CALVIN MCKNIGHT
North Bay Village,FL
Summary
Financial services leader blending loan servicing, mortgage lending, and securities operations experience with hands-on team support. Background includes coaching reps, improving workflow consistency, and handling portfolio and client issues with attention to compliance, retention, and timely resolution across fast-paced service environments.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Loan Servicing Supervisor / Customer Care Supervisor
Consumer Portfolio Services
Maitland, FL
11.2007 - Current
- Managed a $50M+ monthly loan portfolio, reviewing delinquency trends and coordinating follow-ups, helped improve customer retention by more than 10% and reduced unresolved account issues.
- Coached team of 8-10 account representatives, adjusted workflows, and held daily check-ins to meet service benchmarks and sustain portfolio performance.
- Conducted training refreshers for staff to strengthen compliance knowledge and ensure adherence to company standards.
Mortgage Loan Officer
Haute Mortgage Company
Coral Gables, FL
01.2024 - 01.2025
- Cultivated relationships with prospective borrowers through outreach and referrals, generating qualified loan applications and enhancing lending pipeline growth.
- Collaborated with processing and underwriting teams to identify and resolve file gaps early, ensuring average closing timelines of 50 days and reducing last-minute delays.
- Simplified documentation requirements by walking applicants through each step, helping reduce incomplete submissions and shortening preparation timelines by as much as 10%.
Mortgage Loan Officer
Mortgage Depot
Hollywood Beach, FL
01.2022 - 01.2024
- Sourced mortgage prospects through networking and follow-up calls, increasing qualified borrower leads by 15% within assigned coverage area; Improved application flow by maintaining consistent communication with applicants, raising completion rates by 10% and reducing stalled submissions.
- Advised borrowers on loan structures tailored to their needs, fostering repeat business and generating 10% referral activity from satisfied clients.
- Explained rate options, loan programs, and closing costs to clients.
- Guided borrowers through Haute Mortgage Company loan applications and prequalification steps.
- Collected income, asset, and credit documents for mortgage file review.
Registered Representative
Primerica Financial
Orlando, FL
01.2019 - 01.2021
- Delivered personalized consultations, unlocking a 10% leap in client acquisitions and sustained revenue generation.
- Clarified financial concepts, increasing product adoption in insurance and investment offerings.
- Conducted consistent follow-ups with clients, enhancing retention and achieving 15% repeat engagement.
Securities Trade Processor / Processing Associate
Bank of New York Mellon Pershing
Lake Mary, FL
01.2007 - 11.2007
- Executed high-volume securities transactions accurately, ensuring compliance with operational deadlines in fast-paced environment.
- Reviewed transaction activity to identify irregularities, achieving 25% reduction in processing errors and operational risk exposure.
- Resolved trade inquiries and discrepancies for advisors, enhancing response turnaround time by 15%.
Education
Master of Business Administration (MBA) -
Nova Southeastern University
Dave, FLBachelor of Science (BS) - Finance
University of Central Florida
Orlando, FLSkills
- Account Management Project Management Client Relationship Management Customer Retention Portfolio Management Team Leadership Financial Services Sales Loan Servicing Mortgage Lending Compliance & Risk Management Performance Coaching Process Improvement Revenue Growth Client Service Excellence Contract Review Strategic Planning CRM & Sales Pipeline
- Loan servicing
- Delinquency management
- Technical Skills: Salesforce, CRM Platforms, Microsoft 365, MS Office Suite (Excel, Word, SharePoint, Microsoft Teams), Project Management Tools, Sales Pipeline Management, Oracle Financial Services, SAP, Google Workspace, Zoom
- Portfolio review
- Risk assessment
Certification
- SAP Fundamentals, Coursera (2025)
- Oracle Financial Services Certification, Coursera (2025)
- Salesforce Fundamentals, Coursera (2025)
- Microsoft 365 Sales Certification (2025)
- AI for Finance, Coursera (2024)
- Florida MLO License
- SIE Essentials in Securities
- United Wholesale Mortgage Sales Certification
- Series 7 & Series 63 Licenses, In progress
Timeline
Mortgage Loan Officer
Haute Mortgage Company
01.2024 - 01.2025
Mortgage Loan Officer
Mortgage Depot
01.2022 - 01.2024
Registered Representative
Primerica Financial
01.2019 - 01.2021
Loan Servicing Supervisor / Customer Care Supervisor
Consumer Portfolio Services
11.2007 - Current
Securities Trade Processor / Processing Associate
Bank of New York Mellon Pershing
01.2007 - 11.2007
Master of Business Administration (MBA) -
Nova Southeastern University
Bachelor of Science (BS) - Finance
University of Central Florida