Allen "AJ" Barton
Idaho Springs,CO
Summary
Proven leader in enhancing operational efficiency and customer satisfaction, adept in documentation management and expert problem-solving. Spearheaded cross-functional projects, achieving significant improvements in employee performance and workflow automation. Excelled in advanced communication, fostering team collaboration and strategic partnerships, leading to streamlined processes and increased efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Budget Analysis Specialist
Summit School District RE-1
10.2023 - Current
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
- Championed the adoption of new software tools that streamlined workflows across multiple departments.
- Assisted in developing strategic plan that aligned with long-term company goals.
- Increased efficiency by automating routine tasks with software solutions.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Analysis of grant verbiage and contract verbiage
- Partnered with the Chief Financial Officer to analyze data to be provided to the Board of Education
- Maintained budget reports and assisted with the reporting process.
- Ensured contact between the District legal team and affiliated partners are maintained for contracts and grant work.
Sales Manager
Pinnacle Windows and Restoration
10.2022 - 10.2023
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.
- Negotiated partnerships with complementary businesses, creating synergies and expanding customer base.
- Fostered culture of continuous improvement, encouraging feedback and implementing best practices in sales operations.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Managed accounts to retain existing relationships and grow share of business.
Underwriting Manager
LoanDepot
06.2019 - 10.2022
- Ensured efficient workflow management by establishing clear priorities and monitoring progress regularly.
- Managed a high-performing team of underwriters, providing guidance and support to ensure consistent results.
- Conducted regular performance reviews for team members, fostering professional growth and promoting a culture of continuous improvement.
- Championed ongoing education efforts by organizing seminars, workshops, or webinars to stay current on industry trends and advancements.
- Streamlined communication between underwriting, claims, and other departments to foster collaboration and improve overall service levels.
- Enhanced risk assessment accuracy through thorough research and data analysis.
- Established robust internal controls to minimize operational risks while maximizing profitability.
- Proactively identified areas for process improvement within the department, implementing changes that led to increased efficiency across teams.
- Built strong relationships with brokers and agents, providing exceptional customer service while negotiating policy terms effectively.
- Maintained compliance with regulatory requirements by staying updated on industry changes and adjusting policies accordingly.
- Analyzed market trends to identify potential risks and opportunities for strategic business development initiatives.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Scrutinized underwriting performance to identify weaknesses and provide recommendations for improvement.
- Analyzed data to identify trends and predict future insurance needs.
- Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
Senior Mortgage Underwriter
Mphasis/Bank of America/Freemont
06.2016 - 06.2019
- Evaluated credit risks through the comparison of data against internal checklists and guidelines after reviewing files in advance.
- Ensured the accuracy and trustworthiness of applicants' information to prevent fraudulent activity.
- Fostered a collaborative environment with processing team members to streamline error correction and information gathering for current applications.
- Achieved and maintained mortgage program compliance with federal agencies such as VA, HUD, and FNMA.
- Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
- Continuously updated industry knowledge through professional training sessions, seminars, conferences, and self-directed learning efforts.
- Enhanced loan quality by meticulously reviewing and analyzing complex financial documents, credit reports, and appraisals.
- Assisted management with special projects as assigned, demonstrating adaptability and commitment to organizational success.
- Ensured compliance with federal regulations and company policies through diligent examination of mortgage documentation.
- Approved or denied loans based on established criteria and underwriting guidelines.
Education
Bachelor of Science - Nurse Practitioner
Texas Women's University
DallasSkills
- Customer Relations
- Expert Problem Solving
- Documentation Management
- Quality Assurance
- Management collaboration
- Advanced Communication
- Root Cause Analysis
- Quality Assessment
- Supply Management
- Attention to Detail
- Written Communication
- Task Prioritization
Certification
- Direct Endorsement (DE) - Financial Funding
- Endorsement - HUD - Financial Funding
- Endorsement - FHA - Financial Funding
Timeline
Budget Analysis Specialist
Summit School District RE-1
10.2023 - Current
Sales Manager
Pinnacle Windows and Restoration
10.2022 - 10.2023
Underwriting Manager
LoanDepot
06.2019 - 10.2022
Senior Mortgage Underwriter
Mphasis/Bank of America/Freemont
06.2016 - 06.2019
Bachelor of Science - Nurse Practitioner
Texas Women's University
Similar Profiles
Sara OlsonSara Olson
Principal at McElwain Elementary, Title 1 Elementary School, Adams 12 Five Star School DistrictPrincipal at McElwain Elementary, Title 1 Elementary School, Adams 12 Five Star School District
Barry FogleBarry Fogle
Teacher - Coach at Lexington School District 1 - Pelion High SchoolTeacher - Coach at Lexington School District 1 - Pelion High School
Melissa MetcalfMelissa Metcalf
Instructional Coach at South Summit School DistrictInstructional Coach at South Summit School District
Mande BroderickMande Broderick
Customer Service Cashier at Alta ConvenienceCustomer Service Cashier at Alta Convenience
Anthony BuckleyAnthony Buckley
Hunting Guide at Rocky Mountain Big Game AdventuresHunting Guide at Rocky Mountain Big Game Adventures