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.