Summary
Overview
Work History
Education
Skills
Timeline
Generic

AMANDA CARTWRIGHT

Big Lake,MN

Summary

Client-facing financial services professional with nearly a decade of mortgage industry experience coordinating complex, deadline-driven work and building trusted relationships with clients and business partners. Experienced in managing active pipelines, maintaining open-item tracking, leading status communication, escalating issues, and aligning internal and external teams around timely service delivery. Brings strong ownership, organization, and a collaborative, client-first approach to Empyrean's Client Service Manager role.

Overview

15
15
years of professional experience

Work History

Mortgage Loan Production Partner

Waterstone Mortgage Corporation
06.2026 - 10.2026
  • Facilitated client and partner communication for mortgage transactions, ensuring clarity on requirements and alignment of expectations.
  • Coordinated efforts among loan officers, underwriters, title companies, insurance providers, and outside lenders to resolve outstanding issues and achieve timely closings.
  • Proactively identified service risks and documentation gaps; tracked action items, ensured timely follow-up, and escalated complex lender or underwriting issues for effective resolution.
  • Reviewed detailed financial and transaction records for quality and compliance while protecting confidential client information.

Mortgage Loan Production Partner

Lower Mortgage
06.2025 - 06.2026
  • Managed portfolio of active loan files, prioritizing client communications and organizing time-sensitive deliverables to ensure timely processing.
  • Maintained relationships with borrowers and business partners through proactive updates, responsive service, and clear explanations of complex requirements.
  • Coordinated with processing and external service teams to resolve discrepancies and streamline next steps, minimizing potential delays.

Mortgage Loan Production Partner

Waterstone Mortgage Corporation
04.2022 - 06.2025
  • Coordinated pipeline reviews, tracked open requirements and documentation, and managed deadlines to ensure consistent, accurate service delivery.
  • Facilitated communication among clients, loan originators, Realtors, processing teams, and vendors, ensuring smooth transactions and timely issue resolution.
  • Guided clients through decisions and changing requirements, addressing questions, resolving routine concerns, and escalating issues for prompt support.

Producing Loan Partner

Nexa Mortgage
10.2021 - 02.2022
  • Coordinated borrower relationships, managed application process, tracked outstanding items, and provided regular updates to loan originators and clients.
  • Coordinated loan files and communication between borrowers, loan officers, and underwriting teams at a mortgage lender
  • Reviewed mortgage applications for completeness, accuracy, and required supporting documents
  • Managed pipeline updates, milestones, and follow-up tasks in loan origination systems

Producing Loan Partner

Mid Penn Bank
04.2021 - 09.2021
  • Coordinated Nexa Mortgage loan files from application through closing
  • Communicated with borrowers, real estate agents, and underwriters throughout processing
  • Reviewed income, credit, and asset documents for loan readiness
  • Coordinated pipeline tasks and cross-team follow-up, ensuring timely communication of client needs and milestones to address incomplete information.

Producing Loan Partner

Waterstone Mortgage
02.2018 - 04.2021
  • Collaborated with borrowers, loan originators, and processing teams to gather requirements and ensure timely closing readiness.
  • Supported loan officers at Nexa Mortgage with daily borrower communication.
  • Managed loan files through Encompass and CRM workflows.
  • Collected borrower documents and verified application completeness.

Loan Partner

Fairway Independent Mortgage
05.2017 - 02.2018
  • Coordinated application intake, document tracking, status updates, and partner communications to ensure smooth operations in client-facing lending environment.
  • Reviewed loan applications for completeness and accuracy before processing submission.
  • Collected and organized income, asset, and credit documents from borrowers and realtors to streamline loan processing.
  • Facilitated borrower communication and file follow-up for Fairway Independent Mortgage loan officers, enhancing client experience.

Loan Partner

Waterstone Mortgage
02.2016 - 05.2017
  • Coordinated loan applications, disclosures, and closing documents in Fairway mortgage workflows.
  • Reviewed borrower information for completeness and accuracy before underwriting submission.
  • Coordinated borrower communication, transaction documentation, scheduling, and cross-functional efforts to ensure timely service delivery.
  • Supported Fairway Independent Mortgage loan officers with borrower communication and file updates.

Paraeducator

Anoka-Hennepin School District
05.2012 - 06.2013
  • Provided individualized and small-group student support, adapting explanations to address diverse learning needs and enhance student comprehension.
  • Collaborated with teachers and school staff to streamline classroom routines and support student progress, contributing to a positive learning environment.
  • Supported classroom instruction for Anoka-Hennepin School District students.
  • Assisted teachers with special education activities and lesson preparation.
  • Supervised students during classroom, hallway, and recess routines.

Bartender

Beer Belly's
03.2012 - 05.2012
  • Cultivated customer rapport and promptly addressed requests and concerns amid competing service priorities.
  • Mixed cocktails, beer pours, and house drinks for Beer Belly's guests.
  • Greeted guests and took drink orders at busy Beer Belly's bar.
  • Handled cash payments and processed tabs through point-of-sale systems.

Hostess / Barista

Woolly's Steakhouse
11.2011 - 03.2012
  • Coordinated guest service and communicated with teammates to create organized, welcoming customer experience.
  • Greeted guests at Woolly's Steakhouse and managed front entrance flow.
  • Seated dining parties according to server sections and reservation plans.
  • Answered calls and handled reservation requests for steakhouse guests.

Education

General Studies

Saint Cloud State University
05-2012

Diploma -

Rogers Senior High School
06-2009

Skills

  • Client Relationship & Satisfaction
  • Project / Milestone Coordination
  • Open-Item & Action Tracking
  • Status Reporting
  • Issue Escalation & Resolution
  • Cross-Functional Stakeholder Management
  • Process & Documentation Quality
  • Compliance & Confidentiality
  • Microsoft Office
  • Encompass Loan Origination System
  • Pipeline and Task Tracking
  • Financial Documentation Review
  • Regulated Workflows
  • Sensitive Data Handling
  • Document verification
  • Loan file review
  • Client communication
  • Pipeline management
  • File tracking
  • Problem solving
  • Relationship management
  • Time management
  • Conflict resolution
  • Professionalism

Timeline

Mortgage Loan Production Partner

Waterstone Mortgage Corporation
06.2026 - 10.2026

Mortgage Loan Production Partner

Lower Mortgage
06.2025 - 06.2026

Mortgage Loan Production Partner

Waterstone Mortgage Corporation
04.2022 - 06.2025

Producing Loan Partner

Nexa Mortgage
10.2021 - 02.2022

Producing Loan Partner

Mid Penn Bank
04.2021 - 09.2021

Producing Loan Partner

Waterstone Mortgage
02.2018 - 04.2021

Loan Partner

Fairway Independent Mortgage
05.2017 - 02.2018

Loan Partner

Waterstone Mortgage
02.2016 - 05.2017

Paraeducator

Anoka-Hennepin School District
05.2012 - 06.2013

Bartender

Beer Belly's
03.2012 - 05.2012

Hostess / Barista

Woolly's Steakhouse
11.2011 - 03.2012

General Studies

Saint Cloud State University

Diploma -

Rogers Senior High School
AMANDA CARTWRIGHT