Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels.
Overview
8
8
years of professional experience
Work History
Triple Crown Covering Underwriter
ROCKET MORTGAGE
07.2021 - Current
Analyze loan documents from application to closing and data to verify accuracy.
Calculate clients debt to income ratios
Work alongside with all third party vendors internal and external to expedite process of the loan application
Submit mortgage files and borrower information through an automated underwriting system (AUS) to acquire details about items that pose risk or compliance conflicts
Review AUS findings and determine actionable steps to resolve any conflicts
Break down and communicate next steps for clients who have varying levels of experience with the mortgage process
Identify data gaps and request required documents to meet investor and/or regulatory guidelines
Respond and resolve a high volume of inquiries on a hotline utilizing available resources
Manage escalated matters with partners via internal systems
Managing high level loan pipelines daily
Answer underwriting questions from business partners to assist with moving loans quickly and accurately through the process
Monitoring underwriting teams performance to achieve personal and department production goals.
Assisted senior executives with final loan closings and underwriting, coordination and submission of high-profile loan conversion packages.
Controlled loss by assessing risk, conducting system analysis, and recommending policy solutions.
Acceptance or denial of new or renewal loans
TRIPLE CROWN COMMUNICATION SPECIALIST
ROCKET MORTAGE
04.2020 - 07.2021
Managing one hundred plus loan accounts
Reviewing/Analyzing loans and guiding the partners through the loan process
Reviewing and clearing conditions
Managing escalated loan situations and identifying/resolving the issues
Knowledgebase in vendor conditions such as (Title, Insurance, Taxes, Appraisals)
Setting mortgage closing dates and adjusting them based on loan assessment
Answering hotline calls from partners on loan products that TPO offers and assisting them with their needs
Provided administrative support to senior team members.
Answered client queries and complaints to provide strong customer service.
SALES ACCOUNT MANAGER
Event Theory
Warren Mi
04.2016 - 03.2020
Manage and design corporate and private events, overseeing large budgets and extensive team coordination
Develop CAD drawings, organized proposals, and visual presentations to present to the client for approval
Partnering with multiple event space vendors, caterers, planners, and event companies on behalf of client’s needs
Creating visual design decks
On-site client support to evaluate event space
Market research for trends- outside of the box thinking to make each different from the next.
Developed sales strategy based on research of consumer buying trends
Maintained high standards of customer service by answering pricing, availability, and credit questions.
Negotiated prices, terms of sale and services.
Consistently exceeded monthly sales quotas by pursuing leads and expanding prospect list.