Summary
Overview
Work History
Education
Skills
Websites
Activities
Timeline
Generic

Bruce Walker

Brighton,MI

Summary

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.

Education

BBA - Business Management

ADRIAN COLLEGE
Adrian, MI
01.2011

Skills

  • Information Management
  • Research and Planning
  • Problem Solving
  • Leading by Example
  • Coachability
  • Conflict Management
  • Critical Observation
  • Microsoft Office Suite
  • Data Management Systems
  • Data Analysis
  • Business Development
  • Budgeting
  • Performance Tracking

Websites

Activities

  • Sigma Alpha Epsilon, Vice President, Adrian, MI, 08/2007, 05/2008, Risk Manager, Recorder, House Manager, Philanthropy Chair, Assistant Treasurer
  • Varsity Lacrosse Team, Adrian, MI, 08/2007, 05/2008

Timeline

CO-FOUNDER

Kelly Walker Design
01.2022 - Current

CONDO UNDERWRITER TEAM LEAD

AmeriSave Mortgage
06.2020 - 10.2021

DIVISIONAL TEAM LEAD OF CONDO UNDERWRITING

Guaranteed Rate
07.2018 - 03.2020

LOAN OFFICER

Cardinal Financial Company
04.2018 - 07.2018

CONSULTANT MORTGAGE BANKER

Guaranteed Rate
04.2017 - 04.2018

MORTGAGE BANKER

The Federal Savings Bank
07.2015 - 04.2017

CONDO PROJECT REVIEWER

Guaranteed Rate
03.2013 - 07.2014

SECONDARY MARKETING ANALYST

Perl Mortgage, Inc
08.2012 - 03.2013

BBA - Business Management

ADRIAN COLLEGE
Bruce Walker