Elise Barrett
The Woodlands
Summary
Results-driven employee with a strong background in streamlining processes and enhancing efficiency. Skilled in team management and operational metrics, focused on driving productivity while maintaining compliance and quality standards.
Overview
10
10
years of professional experience
Work History
Mortgage Loan Officer
Guild Mortgage
The Woodlands, TX
10.2024 - Current
- Evaluated client financial information to determine mortgage eligibility and loan options.
- Guided clients through mortgage application process, ensuring compliance with regulations and policies.
- Collaborated with underwriters to resolve issues and expedite loan approvals.
- Educated clients on various loan products, helping select optimal solutions for individual needs.
- Maintained accurate records of transactions and communications within CRM systems.
- Conducted follow-ups with clients to ensure satisfaction and address any concerns promptly.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
Operations Manager
Summit Funding
The Woodlands, TX
10.2023 - 10.2024
- Streamlined operations by implementing process improvements, enhancing overall efficiency.
- Managed daily workflow, ensuring adherence to quality standards and operational guidelines.
- Developed and maintained operational metrics to monitor performance and identify areas for improvement.
- Developed training programs for new hires, fostering a collaborative environment and promoting professional growth.
- Managed a team of processors, providing guidance and support for optimal performance.
- Improved regional efficiency by streamlining operations and implementing new processes.
- Streamlined loan origination processes, enhancing operational efficiency across teams.
- Oversaw mortgage processing workflows to ensure compliance with regulatory standards.
Loan Partner
Movement Mortgage
The Woodlands, TX
09.2018 - 10.2023
- Facilitated communication between clients and loan officers to streamline loan processing.
- Reviewed and analyzed loan applications to ensure compliance with underwriting guidelines.
- Managed documentation flow, ensuring accuracy and completeness of client files.
- Coordinated with third-party vendors to expedite the appraisal and inspection processes.
- Developed training materials for onboarding new team members on loan processing systems.
- Implemented process improvements that enhanced efficiency in loan approval timelines.
- Led initiatives to optimize workflow, reducing bottlenecks in the loan origination process.
- Improved loan processing efficiency by streamlining documentation and communication procedures.
- Minimized instances of missing or incomplete documentation by implementing a thorough file review process prior to submission for underwriting approval.
- Managed a diverse pipeline of loans, prioritizing tasks effectively to meet deadlines and maintain quality standards.
- Assisted borrowers in understanding complex financial information, ensuring proper decision-making regarding loan terms and conditions.
- Utilized advanced software tools to facilitate seamless communication between loan partners, borrowers, and underwriters, ultimately expediting the loan process.
- Coordinated efficient file transfers between departments, expediting loan processing times without sacrificing accuracy or attention to detail.
Talent Management Coordinator
Protiviti
Houston, TX
10.2016 - 09.2018
- Coordinated talent acquisition strategies to align with organizational goals.
- Developed and maintained comprehensive employee development programs to enhance skills.
- Streamlined onboarding processes, improving overall candidate experience and retention rates.
- Facilitated training sessions to promote continuous learning and professional growth among staff.
- Coordinated resource allocation to optimize project timelines and deliverables.
- Implemented tracking systems for resource utilization and inventory management.
- Developed strong relationships with industry professionals, ensuring a robust network for potential candidates.
Education
Bachelor of Science - Sociology
Sam Houston State University
Huntsville, TX05-2012
Skills
- Goal oriented
- Financial analysis
- Regulatory compliance
- Data interpretation
- Document analysis
- Credit evaluation
- Analytical and critical thinking
- Attention to detail
- Database management
- Oral and written comprehension
- Decision-making
Accomplishments
- Graduate of of Guild Mortgage's Future Housing Leaders 2025
- Graduate of Summit Funding's 2024 Leadership Development Program
Timeline
Mortgage Loan Officer
Guild Mortgage
10.2024 - Current
Operations Manager
Summit Funding
10.2023 - 10.2024
Loan Partner
Movement Mortgage
09.2018 - 10.2023
Talent Management Coordinator
Protiviti
10.2016 - 09.2018
Bachelor of Science - Sociology
Sam Houston State University