To obtain a career oriented leadership position within a growing mortgage company utilizing my management experience in the processing and funding areas of loan origination.
Overview
31
31
years of professional experience
Work History
National Sales Transition Coach
Movement Mortgage
05.2022 - 04.2025
Worked with new hires for 90 days to help them with transition of new position
Supported and trained New hires on all systems and processes of the company
Established strong rapport with new hire fostering trust and open communication throughout the 90 day process, some even longer than 90 days
Collaborated with New Hires to create actionable plans for being successful with our processes
Pipeline Manager
Movement Mortgage
07.2017 - 05.2022
Monitored team pipeline to keep loans on task to avoid closing delays
Trained and supported LO and LOA's
Worked with processing and underwriting to keep loans on track to close
worked with LO's to structure loans for approval
Provided support to Market Leaders
Loan Officer Assistant
Movement Mortgage
05.2014 - 07.2017
Coordinated with loan officers to optimize pre-approval process, enhancing client experience.
Compiled applicant documentation including credit reports and employment verifications for loan processing.
Provided administrative support to loan officers, enabling focus on client relationships and business growth.
Organized files using loan officer checklist, ensuring timely submission for processing.
Managed customer relations, delivering timely loan status updates to improve client retention.
Assembled essential paperwork and disclosures for borrowers efficiently.
Streamlined communication between clients, loan officers, and underwriters for effective information sharing.
Monitored key dates to ensure timely acquisition of necessary information.
Senior Processor
Bank of England
01.2010 - 05.2011
Prepared files for underwriting and clearing conditions to get to closing
Coordinated closing with borrower, attorney and closing department
Processing and Funding Manager (Officer of Company-Secretary)
MortgageSouth
01.1999 - 01.2010
Helped grow a startup company to close over 100 loans per month and increase gross revenues 400% to over $450,000 monthly
Handled the processing and funding of mortgage loans including delegating to Processing assistants
Suggested various new processing, closing, funding and auditing ideas that were soon implemented helping to expedite loans and improve communication
Approved Delegated Underwriter for a correspondent lender
Input and submitted files through automated underwriting engines such as DU, LP and Assetwise
Prepared loan packages and handled sale of loans to investors, managed warehouse line daily
Senior Processor
Centex Home Equity
01.1998 - 01.1999
Managed processing and closing responsibilities
Communicated with borrower and loan officer to get loans submitted to underwriting
Senior Processor/ Closer
Consolidated Mortgage
01.1994 - 01.1998
Coordinated closings between borrower and attorney including scheduling, document preparation and legal review
Managed processors daily responsibilities
Cleared loan conditions to prepare for closing
Assisted with funding and sale of loans to investors
Education
Cary High School -
Cary High School
Cary, NC
06-1985
Skills
Computer literate
Microsoft
Windows
Doc Magic
Online Documents
Calyx Point
Encompass
Various spreadsheets
Organized
Proven leader
Dependable
Loyal
Committed
Skill development
Teamwork and collaboration
Time management
Attention to detail
Timeline
National Sales Transition Coach
Movement Mortgage
05.2022 - 04.2025
Pipeline Manager
Movement Mortgage
07.2017 - 05.2022
Loan Officer Assistant
Movement Mortgage
05.2014 - 07.2017
Senior Processor
Bank of England
01.2010 - 05.2011
Processing and Funding Manager (Officer of Company-Secretary)
Closing /Funder at Movement Mortgage (Formally Fairway Independent Mortgage)Closing /Funder at Movement Mortgage (Formally Fairway Independent Mortgage)
FHA/Conventional Multi-State Specialty/Bond /DPA Underwriter at MOVEMENT MORTGAGEFHA/Conventional Multi-State Specialty/Bond /DPA Underwriter at MOVEMENT MORTGAGE