Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional 20 years' experience in the industry.
Overview
24
24
years of professional experience
Work History
Relationship Manager
Freedom Mortgage
09.2020 - 08.2022
Created and maintained training templates for on-shore and off shore Title Vendors.
Prepared daily reports for each vendor.
Built and maintained relationships with new and existing vendors.
Facilitated weekly sometimes daily meetings with vendors to review their pipeline to meet SLA.
Title Curative.
Worked pipeline reports with more than 1,000 orders at any given time.
Policy Analyst
Rocky Mountain Title Company
10.2018 - 10.2020
Drafted owners/loan policies.
Monthly reconveyance reports.
Created chains of title per customer requests.
Filing, answering phones and assisting walk-in customers.
Identified, evaluated and developed solutions to remove roadblocks to change
Verified client information by analyzing existing evidence on file
Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents
Business Operations/Project Management/HR
Boeing Helena
03.2007 - 10.2017
Executed timely events for site, stayed within budget with flawless execution.
Tracked training plans for 150 employees.
Site deliverable coordinator, working directing with site director to prepare deliverables.
Program Management Best Practice Focal, preparing work-shops for best practices.
Employee Orientation Focal, developed on-boarding site orientation.
Participated on- Global Corporate Citizenship Committee, decided sponsorships/grant money allocation within our community.
Title Examiner
Surety Title
03.2002 - 03.2007
Analyzed title documents to identify potential issues and resolve any discrepancies at the county level.
Contacted appropriate agencies to complete searches, order records, and obtain documents.
Examined and verified 25-50 titles per week.
Title Curative.
Title Policy and reconveyance reports written weekly.
Aames Home Loans
Assistant Manager/Loan Processor
03.2000 - 03.2001
Identified opportunities to cross-sell and upsell loan products to customers.
Explained very technical financial information to applicants in easy to understand language.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Liquor Licensing/Income Tax/Inheritance Tax
Montana Department Of Revenue
03.1998 - 03.2000
Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
Streamlined bookkeeping procedures to increase efficiency and productivity.
Input financial data and produced reports using state software.