20+ years experience in relation to Mortgage, Title and Escrow
Loan software used: LIS, Point, Lakewood, Contour and Encompass
Other software used: Windows, Excel, Outlook, Lotus Notes, Broker Websites, USDA (GUS) and VA websites, Desktop Underwriter and Loan Prospector
Excellent communication and follow-up skills with inside and outside parties involved with transactions and beyond, resulting in satisfied clients.
Honorable mention list, consistently every month.
Managed loan process for on time closure, consistently achieving referral business and high customer satisfaction. Tapped to handle loan files approaching close date, due to reputation with all employers for top customer service and getting things done quickly. Analyzed files, researched options for all parties, coordinated loan approval and negotiated materials required for final documentation. Closed loans prior to deadline, creating satisfied customers and referrals.
Streamlined computer training at Irwin Mortgage, reducing orientation time from seven days to two. New hire training on computer systems and manager expectations was too long and ineffective. Interviewed/assessed each hires computer competency, determining training regimen and identifying appropriate mentor. Initially reduced training time to three days. Worked with managers to better define needs and adapted program to further reduce time training.
Structured loan documentation process at Fundamental Financial, slashing processing time 67%. Managing nine-person mortgage office staff, realized loan approval process was cumbersome and inefficient. Streamlined process by outlining documentation required for loan approvals and inclusion in loan approval files before moving from Loan Officer to Loan Processor. Eliminated incomplete files and excess administrative actions, enabling expeditious handling.
Took over United Lending loan processing group, exceeding monthly goal by 33%. Promoted after two months to supervise loan processing group. Demonstrated leadership, team playing, problem solving, and customer service excellence. Improved customer and employee satisfaction, exceeding individual loan production goal by 5 loans per month. Strengthened employee performance, ensuring all staff met or exceeded goals.
Father passed away and Mother almost passed away - separate incidents
Administrative, excellent communication, computer training, credit, client satisfaction, customer service, leadership, mentoring, problem solving, quality control, quality assurance, structured and multi-tasker
Companies Worked For:
Job Titles Held: