Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Linkedinprofile
Timeline
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ALEXANDER SCHAFFNER

Tulsa

Summary

Enthusiastic Mortgage and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Vendor Account Manager II

SAFEGUARD PROPERTIES
01.2024 - Current
  • As a Vendor Account Manager, I owned the relationship between Safeguard and the Vendor
  • I would extract and analyze reports, decide which vendors to contact, and drive performance
  • I would lead discussions on the phone and correspond electronically with vendors
  • I would pinpoint the root cause of issues for delay
  • I determined remediation plans and followed up
  • This will include changing the amount of volume a vendor receives, the areas where they receive work, and how they operate their internal processes
  • I am responsible for implementing new technology, supply chain, and other processes to improve results.
  • Initiated regular performance review discussions with vendors, ensuring adherence to agreed-upon service level agreements and fostering continuous improvement.
  • Streamlined vendor onboarding process for faster integration and improved communication channels.
  • Collaborated with cross-functional teams to optimize supply chain operations, ensuring timely delivery of products.
  • Enhanced existing vendor base by maintaining regular communication and nurturing long-term partnerships.

Wholesale Underwriting Support Team Lead

FINANCE OF AMERICA REVERSE LLC
11.2021 - 02.2023
  • Successful department management of the entire eastern side of the United States for the organization's wholesale pipeline while providing leadership regarding the day-to-day operations of the underwriting support team
  • Oversaw all key processes-ensuring efficiencies were maximized, accuracy in project execution was achieved and turn times were met for all employees on the team
  • Enabled team to prioritize urgent files that were at risk of certain documents expiring
  • Maintained a working knowledge of underwriting guidelines, policy and procedures/guidelines, and compliance regulations as well as preparing/presenting regular reports on team performance metrics, progress on goals, and any significant issues for management review.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
  • Conducted regular progress reviews with individual team members to identify areas for improvement and provide guidance on career development opportunities.

Loan Account Manager

FINANCE OF AMERICA REVERSE LLC
01.2015 - 11.2021
  • Maintained strong relationships with clients-addressing their unique inquiries, providing assistance with loan-related questions, and offering guidance
  • Actively engaged in relationship-building by collaborating with internal/external departments to monitor loans throughout the duration of the process, including verifying correct pricing
  • Verified terms and rates are correct and accurate as well as maintaining accurate records and preparing data reporting on loan performance delinquencies and other relevant metrics for management/regulatory purposes
  • Worked as a liaison between multiple departments and brokers-ensuring conditions are being met and loans are proceeding.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.

Submissions Processor

FINANCE OF AMERICA REVERSE, LLC
11.2011 - 01.2015
  • Supported team members in their tasks, contributing to overall team success.
  • Increased productivity by effectively managing workload and prioritizing tasks.
  • Maintained accurate records and ensured timely completion of all necessary paperwork.
  • Enhanced team collaboration, sharing best practices for efficient processing techniques.
  • Received and reviewed incoming documents and materials.
  • Provided outstanding customer service by promptly addressing inquiries and resolving issues.
  • Reduced errors with meticulous attention to detail and thorough review of documentation.

Education

Bachelor of Science Degree - Business Administration, Marketing

Oklahoma State University
Tulsa, OK
05.2018

Associate of Science Degree - Accounting

Tulsa Community College
Tulsa, OK
12.2012

Skills

  • Microsoft Office Suite (Microsoft Word, Microsoft PowerPoint & Microsoft Excel)
  • Microsoft Outlook
  • Microsoft Access
  • SharePoint
  • Microsoft Applications
  • Adobe Professional
  • Reverse Vision
  • Mortgage Cadence Platform
  • Salesforce
  • Various AMS Systems
  • EDMS Fortis
  • Clear Capital
  • Portfolio Management
  • Data Analysis & Management
  • Report Management
  • Credit Analysis & Credit Risk
  • Client Relationship Management
  • Risk Analysis
  • Regulations & Policies
  • Team Leadership & Mentorship
  • Strong Analytical Skills
  • Contracts & Negotiations
  • Risk Assessment & Mitigation
  • Compliance
  • Relationship Management

Certification

2494871, NMLS MLO, pending

Accomplishments

  • Managed a team of eight people, overseeing their day-to-day operations and providing them with project leadership
  • Continually recognized as a valuable team member-earning various recommendations and winning Employee of the Month
  • Conducted research and contributed to the transition to the new operating system for the entire organization beta testing and troubleshooting and ensuring scalability to accommodate the company's growth and evolving needs
  • Oversaw the majority of the East Coast pipeline (a multi-million-dollar valuation) for the entire organization
  • Helped Structure the Bonus opportunity program for my team along with six other Pod structures.
  • Helped develop a Floating Loan Account Manager position-took this role which acted as a temporary liaison for account managers that were either on PTO or sick leave and involved helping other account managers' clients and building trust with them in order to continue doing business on a regular basis which helped resolve conflicts while analyzing information
  • Resolved conflicts while analyzing information to ensure smooth and uninterrupted operations occurred
  • Since 2018, I've excelled at remote work across multiple time zones demonstrating self-driven, critical thinking, strong self-motivation, maintaining attention to detail, being detail oriented, effective at multitask skills, exceptional time management skills, organizational skills, prioritization skills, problem-solving skills, and handling sensitive information with discretion.
  • Acted as a mentor and coach to junior colleagues to provide working solutions to improve their productivity
  • Experienced in conducting analysis of technical, operational excellence, and credit administration duties to recommend in order to recommend as well as develop/implement process improvements, including product knowledge development initiatives, aimed at enhancing project effectiveness
  • Demonstration of effective verbal communication and written communication skills with an array of people-understanding cultural dynamics and building an adaptable inclusive work environment
  • Successful management of the customer service experience-improving delivery, building customer loyalty, and providing individualized customer support to ensure customer satisfaction

Linkedinprofile

LinkedIn Profile

Timeline

Vendor Account Manager II

SAFEGUARD PROPERTIES
01.2024 - Current

Wholesale Underwriting Support Team Lead

FINANCE OF AMERICA REVERSE LLC
11.2021 - 02.2023

Loan Account Manager

FINANCE OF AMERICA REVERSE LLC
01.2015 - 11.2021

Submissions Processor

FINANCE OF AMERICA REVERSE, LLC
11.2011 - 01.2015

Bachelor of Science Degree - Business Administration, Marketing

Oklahoma State University

Associate of Science Degree - Accounting

Tulsa Community College
2494871, NMLS MLO, pending
ALEXANDER SCHAFFNER