Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Barbara Robinson

Mesa,AZ

Summary

Experienced Office Management and Administration Professional skilled in optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable leader that blends organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Seeking opportunities to contribute to a dynamic team environment.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Office Manager

Simply Structural, Inc.
05.2024 - 08.2024
  • Created procedures manuals and process flows to increase efficiencies for Office Manager position and main functions within the company.
  • Streamlined and automated processes that previously required manual input without incurring costs.
  • Maintained Quickbooks systems for AP/AR, Payroll and Job Maintenance.
  • Maintained 22 state license approvals for individual engineers and the company as a whole.


Loan Partner/Pipeline Manager

LoanDepot & OnQ Financial
09.2019 - 04.2024
  • Effectively managed monthly active pipelines, overseeing 12-20 loans on average, and contributed to maintenance of Lead pipeline of 20-30 opportunities.
  • Communicated with all involved parties involved in the loan process including Builders, Real Estate Agents, Title, Insurance, Borrowers, Processors, and Underwriters to achieve prompt loan closings.
  • Meticulously tracked checklists for each file, ensuring adherence to due dates, and inclusion and accuracy of documentation required for Underwriting and Closing.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.

Loan Partner/Pipeline Manager

Academy Mortgage & Homebridge Financial
01.2018 - 07.2019
  • Executed strategic business development initiatives through impactful marketing campaigns,
    particularly during Academy Mortgage's transition to Homebridge Financial.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Set up files using loan officer checklists and monitored key dates to obtain information by deadlines.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork needed for Underwriting.

Licensed Loan Partner/Pipeline Manager

Bay Equity Mortgage
10.2016 - 01.2017
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Checked loan documents for accuracy prior to closing.
  • Reviewed loan files and updated to match current standards.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.

Mortgage Loan Officer

Bank of America
06.2016 - 10.2016
  • Responsible for facilitating the accurate and timely completion of home real estate loan applications.
  • Performed initial contact and follow-ups with clients, gathering information for new loan underwriting.
  • Provided support to all parties involved throughout the mortgage loan application process.

Licensed Loan Officer

American Financial Network
03.2015 - 06.2016
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Successfully negotiated a deal with A.R.E. Partners in Chicago for direct leads.


Licensed Loan Partner/Pipeline Manager

Movement Mortgage
05.2014 - 03.2015
  • Networked with Realtors and other professionals through open houses and promotional activities to foster relationships and increase opportunities.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.

Education

ABA - Associates of Business Admin -

YAVAPAI COLLEGE
Prescott Valley, AZ
2002

Skills

  • Excellent multi-tasking ability
  • Performance Improvement
  • Strategic Planning
  • Customer Relations
  • Human Resources
  • Relationship Building
  • Office Management
  • Document Management
  • Administrative Support

Certification

  • 2024 - Human Resources Consultant Professional Certification, IAP Career College
  • 2015 - SAFE NMLS and State Licensing, NMLS 1241385 (Yearly Renewal)
  • 2009 - Advanced Processing Workshop

Timeline

Office Manager

Simply Structural, Inc.
05.2024 - 08.2024

Loan Partner/Pipeline Manager

LoanDepot & OnQ Financial
09.2019 - 04.2024

Loan Partner/Pipeline Manager

Academy Mortgage & Homebridge Financial
01.2018 - 07.2019

Licensed Loan Partner/Pipeline Manager

Bay Equity Mortgage
10.2016 - 01.2017

Mortgage Loan Officer

Bank of America
06.2016 - 10.2016

Licensed Loan Officer

American Financial Network
03.2015 - 06.2016

Licensed Loan Partner/Pipeline Manager

Movement Mortgage
05.2014 - 03.2015

ABA - Associates of Business Admin -

YAVAPAI COLLEGE

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Barbara Robinson