Detail-oriented operations and appraisal coordination professional with 15 years of experience in mortgage, financial services, and high-volume workflow environments. Proven ability to manage appraisal pipelines, coordinate with vendors and clients, ensure SLA compliance, and maintain accuracy throughout the loan and valuation process. Strong background in quality control, exception resolution, and cross-functional communication.
Overview
21
21
years of professional experience
Work History
Appraisal Success Manager & Payment Processor
Nationwide Appraisal Network
Oldsmar, FL
06.2023 - Current
Coordinate 50–100+ appraisal orders weekly from intake through completion, ensuring on-time delivery and SLA compliance.
Serve as primary liaison between appraisers, lenders, and internal teams, reducing delays through proactive communication.
Track and manage appraisal pipeline, improving turn times and order visibility across stakeholders.
Perform quality control reviews on appraisal reports to ensure accuracy, completeness, and regulatory compliance.
Resolve order escalations and vendor issues, contributing to improved client satisfaction and reduced cycle times.
Maintain high accuracy in data entry and documentation across high-volume workflows.
Train new team members on appraisal systems, workflows, and best practices.
Partner with leadership to identify inefficiencies and implement process improvements.
Senior Member Service Representative / Mortgage Loan Originator
Navy Federal Credit Union
San Diego, CA
03.2010 - 11.2019
Processed and supported high-volume mortgage and consumer loan applications, ensuring compliance and accuracy.
Acted as key point of contact for borrowers, improving customer experience and communication clarity.
Coordinated with underwriting, processing, and third parties to resolve documentation and approval issues.
Reviewed financial documents to ensure alignment with lending guidelines and risk standards.
Consistently met performance metrics in a fast-paced, regulated environment.
Served as acting supervisor, training staff and overseeing daily operations.
Personal Banker / Mortgage Loan Originator
Bank of America
Virginia
01.2005 - 02.2010
Assisted clients with financial products, account services, and transaction processing.
Ensured compliance with banking regulations and internal policies.
Resolved account discrepancies and provided timely solutions to clients.
Built strong client relationships through consistent communication and support.
Education
Associate Degree - Sales, Marketing & Management
Northland Community College
East Grand Forks, MN
High School Diploma - undefined
United South High School
Laredo, TX
Skills
Oversaw appraisal order management and coordination processes to guarantee timely and precise evaluations
Facilitated communication between vendors and appraisers to enhance processes Assisted teams in addressing inquiries and resolving issues promptly Aided in maintaining strong relationships with external partners
Tracked pipeline and turn-time metrics to support service level agreements Assisted teams in meeting project deadlines and client expectations Helped identify areas for process improvements to enhance efficiency
Conducted quality control checks to maintain product standards Assisted in compliance reviews to ensure regulatory adherence Worked with teams to identify improvement opportunities
Processed mortgage applications to support lending operations and facilitate loan approvals Assisted team members in maintaining efficient daily mortgage service workflows Provided administrative support to enhance lending procedures and minimize processing time
Assisted in resolving exceptions and managing escalations Collaborated with team members to address issues promptly Supported escalation processes for timely resolutions
Assisted in verifying data accuracy through thorough documentation review Supported team members in maintaining organized records Aided in identifying discrepancies in data during quality assurance processes
Facilitated communication between clients and stakeholders to support project objectives Assisted in collecting feedback to enhance service delivery Organized meetings to clarify client needs and expectations
Spearheaded high-volume workflow management initiatives to optimize operational efficiency
Spearheaded team collaboration initiatives to identify opportunities for process enhancement
Languages
Bilingual: English & Spanish (Fluent)
PROFESSIONAL ACHIEVEMENTS
Bank of America National Annual Award of Excellence (2005, 2006)
Top 1%–5% Nationwide Performer
Selected for Leadership Forum — Alexandria, VA
Recognized for operational excellence and team contributions
Timeline
Appraisal Success Manager & Payment Processor
Nationwide Appraisal Network
06.2023 - Current
Senior Member Service Representative / Mortgage Loan Originator
EOB Payment Analyst/Patient Accounting - Reimbursement/Appeals at Desert Valley Hospital / Medical GroupEOB Payment Analyst/Patient Accounting - Reimbursement/Appeals at Desert Valley Hospital / Medical Group