Experience

Guild Mortgage Company - Midwest Region

• United States
• Banking
• 1 - 100 Employee

• Disclosures/Closing Manager

  • Dec 2022 - Present



Inlanta Mortgage

• United States
• Financial Services
• 100 - 200 Employee

• Operations Director

  • Nov 2019 - Jan 2023

  Responsible for the management and proactive development of the Quality Control, Disclosure and Closing Departments. Building and advancing collaboration with all Business Groups to create, develop and monitor our business plans. Committed to supporting the growth of our company in achieving greater success of the team by developing professional maturity as a supportive leader.

• Quality Control Manager

  • Jul 2015 - Nov 2019

  Responsible for implementing and coordinating audit activities under the Quality Control Plan; monitoring the effectiveness of our loan origination, production and processing systems. Compile monthly pre-closing QC findings and prepare reports for senior management review Analyze findings to determine possible solutions/process improvements Review processes for effectiveness; identify and make recommendations for corrective actions to resolve any noted issues Serve as liaison between staff and senior management concerning error trends and problem areas identified through QC findings Review post-closing results performed by vendor; Determine if findings are valid; work with appropriate area to resolve findings and complete final reports for senior management Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Quality Assurance Manager

  • Mar 2007 - Jul 2015

  Quality Assurance Manager (Apr 2013 – Present)Responsible for leading a team of Quality Assurance Analysts responsible for validating the procedures for the Lien Release and Land Transaction teams performing random reviews for 170 team members  Risk calibration with Operational Risk team & implemented new Quality Assurance Policy in Oct 14o QA policy changes to test scripts, risk ratings, sample methodology and development of the risk ratings per attributeso Implemented action plans when findings were over thresholds, collaborating with the business unit, operational risk consultants, project leads and peers. Provided 100% reviews on high risk functions and report trending information with a monthly presentation Identified issues with System/Resource Inconsistencies and ensured updates where implemented Participated in alignment calls, supported weekly calls to ensure issues are brought up to appropriate parties Led a pilot team for Compliance and Operational Risk/QA Alignment – Aligned QA reviews to include the Risk/compliance review Show less

• Loan Administration Manager

  • Mar 2007 - Apr 2013

  Led team of 19 team members in the lien release department and imparted coaching, training and development for team members as well as ensured compliance of state and county requirements and department objectives. Liaised with quality assurance team to develop processes for quality reviews for all Loan Servicing processing team  Led the following Projects:o Processing via images – worked with project team to develop a process for utilizing images to process a lien release, eliminating the need for physical document files.o Processing via eRecord – worked with the project team to develop the process for electronic recording of the lien release – saving time, paper, and mailing costs.o Led Project to release 40,000 home equity charge-off accounts as per an Attorney General Settlement Show less



Washington Mutual/Fleet Mortgage

• Greater Milwaukee Area

• Multiple Roles & Designations

  • Sep 2002 - Mar 2007

  Section Manager II (Jun 2006 – Mar 2007) Responsible for managing 20 associates in the Mortgage Modification Department and involved in selecting, assessing and developing high quality, motivated team members.  Led the transition of the process from FL to WI – learning the process and training the team  Approved files for land transactions modifications and ensured compliance of department objectives  Created reports and monitored the workflow within the department  Received Elite Group Award Assumption/Modification/MECA Processor Team Lead (Feb 2004 – May 2006)-Loan Servicing Specialist – Mortgage Modification Consolidation Agreement (MECA) Processor (Jun 2003 – Feb 2004) - Loan Servicing Specialist Payoffs Correspondence Department (Sep 2002 – May 2003) Accountable for evaluating customer inquiries and determining investor requirements for collateral change. Responsible for training the team and preparing necessary assignments utilizing mortgage schedules to evaluate the assignment chain  Oversaw transition of the modification department from another site and updated systems to generate letters to customers/attorneys  Reviewed requests to modify mortgages and determined the approvals needed and responded to customers  Directed, trained and developed skill for the team members of the Modification Unit  Assured quality assurance by reviewing modification files before execution of documents, identified process improvements, and monitored the work flow  Worked closely with Management to develop and maintain Operational Instructions for Mortgage Modifications  Liaised with internal and external customers and informed on the progress of their requests  Provided work direction, training and skill development for the members of the MECA Unit Show less



Fleet Mortgage

• Greater Milwaukee Area

• Previous Employment History

  • Oct 1987 - Sep 2002

  Operations Manager I/Loan Servicing Associate Manger I – Document Custodial Services (Aug 1993 – Sep 2002) Section Head II/Supervisor II – Document Custodial Services (Sep 1991 – Aug 1993) Senior Mortgage Document Specialist (Oct 1989 – Aug 1991) Clerk II/ Mortgage Documentation Specialist (Sep 1988 – Sep 1989) Clerk I – Document Custodial Services (Oct 1987– Aug 1988) Operations Manager I/Loan Servicing Associate Manger I – Document Custodial Services (Aug 1993 – Sep 2002) Section Head II/Supervisor II – Document Custodial Services (Sep 1991 – Aug 1993) Senior Mortgage Document Specialist (Oct 1989 – Aug 1991) Clerk II/ Mortgage Documentation Specialist (Sep 1988 – Sep 1989) Clerk I – Document Custodial Services (Oct 1987– Aug 1988)