Summary
Overview
Work History
Education
Skills
Timeline
Generic

Colleen Davies

Operations Manager
Long Beach,CA

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

27
27
years of professional experience

Work History

Retail Operations Manager

JMAC Lending , Inc
11.2019 - 06.2023
  • Developed and implemented strategies to maximize customer satisfaction.
  • Directed training and performance monitoring for 10 staff members.
  • Scheduled employee tasks, conducted performance reviews and executed daily branch operational goals to.
  • Increased client/customer relationship satisfaction on average of 14% from previous years.
  • Supported human resources by responding to candidates and pre-screening, interviewing and hiring team members.
  • Planned, directed, coordinated and assigned manpower to efficiently meet daily production requirements and goals.
  • Contributed to leadership team for implementing company policies and procedures.

Sr Loan Processor / Office Manager

Sierra Pacific Mortgage, Inc
05.2015 - 11.2019
  • Serve as main point of contact for title companies, real estate agents, mortgage loan advisors and borrowers to facilitate a smooth closing.
  • Solid knowledge of various mortgage loans FNMA, FHA, VA, USDA, Jumbo and Non QM.
  • Out performed company average in achieving loan processing turn time to 18 days, compared to typical turn time of 25-30 days.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Evaluated approvals against established bank and government lending standards.
  • Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.

Sr Loan Processor

Metropolitan Home Loans
12.2013 - 05.2015
  • Processed for mortgage loans for multiple loan officer branches
  • Performed credit, income and asset analysis to determine credit risk
  • Processed multi-layered loans that were made up of county, city down payment assistance along with state down payment assistance
  • Strong client referrals by maintaining excellent customer service.
  • Regarded as top company processor for 2016.

Sr Loan Processor

Wells Fargo Home Loans
04.2011 - 11.2013
  • Performed credit, income and asset analysis to determine credit risk
  • Strong client referrals by maintaining excellent customer service
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.

Loan Technician

USDA Rural Development
01.2009 - 01.2011
  • Provided technical information along with guidance to applicants and borrowers concerning USDA loans, grants and guarantee programs.
  • Performed credit, income and asset analysis to ensure credit worthiness.
  • Provided support in clerical and administrative functions for office.
  • Strong client referrals by maintaining excellent customer service.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.

Branch Manager

Our Town Mortgage
01.2006 - 01.2009
  • Supervised efficient and profitable operations of branch
  • Generated sales report for branch and set sales goals
  • Provided support in clerical and administrative functions for office
  • Strong client referrals by maintaining excellent customer service
  • Recruit, develop and retained loan advisors.
  • Launched new training program to boost employee skills and staff retention rate.

Lease Renewal Manager

Ken Grody Ford
10.1996 - 04.2003
  • Develop and maintain customer relationships to advance referral business
  • Work with sales managers to ensure monthly sales goals are met
  • Overcome objectives in an efficient manner to close deals
  • Strong product knowledge and organizational skills
  • Qualified customers by understanding their requirements.
  • Created, coordinated and engaged in marketing campaigns.

Education

Liberal Arts And General Studies

Long Beach City College
Long Beach, CA

Skills

  • Policy Development and Enforcement
  • Operational Standards
  • Operations Oversight
  • Improve Performance
  • Oversee Administrative Functions
  • Recruitment and Retention
  • Payroll Administration and Timekeeping
  • Manage Operations
  • Operational Efficiency
  • Employee reviews
  • Coaching and mentoring
  • Delegation
  • Staff training/development

Timeline

Retail Operations Manager

JMAC Lending , Inc
11.2019 - 06.2023

Sr Loan Processor / Office Manager

Sierra Pacific Mortgage, Inc
05.2015 - 11.2019

Sr Loan Processor

Metropolitan Home Loans
12.2013 - 05.2015

Sr Loan Processor

Wells Fargo Home Loans
04.2011 - 11.2013

Loan Technician

USDA Rural Development
01.2009 - 01.2011

Branch Manager

Our Town Mortgage
01.2006 - 01.2009

Lease Renewal Manager

Ken Grody Ford
10.1996 - 04.2003

Liberal Arts And General Studies

Long Beach City College
Colleen DaviesOperations Manager