Experience

Data Ticket, Inc.

• Consumer Services
• 1 - 100 Employee

• Customer Service Manager

  • Sep 2022 - Dec 2022

  · Manage, coach and train call center staff · Recruit, hire and train call center staff · Producing Customer Service Manager – 50-75 calls per day · Ability to build & motivate teams · Understanding of California Vehicle code and regulatory compliance · Managed client escalations and client relationships · General working knowledge of Operations, Data entry, Accounting and Mailroom · 20 + years of experience leading teams · Ensure adherence to KPI and SLAs in service… Show more · Manage, coach and train call center staff · Recruit, hire and train call center staff · Producing Customer Service Manager – 50-75 calls per day · Ability to build & motivate teams · Understanding of California Vehicle code and regulatory compliance · Managed client escalations and client relationships · General working knowledge of Operations, Data entry, Accounting and Mailroom · 20 + years of experience leading teams · Ensure adherence to KPI and SLAs in service delivery · Ensure attritions targets are not breached · Manage operations through end-to-end planning, metrics review and root cause analysis · Manage Client relationships as part of operations delivery · Drive change by successful implementation of process improvement recommendations · Review overall staff performance and implement, facilitate training · Liaise with HR Facilities, IT, Operations and Accounting to ensure seamless daily delivery · Demonstrate knowledge of the business and applicable operational platforms. · Support the learning environment · Demonstrate ability to effectively coach training objectives · Demonstrate effective communication skills · Good team management, analytical and communication skills · Real-time problem-solving skills · Ability to create and maintain tracking and performance reports. · Understanding of customer service guidelines from compliance standpoint Show less · Manage, coach and train call center staff · Recruit, hire and train call center staff · Producing Customer Service Manager – 50-75 calls per day · Ability to build & motivate teams · Understanding of California Vehicle code and regulatory compliance · Managed client escalations and client relationships · General working knowledge of Operations, Data entry, Accounting and Mailroom · 20 + years of experience leading teams · Ensure adherence to KPI and SLAs in service… Show more · Manage, coach and train call center staff · Recruit, hire and train call center staff · Producing Customer Service Manager – 50-75 calls per day · Ability to build & motivate teams · Understanding of California Vehicle code and regulatory compliance · Managed client escalations and client relationships · General working knowledge of Operations, Data entry, Accounting and Mailroom · 20 + years of experience leading teams · Ensure adherence to KPI and SLAs in service delivery · Ensure attritions targets are not breached · Manage operations through end-to-end planning, metrics review and root cause analysis · Manage Client relationships as part of operations delivery · Drive change by successful implementation of process improvement recommendations · Review overall staff performance and implement, facilitate training · Liaise with HR Facilities, IT, Operations and Accounting to ensure seamless daily delivery · Demonstrate knowledge of the business and applicable operational platforms. · Support the learning environment · Demonstrate ability to effectively coach training objectives · Demonstrate effective communication skills · Good team management, analytical and communication skills · Real-time problem-solving skills · Ability to create and maintain tracking and performance reports. · Understanding of customer service guidelines from compliance standpoint Show less



