Summary
Overview
Work History
Education
Skills
Timeline
Receptionist
DANA L. HAKES

DANA L. HAKES

Colleyville,TX

Summary

Over 20 years of broad and progressively successful experience with privately held Mortgage Broker Company in the following major areas: Organization, Operations, Loan Processing and Mortgage Origination. Responsible for all Operations; Loan Processing, Loan Origination, Customer Relations, Vendor Relations and most recently Title Curation. Seeking a role to support a team within a company to achieve their objectives. High level of energy, with a skill set to follow direction, or help create a path to success. Love helping others and being part of a team of positive energy people. Not a slow walker! Love to stay busy and engaged in work. Have always enjoyed working with people from every walk of life and of all ages. Clear communicator and enjoy the education process in business. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

10
10
years of professional experience

Work History

Curative Specialist

Liepold Harrison & Associates, Harrison McLaughlin & Associates
03.2023 - Current
  • Duties include consumer contact to assist in correcting errors made on their mortgage, title, deeds, etc.
  • Updating records and developing systems to encourage cooperation from all parties.
  • Analyzed title documents to identify potential issues and resolve any discrepancies.
  • Outbound calls to Reverse Mortgage holders and their secondary contacts to gain trust from them to sign updated and corrected mortgage documents.

President

Uptown Funding, LLC
11.2013 - 03.2023
  • Co-Founded business as Liberty Lending in 1999
  • Company name changed to Uptown Funding in 2012
  • Residential & Commercial Mortgage Brokering
  • Help to grow business to over $100M in sales in 2005 and then downsize it after Mortgage industry meltdown of 2006
  • Rebuilt Company to over $64M from 283 transactions with one-quarter of staff headcount by 2021 then downsized in 2023 due to industry downturn
  • Partner now operates Uptown Funding.

Education

Education

The Ohio State University
Columbus, OH

High School Diploma -

Centerville High School
Centerville, OH

Skills

  • Ability to clearly communicate with others
  • Microsoft Office current products
  • Excellent Researching Abilities
  • Outbound Calls
  • Customer Service
  • Self-Motivated
  • Team player
  • Adaptable and Flexible
  • Staff Training
  • Approachable and Outgoing
  • Change and Growth Management
  • Strategic Planning
  • Professional Integrity
  • Remote Team Management

Timeline

Curative Specialist

Liepold Harrison & Associates, Harrison McLaughlin & Associates
03.2023 - Current

President

Uptown Funding, LLC
11.2013 - 03.2023

Education

The Ohio State University

High School Diploma -

Centerville High School
DANA L. HAKES