I have been in the Reverse Mortgage Industry since 2005. I have been a HECM Processing Team Lead for several years and help to support not only the entire HECM Processing Team but also the Sales Team to get loans closed and funded.
Overview
26
26
years of professional experience
Work History
Processing Team Lead
Open Mortgage, LLC
06.2016 - 12.2023
Processed HECM Loans for both retail and wholesale to meet company and investor guidelines, policies and procedures.
Managed and maintained daily pipeline.
Corresponded with Loan Officers, borrowers and title companies to ensure smooth loan process.
Assisted with training and managing other HECM Processors.
Assisted in resolution of investor / audit request.
Branch Processor
IReverse Home Loans
01.2011 - 06.2016
Processed HECM Loans for branch Loan Officer
Managed and maintained daily pipeline
Corresponded with loan officer, borrowers and title companies to ensure smooth loan process.
Assisted with mailing out Prospect Packages to new borrowers and setting up Application signing appointments.
Retail Processor
Reverse Mortgage Of Texas
10.2005 - 01.2011
Processed HECM Loans for 8 Retail Loan Officer's
Managed and maintained daily pipeline
Corresponded with loan officer, borrowers and title companies to ensure smooth loan process.
Contacted borrowers every Friday to give loan update.
Branch Manager
Community Credit Union
05.1998 - 10.2005
Maintained friendly and professional customer interactions.
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Assisted in hiring branch staff.
Assisted in teller audits and end of day balance and securing of vault.
Education
Associate of Science -
Collin County Community College
Plano, TX
Skills
Time Management and Organization
Thoroughness
Communication
Problem Solving
Reliable
Timeline
Processing Team Lead
Open Mortgage, LLC
06.2016 - 12.2023
Branch Processor
IReverse Home Loans
01.2011 - 06.2016
Retail Processor
Reverse Mortgage Of Texas
10.2005 - 01.2011
Branch Manager
Community Credit Union
05.1998 - 10.2005
Associate of Science -
Collin County Community College
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