Bryan Christiansen
Fairview,TN
Summary
Results-driven [Job Title] experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Proactive [Job Title] with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Transaction Coordinator
Prosperity Home Mortgage
01.2018 - Current
- Streamlined transaction processes by implementing efficient organizational strategies and time management techniques.
- Reduced errors in transactions by meticulously reviewing all documents for accuracy and compliance.
- Expedited closing times through proactive communication with agents, clients, and third-party vendors.
- Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.
- Identified potential roadblocks in transactions proactively and communicated solutions to relevant parties swiftly.
- Reduced processing time for loan applications by implementing organized filing system.
- Conducted credit analyses on applicants to assess risk levels prior to approval decisions.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Negotiated loan terms and conditions with customers to secure best deal.
- Facilitated successful closings by coordinating with escrow officers, inspectors, and other professionals involved in the process.
- Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly.
- Research market trends to create effective marketing materials for sustained business flow.
- Drive market share growth and enhance company visibility through strategic product promotion.
- Analyzed transaction data periodically to identify areas for improvement, leading to better performance and increased client satisfaction.
- Monitored industry trends closely to stay updated on changing regulations or market conditions that could impact ongoing transactions.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Successfully increased average loan amount by 10.3% from fiscal year 2022 to fiscal year 2023.
- Increased loan volume from $22.8 million in 2019 to $31.9 Million in 2022 for a 28.5% increase in sales volume.
Mortgage Assistant / Loan Originator /Regional Operations
DHI Mortgage Company
03.2013 - 11.2017
- Improved loan processing efficiency by streamlining document collection and verification procedures.
- Assisted in closing mortgage loans faster through diligent follow-up with clients and third-party vendors.
- Strengthened client relationships by providing timely updates on loan status and addressing concerns promptly.
- Reduced application errors through meticulous attention to detail when reviewing documents for completeness and accuracy.
- Supported loan officers in achieving sales targets by efficiently managing lead generation, pre-qualification, and application processes.
- Enhanced team productivity by coordinating daily workflow priorities, ensuring timely completion of tasks.
- Increased customer satisfaction rates with thorough knowledge of mortgage products, effectively communicating options to clients.
- Expedited underwriting decisions by preparing complete and accurate loan files for submission to underwriters.
- Collaborated with title companies, appraisers, and attorneys to ensure smooth closings for all parties involved.
- Maintained strict compliance with federal and state regulations throughout the mortgage lending process.
- Mitigated potential risks by diligently verifying borrower income, credit history, employment, assets, and property details.
- Contributed to a positive work environment through proactive communication and teamwork among colleagues.
- Adhered to company guidelines regarding privacy concerns while handling sensitive financial data during the application process.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Checked loan documents for accuracy prior to closing.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Reviewed and validated details of loan applications and closing documentation.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Reduced processing time by proactively addressing potential issues in loan applications, ensuring accurate documentation.
- Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Purchasing / Operations / Inside Sales
Chris-more Plumbing Wholesale
01.2006 - 02.2013
- Strengthened relationships with existing customers by consistently following up on inquiries and addressing concerns.
- Developed strong product knowledge through continuous training sessions, staying current with company offerings and updates.
- Facilitated smooth order processing by liaising between clients, production teams, and shipping departments to ensure timely delivery of products.
- Maintained accurate inventory, working with purchasing department and logistics for resupply
- Recommended purchasing goods, supplies and services to meet supply chain goals.
- Analyzed inventory to adjust purchasing habits in accord with apparent trends.
- Managed inventory levels for optimal product availability and reduced waste.
- Collaborated with cross-functional teams to achieve project goals and meet deadlines.
- Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures.
- Trained and mentored new team members, fostering a positive work environment and promoting professional growth.
- Maintained accurate records using various software systems, ensuring data integrity and regulatory compliance.
- Resolved customer issues promptly and professionally, maintaining high satisfaction rates while minimizing escalations.
- Maintained and prioritized to-do-list and followed up to complete tasks on-time.
- Followed shipping and receiving procedures for goods and materials.
- Communicated with internal personnel to provide status updates for both shipping and receiving dates.
- Performed wide-ranging administrative, financial and service-related functions.
- Expedited order processing times through accurate picking, packing, and staging of products for shipment.
- Maintained accurate inventory records, ensuring stock levels were up-to-date and available for order fulfillment.
- Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
- Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
- Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
- Enhanced customer retention by offering tailored solutions to address unique needs and challenges, resulting in increased loyalty and repeat business.
- Managed friendly and professional customer interactions.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
Education
Bachelor of Science - Business Administration - Finance
Middle Tennessee State University
Murfreesboro, TNSkills
- Financially Astute
- Client Relationship Building
- Detail Oriented
- Deadline Management
- Plumbing Knowledge
- Organizational skills
- Team collaboration
- Adaptability
- Quality Assurance
- Internal controls implementation
- Performance metrics evaluation
- Resource Allocation Optimization
Timeline
Transaction Coordinator
Prosperity Home Mortgage
01.2018 - Current
Mortgage Assistant / Loan Originator /Regional Operations
DHI Mortgage Company
03.2013 - 11.2017
Purchasing / Operations / Inside Sales
Chris-more Plumbing Wholesale
01.2006 - 02.2013
Bachelor of Science - Business Administration - Finance
Middle Tennessee State University
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