Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brenna McConnell

Rock Hill,SC

Summary

Dedicated, detail-oriented business professional seeks an opportunity to join an organization that will enable use of skills, education and experience to assist in attaining set goals or objectives.

Overview

19
19
years of professional experience

Work History

Project Manager, Construction and Renovation

Cardinal Financial
07.2023 - Current
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Provided detailed project status updates to stakeholders and executive management.
  • Identified plans and resources required to meet project goals and objectives.
  • Developed and initiated projects, managed costs, and monitored performance.
  • Negotiated and managed third-party contracts related to project deliverables.
  • Monitored project progress, identified risks and took corrective action as needed.
  • Tracked project and team member performance closely to quickly intervene in mistakes or delays.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.
  • Achieved project deadlines by coordinating with contractors to manage performance.

Underwriting Preparation Manager

Cardinal Financial
03.2020 - 07.2023
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Supported financial director with special projects and additional job duties.
  • Created financial dashboards to provide insights into key performance indicators.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Collaborated with executives and stakeholders to develop long-term financial plans.
  • Managed and motivated employees to be productive and engaged in work.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Accomplished multiple tasks within established timeframes.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Onboarded new employees with training and new hire documentation.
  • Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.

Director

Home Point, TPO, Development
01.2019 - 02.2020
  • Serviced as a Mortgage SME for the TPO Inside Sales Team.
  • Direct training for all Inside Sales Account Executives.
  • Training of all new Management including Senior Directors.
  • Performed training assessments to identify and evaluate gaps between current and future performance.
  • Facilitated individual development planning process for existing managers and emerging leaders.
  • Facilitated creative and effective classroom and web-based learning experiences.
  • Keeper of the Culture.
  • Handles all office supply orders.
  • Worked closely with organizational leadership and board of directors to guide operational strategy.
  • Assisted with travel of management and new hires.
  • Planned and executed all office events.

Transaction Coordinator

Cardinal Financial
01.2014 - 01.2019
  • Responsible for providing quality customer service by obtaining necessary documentation for a loan file by ordering third party documents and speaking directly with the borrower and loan officer.
  • Consistently the top performer every month.
  • Training of new associates.
  • Proficient in processing all loan products.
  • Extensive knowledge in loan underwriting, auditing, processing and closing.
  • Assisted in quality control.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Loan Document Specialist

Wells Fargo Home Mortgage
01.2013 - 01.2014
  • Proficient in processing government, conforming, non-conforming retail home loans.
  • Excellent communication and interaction with borrowers as well as all parties involved in the transaction
  • Experienced with windows operating system and keyboarding skills.
  • Ability to manage a large pipeline as well as maintaining one of the top processors with closings.
  • Able to manage a full pipeline of mostly purchase transactions.
  • Ability to work on a paperless and paper system to perform my duties.
  • Carefully reviewed all documents and reports for completeness and accuracy

Office Administrator

UBS Financial
01.2012 - 01.2013
  • Provided team with a detailed calendar of activities.
  • Helped with the preparation of reports and other materials for client meetings.
  • Collected the right documentation for opening new accounts and service requests.
  • Kept management systems up to date with client information.
  • Prepared mail and packages for shipment, pickup, and courier services to expedite delivery.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Routed business correspondence, documents, and messages to correct departments and staff members.

Client Relations Rep

Fifth Third Bancorp
01.2009 - 01.2012
    • Assigned to work directly with brokers and Account Executives, managing loan pipelines carrying 150-loans for the Wholesale Mortgage Division.
    • Facilitates communication with brokers on fees, loan product options such as FHA, Conventional and VA loans.
    • Consistently exceeded sales referrals as set by management
    • Able to multi-task by managing over 200 emails daily, reviewing conditions, and preparing loans for closing.
    • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
    • Extensive knowledge of mortgage loan underwriting criteria as well as state and federal real estate lending regulations.

Retail Loan Coordinator, Marketing Associate

EquiFirst Corporation, Barclays Capital
01.2005 - 01.2009
    • Provided comprehensive office and field support to over 15 loan officers.
    • Served as point of contact and liaison between loan applicants, operational processing team, and loan officers to provide current information on loan status and to ensure favorable outcome resolutions.
    • Personally selected to assist with conducting a special analytics project which assisted the marketing analyst with an ability to present data to support an issue plaguing senior management and company sales force for over three months.
    • Managed weekly new sales lead retrieval process – added on average over 120 new customer leads each week.
    • Consistently maintained highest average of daily call volume among peers.
    • Assisted in the training of new team associates.

Education

York Technical College
Rock Hill, South Carolina

Winthrop University
Rock Hill, South Carolina

Skills

  • Operational Standards
  • Professional Relationships
  • Inventory Audits
  • Industry Trends
  • Business Operations
  • Management

Timeline

Project Manager, Construction and Renovation

Cardinal Financial
07.2023 - Current

Underwriting Preparation Manager

Cardinal Financial
03.2020 - 07.2023

Director

Home Point, TPO, Development
01.2019 - 02.2020

Transaction Coordinator

Cardinal Financial
01.2014 - 01.2019

Loan Document Specialist

Wells Fargo Home Mortgage
01.2013 - 01.2014

Office Administrator

UBS Financial
01.2012 - 01.2013

Client Relations Rep

Fifth Third Bancorp
01.2009 - 01.2012

Retail Loan Coordinator, Marketing Associate

EquiFirst Corporation, Barclays Capital
01.2005 - 01.2009

York Technical College

Winthrop University

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Brenna McConnell