Carlie Ely
North Olmsted,OH
Work Preference
Overview
10
10
years of professional experience
4
4
years of post-secondary education
Work History
Supervisor, Operations
EQUITY TRUST COMPANY
Westlake, OH
05.2023 - 03.2025
- Monitors team performance to ensure that investment requests and incoming phone calls are handled within designated service levels
- Monitors both call and operational audit findings to ensure team is meeting quality standards
- Ensures balance in workload, using historical data to forecast potential for incoming requests and providing coverage during absences and times of high volume
- Provides ongoing coaching to team members as necessary in addition to creating annual performance evaluations
- Cultivate relationships and communicate with internal and external partners
- Updates procedures and ensures team members are educated regarding changes
- Ensures proper staffing for coverage including hiring, coaching, and training new associates
Correspondent Review Specialist - Team Lead
UNION HOME MORTGAGE CORP
Strongsville, OH
07.2021 - 05.2023
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Led team meetings, one-on-one coaching sessions, and half year/yearly reviews to continuously improve performance.
- Communicated company directives and programs to associates and ensured all follow-up items were completed accurately and timely.
- Created training modules and documentation to train staff.
- Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
- Exercise good judgment and decision-making in escalating concerns and resolving issues.
- Managed loan pipeline by completing and submitting reports within allotted turn-around times.
Correspondent Review Specialist
UNION HOME MORTGAGE CORP
Strongsville, OH
03.2020 - 07.2021
- Inspected loan documentation for mistakes and corrected discrepancies.
- Uphold compliance with privacy and security requirements, as well as federal statutes.
- Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
- Obtained and verified clearance of loan conditions to prepare loan files for submission and approval.
- Collaborated with company teams to expedite loan approval processes.
- Completed closing process by collaborating with attorneys and title companies.
- Responded to customer questions quickly via telephone and email.
- Developed and maintained relationships with local and national Lenders and Banks.
- Worked with Lenders and Banks to address and clear loan purchase requirements.
Post Closer
UNION HOME MORTGAGE CORP
Strongsville, OH
12.2018 - 03.2020
- Performed post-closing checks of mortgage loan documentation.
- Reviewed records for accuracy and completeness to maximize compliance and prevent errors.
- Examined and verified information in executed closing documents.
- Scanned and uploaded loans and related documents into system.
- Worked with mortgage investors to address and clear loan purchase requirements.
Title Examiner
CEDAR TITLE SERVICES, LLC
Cleveland, OH
10.2017 - 12.2018
- Maintained regular communications with clients to discuss and resolve issues.
- Performed takedown exams for building transactions.
- Collected purchase funds and verified confirmed lienholder payoff before processing title.
- Reviewed real estate closing files to identify and correct errors.
- Performed title searches, ordered reports and obtained clearance documents.
- Exchanged title-related information with realtors and lending personnels.
Bank Teller/Head Teller
FIRST FEDERAL LAKEWOOD
Lakewood, OH
12.2014 - 10.2017
- Process deposits, withdrawals, check cashing, and loan payments accurately.
- Assist customers with transactions, inquiries, resolve account discrepancies, and promote bank products and services.
- Count, dispense, and package currency and coins; maintain and balance cash drawers, bank vault and ATM.
- Track and report transaction details, maintain financial records, and ensure data accuracy.
- Follow bank policies and financial regulations, safeguard customer information, and identify potential fraud.
Summary
Dedicated and organized operations professional, with outstanding relationship-building, problem solving skills and experience in financial institutions. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Education
High School Diploma -
Olmsted Falls High School
Olmsted Falls, OH 08.2006 - 06.2010
Skills
Excellent Verbal & Written Communication
Team Leadership & Coaching
Decision Making & Problem Solving
Process Optimization
Documentation & Procedure Development
Project Oversight & Pipeline Management
Compliance & Risk Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Websites
Timeline
Supervisor, Operations
EQUITY TRUST COMPANY
05.2023 - 03.2025
Correspondent Review Specialist - Team Lead
UNION HOME MORTGAGE CORP
07.2021 - 05.2023
Correspondent Review Specialist
UNION HOME MORTGAGE CORP
03.2020 - 07.2021
Post Closer
UNION HOME MORTGAGE CORP
12.2018 - 03.2020
Title Examiner
CEDAR TITLE SERVICES, LLC
10.2017 - 12.2018
Bank Teller/Head Teller
FIRST FEDERAL LAKEWOOD
12.2014 - 10.2017
High School Diploma -
Olmsted Falls High School
08.2006 - 06.2010