Experience

Loan Simple

• United States
• Banking
• 100 - 200 Employee

• National Retail Processing Manager

  • Oct 2020 - May 2022

  United States • Oversaw national operations, process improvement, talent, compliance and revenue growth initiatives • Developed and executed strategic plans, procedures and metrics aligned with performance objectives • Managed production cycle defining processes, reviewing loan criteria and ensuring quality deliverables • Identified and addressed operational gaps streamlining and optimizing efficiencies and outcomes • Established and implemented internal quality controls, standards, metrics and… Show more • Oversaw national operations, process improvement, talent, compliance and revenue growth initiatives • Developed and executed strategic plans, procedures and metrics aligned with performance objectives • Managed production cycle defining processes, reviewing loan criteria and ensuring quality deliverables • Identified and addressed operational gaps streamlining and optimizing efficiencies and outcomes • Established and implemented internal quality controls, standards, metrics and best practices • Collaborated with business unit leaders developing and delivering customer-centric solutions • Directed 50+ team members across 18 branch locations providing knowledge, resources and support • Created and implemented reporting tracking system increasing production cycle times • Managed vendor partnerships negotiating optimal terms and forging long-term partnerships • Integrated systems and improved processes reducing lifecycle production processing by 20% • Served an integral role increasing market performance results averaging $700M annual loan volume • Exceeded KPI performance objectives improving loan cycle times and delivering impactful outcomes

• Branch Manager

  • Feb 2017 - Oct 2020

  Dallas, Texas, United States •Led operations, underwriting, talent development, compliance and revenue growth initiatives • Defined and executed strategies, procedures and processes aligned with performance objectives • Recruited, developed and retained team members providing knowledge, resources and incentives • Identified and addressed operational system, technology and process gaps optimizing efficiencies • Forged strong relationships with financial institutions, realtors, vendors and customers •… Show more •Led operations, underwriting, talent development, compliance and revenue growth initiatives • Defined and executed strategies, procedures and processes aligned with performance objectives • Recruited, developed and retained team members providing knowledge, resources and incentives • Identified and addressed operational system, technology and process gaps optimizing efficiencies • Forged strong relationships with financial institutions, realtors, vendors and customers • Earned top ranking national branch recognition based on consistent revenue production • Exceeded performance objectives generating $4.7M average monthly loan volume production



Bay Equity, LLC

• United States
• Financial Services
• 500 - 600 Employee

• Branch Operations Manager

  • Apr 2014 - Feb 2017

  Oversaw operations, quality assurance, audit, compliance, talent and revenue growth initiatives • Developed and implemented strategies, processes, standards and controls aligned with KPI objectives • Managed and developed 15 team members providing knowledge, resources and advancement opportunities • Orchestrated and directed audits ensuring optimal quality assurance, performance and compliance • Managed supplier relationships establishing optimal terms and forging long-term… Show more Oversaw operations, quality assurance, audit, compliance, talent and revenue growth initiatives • Developed and implemented strategies, processes, standards and controls aligned with KPI objectives • Managed and developed 15 team members providing knowledge, resources and advancement opportunities • Orchestrated and directed audits ensuring optimal quality assurance, performance and compliance • Managed supplier relationships establishing optimal terms and forging long-term partnerships • Earned national branch top ranking recognition based on consistent revenue production • Exceeded performance generating $5.8M average annual loan volume production Show less



AmeriPro Home Loans

• United States
• Financial Services
• 1 - 100 Employee

• Branch Manager

  • Dec 2008 - Feb 2014

  • Oversaw and managed enterprise operations, finance, audit, revenue and customer relation initiatives • Defined and executed strategic short and long-term growth plans aligned with revenue objectives • Evaluated and deployed innovative systems, technologies and software driving efficiencies • Recruited, trained and developed 60+ team members providing knowledge, resources and support • Managed vendor partnerships establishing optimal terms and establishing long-term… Show more • Oversaw and managed enterprise operations, finance, audit, revenue and customer relation initiatives • Defined and executed strategic short and long-term growth plans aligned with revenue objectives • Evaluated and deployed innovative systems, technologies and software driving efficiencies • Recruited, trained and developed 60+ team members providing knowledge, resources and support • Managed vendor partnerships establishing optimal terms and establishing long-term partnerships • Forged strategic alliances with business unit leaders, financial institutions and customers • Delivered exponential 130% market growth resulting in sale to Ameripro, Inc. Show less



Lone Star Lenders, L.L.C.

• Branch Manager

  • Oct 2000 - Aug 2011

  Frisco, Texas