Amanda Orvin
Summary
Business development representative with 25 years of experience in outside sales and operations. Proven track record of exceeding targets through exceptional productivity and efficiency. Strong adaptability and interpersonal skills enable effective independent work and rapid skill acquisition. Committed to continuous learning and innovation, leveraging analytical thinking and creativity to deliver impactful solutions in dynamic environments.
Overview
24
24
years of professional experience
Work History
Personal Lines Insurance Broker
Baldwin Risk Partners
07.2023 - Current
- Achieved over $750,000 in retained premium with approximately 475 new policies written in 2024.
- Ranked #1 out of 155 advisors as National Top Producer for 2024.
- Assisted Senior Director of Production in sourcing lead referral clients, including mortgage lenders and credit unions.
- Focused on building relationships with loan servicers and financial institutions with holdings exceeding $5 billion.
Loan Marketplace Senior Account Executive
Jack Henry and Associates
03.2023 - 07.2023
- Restructured sales strategy to prioritize Banking and Credit Union accounts.
- Optimized Loan Marketplace to improve sourcing of loan pools and participations.
- Developed strategies to increase sales volume with existing and new clients.
Loan Specialist
Highlight Technologies
03.2020 - 04.2023
- Evaluated personal and business financial statements to assess eligibility for grants.
- Determined approvals or denials for associated grant applications based on comprehensive reviews.
- Participated in various projects with Office of Capital Access and Small Business Administration.
- Adhered to NDA guidelines while managing confidential project details.
Account Executive
Impac Wholesale
07.2022 - 10.2022
- Sourced and secured new broker clients for wholesale division specializing in Non-QM and Commercial Investment Loans.
- Assisted broker clients with inquiries regarding loan structure and guideline interpretation.
- Reviewed credit and income documentation to propose rework solutions, ensuring loan decisions.
- Managed loan pipeline to guarantee timely settlement and funding delivery.
- Re-calculated income and cash flow, while drafting exceptions for underwriter approval.
Account Executive
Sprout Wholesale
02.2022 - 07.2022
- Sourced and signed new broker clients for wholesale division specializing in Non-QM and Commercial Investment Loans.
- Assisted broker clients with inquiries regarding loan structure and guideline interpretation.
- Reviewed credit and income to develop rework solutions, providing recommendations to underwriting as necessary.
- Managed loan pipeline to ensure timely delivery for settlement and funding.
- Re-calculated income and cash flow while drafting exceptions to guidelines for underwriting approval.
Mortgage Loan Originator
Sharonview Federal Credit Union
04.2019 - 11.2019
- Specialized in Jumbo loans, Alt Doc, and equity lines as remote originator.
- Conducted initial file reviews and loan setups to ensure compliance.
- Analyzed credit and income to recommend optimal loan programs.
- Evaluated credit and income for rework solutions, advising underwriters to secure loan decisions.
Senior Loan Officer
Cardinal Financial
02.2017 - 10.2018
- Achieved average funding of 10 units per month as senior loan officer.
- Created all RESPA disclosures and compiled support documents for loan funding.
- Conducted initial file reviews and established loan setups based on credit and income analysis.
Wholesale Account Executive
Freedom Mortgage
08.2015 - 02.2017
- Conducted initial file reviews and established loans based on credit and income analysis.
- Recommended programs following thorough assessments for effective loan decision-making.
- Evaluated credit and income data, identifying rework solutions and advising underwriting team.
Mortgage Operations Manager
Carolina Premier Bank
09.2012 - 04.2015
- Managed all operations within Commercial Community Bank Mortgage Department, driving loan production for residential and commercial transactions.
- Specialized as Mortgage Operations Manager in private client and VIP loan origination and process development.
- Conducted initial file reviews for Portfolio Mortgage Loan requests, including credit analysis and program recommendations to Chief Credit Officer.
- Reviewed Balloon Note files for applicants requiring loss mitigation, preventing defaults effectively.
- Evaluated commercial client applications for small business owners to support business growth initiatives.
- Assisted Commercial Credit Manager with delinquent file reviews, providing solutions for clients facing financial hardships.
- Reviewed personal and business tax returns, credit reports, and assets to recommend workout options to Chief Credit Officer.
- Implemented processes such as SBA lien releases and closed loan sales while ensuring compliance monitoring and HMDA review.
Branch Manager/ Corporate Trainer
Allied Home Mortgage
09.2008 - 07.2011
- Managed daily operations of residential mortgage branch with 11 loan originators.
- Promoted to State Compliance Manager to oversee onboarding and training processes for new branches.
Wholesale Account Executive
Ameritrust
09.2001 - 07.2008
- Sourced and managed wholesale broker accounts to facilitate Non-Prime loan transactions.
- Focused on business development, emphasizing private client originations.
- Promoted to Director of Business Development, responsible for securing new builder and construction accounts.
Skills
- Client acquisition
- Relationship management
- Goal oriented
- Complex problem-solving abilities
- Creative mindset
- Analytical and critical thinking
NMLS Licensed loan originator
76020
References
References available upon request.
Timeline
Personal Lines Insurance Broker
Baldwin Risk Partners
07.2023 - Current
Loan Marketplace Senior Account Executive
Jack Henry and Associates
03.2023 - 07.2023
Account Executive
Impac Wholesale
07.2022 - 10.2022
Account Executive
Sprout Wholesale
02.2022 - 07.2022
Loan Specialist
Highlight Technologies
03.2020 - 04.2023
Mortgage Loan Originator
Sharonview Federal Credit Union
04.2019 - 11.2019
Senior Loan Officer
Cardinal Financial
02.2017 - 10.2018
Wholesale Account Executive
Freedom Mortgage
08.2015 - 02.2017
Mortgage Operations Manager
Carolina Premier Bank
09.2012 - 04.2015
Branch Manager/ Corporate Trainer
Allied Home Mortgage
09.2008 - 07.2011
Wholesale Account Executive
Ameritrust
09.2001 - 07.2008
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