Experience

Home Finance of America

• Financial Services
• 1 - 100 Employee

• Mortgage Originator

  • Feb 2010 - Present

• Mortgage Originator

  • Feb 2010 - Present

  Identified the mortgage needs of borrowers and responsible for guiding them through their loan process from origination to closing. Originate loans through company generated leads as well as self generated leads acquired through networking with friends & family. Process loan files from origination to closing within a thirty day lock period. Maintain a consistent pipeline of 15-20 loans per month, resulting in an average of $1.5 million in closings per month. Assist borrowers in identifying the best loan program for their specific needs, set expectations for the documentation that is required to complete their loan. Educate borrowers on the continuous changes in the mortgage industry that are pertinent to their loan file and maintain constant communication with underwriting to ensure all documents are acceptable for the file to close, prompt follow-up with borrowers if additional documentation is required. Show less



The Keane Organization

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • 2005 - Apr 2010

• Relationship Manager

  • Jul 2008 - Feb 2010

  Assisted shareholders and heirs with all aspects of the asset recovery process. Served as primary contact for shareholders and heirs of dormant or unclaimed assets. Responsible for sending contracts and following up promptly and efficiently with clients to ensure all paperwork was completed. Exceeded daily goals of 50-55 daily calls, including new research and follow-up calls, to increase overall team productivity. Operated in team environment to send 108 contracts, receive 42 signed contracts and submit 20 cases to Transfer Agents monthly. Educated shareholders regarding benefits of using Keane to recover assets and maintain control of financial investments. Show less



Interbay Funding, LLC

• Account Executive

  • Sep 2007 - Apr 2008

  Established and maintained broker relationships and originated loan applications from assigned contacts. Generated new loans from cold calling and performed initial review on all incoming files to ensure quality and accuracy. Sold niche loan program to business owners/decision makers resulting in 8-12 new loans per month. Met, and exceeded, daily goals of 60-80 calls daily, producing an increased percentage of closed loans. Increased originated loans by 50% over a six month time period through a partner relationship with preferred pricing. Consistently managed and maintained a monthly pipeline of 15-25 loans, averaging $7-12 million dollars. Show less

• Sales Associate

  • Jul 2005 - Sep 2007

  Responsible for explaining and implementing underwriting guidelines and obtaining and securing documentation necessary for approval. Originated 30-40 submissions per month for account executives to increase closed loan volume. Influenced brokers to discuss potential loans and pre-qualifications. Established a continuing relationship with Interbay brokers Trained clients on Interbay products and promotions. Received several bonuses for highest weekly call volume, phone time, and submissions. Interests: Meeting & event planning, home remodeling, animal care. Show less



Interbay Funding

• Financial Services
• 100 - 200 Employee

• Account Executive

  • Jul 2005 - Apr 2008