Experienced management professional with expertise in project management and business management. Meticulous attention to detail in overseeing timelines, mitigating risks, and executing large-scale and small-scale projects. Adaptable and quick to learn, excelling in various business models. Proven track record of accomplishments and dedication to colleagues and stakeholders. Proactive approach to leadership and management consistently driving results and fostering a collaborative work environment.
Overview
29
29
years of professional experience
Work History
Branch Manager of Operations
George Mason Mortgage, LLC
Remote
08.2020 - 07.2024
Plan, coordinate, direct, review and supervise work of operations staff in the branch
Manage the active loan pipeline - maintain awareness of quantity, quality, compliance and client expectations
Communicate with Production staff - inform production staff on any policy, procedure or guideline updates to help with loan production and quality
Assist with structuring complex loans or a resolve issues on loan in process
Assist with hiring and employee evaluations
Drive initiatives in the branch management team and organizationally that contribute to long-term operational excellence of the branch
Contribute to short and long-term branch organizational planning and strategy as a member of the management team of the branch
Responsible for complying with the various rules, regulations, policies and ethical standards governing the financial services industry including compliance with the Bank Secrecy Act
Provide support to Loan Officers and Underwriter teams to ensure the timely, judicious and accurate processing of mortgages
Review and verify borrower income, credit reports, employment histories, property appraisals and title insurance information to support the approval process for each home loan
Ensure compliance with company policies, underwriting guidelines and lending program requirements
Review and compile necessary documentation to submit loans to underwriting for credit decision, within established SLA, commitment and document expiration dates
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Practice Operations Manager
HEARTLAND DENTAL
02.2019 - 08.2020
Manage Team Personnel Schedules for 2 Doctors and 1 Periodontist
Serve as the liaison between Heartland Dental Headquarters and Practice Personnel.
Maintain protocols and guidelines about patient privacy(HIPAA) and team member safety (OSHA)
Personnel Management
Office schedule management and reporting
Financial reporting and planning
Supervised operations staff and kept employees compliant with company policies and procedures.
Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
Managed inventory and supply chain operations to deliver goods and services timely and accurate.
Led hiring, onboarding and training of new hires to fulfill business requirements.
Developed and maintained relationships with external vendors and suppliers.
Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
Monitor and track loan applications and related daily compliance reports
Monitored loan balancing for all 4 regional branches and development recommendations and reports for SVP and Regional Managers
Review and compile necessary documentation to submit loans to underwriting for credit decision, within established SLA, commitment and document expiration dates
Review and provide approvals for Renovation loan contractors
Personnel Management and Human Resources Representative
Respond to and track compliance inquiries from site and related resolutions
Project Management Support for new mortgage products
Provide assistance to new lines of business in their development, modification, and implementation of procedures to ensure appropriate incorporation of new and existing mortgage regulations
Perform periodic loan file reviews for compliance with Federal and State lending regulations
Program Manager
LIFE AND SPECIALTY VENTURES, LLC
Waldorf, Maryland
11.2011 - 04.2014
Manage all aspects of cost, schedule and performance for designated projects
Responsible for the overall execution and management for multiple Health/Dental platform migration projects
(Affordable Health Plan)
Managed staff of Software Engineers, Analysts, and Project Managers
Managed and supervised administrative and daily program operations, complying with policies and regulations.
Established strong relationships with key stakeholders, ensuring support for program initiatives.
Developed strategic plans, setting clear objectives and achievable milestones for the team.
Managed cross-functional teams for successful project completion within deadlines and budgets.
Managed multiple strategic projects with numerous sub-projects or workstreams.
Identified program obstacles and communicated possible impacts to team.
Met with project stakeholders on regular basis to assess progress and make adjustments.
Program Manager, GS-13
U.S. NAVY AIR SYSTEMS COMMAND
Patuxent River, Maryland
01.2002 - 11.2011
Directed the preparation of all types of program documentation including Statement of Objectives, Statements of Work (SOW), Program Objective Memorandum (POM), Requests for Proposals, Spend Plans, Budgetary issue sheets and Acquisition Strategy Plans
Superbly managed and motivated teams consisting of as many as 42 government employees and 12 senior active duty military personnel
Program Management Analyst
DCS CORPORATION
Lexington Park, Maryland
07.1997 - 01.2002
Provided analysis, studies, and reports for operational readiness of various avionic systems
Developed program documentation
(RFPs, ECPs, BAAs, CDRLs and SOW)
Developed and maintained budget execution documentation, planned expenditures, OSIPs and FYDPs
Developed senior management briefings that included ACLT, ACT, Spend Plan Reviews, ASN, ESC, ARB, SRR, and PDR
Served as the system acquisition technical support for establishing ModeS24B procedures for tactical Navy and Marine aircraft
Developed the ARC-210 integrated test bench that included prototyping, integration and maintenance/test support