Lima One Capital

• United States
• Real Estate
• 200 - 300 Employee

• Sr. Loan Processor

  • Apr 2022 - Jul 2022

  Focus on Investment Loan Processing task to support the progresion of mortgage loans from sales through closing. The Sr. Loan Processor is a pivotal player in delivering an exceptional customer experience to each client. - Engage with clients to collect information to complete application - Interface with 3rd party vendors to source appraisals, title, and property inspections - Obtain Budget and Construction Managment approval - Coordinate Appraisal and Property Inspections… Show more Focus on Investment Loan Processing task to support the progresion of mortgage loans from sales through closing. The Sr. Loan Processor is a pivotal player in delivering an exceptional customer experience to each client. - Engage with clients to collect information to complete application - Interface with 3rd party vendors to source appraisals, title, and property inspections - Obtain Budget and Construction Managment approval - Coordinate Appraisal and Property Inspections - Underwrite subject property to ensure sound lending - Reprice loans according to market changes - Create underwriting condtions for property, borrower and entity - Obtain Title and clear any liens prior to closng - Prepare Closing Instructions and HUD - Prepare Final Closing Documents - Clear Final Closing Document for funding - Proficient with FixNFlip Bridge, New Construction, Rental and Multifamily loans Show less Focus on Investment Loan Processing task to support the progresion of mortgage loans from sales through closing. The Sr. Loan Processor is a pivotal player in delivering an exceptional customer experience to each client. - Engage with clients to collect information to complete application - Interface with 3rd party vendors to source appraisals, title, and property inspections - Obtain Budget and Construction Managment approval - Coordinate Appraisal and Property Inspections… Show more Focus on Investment Loan Processing task to support the progresion of mortgage loans from sales through closing. The Sr. Loan Processor is a pivotal player in delivering an exceptional customer experience to each client. - Engage with clients to collect information to complete application - Interface with 3rd party vendors to source appraisals, title, and property inspections - Obtain Budget and Construction Managment approval - Coordinate Appraisal and Property Inspections - Underwrite subject property to ensure sound lending - Reprice loans according to market changes - Create underwriting condtions for property, borrower and entity - Obtain Title and clear any liens prior to closng - Prepare Closing Instructions and HUD - Prepare Final Closing Documents - Clear Final Closing Document for funding - Proficient with FixNFlip Bridge, New Construction, Rental and Multifamily loans Show less



loanDepot

• United States
• Financial Services
• 700 & Above Employee

• Senior Account Manager II

  • Feb 2020 - Feb 2022

  · As a Sr. Loan Processor II, I am responsible for a pipeline of 40-80 loans. FHA, Conventional, Jumbo, refinance loans. Call center environment · Pre-underwrite loan files/review DU & LP findings and obtain documentation · Experienced with closing loans in a Trust · Experienced with Deed Preparations /Quit Claim Deeds · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators… Show more · As a Sr. Loan Processor II, I am responsible for a pipeline of 40-80 loans. FHA, Conventional, Jumbo, refinance loans. Call center environment · Pre-underwrite loan files/review DU & LP findings and obtain documentation · Experienced with closing loans in a Trust · Experienced with Deed Preparations /Quit Claim Deeds · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. credit supplements, VOE’s, VOR’s, VOM’s, Appraisal and 1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Sales and borrower according to service Level Agreement · Prepared/ drew final loan documents and coordinated signing with third party and borrower Show less · As a Sr. Loan Processor II, I am responsible for a pipeline of 40-80 loans. FHA, Conventional, Jumbo, refinance loans. Call center environment · Pre-underwrite loan files/review DU & LP findings and obtain documentation · Experienced with closing loans in a Trust · Experienced with Deed Preparations /Quit Claim Deeds · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators… Show more · As a Sr. Loan Processor II, I am responsible for a pipeline of 40-80 loans. FHA, Conventional, Jumbo, refinance loans. Call center environment · Pre-underwrite loan files/review DU & LP findings and obtain documentation · Experienced with closing loans in a Trust · Experienced with Deed Preparations /Quit Claim Deeds · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. credit supplements, VOE’s, VOR’s, VOM’s, Appraisal and 1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Sales and borrower according to service Level Agreement · Prepared/ drew final loan documents and coordinated signing with third party and borrower Show less



