James Matthews
Draw Department Lead at Sound Capital Loans- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Sound Capital Loans
-
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
-
-
-
Pushpay
-
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
-
-
-
The VOID
-
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
-
-
-
Prime Video & Amazon Studios
-
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
-
-
-
The American Pavilion at the Cannes Film Festival
-
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
-
-
-
Pepperdine University
-
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