Highly motivated and detail-oriented professional with excellent analytical and communication skills seeking a challenging position where I can utilize my diverse experience and expertise to contribute to the growth and success of the organization.
Exhibits exceptional Customer Service skills, proficient in both written and verbal communication, including phone and face-to-face interactions.
Proven ability to multitask, prioritize, and consistently deliver high-quality work within deadlines.
Produces detailed and well-organized, with a keen eye for accuracy and attention to detail.
Demonstrates strong analytical skills and solution-driven approach to problem-solving.
Thrives in a self-directed and autonomous work environment, with the ability to take initiative and lead when necessary.
Valuable interpersonal skills, fostering positive relationships with clients, colleagues, and stakeholders alike.
Proficient in Microsoft Office Suite, including Word, Excel, Publisher, PowerPoint, and Outlook.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Production Manager
New American Funding, LLC
05.2023 - Current
Conducted thorough credit analysis to minimize risk exposure for the financial institution.
Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
Proactively identified and mitigated risks associated with complex transactions through careful analysis of financial information provided by applicants.
Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
Provided mentorship and guidance to junior colleagues, fostering a collaborative team environment that encouraged professional development and knowledge sharing.
Monitored pipelines to track and log status of loans.
Developed strong partnerships with real estate agents, generating a consistent pipeline of referrals and new business opportunities.
Production Manager | Sr. Transaction Coordinator | Licensed Loan Officer
Wallick & Volk, Inc.
12.2019 - 03.2023
Managed the loan production pipeline for branch loan officers to ensure compliance with TRID requirements and maximize efficiency and accuracy, Conducted thorough analysis of clients' financial and credit information to assess risk levels and identify suitable loan programs that align with their needs and educated them about the mortgage loan process and loan procedures
Oversaw customer loan files to ensure accurate documentation for timely processing, reassuring customers and agents of their scheduled closings and prioritized files requiring immediate attention
Utilized strong communication skills to gather client information, compile file and obtain necessary documents to meet lock expiration or contract settlement dates
Developed and nurtured production relationships with clients, realtors, title/escrow officers, and other business partners to enhance profitability and expand the customer base
Served as a liaison between Mortgage Advisors, customers, third parties and business partners to facilitate an increase in production volume and assess the potential loan market to identify potential clients and foster business growth Ensured customer confidence by adhering to all industry requirements and effectively delivering precise and current loan program and policy information to both external customers and internal business partners through training material, reference tools and other resources
Assisted with training sessions for Loan Officers, Jr
Transaction Coordinators and realtor partners on how to adapt and navigate current market conditions while maintaining high levels of customer service.
Escrow Assistant
Chicago Title & Escrow Company
05.2019 - 12.2019
Received, reviewed, and receipted earnest money for all residential and commercial contracts Opened title and escrow orders in SoftPro/Real EC playing close attention to detail Ordered all payoff's involved in transactions, property tax certificates, HOA resale certificates, and municipality lien status, / and or release Prepared estimated and final HUD-1 Settlement Statements for lenders review and approval, with any revisions or corrections addressed in a timely manner Ensured all parties including the buyers, sellers and any agents receive copy of final settlement statement prior to closing, after receiving lenders final approval Reviewed and submitted post-closing documents to lender to obtain funding and disbursement approval Answered questions in regard to pending items in escrow and took proactive action in providing updates for Real Estate Agents and Lenders
Reviewed preliminary title reports and compared exceptions and reconciled any discrepancies
Balanced file collected and disbursed funds by wire transfer or check
Assisted all closers in the funding and disbursement process, ensuring all parties received correct disbursements Performed general office functions such as filing, photocopying, faxing, data entry and other duties.
In House Loan Officer | Loan Officer Assistant | Branch Trainer
Paramount Residential Mortgage Group, Inc.
06.2017 - 05.2019
Conducted comprehensive analysis of client financial/credit data determining level of risk and matching customer needs with the appropriate loan programs
Utilized extensive understanding of real estate appraisals, title reports, and real estate transactions in educating clients of the mortgage process and loan procedures
In charge of customer loan files to ensure accurate documentation for timely transition and prioritized files of immediate attention to assure customers and agents of their scheduled closings
Leveraged extensive communication skills in gathering client conditions, assembling files, reviewing appraisals, securing documents, and reviewing fees on closing statements
Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base
Liaised on behalf of Mortgage Advisors with customers, third parties and business partners to assist with increasing their production volume
Managed Loan Officer pipeline to remain within compliance and facilitate closings according to TRID requirements
Assisted with meeting published lead times and revenue targets
Maintained customer confidence by following ALL industry requirements Properly used training materials, reference tools and other resources to provide accurate and up to date loan program/policy information to both external customers and internal business partners
Utilized administrative skills to provide additional support to other departments as needed; i.e
Supply orders, package shipping, etc
Worked closely with branch manager to assist with onboarding and training of new loan officers with company policies & systems.
