Cassidy Taylor
Halfmoon
Summary
Dynamic professional with extensive experience at Homestead Funding Corp., excelling in operations management and team supervision. Proven track record in optimizing multi-million dollar investor pipelines and enhancing profitability through strategic collaboration. Skilled in Microsoft Office and analytical thinking, consistently driving departmental improvements and fostering staff development.
Overview
14
14
years of professional experience
Work History
Assistant Manager to Post Closing
Homestead Funding Corp.
09.2023 - Current
- Supervise eight employees while facilitating ongoing education and departmental changes.
- Oversee and control seven multi-million dollar investor pipelines to facilitate timely loan transactions with maximum profit margins and increase loans first pass rates.
- Cross-functional collaboration to initiate operational changes driven by investor demands and prevailing trends affecting profitability
- Primary liaison between internal departments and external stakeholders
- Develop and consistently refine training materials to meet industry standards and investor overlays
- Conduct and resolve mortgage insurance quality assurance audits
Suspense Coordinator
Homestead Funding Corp.
05.2020 - 09.2023
- Manage five investor pipelines for acquisition while fostering collaborations to ensure optimal profitability and compliance with investor guidelines.
- Streamline departmental overflow by auditing closed loan packages for accuracy and recognizing recurring issues.
- Activate and oversee all mortgage insurance commitments organization-wide
Team Lead of Opening / Mortgage Application Desk
Homestead Funding Corp.
03.2015 - 05.2020
- Initiated establishment of mortgage application desk through strategic research and development with internal departments aimed at reducing tolerance cures and increasing overall long-term profitability.
- Manage two departments and oversee ten employees while onboarding all new incoming employees and loan officers
- Oversaw high volume of loan applications while prioritizing workflow of top-earning loan officers and supervising team
Loan Reviewer
Homestead Funding Corp
07.2012 - 03.2015
- Facilitate in-depth assessments of closed loan packages and uphold accuracy
- Provide administrative support to department for overflow
Education
Bachelor of Science - Business And Technology Managemeny
SUNY Delhi
Delhi, NY12.2021
Associate of Science - Business Administration And Management
Hudson Valley Community College
Troy, New York, NY07.2020
Skills
- Microsoft Office expertise
- Management
- Project management abilities
- Operations management
- Team collaboration
- Staff supervision
- Cross-functional Collaboration
- Analytical Thinking
NYS Notary
NYS Notary since December 2024
Timeline
Assistant Manager to Post Closing
Homestead Funding Corp.
09.2023 - Current
Suspense Coordinator
Homestead Funding Corp.
05.2020 - 09.2023
Team Lead of Opening / Mortgage Application Desk
Homestead Funding Corp.
03.2015 - 05.2020
Loan Reviewer
Homestead Funding Corp
07.2012 - 03.2015
Bachelor of Science - Business And Technology Managemeny
SUNY Delhi
Associate of Science - Business Administration And Management
Hudson Valley Community College