James Matthews

Draw Department Lead at Sound Capital Loans
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Draw Department Lead
      • May 2023 - Present

      Bellevue, Washington, United States • Coordinate Draws team to ensure best practices and maximize department efficiency and security. • Manage fund control pipeline by processing budget draw requests in an efficient, timely manner while following company guidelines to ensure accurate and transparent workflow. • Order and review inspection reports to ensure construction projects are progressing on schedule and validate line-item requests. • Train borrowers with Sound Capital’s online draw request portal. • Work with… Show more • Coordinate Draws team to ensure best practices and maximize department efficiency and security. • Manage fund control pipeline by processing budget draw requests in an efficient, timely manner while following company guidelines to ensure accurate and transparent workflow. • Order and review inspection reports to ensure construction projects are progressing on schedule and validate line-item requests. • Train borrowers with Sound Capital’s online draw request portal. • Work with Executive team to develop new features for Sound Capital's online draws system and present said features as needed to Operations and Sales departments. • Provide excellent customer service to partners and borrowers to create a smooth and efficient draw request experience.

    • Draw Specialist
      • Nov 2021 - Jun 2023

      Bellevue, Washington, United States • Manage fund control pipeline by processing budget draw requests in an efficient, timely manner while following company guidelines to ensure accurate and transparent workflow. • Order and review inspection reports to ensure construction projects are progressing on schedule and validate line-item requests. • Train borrowers with Sound Capital’s online draw request portal. • Work with Executive team to develop new features for Sound Capital's online draws system and presented said… Show more • Manage fund control pipeline by processing budget draw requests in an efficient, timely manner while following company guidelines to ensure accurate and transparent workflow. • Order and review inspection reports to ensure construction projects are progressing on schedule and validate line-item requests. • Train borrowers with Sound Capital’s online draw request portal. • Work with Executive team to develop new features for Sound Capital's online draws system and presented said features to Operations and Sales departments. • Provide excellent customer service to partners and borrowers to create a smooth and efficient draw request experience. • Implemented and oversaw new company guidelines to increase fraud prevention and security. • Assisted in the onboarding of new employee by creating and presenting training materials, answering questions and providing feedback. • Managed the hiring process for new employee. Reviewed applications, scheduled and conducted interviews, and provided hiring recommendations to Head of Operations.

    • Transaction Coordinator
      • Nov 2019 - Nov 2021

      Bellevue, Washington • Followed company processes for all loan submissions, approvals, and closings. • Managed the first stage of loan pipeline including appraisals, title, escrow, and insurance. • Verified client credentials and managed vendor relations. • Ensured all legal mandates were followed involving insurance, liability, health, and safety. • Compiled data for and led weekly Pipeline meetings to ensure all loans were processed efficiently. • Performed Loan Boarding duties to ensure all… Show more • Followed company processes for all loan submissions, approvals, and closings. • Managed the first stage of loan pipeline including appraisals, title, escrow, and insurance. • Verified client credentials and managed vendor relations. • Ensured all legal mandates were followed involving insurance, liability, health, and safety. • Compiled data for and led weekly Pipeline meetings to ensure all loans were processed efficiently. • Performed Loan Boarding duties to ensure all transactions were being tracked correctly between Capital partners. • Maintained database for active insurance policies and requested updated certificates of insurance as needed.

    • Executive Board Member
      • Jul 2019 - Present

      Colleyville, Texas, United States Board member of The James 1:27 Project, a 501(c)(3) tax-exempt charity that works with Christian ministers, women, and children in Kenya and other developing countries to support orphanages, schools, medical care, food supplies, church growth, and micro-loans for women to help meet their needs. https://thejames1-27project.com

    • United States
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Sales Development Representative
      • Aug 2019 - Nov 2019

      Redmond, WA • Worked in team-centered environment to achieve department objectives. • Presented company’s products and services to prospective clients. • Identified customer key decision-makers and worked with them to streamline organization’s systems and processes. • Used best-in-class software like Salesforce, Google Suite, and Apple Suite to build and maintain client pipeline. • Empowered non-profits and faith-based organizations across the nation with technology to assist them in making a… Show more • Worked in team-centered environment to achieve department objectives. • Presented company’s products and services to prospective clients. • Identified customer key decision-makers and worked with them to streamline organization’s systems and processes. • Used best-in-class software like Salesforce, Google Suite, and Apple Suite to build and maintain client pipeline. • Empowered non-profits and faith-based organizations across the nation with technology to assist them in making a positive impact in their communities. Show less

    • United States
    • Entertainment Providers
    • 1 - 100 Employee
    • Guest Experience Team Member
      • Feb 2019 - Apr 2019

      Orlando, Florida Area • Cultivated an immersive storytelling environment to give each guest the best possible experience • Ensured that proper safety practices and procedures are used while the facility is in operation • Communicated relevant information to guests and met their needs with a positive attitude • Assisted team leads with a variety of tasks, including organizing guest areas to streamline operations and properly maintain equipment

    • United States
    • Entertainment Providers
    • 700 & Above Employee
    • Post Production Operations Intern
      • Jan 2018 - Apr 2018

      Santa Monica • Assisted Post Production Operations team in weekly meetings to update and streamline content release calendar • Researched customer feedback on the quality and precision of subtitles and dubbing for Prime Original Series • Assisted in the creation of a webpage designed to streamline communication and processes with internal departments and outside vendors • Researched competitor series data to assist Operations team

    • United States
    • Events Services
    • 1 - 100 Employee
    • Screen Media Intern
      • May 2017 - May 2017

      Cannes, France • Worked in the film market and discussed possible sales and distribution of feature films with clients from all over the world • Assisted in the organization of sales and distribution team’s schedule as well as meeting with clients • Discussed with market companies the goals and objectives of Screen Media • Performed daily office tasks to support the sales and distribution team

    • United States
    • Higher Education
    • 700 & Above Employee
    • Marketing Assistant for Asian Languages and Asian Studies Programs
      • Jan 2017 - Apr 2017

      Malibu, California • Assisted Faculty in the marketing of Asian Studies, and Chinese and Japanese language courses • Created social media page to advertise Asian Studies Program • Designed and produced print advertisements for the Asian Studies Program

    • Post Production Intern
      • Sep 2016 - Dec 2016

      Santa Monica, California • Edited short advertisement film and received feedback on it from professional editors • Assisted editor in the breakdown and organization of dailies • Assisted the post production team in meeting with clients • Performed daily office tasks to support the production and post production teams

    • Post Production Intern
      • Jun 2016 - Jun 2016

      Calabasas, CA • Edited post-production transcript of film to streamline editing process • Composed post production digital template of film's scenes' order, dialogue and footage to assist in post-production process • Worked with film's producer on the overall look and feel of the project and recorded film continuity

    • Advertising Sales Representative
      • Jan 2015 - Apr 2015

      Malibu • Met with clients to develop relationships with local businesses • Developed crucial business and communication skills through the pitching of advertising opportunities • Researched local businesses to create advertising packages that best fit their needs and services

Education

  • Pepperdine University
    Bachelor of Arts (B.A.), Film/Cinema/Video Studies
    2014 - 2018

Community

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