Mortgage Advisor | Branch Trainer | Production Manager
Finance of America Mortgage, LLC
10.2012 - 06.2017
Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting mortgage loans
Educated borrowers on the different types of loan options/programs that are available based on their qualification
Ensuring the customer is placed in the loan program which is best suited for their financial outlook and meets their expectation
Worked closely with prospective clients to identify their financial goals and discuss solutions for achieving their dream of homeownership
Collected and carefully review documentation in order to prepare loan package for timely submission of processing and underwriting review
Coordinated meetings with realtors, builders, financial advisors and past clients to generate referral business and forge partnerships
Utilized customer service skills to handle consumer complaints and take appropriate action to resolve issues
Stayed abreast of new types of loans and other financing services and products in order to better meet customer needs
Provided administrative and business support to assigned Mortgage Advisors by collecting documentation and preparing loan application package for processing
Liaise on behalf of Mortgage Advisors with customers, third parties and business partners to assist with increasing their production volume
Managed Mortgage Advisor pipeline to remain within compliance and facilitate closings according to TRID requirements
Maintained customer confidence by keeping all information confidential
Utilized administrative skills to provide additional support to other departments as needed.
Ordered supplies, ran errands, answered and directed phone calls, faxes and any other office procedural duties
Maintained the upkeep to lobby, work room and branch office space to exhibit a clean and professional appearance
Enhanced the branch functionality by creating standards and procedures for sales and operations department
Submitted office invoices to ensure timely payment to various vendors
Ensured the timely packaging and submission of loans originated by Loan Officers for underwriting
Gathered and inputted loan information into the systems for processing confirming that documentation is complete and accurate, moving the file from preapproval to closing.
Mortgage Loan Coordinator
Bank of America Home Loans
08.2008 - 10.2011
Provided administrative and business support to Branch Manager and Loan officers
Supported Branch Manager with onboarding and off boarding of loan officers which included training of all Point of Sale Systems
Acted as a liaison for various Banking Center Managers by maintaining bi-weekly visits to discuss service commitment and brainstorm ways to improve if service levels are not met
Conducted monthly training for Realtors on the HBM program in order to build referral business relationships between loan officers
Held weekly accountability meetings with loan officers to meet production goals
Prepared meeting minutes and organized bi-weekly sales meetings to keep staff abreast of program and company policy changes
Coordinated quarterly team building events to assist with bridging the relationship between sales and operations
Interfaced with portfolio clients to collect payments, resolve customer service issues and conducting mortgage reviews
Managed pipeline for departing loan officers to ensure level of service to customers are met and the loan process is not disrupted
Reviewed files/loan applications for adherence to underwriting standards and ensure the completeness of submission by contacting borrowers to collect all necessary documentation
Utilized past real estate knowledge to review appraisal, title reports, and sales contracts for accuracy.
Education
Graduated with an academic diploma -
Cleveland High School
06.1995
Skills
NMLS Registration
Financial Analysis Aptitude
Business Development
Business Correspondence Writing
Software Proficiency
Lending Software Systems
Mortgage Loan Processing
Loan Origination
Desktop Underwriter
Problem-Solving
Certification
Notary Public, Washington, 08/18/26
Mortgage Loan Originator (MLO) License, National Mortgage Licensing System (NMLS), 518835
References
Available upon request
Timeline
Production Manager
New American Funding, LLC
05.2023 - Current
Production Manager | Sr. Transaction Coordinator | Licensed Loan Officer
Wallick & Volk, Inc.
12.2019 - 03.2023
Escrow Assistant
Chicago Title & Escrow Company
05.2019 - 12.2019
In House Loan Officer | Loan Officer Assistant | Branch Trainer
Paramount Residential Mortgage Group, Inc.
06.2017 - 05.2019
Mortgage Advisor | Branch Trainer | Production Manager