real estate mortgage investment review supervisor resume example with 16+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Seasoned financial operations services leader with over 15 years of extensive experience in managing and overseeing teams. Operations include managing a result driven team of reviewers and processors of unsecured and secured loans, purchases of Real Estate, Deeds of Trusts/Mortgage loans, Sale of Real Estate and loan payoffs while maintaining company service level agreements. Working effectively to create positive social interoffice relationships by creating a customer obsessed, solution driven team as well as focusing on client relations. Excellent listening, written, verbal, problem solving and communication skills.

  • Task delegation
  • Client Relationships/Customer Service
  • Staff leadership and development
  • Decision-making
  • Organization and accuracy
  • Closing Process
  • Management
  • Performance Metrics
  • Staffing And Scheduling
  • Monitoring
  • Data-Driven
  • Customer Communication
  • Operational Improvements
  • Proficient in 10-key
  • Process improvement
  • MS Office
Work History
05/2018 to 06/2020 REAL ESTATE MORTGAGE INVESTMENT REVIEW SUPERVISOR PENSCO Trust Company, Nka Pacific Premier Trust | City, STATE,
  • Manage day to day of team of 15 people with main focus on lending of unsecured loans, secured loans, mortgages, real estate purchases, sale of property and pay off of loans.
  • Team staffing and scheduling.
  • Coach and grow team and create team goals.
  • Onboard and create training process for new associates.
  • Collect data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Create and Implement budget for team on annual basis.
  • Complete performance reviews, promotions and pay increases.
  • Work closely with team, Director and VP of Operations to implement new procedures and processes for team and company with focus on process improvement.
  • Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
  • Received Exceeds expectations for annual team audit for both years of managing team.
  • Result driven and metrics oriented.
  • Managed high volume of new investments while remaining within company service level agreement.
  • Meeting or exceeding month-over-month capacity goals
  • Quick learner and detail oriented.
  • Handles complex loans and escalations.
  • Perform Quality Control of new investment purchase.
  • Loan processing and review of closing documents.
  • Comply with the rules and regulations of Real Estate contracts and addendum's.
  • Review title reports and title insurance.
  • Proven ability to multitask and work well under pressure.
  • Expert in compliance rules for lending and purchase of real estate within an IRA.
01/2014 to 05/2018 LEAD REVIEW SPECIALIST oF REAL ESTATE PENSCO Trust Company, Nka Pacific Premier Trust | City, STATE,
  • Review New Investments for customers involving Real Estate, Notes and Private Equity.
  • Ensure investment are compliant with IRS rules and regulations and company policy.
  • Main point of contact for conversion of Multi-Million-dollar company acquired by Pensco with primary focus of Transfer in of Alternative assets.
  • Team lead and manages team when Supervisor is out of office.
  • Effectively manages deadlines and works well under pressure.
  • Proactively shares new knowledge and processes with co-workers.
  • Implemented new process within team to eliminate duplication's.
  • Listens and answers questions within, and outside of team.
  • Trains new and existing teammates on all processes within team.
  • Client facing and maintains relationships with asset sponsors and clients by being their main point of contact for existing and new investments.
  • Collected and analyzed information to monitor compliance outcomes and identify and address trends of non-compliant behavior.
  • Coordinated implementation of people-related services, policies and programs through departmental staff.
02/2004 to 01/2014 LEAD FINANCIAL SERVICES PROCESSOR PENSCO Trust Company, Nka Pacific Premier Trust | City, STATE,
  • Possess strong commitment to team environment dynamics with ability to contribute expertise and follow leadership directives at appropriate times.
  • Provide feedback on performance reviews for employees.
  • Team leader of specialized client accounts that require extensive knowledge of IRA business.
  • Lead team of 12 employees who process transfers out of accounts and transfers in of assets.
  • Train new and current employees on opening new accounts, transfer in of assets and transfer out of assets.
  • Processed transfer out requests for non-standard assets, which included Deeds of Trust, Real Estate, Notes, Limited Partnerships, and Limited Liability Companies.
  • Assign work and managed flow of processes to stay within company service level agreements.
  • Managed and trained distributed team based in India that processes Transfers-for new and existing clients.
Expected in High School Diploma | Arvada High School, Arvada, CO GPA:

2017 Certified IRA Services Professional (CISP)

2013 IRA Institute Retirement Industry Trust Association (RITA)

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Resume Overview

School Attended

  • Arvada High School

Job Titles Held:



  • High School Diploma

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