Timothy Walsh

Associate Processor at Molitor Financial Group
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Contact Information
Location
Chicago, Illinois, United States, US
Languages
  • French Full professional proficiency

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Processor
      • Jan 2022 - Present

      Help maintain a loan pipeline for numerous mortgage broker partners. Utilize effective time and pipeline management to adhere to deadlines. Maintain positive relationships with industry professionals and clients to establish beneficial professional relationships and to help drive referrals. Maintain a working knowledge of lender requirements to proactively diagnose loan pain points. Collaborate in a fast-paced team environment to provide the best service possible for clients. Help maintain a loan pipeline for numerous mortgage broker partners. Utilize effective time and pipeline management to adhere to deadlines. Maintain positive relationships with industry professionals and clients to establish beneficial professional relationships and to help drive referrals. Maintain a working knowledge of lender requirements to proactively diagnose loan pain points. Collaborate in a fast-paced team environment to provide the best service possible for clients.

    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Broker Ambassador
      • Jan 2021 - Nov 2021

      Managed 200+ active client accounts. Acted as the primary point of contact for all escalated issues. Diagnosed problems effectively to ensure they were handled by the appropriate teams. In the first 6 months of the role, my client accounts averaged nearly 30% higher order retention than accounts without a broker ambassador. Built a sales funnel utilizing outbound calling, email, and video messaging. Converted new leads to client accounts to generate positive revenue, while maintaining month-over-month increases in client order completion and new account creation. Show less

    • Subject Matter Expert
      • Aug 2020 - Jan 2021

      Helped oversee the training and progress of a team of 19 temporary employees in customer-facing problem resolution roles. Audited their work for quality and to ensure adherence to SOPs. Acted as their primary resource for all questions related to the role. Helped determine the progression to full-time employee.

    • Appraisal Coordinator
      • Oct 2019 - Aug 2020

      Assigned residential appraisal orders to a nationwide panel of appraisers. Negotiated fees and turn-times while utilizing regional knowledge to exceed KPIs. Managed escalated client issues by de-escalating and identifying main problem areas to provide best solutions and excellent customer service.

Education

  • Kalamazoo College
    Bachelor of Arts - BA, Business & French
    2015 - 2019
  • Ecole Superieure de Grande Commerce - Clermont-Ferrand
    French Language and Business
    2017 - 2018

Community

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