Mark Wieselmann

Investment Operations Associate at IAG Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Milwaukee

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Credentials

  • VA Automatic Underwriter
    U.S. Department of Veterans Affairs
    Mar, 2022
    - Oct, 2024
  • Certified Residential Underwriter (CRU)
    Mortgage Bankers Association
    Feb, 2022
    - Oct, 2024

Experience

  • IAG Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Operations Associate
      • Oct 2022 - Present

      Prepare financial overviews. Track market performance and activity. Make portfolio recommendations. Prepare financial overviews. Track market performance and activity. Make portfolio recommendations.

  • PennyMac Broker Direct
    • Mortgage Underwriter
      • Sep 2020 - May 2022

      • Excellent quality (99%+) and production (100%+) resulted in qualification for VA Automatic and Certified Residential Underwriter certifications. • Approval limit of $1.0 million. • Nominated for a small team devoted to interacting directly with brokers and handling problem files as a direct result of strong writing and interpersonal skills. • Noted and escalated an error in the company’s interpretation of Freddie Mac guidelines that, if not remedied, would likely have led to significant fiscal ramifications. Learned and utilized Encompass to underwrite and conditionally approve broker direct conventional and VA mortgage files. Approved to underwrite jumbo loans. Managed a pipeline of files: returning to clear conditions and complete final sign off. Assisted teammates with complicated tax return questions and underwriting tasks. Show less

  • OPUS
    • India
    • Transportation, Logistics, Supply Chain and Storage
    • Quality Control Mortgage Underwriter
      • Nov 2009 - Sep 2020

      • Advanced from Underwriter (UW) to the highest production employee title (Quality Control 2) in less than 2 years. • Was team lead for approximately 15 people at peak of deal. Underwriting, reviewing, and auditing mortgage loans (DU, LPA, CDU, AUS, manual, Alt-A, subprime). Identifying errors and remedies. Auditing, providing feedback to, and mentoring underwriters. Conducting new employee training. Creating and leading tax return training. Analyzing bounce backs and constructing appeals. Projecting audit goals and creating plan to efficiently meet targets. Creating excel reports to track and manage pipelines. Managing deal when deal manager was not available. Show less

  • CitiFinancial
    • Financial Services
    • 200 - 300 Employee
    • Branch Manager
      • Oct 2007 - Nov 2009

      • Managing the branch’s personal and real estate loan portfolio (over $10 million).• Motivating and supporting the branch’s sales staff.• Soliciting, underwriting, processing, closing, and servicing both personal and real estate loans.

    • Customer Service Rep, Sr Customer Service Rep, Branch Account Manager
      • Oct 2005 - Sep 2007

      • Soliciting, underwriting, processing, closing, and servicing both personal and real estate loans.

Education

  • Wisconsin Lutheran College
    Bachelor of Science (B.S.), History
    2000 - 2004

Community

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