Summary
Overview
Work History
Education
Skills
Timeline
Generic

Andrew Rose

Maricopa,AZ

Summary

Skills:

  • Information and financial analysis
  • Written and verbal communication
  • Leadership
  • A history of excellence
  • Seeking an opportunity with room for financial and career growth. My next career move should be one that makes me and my family proud and financially comfortable. If life has taught me anything, it is that problems and difficulties are merely stepping stones. I attack the problems that stand in my way with goals in mind and a positive attitude.

Overview

26
26
years of professional experience

Work History

Senior Associate Executive

SAGE
01.2012 - Current
  • Advanced to the, highly escalated bankruptcy team
  • Research and resolve executive escalated Mortgage servicing issues
  • Coordinate and engage multiple departments simultaneously
  • Inform and educate customers/rebuild customer trust, both written and verbal
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Collected, arranged, and input information into database system.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Helped meet changing demands by recommending improvements to business systems or procedures.
  • Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.

Wells Fargo Home Mortgage
01.2011 - Current

Home Preservation Specialist

Wells Fargo
01.2011 - 01.2012
  • Directed customer communication and negotiation
  • Collected and analyzed financial documents.
  • Communicated regularly with clients to discuss progress and address any concerns.
  • Communicated effectively with owners, residents, and on-site associates.

President/owner

HomeStead Financial
01.2009 - 01.2011
  • Negotiated with lenders, acquired new clients, trained account executives, provided budget management and saving techniques
  • Led, managed and trained a team of sales representatives
  • Received and partnered with bankruptcy attorneys to achieve desired outcomes
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Trained and motivated employees to perform daily business functions.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Trained and developed team members to build human capital.
  • Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.

Loan Originator/Branch Manager

Vision Mortgage
01.1998 - 01.2009
  • Originated 35% of total company revenue, developed alternative lending division, business network with the Consumer Bankruptcy Association and became the recognized industry leader for specialty lending with a focus on bankruptcy
  • Taught adult education program through Canton Public Schools, specializing in Mortgage and finance
  • Mentored, trained and developed all new loan officers.
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Engaged employees in business processes with positive motivational techniques.
  • Complied with regulatory guidelines and requirements.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Resolved various issues impacting sales management and business operations.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Examined customer loan applications for loan approvals and denials.
  • Submitted loan applications to underwriter for verification and recommendation.

Bankruptcy Case Analyst

The Law Offices of James P. Frego
01.2007 - 01.2008
  • Reviewed active Chapter 13 Bankruptcy cases for accuracy and provided suggestions to increase success rates

Found billable hours not previously requested, thereby generating $1.1 million in additional income.

Education

B.A. -

University of MichiganAnn

Skills

  • Critical Thinking
  • Teamwork and Collaboration
  • Planning and Coordination
  • Organization and Time Management
  • Self-Motivated
  • Attention to Detail
  • Active Listening
  • Cultural Awareness
  • Analytical and Critical Thinking
  • Dependable and Responsible
  • Written Communication
  • Excellent Communication

Timeline

Senior Associate Executive

SAGE
01.2012 - Current

Wells Fargo Home Mortgage
01.2011 - Current

Home Preservation Specialist

Wells Fargo
01.2011 - 01.2012

President/owner

HomeStead Financial
01.2009 - 01.2011

Bankruptcy Case Analyst

The Law Offices of James P. Frego
01.2007 - 01.2008

Loan Originator/Branch Manager

Vision Mortgage
01.1998 - 01.2009

B.A. -

University of MichiganAnn
Andrew Rose