volumes and reporting. Compose, update, and implement proper explanation of Policy and Procedures and Best Practices. Oversight of specialized issues to ensure the proper policies are being met and that reporting pertaining to other departments are maintained. Facilitate all documentation as needed for audit purposes. Establish Goals and performance objectives. Train, support, and develop employees into supervisor roles. Develop Recognition programs within the department. Develop Operating Systems to ensure changes in technology processes are updated, and automated decisions are uploaded systematically. Show less



TCF Bank - Gateway One Lending and Finance

• Operations Manager

  • Nov 2007 - Aug 2013

  160 N Riverview Drive, Suite 100, Anaheim, CA 92808 Manage the daily process of the West Coast Funding division. Maintain and manage daily volumes and reporting. Compose, update, and implement proper explanation of Policy and Procedures. Ensure loans are properly boarded and reversed from the system. Facilitate matters within the funding process with Dealers and Loan Officers. Oversight of specialized issues to ensure the proper policies are being met and that reporting pertaining to other departments are maintained. Facilitate SAE16 / SAS70… Show more Manage the daily process of the West Coast Funding division. Maintain and manage daily volumes and reporting. Compose, update, and implement proper explanation of Policy and Procedures. Ensure loans are properly boarded and reversed from the system. Facilitate matters within the funding process with Dealers and Loan Officers. Oversight of specialized issues to ensure the proper policies are being met and that reporting pertaining to other departments are maintained. Facilitate SAE16 / SAS70 documentation for audit purposes. Establish Goals and performance objectives. Train, support, and develop employees into supervisor roles. Develop Recognition programs within the department. Show less



Gateway Funding Corporation Gateway Managers

• Vice President of Operations

  • Oct 1996 - 2007

  Laguna Hills, California, United States Manage daily operations. Underwrite, audit, and process first, second and private money mortgage loan packages. Assist in obtaining new investors for secondary market purchase of mortgage loans and securitization. Work with new approved Brokers though all aspects of the loan from origination to funding. Review all title reports and appraisals. Work with escrow through Virtual Escrow to complete the funding of all loans, assisting in the ordering of all demand statements, and judgments of… Show more Manage daily operations. Underwrite, audit, and process first, second and private money mortgage loan packages. Assist in obtaining new investors for secondary market purchase of mortgage loans and securitization. Work with new approved Brokers though all aspects of the loan from origination to funding. Review all title reports and appraisals. Work with escrow through Virtual Escrow to complete the funding of all loans, assisting in the ordering of all demand statements, and judgments of existing liens. Prepare all escrow documents including initial and final settlement statements. Prepare loan documents for all private money loans. . Verify quality control on each file is met by our guidelines as set forth. Implement guidelines as needed. Establish Goals and performance objectives. Train, support, and develop employees Show less



Western Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Mortgage Specialist

  • 1988 - 1996