Goal-oriented and organized finance professional with expertise in analyzing financial documents, implementing customer service best practices, and optimizing operations. Recognized for collaborative leadership, relationship management, and a results-driven mindset.
Overview
12
12
years of professional experience
Work History
CO-FOUNDER
Kelly Walker Design
Brighton, MI
01.2022 - Current
Co-founded Kelly Walker Design with a partner and pioneered specialized design packages, catering to all construction needs through Ultimate DIY or Full Service Design.
Created a comprehensive business plan and marketing strategy aligned with current and projected market trends.
Enhanced company's profitability, efficiency, and growth through strategic analysis of financial documents
Drove revenue generation by implementing streamlined standard operating procedures for the design process.
CONDO UNDERWRITER TEAM LEAD
AmeriSave Mortgage
Atlanta, GA
06.2020 - 10.2021
Oversaw the execution of Performance Improvement Plans in order to improve employee performance.
Managed employee time-off requests in a streamlined manner.
Implemented training and completed second-level reviews for new hire work.
Produced job aids and presentations to assist trainees and the department with New Construction Review responsibilities.
DIVISIONAL TEAM LEAD OF CONDO UNDERWRITING
Guaranteed Rate
Chicago, IL
07.2018 - 03.2020
Expanded skill set by incorporating FHA and VA government loan programs in the evaluation of a condo association project for approval.
Evaluated financial health and performed a review of the homeowner's association governing documents.
Demonstrated strong verbal and written communication skills with the ability to express complex ideas clearly.
Ensured acceptable homeowner's associations were identified before entering into contracts.
LOAN OFFICER
Cardinal Financial Company
Charlotte, NC
04.2018 - 07.2018
Conveyed information regarding alternative financing methods' risks, rewards, and effects to advise clients.
Created loan applications by assessing applicant information and supporting documents.
Evaluated potential loan markets to generate prospects for new loans.
Managed completion of loan contracts through explanation of provisions to applicants, obtaining required signatures and notarizations, and fee collection.
Utilized state-of-the-art company technology to efficiently handle loan pipeline while performing credit and underwriting analysis.
CONSULTANT MORTGAGE BANKER
Guaranteed Rate
Chicago, IL
04.2017 - 04.2018
Conducted training sessions for onboarding Vice Presidents with regards to company processes and flows.
Managed loan officer responsibilities for VP onboarding in unlicensed states.
Provided seamless assistance to onboarding Vice Presidents and their clients in understanding the Guaranteed Rate loan process.
Established and fostered a welcoming environment for newly hired Vice Presidents of the company.
MORTGAGE BANKER
The Federal Savings Bank
Chicago, IL
07.2015 - 04.2017
Supervised the processing of loan pipeline containing an average of 5+ loans, delivering a monthly funded volume averaging from $1MM-$2MM.
Demonstrated consistent performance by meeting or exceeding benchmarks in multiple aspects, including funded loan volume, mortgage applications taken, profitability, and credit quality.
Collaborated with support staff and executive management for streamlined loan processing.
CONDO PROJECT REVIEWER
Guaranteed Rate
Chicago, IL
03.2013 - 07.2014
Skilled in effectively communicating with regional, branch and corporate sales teams via written & verbal mediums.
Exemplified outstanding time management, problem-solving, and analytical skills while maintaining a high level of attention to detail.
Analyzed project-related documentation to ensure compliance with internal policies, procedures, and requirements of Fannie Mae, Freddie Mac, and correspondent lenders.
SECONDARY MARKETING ANALYST
Perl Mortgage, Inc
Chicago, IL
08.2012 - 03.2013
Updated internal and correspondent lenders' rate sheets during daily price changes in the morning.
Effectively handled loan locking process for company owners upon their direct request.
Accelerated the process of rate renegotiations, relock fees, and loan pricing estimations for Loan Officer Staff.