Doorway Home Loans

• United States
• Financial Services
• 100 - 200 Employee

• Business Development/ Recruiter

  • 2019 - 2019

  · Develop plans to attract required skill set that ensures top talent is available to support organizational objective. · Proactively source candidates through various channels ( internet, third party agencies and personal networking, etc.) · Responsible for full cycle recruiting · Collaborate directly with department managers to proactively identify future hiring needs. · Prepare and support hiring manager during interview process. · Work proactively with Human Resources to… Show more · Develop plans to attract required skill set that ensures top talent is available to support organizational objective. · Proactively source candidates through various channels ( internet, third party agencies and personal networking, etc.) · Responsible for full cycle recruiting · Collaborate directly with department managers to proactively identify future hiring needs. · Prepare and support hiring manager during interview process. · Work proactively with Human Resources to ensure smooth on-boarding experience for all new hires. · Manage offer process and salary recommendations. · Create and manager job descriptions to ensure top talent is recruited. · Maintain confident information /records for auditing purposes. · Manage internal employee announcements (i.e., presidents club, top producers, new hire of the month, company goals and achievements, employee awards, recognition and promotions.) · Reported directly to VP of recruiting and training management · Worked closely with HR to ensure in compliance with company standards, i.e. employee reviews. · Experience working in LinkedIn Recruiter, Applicant Tracking Systems, Talent CRMs and multiple collaboration tools. · High Degree of flexibility and demanding fast-pace and frequently changing environment Show less · Develop plans to attract required skill set that ensures top talent is available to support organizational objective. · Proactively source candidates through various channels ( internet, third party agencies and personal networking, etc.) · Responsible for full cycle recruiting · Collaborate directly with department managers to proactively identify future hiring needs. · Prepare and support hiring manager during interview process. · Work proactively with Human Resources to… Show more · Develop plans to attract required skill set that ensures top talent is available to support organizational objective. · Proactively source candidates through various channels ( internet, third party agencies and personal networking, etc.) · Responsible for full cycle recruiting · Collaborate directly with department managers to proactively identify future hiring needs. · Prepare and support hiring manager during interview process. · Work proactively with Human Resources to ensure smooth on-boarding experience for all new hires. · Manage offer process and salary recommendations. · Create and manager job descriptions to ensure top talent is recruited. · Maintain confident information /records for auditing purposes. · Manage internal employee announcements (i.e., presidents club, top producers, new hire of the month, company goals and achievements, employee awards, recognition and promotions.) · Reported directly to VP of recruiting and training management · Worked closely with HR to ensure in compliance with company standards, i.e. employee reviews. · Experience working in LinkedIn Recruiter, Applicant Tracking Systems, Talent CRMs and multiple collaboration tools. · High Degree of flexibility and demanding fast-pace and frequently changing environment Show less



Sovereign Lending Group Incorporated

• United States
• Financial Services
• 1 - 100 Employee

• Call Center Manager and Trainer

  • 2017 - 2019

  · Designed planned and implemented corporate training programs, policies and procedures according to line of business. · Trained and developed college graduates to pass NMLS in 6 to 10-week training course · Designed and implemented new policies and procedures according to line of business · Preformed daily compliance call review for sales and operations. Provide feedback to Sales Managers, SVP and Founder. Also provide 1:1 coaching to SMLOs, JLCs, and Operational… Show more · Designed planned and implemented corporate training programs, policies and procedures according to line of business. · Trained and developed college graduates to pass NMLS in 6 to 10-week training course · Designed and implemented new policies and procedures according to line of business · Preformed daily compliance call review for sales and operations. Provide feedback to Sales Managers, SVP and Founder. Also provide 1:1 coaching to SMLOs, JLCs, and Operational Staff · Assisted MLOs with structuring loans such as FHA, VA, Conventional and Non-QM · Provide Job Shadowing for sales and operations · Provide New Hire training and development · Manage Call center employees, review, monitor live calls and provide on the spot coaching · Worked closely with IT to ensure leads purchased are called accordingly, data transferred appropriately and call logic working within company rules and regulations. · Maintain record of all MLO state licensing, coordinated continuing education and provided data reporting regarding additional state licensing needs according to marketing data and call center data. · Responsible for daily lead management and assignment to entire company · QC’d call backs in timely manner, while monitoring, scoring and coaching on call recordings /live calls · Reported directly to VP of recruiting and training management · Worked closely with HR to ensure in compliance with company standards, i.e. employee reviews. Show less · Designed planned and implemented corporate training programs, policies and procedures according to line of business. · Trained and developed college graduates to pass NMLS in 6 to 10-week training course · Designed and implemented new policies and procedures according to line of business · Preformed daily compliance call review for sales and operations. Provide feedback to Sales Managers, SVP and Founder. Also provide 1:1 coaching to SMLOs, JLCs, and Operational… Show more · Designed planned and implemented corporate training programs, policies and procedures according to line of business. · Trained and developed college graduates to pass NMLS in 6 to 10-week training course · Designed and implemented new policies and procedures according to line of business · Preformed daily compliance call review for sales and operations. Provide feedback to Sales Managers, SVP and Founder. Also provide 1:1 coaching to SMLOs, JLCs, and Operational Staff · Assisted MLOs with structuring loans such as FHA, VA, Conventional and Non-QM · Provide Job Shadowing for sales and operations · Provide New Hire training and development · Manage Call center employees, review, monitor live calls and provide on the spot coaching · Worked closely with IT to ensure leads purchased are called accordingly, data transferred appropriately and call logic working within company rules and regulations. · Maintain record of all MLO state licensing, coordinated continuing education and provided data reporting regarding additional state licensing needs according to marketing data and call center data. · Responsible for daily lead management and assignment to entire company · QC’d call backs in timely manner, while monitoring, scoring and coaching on call recordings /live calls · Reported directly to VP of recruiting and training management · Worked closely with HR to ensure in compliance with company standards, i.e. employee reviews. Show less



