Derek Maughan
Saratoga Springs,UT
Summary
Dynamic professional with 21 years of experience seeking a role as a Client Success Advocate. Proven track record in client support, CRM platform navigation, and delivering exceptional customer service to ensure client satisfaction and retention. Strong background in managing processes and coordinating teams, with expertise in compliance and sales support.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
CEO/Owner
Principled Financial Management LLC
- Seek out, and connect with customers that are seeking financial freedom, investment products, and an overview of their financial goals through the use of Insurance products, and Investment Vehicles depending on their current situation and goals.
- Offering a wide range of products and services based on the results of a financial needs analysis to determine which products and services are best for the client, utilizing a collaborative approach with my business partners.
Client Success Support Jr. CSM
ClientTether
03.2023 - 12.2024
- Facilitate the successful onboarding of new clients to the Franchise Sales CRM Platform.
- Consistently follow up on outstanding payments to ensure timely resolution.
- Assist the Development Tech Team in the operations of proposal creation.
Appraisal Coordinator-Sales Support
Direct Mortgage Corp
01.2019 - 01.2023
- Managed the entire appraisal order process, ensuring seamless execution of ordering and completion functions.
- Assisted with inbound sales calls, effectively routing inquiries to appropriate parties.
- Maintained high customer service standards for sales and appraisal orders, contributing to repeat business.
Mortgage Compliance Officer
Metasource
01.2016 - 01.2019
- Supervised a team of three compliance officers, coordinating with other departments to efficiently address organizational needs.
- Conducted initial quality assessments of home appraisals, ordering field reviews as necessary, and ensured loans adhered to Fannie Mae and Freddie Mac requirements.
- Developed the company's Qualified Mortgage (QM) review process and oversaw the evaluation of closing disclosures, automated underwriting systems (AUS), and changes of circumstance to ensure compliance with industry standards.
Freight and Logistics Coordinator
IntegraCore, LLC
West Jordan, Utah
04.2007 - 04.2016
- Coordinated and managed outbound shipments for both domestic and international destinations, ensuring timely and accurate delivery.
- Scheduled and organized freight pickups, maintaining accuracy of Bills of Lading and managing Expected Receipts efficiently.
- Oversaw Will Call orders, ensuring smooth and effective operations.
Manager
Shadow Mountain Ranch
05.2003 - 10.2007
- Oversaw the daily operations of a 26-horse boarding facility, ensuring optimal care, feeding, and exercise for all animals.
- Directed all facets of ranch management, maintaining high standards of facility maintenance and animal welfare.
Education
Google IT Support Professional Certificate - Technical Support Fundamentals
Coursera
High School Graduate - undefined
Lehi High School
Lehi, Utah01-2007
Certificate of Completion - Life, Accident & Health Insurance
Excel Solutions Life Insurance Online Course
02-2025
Skills
- Effective decision making
- Operational excellence
- Customer focus
- Strategic visioning
Affiliations
AFP of Utah - Association of Financial Professionals
Certification
- Bits And Bytes of Computer Networking, Coursera
- MEC 20 hr Course ID 2161 & UT PE Course 15 hr
Timeline
Client Success Support Jr. CSM
ClientTether
03.2023 - 12.2024
Appraisal Coordinator-Sales Support
Direct Mortgage Corp
01.2019 - 01.2023
Mortgage Compliance Officer
Metasource
01.2016 - 01.2019
Freight and Logistics Coordinator
IntegraCore, LLC
04.2007 - 04.2016
Manager
Shadow Mountain Ranch
05.2003 - 10.2007
High School Graduate - undefined
Lehi High School
CEO/Owner
Principled Financial Management LLC
Google IT Support Professional Certificate - Technical Support Fundamentals
Coursera
Certificate of Completion - Life, Accident & Health Insurance
Excel Solutions Life Insurance Online Course