Summary
Overview
Work History
Education
Skills
Additional Information
Hobbies
Timeline
Generic
Dana Carthen

Dana Carthen

Wilmer,AL

Summary

Skilled Producing Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

24
24
years of professional experience

Work History

Producing Branch Manager

Amcap Home Loans
03.2023 - Current
  • Assess employee performance and develop improvement plans.
  • Meet deadlines by proactively managing individual and team tasks and streamlining processes.
  • Generate new business opportunities through a daily routine of networking, targeted and mass marketing, proactively making outbound calls, and arranging face-to-face meetings with business and individual clients.
  • Interview and hire talented individuals with top-level strengths, improving organizational talent, and skill set.

Mortgage Loan Originator

U S Bank
04.2021 - 02.2023
  • My duties consisted of problem solving and structuring files to meet applicants’ objectives on a daily basis
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Achieved monthly origination targets with success.

Producing Branch Manager

Sunset Mortgage of Alabama, LLC
07.2011 - 04.2021
  • Successfully initiated the expansion of a successful team of mortgage professionals and support staff.
  • Assessed employee performance and developed improvement plans.
  • Effectively implemented, reviewed, and revised as needed the business model to effectively stay competitive
  • Maintained a P&L that carefully tracked and analyzed the company's financial performance to ensure profitability and sustainable growth.
  • Generate monthly revenue and bolster the overall profit and loss statement through the origination of mortgage loans.

Owner/Producing Mortgage Broker

A & C Home Lending, Inc
03.2000 - 05.2011
  • In charge of overseeing the daily operations of the office, encompassing P&L margins, policy adherence, team development, recruitment, and training.
  • I served as a valuable intermediary, providing support and guidance to applicants throughout the mortgage application process.
  • Independently established an extensive referral network within the real estate and lending sectors.
  • Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
  • Collaborated with different lenders to find best possible deal for homebuyers.
  • Established strong relationships with realtors and builders, which helped to forge new business opportunities.

Education

Dual MBA - Management And Marketing

AIU
Dunwoody, GA
04.2006

Bachelor of Science - Management And Marketing

University of Mobile
Mobile, AL
12.1997

Skills

  • Google Suite, Adobe, and OneNote
  • Salesforce and CRM
  • Social Media Platforms
  • Training and Development
  • Proficient in MS Office
  • Relationship Building and Management
  • Business Development
  • Interviewing and Hiring
  • Customer Service
  • Excellent Work Ethic
  • Strong Team-Builder

Additional Information

  • Broker of the Month 2001 – 2008, 2010
  • President’s Club Award 2002, 2004 – 2006, 2008
  • Million Dollar monthly producer
  • Branch Excellence Award

Hobbies

 

In my leisure time, I find joy in several meaningful pursuits that reflect my values and interests. Firstly, I dedicate a significant portion of my free time to studying God's word and deepening my spiritual understanding. This practice not only provides me with guidance and inner peace but also strengthens my sense of purpose. Additionally, spending quality time with my family is a cherished part of my life. Whether it's bonding over shared activities or simply enjoying each other's company, these moments with my loved ones are irreplaceable. Reading is another passion of mine, and it allows me to gain knowledge and continuously expand my horizons. Lastly, I have a deep appreciation for nature and the serenity it offers, which is why I often find my way to a beautiful beach or indulging in fishing. These hobbies not only enrich my life but also reflect my commitment to personal growth, family values, and the appreciation of nature's beauty.



*References available upon request


Timeline

Producing Branch Manager

Amcap Home Loans
03.2023 - Current

Mortgage Loan Originator

U S Bank
04.2021 - 02.2023

Producing Branch Manager

Sunset Mortgage of Alabama, LLC
07.2011 - 04.2021

Owner/Producing Mortgage Broker

A & C Home Lending, Inc
03.2000 - 05.2011

Dual MBA - Management And Marketing

AIU

Bachelor of Science - Management And Marketing

University of Mobile
Dana Carthen