Summary
Overview
Work History
Skills
Certification
Awards
Timeline
Generic

Annessa Frederick

TN

Summary

Accomplished Vice President - Account Executive with 10 plus years of expertise in account management within the mortgage industry. Skilled in sales and operations, adeptly adapting to different roles and generating immediate positive results. Committed to improving operational efficiency.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Construction Draw Administrator

Crescent Mortgage Company
01.2024 - Current
  • Manage residential construction and renovation loan disbursement process
  • Facilitate pre closing calls with the builder and borrower to detail the company and sub-servicers policies and process
  • Monitor and communicate with the builder and borrower regarding draws, draw percentage, inspections, builders risk insurance, flood and hazard insurance requirements and documentation
  • Maintain contractor and builder approval list
  • Notified sub-servicers of draws issued
  • Assisted the servicing department with borrower inquires and concerns; billing statements, payment history, servicing notes, etc.



Vice President - Sales Support/Inside Account Executive

Crescent Mortgage Company
04.2021 - 01.2024
  • Assist management, maintain customer systems, update promotional content and handle compliance tasks
  • Drove improvements in sales support operations, elevating customer satisfaction and compliance standards
  • Support leadership in strategic initiatives, contributing to overall business growth
  • Communicate with customers to identify needs and sales opportunities

Vice President - Account Executive

Crescent Mortgage Company
05.2013 - 04.2021
  • Relationship building internally and externally
  • Account management, driving loan pipeline efficiency and ensuring compliance with industry regulations with fostering strong client relationships
  • Cultivated internal and external partnerships, utilizing communications skills to train clients on products and systems, enhancing overall satisfaction
  • Drove new customer acquisition and account retention, leveraging thorough knowledge of FNMA, FHLMC, government and construction products
  • Delivered impactful sales presentations, securing new business

Skills

  • Account Management
  • Business Development
  • Pipeline Management
  • Product Demonstrations
  • Organized and Efficient
  • Attention to Detail
  • Results Driven
  • Documentation and Reporting

Certification

NMLS 2010 – Present

Awards

President’s Club - Construction Closed Loans

Timeline

Construction Draw Administrator

Crescent Mortgage Company
01.2024 - Current

Vice President - Sales Support/Inside Account Executive

Crescent Mortgage Company
04.2021 - 01.2024

Vice President - Account Executive

Crescent Mortgage Company
05.2013 - 04.2021

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Annessa Frederick