Callie Mastin Swanson
Clarksville,TN
Summary
Dynamic Mortgage Consultant and Business Development Leader with a proven record of generating multimillion dollar mortgage pipelines, cultivating high value partnerships, and delivering top tier client experience across four states. Brings a diverse professional foundation that spans mortgage orientation, full cycle recruiting, and IT audit consulting, combining analytical skills with relationship driven execution. known for exceptional professionalism, reliable client communication, and a relentless commitment to accuracy, service, and organizational growth.
Overview
8
8
years of professional experience
Work History
Mortgage Consultant
PROSPERITY HOME MORTGAGE (formerly: TRIDENT MORTGAGE COMPANY)
09.2020 - Current
- Successfully closes over $6M in personal mortgage origination business during the first year, establishing a significant book of business while simultaneously supporting a team pipeline exceeding $45M in operations.
- Establishes and manages all outside Realtor relationships from inception, creating a consistent referral stream through active networking, providing value at open houses, and professional word-of-mouth.
- Cultivates a geographically diverse and resilient book of business, originating loans across four states (PA, TN, KY, NC) by leveraging local and previous networks, social media, and military transfer referrals.
- Proactively invests in personal branding and professional development by utilizing a social media coach to strategically leverage existing professional networks and drive lead generation.
- Commits to ongoing real estate education, frequently sharing valuable market knowledge and collaborating with real estate agents to build strong, reciprocal partnerships.
Recruiting Consultant
TOP STACK
06.2019 - 03.2020
- Managed the full cycle recruitment process for accounting and finance candidates including sourcing, resume screening, interview arrangement and preparation, feedback, and offer delivery.
- Cultivated active relationships with 10+ new placeable candidates and presenting 5+ of these candidates to open jobs weekly.
- Obtained active leads to continue business development and reached out to perspective new clients.
- Provided consulting services to candidates to maintain realistic expectations of job market conditions, their experience compared to what they want to do, and any general advice.
- Followed-up with candidates to keep an open line of communication in case they are looking to move opportunities or need assistance with finding talent on their team.
Internal Audit Financial Advisory Technology Consultant
PROTIVITI INC.
08.2018 - 06.2019
- Executed testing of IT General Controls related to Sarbanes-Oxley engagements for multiple clients, simultaneously.
- Communicated and built rapport with clients daily to set a standard of excellence.
- Assisted with project management tasks such as tracking daily progress, budget analysis, and client requests.
- Collaborated with teammates to ensure delivery of quality work to clients.
- Provided recommendations to senior and executive management about business improvement opportunities.
Internal Audit Financial Advisory Technology Intern
PROTIVITI INC.
06.2017 - 08.2017
- Performed Information Technology Sarbanes-Oxley testing for several diverse companies, including a global firm with 12+ in-scope applications.
- Supported an in-depth privileged access review for a company in the consumer services industry.
- Attended on-site client meetings and provided the team with summary notes of each interaction.
- Created support documentation such as lead sheets, work papers, and risk control maps.
Education
Bachelor of Business Administration - Management Information Systems
TEMPLE UNIVERSITY, Fox School of Business
Philadelphia, PA12.2018
Skills
- Microsoft Suite
- Outlook
- Encompass
- LodaSoft
- Polly
- Goldmine
- LinkedIn Recruiter
- Adobe Acrobat
Timeline
Mortgage Consultant
PROSPERITY HOME MORTGAGE (formerly: TRIDENT MORTGAGE COMPANY)
09.2020 - Current
Recruiting Consultant
TOP STACK
06.2019 - 03.2020
Internal Audit Financial Advisory Technology Consultant
PROTIVITI INC.
08.2018 - 06.2019
Internal Audit Financial Advisory Technology Intern
PROTIVITI INC.
06.2017 - 08.2017
Bachelor of Business Administration - Management Information Systems
TEMPLE UNIVERSITY, Fox School of Business