Dana DiMatteo
Oviedo,FL
Summary
Positive, friendly, and respectful Professional who started as a receptionist 23 years ago in the Mortgage Business. With hard work and a lot of late nights, I managed to move my way up through the Mortgage Industry. I put my heart and soul into every job I have ever had. I enjoy leading, motivating, teaching and mentoring others. Before entering the Mortgage business, I worked my way up in Retail, managing different retail chains. I am a hard worker who is willing and able to learn new industries and I want to make the company I work for successful.
Overview
15
15
years of professional experience
Work History
Corporate Trainer
Security National Mortgage
Salt Lake City, UT
08.2021 - 01.2024
- Developed and implemented training programs to improve employee performance.
- Established clear expectations for employees prior to beginning any new program or process.
- Boosted confidence of employees by providing skilled training to improve knowledge and productivity.
- Planned virtual classroom sessions utilizing video conferencing technology.
- Efficiently analyzed learning needs of departments to set realistic goals and determine training methods.
- Researched industry trends and best practices in corporate learning and development.
- Authored new training procedures and manuals for instructors.
- Wrote, optimized and monitored training processes.
- Prepared digital training materials including workbooks, manuals and self-paced guides.
- Conducted needs assessments to identify skill gaps in the workforce.
- Provided post-training follow-up support such as answering questions or providing additional resources.
- Administered assessments during and after training and provided leaders with feedback about individual strengths and training requirements.
- Monitored employee progress during training sessions to ensure understanding of material presented.
- Provided individual coaching sessions for employees who needed additional support with their job duties.
- Trained new technical trainers to promote consistency in customer service and quality.
- Designed and delivered presentations, workshops, and webinars on various topics relevant to corporate training.
- Increased productivity and profits by improving work retention rates and reducing time spent on problem-solving.
- Analyzed training data to evaluate effectiveness of programs and suggest improvements as needed.
- Built relationships with vendors in order to acquire necessary materials or services for trainings.
- Adapted existing materials based on changing business needs or objectives.
- Maintained records of all participant feedback from trainings and reported results to management team.
- Created online tutorials using a variety of software tools.
- Explained goals and expectations required of trainees.
- Obtained and organized manuals, guides and visual materials for development and training purposes.
- Suggested and offered specific training programs to help workers maintain or improve job skills.
Regional Processing Manager
Security National Mortgage Comp
Salt Lake City, UT
05.2016 - 07.2021
- Interfaced with external customers such as realtors, appraisers, title companies, insurance agents. during the loan process.
- Compiled reports detailing monthly activities within the department including number of loans processed, volume by type of product offered, average turn times from start-to-finish.
- Managed daily loan processing operations, ensuring compliance with banking regulations and customer service standards.
- Assisted management with developing strategies for increasing production levels while maintaining quality control standards.
- Analyzed financial data including income statements, balance sheets and cash flow statements in order to assess borrower's ability to repay debt.
- Developed and implemented procedures to streamline loan processing workflow for increased efficiency.
- Conducted credit analysis on loan applications to ensure creditworthiness of potential borrowers.
- Maintained a portfolio of loans in various stages of processing, tracking progress and providing updates as needed.
- Monitored high-risk loans for potential delinquency or default, responding promptly when necessary.
- Collaborated with internal departments such as accounting and legal counsel to ensure accurate completion of loan documentation.
- Investigated customer complaints related to the loan application process and provided resolutions in a timely manner.
- Researched current industry trends related to lending policies and practices, making recommendations for improvement where applicable.
- Participated in training sessions designed to improve knowledge base related to mortgage products available in the marketplace.
- Provided guidance and support to junior staff members regarding loan processing protocols.
- Performed due diligence reviews on third party vendors utilized by the department in order to ensure compliance with organizational policies.
- Reviewed loan applications for accuracy and completeness prior to submission of documents to underwriting team.
- Prepared and submitted loan applications to underwriters.
- Checked approvals against established bank and government lending standards.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Informed customers of loan application requirements and deadlines.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Approved or denied loan applications and explained reasoning behind decisions.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Updated client account information and records in company databases.
- Collaborated with company teams to expedite loan approval processes.
- Stayed abreast of lending regulations, industry trends and market rates.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
Loan Processor Team Lead
Integrity Home Loan Of Central Florida
Lake Mary, FL
05.2009 - 05.2016
- Submitted loan applications to underwriting department for review and approval process.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
- Created and completed loan submission packages.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Monitored progress of each loan application from start to finish ensuring timely completion.
- Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
- Updated customers regularly on status of their loans throughout the processing period.
- Filed completed packages quickly and efficiently.
- Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
- Reviewed initial client documentation to structure and submit loan package.
- Supported loan officer and underwriter teams by ensuring timely, judicious and accurate loan processing.
- Managed conditions sent from underwriting departments.
- Calculated income, assets and liabilities to meet lender requirements.
- Verified accuracy of closing figures prior to disbursement of funds.
- Adhered strictly to company policies when completing tasks associated with loan processing duties.
- Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
- Maintained complete confidentiality of submitted information according to release guidelines.
- Reviewed appraisals to ensure accuracy of value estimates.
- Structured loan packages by properly analyzing credit reports, income and asset documents.
- Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
- Assisted borrowers with questions regarding their loans after closing.
- Analyzed loan applications and supporting documents to determine eligibility for approval.
- Maintained accurate records in computer database system during loan origination process.
- Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
- Interfaced with borrowers to obtain needed items and prepare applications for underwriting review.
- Explained the various types of loans available and advised on the best product suited for customer's needs.
- Interviewed applicants to identify needs and evaluate eligibility for loans or mortgages.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Researched escalated problems related to loan processing activities.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Collaborated with company teams to expedite loan approval processes.
- Updated client account information and records in company databases.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Informed customers of loan application requirements and deadlines.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Stayed abreast of lending regulations, industry trends and market rates.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Approved or denied loan applications and explained reasoning behind decisions.
- Identified valuable solutions for customers with credit problems.
Education
High School Diploma -
Lake Howell High School
Winter Park, FL05-1990
Skills
- Staff Presentations
- Materials Design
- Performance Monitoring
- Team Development Strategies
- New Employee Training
- Data Tracking
- Mortgage Industry Expertise
- Organizational Development
- Performance Evaluation
- Policy Development
- Diversity and Inclusion
- Policy Writing
- Educational Material Development
- Staff Training
Accomplishments
- Employee of the year at every job I have ever worked at.
- Athlete of the week, per the Orlando Sentinel, six weeks in a row my Senior year.
- All County and All State- Soccer and Volleyball
References
References available upon request.
Timeline
Corporate Trainer
Security National Mortgage
08.2021 - 01.2024
Regional Processing Manager
Security National Mortgage Comp
05.2016 - 07.2021
Loan Processor Team Lead
Integrity Home Loan Of Central Florida
05.2009 - 05.2016
High School Diploma -
Lake Howell High School
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