Nationstar Mortgage

• Financial Services
• 700 & Above Employee

• Sr. Loan Processor II

  • Apr 2015 - Nov 2016

  · As a Sr. Loan Processor II, I am responsible for a pipeline of 25-80 loans. FHA, Conventional, Jumbo, super jumbo refinance loans. Call center environment · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from… Show more · As a Sr. Loan Processor II, I am responsible for a pipeline of 25-80 loans. FHA, Conventional, Jumbo, super jumbo refinance loans. Call center environment · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. Credit supplements, VOE’s, VOR’s, VOM’s1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Loan Officers and Sales Managers daily and borrower weekly Prepared/ drew final loan documents and coordinated signing with third party and borrower · Show less · As a Sr. Loan Processor II, I am responsible for a pipeline of 25-80 loans. FHA, Conventional, Jumbo, super jumbo refinance loans. Call center environment · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from… Show more · As a Sr. Loan Processor II, I am responsible for a pipeline of 25-80 loans. FHA, Conventional, Jumbo, super jumbo refinance loans. Call center environment · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. Credit supplements, VOE’s, VOR’s, VOM’s1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Loan Officers and Sales Managers daily and borrower weekly Prepared/ drew final loan documents and coordinated signing with third party and borrower · Show less



loanDepot LLC

• Financial Services

• Sr. Processor II

  • Aug 2014 - Mar 2015

  · As a Sr. Loan Processor II, I am responsible for a pipeline of 30-70 loans. FHA, Conventional, Jumbo, super jumbo refinance loans. Call center environment · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from… Show more · As a Sr. Loan Processor II, I am responsible for a pipeline of 30-70 loans. FHA, Conventional, Jumbo, super jumbo refinance loans. Call center environment · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. Credit supplements, VOE’s, VOR’s, VOM’s1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Sales and borrower according to SLA · Prepared/ drew final loan documents and coordinated signing with third party and borrower Show less · As a Sr. Loan Processor II, I am responsible for a pipeline of 30-70 loans. FHA, Conventional, Jumbo, super jumbo refinance loans. Call center environment · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from… Show more · As a Sr. Loan Processor II, I am responsible for a pipeline of 30-70 loans. FHA, Conventional, Jumbo, super jumbo refinance loans. Call center environment · Preparation of TRID compliant Change of Circumstances (COC’s), and Loan Estimates (LE’s) including State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. Credit supplements, VOE’s, VOR’s, VOM’s1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Sales and borrower according to SLA · Prepared/ drew final loan documents and coordinated signing with third party and borrower Show less



