Experience

Cardinal Financial Company, Limited Partnership
• United States
• Financial Services
• 700 & Above Employee
• Funding Manager

  • Sep 2019 - Present


TIAA

• United States
• Financial Services
• 700 & Above Employee

• Closing Manager

  • Sep 2017 - Feb 2019

  • Hiring, coaching, counseling and managing a group of loan closers and support personnel • Responsible for pipeline management and file flow • Monitor and review Closing Disclosures and closing packages to ensure closer accuracy • Responsible for on-going training with staff on all aspects of their roles • Provide guidance for issues that arise between loan approval and loan closings (Title issues, lien issues, etc.) • Work with Leadership to meet and exceed monthly, quarterly… Show more • Hiring, coaching, counseling and managing a group of loan closers and support personnel • Responsible for pipeline management and file flow • Monitor and review Closing Disclosures and closing packages to ensure closer accuracy • Responsible for on-going training with staff on all aspects of their roles • Provide guidance for issues that arise between loan approval and loan closings (Title issues, lien issues, etc.) • Work with Leadership to meet and exceed monthly, quarterly and annual Goals and Quality and Compliance Reviews • Manage closing team and foster a positive work environment

• Senior Loan Processor

  • Jul 2016 - Sep 2017

  Jacksonville, Florida Area • Process multiple files within pipeline, all at different stages of the approval process and take responsibility from start to finish of all files in pipeline • Collect, verify and analyze all documentation required for submitting files to Underwriting • Communicate with clients, third party referrals and national vendors daily • Knowledge of Conventional, Purchase, Refinance and Preferred Financing • Strong Understanding of Fannie Mae and Freddie Mac Guidelines

• Curative Title Processing Supervisor

  • Sep 2002 - Jul 2016

  Jacksonville, Florida Area • Responsible for monitoring and assessing curative process efficiencies daily • Train and mentor team on interpreting and processing title commitments and/or other title products • Train team how to satisfy all requirement of title commitment and ensure all title defects have been addressed and processed • Responsible for training on procedural changes or updates • Review and report daily production, reoccurring trends and issues regarding processes, workflow, pipeline processing… Show more • Responsible for monitoring and assessing curative process efficiencies daily • Train and mentor team on interpreting and processing title commitments and/or other title products • Train team how to satisfy all requirement of title commitment and ensure all title defects have been addressed and processed • Responsible for training on procedural changes or updates • Review and report daily production, reoccurring trends and issues regarding processes, workflow, pipeline processing capacity, or personal to the management team • Supervise title processing team and foster a positive work environment