Logan Lindsey
Executive Underwriter at Rocket Pro TPO- Claim this Profile
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Experience
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Rocket Pro TPO
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United States
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Financial Services
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200 - 300 Employee
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Executive Underwriter
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Mar 2021 - Apr 2022
Detroit, Michigan, United States -Review extensive financial documents for loan applicants to confirm eligibility for specific products including income, property, assets, and credit documentation. -Communicate additional requirements the loan will need in order to meet eligibility requirements and be reviewed for final approval. -Answer questions regarding these requirements and help to provide a better explanation as to why certain items are needed to proceed. -Communicate issues during the process and offer… Show more -Review extensive financial documents for loan applicants to confirm eligibility for specific products including income, property, assets, and credit documentation. -Communicate additional requirements the loan will need in order to meet eligibility requirements and be reviewed for final approval. -Answer questions regarding these requirements and help to provide a better explanation as to why certain items are needed to proceed. -Communicate issues during the process and offer solutions on how this may be resolved. -Work with internal teams to better understand issues and work towards resolutions. -Manage an active pipeline of loans and oversee their processing from start to finish. -Contributed to shadowing and training sessions for incoming underwriters.
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Account Executive
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Mar 2020 - Mar 2021
Detroit, Michigan, United States -Work with business leaders to understand short and long-term goals and create plans to achieve these goals while promoting platform tools and resources. -Educate partners on platform tools and applications, company resources, and best practices. -Provide stewardship for partners throughout the loan process including next steps from start to finish, troubleshooting, and internal resources to ensure their loans were closed. -Present tailored messaging regarding products, promotions and… Show more -Work with business leaders to understand short and long-term goals and create plans to achieve these goals while promoting platform tools and resources. -Educate partners on platform tools and applications, company resources, and best practices. -Provide stewardship for partners throughout the loan process including next steps from start to finish, troubleshooting, and internal resources to ensure their loans were closed. -Present tailored messaging regarding products, promotions and platform updates. -Build custom marketing materials to promote partner’s business and product offerings. -Consult partners on missed opportunities in their markets and provide solutions for obtaining more business in these markets.
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CDP
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Information Services
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100 - 200 Employee
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Customer Success Manager
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May 2016 - Dec 2019
-Lead day-to-day product implementation efforts including customer communications, multi-team management, task scheduling, and process execution -Redesigned multiple start-to-finish product implementation processes to shorten cycle time and boost internal efficiency while improving customer experience -Consulted with clients to learn about organizational work flow deficiencies and provided solutions aimed to modernize and improve the customer’s processes -Advised customers on numerous… Show more -Lead day-to-day product implementation efforts including customer communications, multi-team management, task scheduling, and process execution -Redesigned multiple start-to-finish product implementation processes to shorten cycle time and boost internal efficiency while improving customer experience -Consulted with clients to learn about organizational work flow deficiencies and provided solutions aimed to modernize and improve the customer’s processes -Advised customers on numerous topics including: product information, software best practices, software usage rates, organizational changes, order tracking and billing -Designed promotional email advertisements, product presentations, organizational branding materials, website graphics, and web store product advertising -Produced training materials including manuals, videos, and personalized training webinars Show less
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EventNext
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United States
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Advertising Services
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1 - 100 Employee
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Marketing and Research Intern
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Sep 2015 - Apr 2016
-Research, evaluate, and present information on fields such as technology and social media -Develop innovative marketing strategies to improve consumer interaction -Manage client inventory and promote product awareness to consumers -Contribute to the restructuring and implementation of our database -Utilize vast knowledge of computers to provide reliable technical support to office
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Oakland University
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United States
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Higher Education
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700 & Above Employee
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Resident Halls Association National Communications Coordinator
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Apr 2015 - Dec 2015
Oakland University -Act as liaison between Oakland University housing and regional/national housing conferences -Acquire regional and national recognition for Oakland University housing’s achievements -Lead a team to winning a national award for best display for a large school -Lead a team to winning a regional award for Program of the Year for a large school
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Resident Halls Association Executive Secretary
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May 2014 - Apr 2015
Oakland University -Create and implement the advertising campaign for the Residence Hall Association (RHA), including design work and distribution -Maintain social media outreach for promotional opportunities -Organize and archive all meeting minutes for weekly general body meetings and weekly business meetings -Produce monthly bulletin boards highlighting RHA events and outreach -Collaborate with other RHA members to implement monthly events, such as Friday Night Live, Open Mic Night, Movie… Show more -Create and implement the advertising campaign for the Residence Hall Association (RHA), including design work and distribution -Maintain social media outreach for promotional opportunities -Organize and archive all meeting minutes for weekly general body meetings and weekly business meetings -Produce monthly bulletin boards highlighting RHA events and outreach -Collaborate with other RHA members to implement monthly events, such as Friday Night Live, Open Mic Night, Movie Nights, Opening Week Activities, etc.
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Party City
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United States
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Retail
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1 - 100 Employee
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Sales Associate
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Oct 2012 - Apr 2015
Rochester Hills, Michigan -Work with a team to ensure exception customer service. -Act as the main face of the store by greeting customers who were entering. -Navigate the stock rooms to provide swift customer service. -Assist customers in directing them to what they were searching for. -Distributed freight around the store to its correct locations. -Set up displays to capture the attention of customers.
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jcpenney
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United States
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Retail
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700 & Above Employee
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Support Specialist
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Jul 2013 - Sep 2014
Taylor, Michigan -Strive to keep the store clean and flowing at all times -Performed price changes as well as merchandise rearrangements -Move merchandise from the stockroom to the main floor and make presentable -Practice core standards to ensure a welcoming environment for customers
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Education
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Oakland University
Bachelor’s Degree, Marketing -
Lincoln Park High School
High School, 3.87 GPA