J.P Morgan Chase Bank

• Italy
• Banking
• 1 - 100 Employee

• Vice President Financial Center Manager

  • May 2010 - Apr 2013

  · Recruit hire and train: Assistant Branch Manager, Teller/Teller Lead, Personal and Business bankers, Financial Advisor, Chase Private Client Banker, Loan Officers, Sales and Service Associates. · Responsible for entire branch personal, operations, compliance, sales goals and customer service · I lead by example and coached to the right behaviors · Maintained service levels to the highest standards. Achieved Platinum status 3 quarters in a row. · Leading branch in NEW DDA’s and… Show more · Recruit hire and train: Assistant Branch Manager, Teller/Teller Lead, Personal and Business bankers, Financial Advisor, Chase Private Client Banker, Loan Officers, Sales and Service Associates. · Responsible for entire branch personal, operations, compliance, sales goals and customer service · I lead by example and coached to the right behaviors · Maintained service levels to the highest standards. Achieved Platinum status 3 quarters in a row. · Leading branch in NEW DDA’s and Investment sr. Loan Processor II | MOD-SQUADS, INC | 2008-2011 · As a Sr. Loan Processor II, I am responsible for a pipeline of 70-175 loan modifications. FHA, Conventional, Jumbo, super jumbo refinance loans. · Preparation of loan modification package and State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. Credit supplements, VOE’s, VOR’s, VOM’s1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Loan Officers and Sales Managers daily and borrower weekly · Prepared/ drew final loan documents and coordinated signing with third party and borrower Show less · Recruit hire and train: Assistant Branch Manager, Teller/Teller Lead, Personal and Business bankers, Financial Advisor, Chase Private Client Banker, Loan Officers, Sales and Service Associates. · Responsible for entire branch personal, operations, compliance, sales goals and customer service · I lead by example and coached to the right behaviors · Maintained service levels to the highest standards. Achieved Platinum status 3 quarters in a row. · Leading branch in NEW DDA’s and… Show more · Recruit hire and train: Assistant Branch Manager, Teller/Teller Lead, Personal and Business bankers, Financial Advisor, Chase Private Client Banker, Loan Officers, Sales and Service Associates. · Responsible for entire branch personal, operations, compliance, sales goals and customer service · I lead by example and coached to the right behaviors · Maintained service levels to the highest standards. Achieved Platinum status 3 quarters in a row. · Leading branch in NEW DDA’s and Investment sr. Loan Processor II | MOD-SQUADS, INC | 2008-2011 · As a Sr. Loan Processor II, I am responsible for a pipeline of 70-175 loan modifications. FHA, Conventional, Jumbo, super jumbo refinance loans. · Preparation of loan modification package and State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. Credit supplements, VOE’s, VOR’s, VOM’s1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Loan Officers and Sales Managers daily and borrower weekly · Prepared/ drew final loan documents and coordinated signing with third party and borrower Show less



MOD-SQUADS INC

• United States
• 1 - 100 Employee

• Sr. Processor II

  • Feb 2009 - Mar 2011

  · Actively profiled existing and new clients providing financial analysis to improve current financial situations resulting in loan modification. · Worked with 70> investor guidelines · Pipeline fluctuated from 50 to well over 100 loans depending on demand · Monthly closing ranged from 40-65 loan modifications · Maintained all parties updated on a daily basis as loans moved very quickly · Kept current and abreast to new investor and current guidelines · Actively profiled existing and new clients providing financial analysis to improve current financial situations resulting in loan modification. · Worked with 70> investor guidelines · Pipeline fluctuated from 50 to well over 100 loans depending on demand · Monthly closing ranged from 40-65 loan modifications · Maintained all parties updated on a daily basis as loans moved very quickly · Kept current and abreast to new investor and current guidelines



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President Financial Center Manager

