Experience

Optimal Blue

• United States
• Financial Services
• 100 - 200 Employee

• Investor Relationship Manager

  • Mar 2022 - Present



STCU

• United States
• Financial Services
• 300 - 400 Employee

• Real Estate Lending Administration Manager

  • Jul 2021 - Feb 2022

  • Serve as a leader and mentor to the Real Estate Lending Administration team by providing training, coaching and development.• Research and evaluate the effectiveness of new and existing products, programs and projects by reviewing product-related risk and production performance, updates, changes and compliance requirements.• Ensure LOS optimization through industry best practices by actively managing the LOS relationship, supporting the administrator in development of controls, enhancements, workflows and process improvements and providing oversight of system setup.• Provide strategic direction and oversight to the secondary marketing functions of the organization by managing the interest rate risk of the mortgage pipeline and achievement of profit targets on loan sales. Show less

• Lending Systems Administrator

  • Mar 2021 - Jul 2021

  Encompass, Blend, Real Estate Support



Numerica Credit Union

• United States
• Banking
• 300 - 400 Employee

• Secondary Marketing & Systems Manager

  • Aug 2020 - Mar 2021

  • Monitor product and pricing trends, along with performing routine market analysis, to offer additional pricing insights and strategy to Senior Leadership • Perform system maintenance; including the review, testing, and implementation of new HLC systems and/or upgrades and releases • Provide technical support to the entire HLC department, including resolving system issues, process flaws, and implementing solutions. • Manage all HLCs Secondary Marketing staff

• Senior Secondary Market Officer

  • Apr 2016 - Aug 2020

  • Managed the locked loan pipeline as well as bulk commitments for delivery to FNMA • Created and implemented servicing procedures for loans in interim • Analyzed pricing and rates to stay competitive in our market • Maintained Correspondent relationships for all our products which include Conventional loans as well as FHA, VA, USDA, and Washington State Bond

• HLC Shipping Specialist/Secondary Marketing

  • Mar 2013 - Apr 2016

  • Streamlined and created procedures for managing and balancing credit card application deposits for mortgage loans• Overhauled the process of shipping loans to our sub-servicer in order to create a more effective and faster delivery process with less steps• Maintained the Secondary Market which includes pricing and posting rates, selling direct to investors, and working net gain reports

• Teller Specialist

  • Oct 2010 - Mar 2013

  • Successfully developed daily, weekly, and monthly job rotation duties to help comply with audits and organization behind the teller line• As the senior teller/mentor, I coached individuals on communication and technical skills to help develop the team into well-oiled machine• Continually met or exceeded my cross sales goal during those 2 ½ years