Alexis Houseman
San Diego,CA
Summary
Dynamic Growth Strategist recognized for an impressive impact on Revenue Generation and Process Improvement. Excelled in establishing strong partnerships, fostering client relations, and driving market research to expand business. Adept in Project Management with results-driven executes, alongside years of expertise in complex Mortgage landscapes.
Overview
3
3
years of professional experience
Work History
Director of Growth
CrossCountry Mortgage
San Diego, CA
08.2022 - Current
- Targeted and sustained specific avatar Real Estate Agents in order to generate business leads through "Lead to Legacy Engagement"
- Built a strong network and communicated daily with other industry related business associates including Divorce Attorneys, Lawyers, 1031 Exchange Officers, Builders, and Financial Advisors
- Maintained client relationships by assisting throughout the loan process from Lead, In Contact, Funded, to Post-Close assistance
- Recruited numerous Loan Officer's through a strategic communication series following a multiple-round interview process
- Created a ninety day white-glove Onboarding Program to self-guide Loan Officer's through the new hire process
Licensed Loan Partner
Guild Mortgage Company
Portland, OR
12.2021 - 08.2022
- Supported a team of four Loan Officers by structuring incoming applications and managing the file until in contract
- Analyzed client income, assets, liabilities, and credit to verify borrower and product eligibility
- Communicated with borrowers by requesting necessary documentation and obtaining conditions until received
- Completed various internal milestones such as issuing pre-approval letters, ordering appraisals, issuing disclosures, extending rate locks, and more
Mortgage Loan Processor
Homebridge Financial Services
Portland, OR
05.2021 - 12.2021
- Analyzed financial documents to determine risk factors associated with each loan application
- Submitted completed loan packages to underwriting department for approval or denial decisions
- Processed loan documents and ensured compliance with federal regulations, for a success rate of 100% closed deals
- Graduated with the highest score, from in-house Processing Course, among colleagues
Education
Marketing Major And International Business Minor -
Oregon State University
Corvallis, OR06-2021
Skills
- Revenue Generation
- Project Management
- Process Improvement
- Partner and Client Relations
- Negotiation Tactics
- Market Research
Timeline
Director of Growth
CrossCountry Mortgage
08.2022 - Current
Licensed Loan Partner
Guild Mortgage Company
12.2021 - 08.2022
Mortgage Loan Processor
Homebridge Financial Services
05.2021 - 12.2021
Marketing Major And International Business Minor -
Oregon State University