Experience

The Mortgage Office

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Sales Engineer

  • May 2023 - Present



Precision Capital - Your Private Money Source

• Financial Services
• 1 - 100 Employee

• Operations Lead

  • Jul 2022 - Mar 2023

  -Managing Mortgage Processing/Loan Assistant staff, Asset Management staff, and Operations staff.-Interviewing, hiring, and training new production staff.-Training existing production staff on new procedures, policy changes, and industry changes.-Performing 90-day and annual performance reviews of direct reports.-Meeting weekly with Servicing and Risk Leads, Processing/Loan Assistant staff twice weekly, as well as weekly with the Director of Lending to provide feedback on efficiencies and procedures. -Ensuring that all Processing and Operations procedures are done consistently by creating an auditing system for company guidelines and procedures.-Monitoring and managing daily pipeline reports to ensure production goals are met.-Developing and refining a Loan Origination System, including: uses, documents, procedures, and web integration for the most efficient borrower experience and internal loan process.-Launching and maintaining a cohesive Asset Management strategy that interconnects the Processor/Loan Assistant, Servicing/Funding, Underwriting and Operations staff.-Constantly developing and implementing systems, procedures, and innovations to improve efficiencies in production, company wide.-Participating in industry training events to keep current on compliance issues and laws.-Aiding Chief Risk Officer and Director of Lending in the keeping and implementing of a calendar for continued compliance, policy and risk assessment, and corresponding staff training.-Reviewing “red flag” loans either in default status or on the way to default status, to ensure Investor success. Show less

• Processing Manager

  • Feb 2022 - Jul 2022

  -Trained and mentored new Loan Processors on products and processing procedures to ensure success for new employees.-Conducted interviews for potential Processing team members.-Administered 90-day and annual employee reviews.-Managed Processing department output, inclusive of turnaround time, quality, and compliance, for the many different loan scenarios offered. -Lead twice-weekly Pipeline meetings to ensure loans close in a timely manner; on or before contract closing date.-Forecasted accurate loan funding goals for Accounting. -Analyzed loan Pipeline, bi-weekly, to ensure compliance with State and Federal regulations and laws. -Identified ways within current procedures to increase efficiency, and ways to leverage technology to drive productivity. Show less

• Loan Processor

  • Feb 2021 - Feb 2022

  -Analyzed new loan Software, created guides and manuals, and trained co-workers on loan Software (Loan Originators, Loan Processors, Loan Funders, and Loan Servicers). -Generated and maintained initial and pre-closing disclosures for borrowers.-Ordered all supporting documentation such as Title, Insurance, Appraisal, and Environmental Risk Advisitories for loans in Pipeline. -Reviewed borrower assets, income, and credit report as a pre-underwrite.-Worked with the borrower to provide supporting documentation to satisfy Underwriting conditions. -Performed review of documents in loan file to determine readiness for Underwriting. -Drew up loan documents and sent them to Escrow after reviewing for accuracy.-Balanced with Escrow, funded, and closed loans. Show less



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Office Manager

  • Sep 2018 - Feb 2021

  -Received and recorded all customer inquiries via phone call, email, and text according to company policy. -Analyzed renewal of current policies and offered review of policies to customers, educating and mentioning any suggested changes or concerns with coverages. -Cold called new commercial and personal leads to offer insurance proposals catered to their specific needs. -Educated leads on the various insurance coverages and policy options. -Quoted new leads using various programs and multiple carriers such as Foremost, TAPCO, Kraft Lake, Progressive, and USLI. -Created unique and engaging posts to share on 2 different Facebook, 1 Twitter, and 1 Instagram accounts. -Provided walkthrough of the claims process and offer support and insight during the claim. Show less



FCR

• United States
• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Sales Agent

  • Oct 2017 - Sep 2018

  -Evaluated new online business structures and recommended a tailored online payment processing and billing setup. -Helped clients with the integration of the payment processing and billing software into their own website. -Troubleshot issues within the integration and API with new clients. Advised on solutions or possible workarounds for the issue. -Led a 3-day, in-person training class to teach a new phone call process for associates. Made sure associates understood the process and could successfully make calls according to the new company policy. -Coached new team members on the sales process and guided them to achieve email and phone literacy according to company policy. Show less