Experience

Arc Home

• United States
• Financial Services
• 100 - 200 Employee

• Underwriting Trainer

  • May 2022 - Present

  LMS Administrator: OnCourse Learning and KnowBe4. SharePoint Administrator.Deliver training to new hires as well as existing employees virtually on company processes, procedures, systems and role based tasks. Collaborate with internal training team to develop new materials including instructor guides, job aids, and support materials using a variety of instructional techniques. Reflect and evaluate prior training sessions by providing post training feedback and support to continuously improve the instructional mediums and methods used. Collaborate with internal department leaders and subject matter experts to identify business priorities, gather key information, and define learning goals/objectives for the intended audience of a learning solution. Show less



North American Savings Bank

• United States
• Banking
• 200 - 300 Employee

• Residential Lending Instructor

  • Jun 2021 - May 2022

  Deliver training sessions for systems, processes, and procedures for the Residential Lending - Operations department. Provide SME-level content to aid in the development of training materials. Liaison between business unit and L&D teams to assist with training requirements for system conversions, updates, and maintenance training specific to the roles in Residential Lending. Deliver training sessions for up-training, cross-training, and new hire training to include junior bootcamps. Worked with all levels of employees from top management to contractors. Show less

• Jr UW Supervisor

  • Aug 2020 - Jun 2021

  Developed program, interviewed hired and trained internal and external candidates to perform final resubmission reviews of Conventional and VA mortgage applications, including income calculations, final income and debt analysis, and closing revisions. Managed staff of 17 ensuring that they are adequately informed of program guidelines, underwriting practices, and mortgage division’s service level agreement.



North American Savings Bank

• United States
• Banking
• 200 - 300 Employee

• Underwriter II

  • Jul 2014 - Jun 2020

  Initial credit and income underwriting for conventional Fannie Mae/Freddie Mac, IRA and FHA/VA mortgage applications. Re view conditions and final application approvals for conventional, FHA , portfolio and Va mortgage applications. Monitor and log all investor supenses form rebuttals analyze and determine guidelines and changes to company underwriting procedures. Monitor department workflow and reassign tasks to keep department within company standard turn times.

• Loan Processor III

  • Mar 2012 - Jun 2014

  Evaluate all real estate loan applications, title insurance reports and necessary verifications to process real estate loans based on real estate lending loan criteria and conditions. Prepare real estate loan documents for processing. Prepare and review final loan documents for loan closing and conditions. Communicate loan status and gather additional information as necessary. Confirm rates, terms and conditions and documents in processing system. Document funding conditions and place loan in proper processing system queue. Prepare and mail member loan documents, disclosures, denials and other correspondence when necessary, in required timeframes. Show less



FirsTrust Mortgage

• Leawood, KS

• Processing Manager

  • Nov 2011 - Feb 2012

  Design department process flow, train new processors and processing support personnel. Track department’s progress, evaluate, analyze and restructure. Handle escalated issues for department. Completed annual HMDA Report. • Manage department of 6 • Integrated Encompass 360 Software Design department process flow, train new processors and processing support personnel. Track department’s progress, evaluate, analyze and restructure. Handle escalated issues for department. Completed annual HMDA Report. • Manage department of 6 • Integrated Encompass 360 Software



CapWest Home Loans

• United States
• Banking
• 1 - 100 Employee

• Conventional Refinance Processing Team Lead

  • Jun 2009 - Nov 2011

  Complete initial underwrite of mortgage application. Review, monitor and disclose state and federal compliance documentation. Complete pre-close and post-close audit, detect and correct any compliance violations. Coordinate with borrowers and vendors to complete all underwriting stipulations and loan closings. Interview, hire, train new processors. Track team members progress. Give performance reviews and handle escalated issues for team. • Manage revolving team of 2-6 processors • Part of processing team that doubled production within a 1 year period Show less



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Senior Coordinator

  • Jun 2004 - Jun 2009

  Order, review, and satisfy all loan requirements while verifying compliance with all federal and state lending laws. Provide customer service and create legal documentation for borrowers in a timely manner. • Top Department Performer 3 Consecutive Years • Member of Leadership Development Program • Member of Lean Project Team which reduced turn times by over 30% Order, review, and satisfy all loan requirements while verifying compliance with all federal and state lending laws. Provide customer service and create legal documentation for borrowers in a timely manner. • Top Department Performer 3 Consecutive Years • Member of Leadership Development Program • Member of Lean Project Team which reduced turn times by over 30%