Excitedly manage the team production and loan pipeline while ensuring we give the “wow” experience to all parties involved in the transaction.

• Review files for adherence to underwriting standards and ensuring completeness of submission.
• Contact borrower, Loan Officer, realtor and title to collect necessary documentation and act as the liaison between customers, originating staff, realtors, TC’s, processing team, underwriting team, and closing team.
• Build and maintain solid working relationships with realtors with the goal of generating leads, increasing loan production and providing exemplary customer service.
• Ensure client meetings are regularly set and efficiently held, ensure regular and appropriate status updates are provided to customers, realtors, and title throughout the process.
• Run reports in CRM, provide data and status updates in excel format in tables and metrics to Loan Officers periodically on successful campaigns or team goals.
• Post marketing campaigns in Argos and BombBomb while overseeing social media posts and responses.
• Stay abreast of industry trends and changing regulations and guidelines related to the field of expertise. Make recommendations for changes to policy, practices, and process accordingly.

Examined and approved applications at initiation, supporting loan officers and underwriting teams, accurately assessing needs, identifying problems, and required processing of mortgages. Rapidly promoted to Hybrid processor through efficiency, productivity, and accuracy in all approvals and loan procedures.

• Interacted with clients in obtaining critical loan data related to income, credit, employment history, property appraisals, title insurance information, ensuring they met underwriting requirements.
• Verified information accuracy, document completion, and that all information complied with company policies and program requirements.
• Collaborated with underwriting, title companies, and borrowers in processing mortgage loans.

Leveraged experience in company products, to include private and government insured mortgage guidelines, while supporting loan officers in managing high-volume processing, in a time sensitive and efficient manner.

• Successfully managed a pipeline of 20 or more loans specializing in Jumbo loans.
• Collaborated with multiple loan professionals, such as title, escrow, and lending institutions.
• Accurately and in a time sensitive way, obtained all necessary support documentation for processing.
• Provided quick turn around on difficult loans ensuring conditions met before initial submission.

Directed all team activities related to mortgage servicing in a high volume call center, effectively coaching and guiding efforts for 15 employees, driving productivity, efficiency, and to consistently exceed goals. Strategic team leader that implemented critical thinking, decision-making, and problem solving skills in an effort to build up effectiveness in the department, enhance comprehension of policies and procedures, and deliver high levels of integrity.

• Employed extensive knowledge of mortgage regulatory requirements, and industry guidelines, which included retention options, short sales, and Deed in Lieu processes.
• Successful in coaching a team of 16 into reaching the top team in the US for three consecutive months.
• Achieved the title of ‘Top Team Leader’ for the month of May (2013) – Recognized for the ability to coach associates to exceed department goals.
• Consistently praised for exemplary ability to coach associates that exceeded departmental goals regularly.

Spearheaded the activities that required effective mortgage processes, such as final approvals, loan file review, verification, investor guidelines, and regulatory compliance within the industry.

• Managed a portfolio of over $1 million in assets, proactively up-selling to ensure the consumer was informed of the institution’s best offerings.
• Maintained exceptional quality control measures, adhering to company production standards, policies, and expectations.
• Quickly evaluated clients’ creditworthiness, saving time, while remaining compliance with regulatory requirements.
• Delivered an efficiency rate of 99% on regulations and legal standards that are company mandates.
• Awarded ‘Employee of the Month’ multiple times, in competition with hundreds of employees.
• Regularly recognized for meeting and exceeding monthly referral goals.