Experience

JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Operations Team Manager

  • 2008 - Present

  Manage, organize, and direct the daily operations of a processing team of 14Examine pipelines and delegate tasks to employees based upon customer and business needSet daily goals for employees and follow up to ensure those goals are metDiagnosed complex issues and recommend proper solutions based upon the business visionCoach staff and provide best practices to improve productivity and quality Evaluate employees and metrics and determine what actions must be taken in order to improve key performance indicatorsAdminister daily team meetings and provide business updates Examine pipelines and delegate tasks to employees based upon customer and business needInform employees of new procedures and provide a process of implementation



Ownby Financial

• Processor

  • 2005 - 2008

  Structuring loans, entering loan files into Calyx (LOS), track loan files from start to finish. Order VOD’s, VOE’s, VOM’s, credit supplements, title, appraisals and any other necessary documentation needed for the file.Proficient with DU and LP. Work on all loan conditions, order docs and check final HUD1’s. Review lender guidelines and match files accordingly. Working closely with underwriters, title companies and borrowersObtain and review documents for acceptability against loan conditionsTrained new loan officers and processors.



Great Southwest Mortgage

• Processor

  • 2005 - 2005

  Enter loans into Calyx software system. Order title, appraisals, and all forms of document verification.Worked closely with underwriters for over 8 years meeting conditions and structuring loans by the means of applicable documentation and D.U. and L.P. findings. Vast knowledge of what it takes to create a loan file from start to finish as well as finalizing packages, keeping compliant and reviewing fee sheets to ensure all fees are included. Obtain and review documents for acceptability against loan conditionsTrained loan officers and assistant processors.