  • Jan 2008 - Dec 2008

  · Recruit hire and train: Assistant Branch Manager, Teller/Teller Lead, Personal and Business bankers, Financial Advisor, Chase Private Client Banker, Loan Officers, Sales and Service Associates. · Responsible for entire branch personal, operations, compliance, sales goals and customer service · I lead by example and coached to the right behaviors · Maintained service levels to the highest standards. Achieved Platinum status 3 quarters in a row. · Leading branch in NEW DDA’s and… Show more · Recruit hire and train: Assistant Branch Manager, Teller/Teller Lead, Personal and Business bankers, Financial Advisor, Chase Private Client Banker, Loan Officers, Sales and Service Associates. · Responsible for entire branch personal, operations, compliance, sales goals and customer service · I lead by example and coached to the right behaviors · Maintained service levels to the highest standards. Achieved Platinum status 3 quarters in a row. · Leading branch in NEW DDA’s and Investment sr. Loan Processor II | MOD-SQUADS, INC | 2008-2011 · As a Sr. Loan Processor II, I am responsible for a pipeline of 70-175 loan modifications. FHA, Conventional, Jumbo, super jumbo refinance loans. · Preparation of loan modification package and State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. Credit supplements, VOE’s, VOR’s, VOM’s1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Loan Officers and Sales Managers daily and borrower weekly · Prepared/ drew final loan documents and coordinated signing with third party and borrower Show less · Recruit hire and train: Assistant Branch Manager, Teller/Teller Lead, Personal and Business bankers, Financial Advisor, Chase Private Client Banker, Loan Officers, Sales and Service Associates. · Responsible for entire branch personal, operations, compliance, sales goals and customer service · I lead by example and coached to the right behaviors · Maintained service levels to the highest standards. Achieved Platinum status 3 quarters in a row. · Leading branch in NEW DDA’s and… Show more · Recruit hire and train: Assistant Branch Manager, Teller/Teller Lead, Personal and Business bankers, Financial Advisor, Chase Private Client Banker, Loan Officers, Sales and Service Associates. · Responsible for entire branch personal, operations, compliance, sales goals and customer service · I lead by example and coached to the right behaviors · Maintained service levels to the highest standards. Achieved Platinum status 3 quarters in a row. · Leading branch in NEW DDA’s and Investment sr. Loan Processor II | MOD-SQUADS, INC | 2008-2011 · As a Sr. Loan Processor II, I am responsible for a pipeline of 70-175 loan modifications. FHA, Conventional, Jumbo, super jumbo refinance loans. · Preparation of loan modification package and State Specific Disclosures for Mortgage Loan Originators. · Review loan application packages for completeness and accuracy, including but not limited to credit, income, assets, and disclosures including required documentation from the customer and third parties in support of the loan approval. · Payed close attention to detail when reviewing and pre-underwriting loan file prior to final underwriting submission. · Ordered third party verification i.e. Credit supplements, VOE’s, VOR’s, VOM’s1004D. · Worked with borrower to clear title issues if any · Maintained detailed file notes and updated Loan Officers and Sales Managers daily and borrower weekly · Prepared/ drew final loan documents and coordinated signing with third party and borrower Show less



Direct Loan Funding

• Sales Manager / Call Center Manager

  • Jan 2005 - Dec 2007

  · Recruit hire and train: Assistant Sales Managers, Senior and Jr. Loan Officers, Loan Officer Assistants, Marketing Specialist, Compliance Manager and Operations Staff. · Acquired business through inbound and outbound calls · Manage Pipeline of approx... 75-100 team units · Maintain personal pipe of 45-75 borrowers · Performed daily follow-up routine for achieving short turn times. · Pre-underwrite file and gather documentation from borrowers · Provided coaching to… Show more · Recruit hire and train: Assistant Sales Managers, Senior and Jr. Loan Officers, Loan Officer Assistants, Marketing Specialist, Compliance Manager and Operations Staff. · Acquired business through inbound and outbound calls · Manage Pipeline of approx... 75-100 team units · Maintain personal pipe of 45-75 borrowers · Performed daily follow-up routine for achieving short turn times. · Pre-underwrite file and gather documentation from borrowers · Provided coaching to veteran loan officers as well as training new hires · Reviewed each file from approx. 25 loan officers prior to submission · Provided pricing and guideline exceptions Show less · Recruit hire and train: Assistant Sales Managers, Senior and Jr. Loan Officers, Loan Officer Assistants, Marketing Specialist, Compliance Manager and Operations Staff. · Acquired business through inbound and outbound calls · Manage Pipeline of approx... 75-100 team units · Maintain personal pipe of 45-75 borrowers · Performed daily follow-up routine for achieving short turn times. · Pre-underwrite file and gather documentation from borrowers · Provided coaching to… Show more · Recruit hire and train: Assistant Sales Managers, Senior and Jr. Loan Officers, Loan Officer Assistants, Marketing Specialist, Compliance Manager and Operations Staff. · Acquired business through inbound and outbound calls · Manage Pipeline of approx... 75-100 team units · Maintain personal pipe of 45-75 borrowers · Performed daily follow-up routine for achieving short turn times. · Pre-underwrite file and gather documentation from borrowers · Provided coaching to veteran loan officers as well as training new hires · Reviewed each file from approx. 25 loan officers prior to submission · Provided pricing and guideline exceptions Show less