Summary
Overview
Work History
Education
Skills
Timeline
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Derek Lundeen

Derek Lundeen

Seffner,FL

Summary

Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.

Overview

18
18
years of professional experience

Work History

Mortgage Resolution Specialist

GTE Financial
Tampa, Florida
08.2010 - 01.2025
  • Maintained up-to-date knowledge on company products, services as well as relevant industry regulations impacting service delivery standards, requirements.
  • Provided guidance and assistance to customers throughout the loan modification process.
  • Researched and analyzed borrowers' financial information to determine eligibility for loan modification programs.
  • Conducted outreach campaigns by making outbound calls or sending letters and emails to delinquent borrowers offering solutions for avoiding foreclosure.
  • Managed multiple tasks simultaneously while meeting established deadlines for completion of assignments.
  • Reviewed and evaluated borrowers' income, expenses, assets, liabilities, credit history and other pertinent documentation.
  • Attended periodic training sessions on new processes or changes in existing procedures related to loss mitigation activities.
  • Interpreted underwriting guidelines related to servicing requirements for defaulted loans.
  • Managed a high volume of incoming requests while ensuring timely processing of documents.
  • Familiarity with FHA, FNMA systems, and guidelines/updates.
  • Drafting of legal binding modification document to be signed and recorded with public records for attachment to property

Loss Mitigation Manager

HSBC
Tampa, Florida
10.2006 - 07.2010
  • Monitored team performance metrics such as conversion rate, average time to collect payment.
  • Trained new staff members on proper collection techniques, policies, and procedures.
  • Advised senior management on best practices related to collections policies.
  • Analyzed customer payment trends and developed strategies to reduce overdue accounts.
  • Management of a team of loss mitigation specialists, providing direction and expectations.
  • Monthly, Quarterly and Yearly review of my individual team members for bonus, corrective action and for improvement

Education

High School Diploma -

Kennedy High School
Bloomington, MN
06-2003

Skills

  • Loan modification
  • Regulatory compliance
  • Financial analysis
  • Document management
  • Data analysis
  • Customer service
  • MS Office, Excel, Access and PDF
  • Team leadership
  • Problem solving
  • Technical documentation
  • Creative solution development
  • Dispute management

Timeline

Mortgage Resolution Specialist

GTE Financial
08.2010 - 01.2025

Loss Mitigation Manager

HSBC
10.2006 - 07.2010

High School Diploma -

Kennedy High School