Results-driven Senior Loan Processor & Work Director with 20+ years of expertise in training, development, project management, and process improvements. Adept in operational data analytics, performance analysis, metrics development, workflow re-engineering, and financial reporting. A dedicated leader with strong communication skills, keen attention to detail, and an in-depth understanding of complex loan transactions, documentation requirements, regulations, and banking procedures. Proven history of outperforming target goals and exceeding expectations.
● Monitoring and reporting on service providers, service call expectations, and service provider performance to senior leaders and all team members
● Drive key strategic decision-making processes by collecting, analyzing, and summarizing data and industry trends, facilitating productivity improvements and within project management
● Assess credit, calculate income, and evaluate assets, liabilities, and collateral in alignment with agency and investor guidelines, ensuring industry compliance
● Assisting in establishing service provider expectations and procedures onboarding, training, policies, and adherence to federal and state guidelines
● Leverage diverse training and development expertise, along with years of experience as a Subject Matter Expert (SME), to successfully onboard employees and integrate Human Resources (HR) practices
● Achieve alignment with regulatory standards and safeguard against potential vulnerabilities through daily reporting, resulting in a reduction in risk incidents
● Maintain a positive work environment by cultivating professional, productive, and collaborative relationships, and resolving concerns raised by managers and employees in a timely manner
● Improve efficiency and streamline loan processing operations by restructuring and enhancing Loan processing policies and procedures
● Developed customized strategies tailored to individual goals and strengths, offering positive reinforcement to motivate K-12 students
● Incorporated exciting and engaging activities to enhance student participation and hands-on learning,
successfully increasing engagement
● Created custom IEP plans to meet unique student needs, fostering an inclusive and supportive environment
● Developed developmentally appropriate learning activities and experiences for learners
● Remained informed about developments in the field of education and collaborated effectively with staff members to bolster learning outcomes
● Performed various administrative functions within the school, ensuring efficient and streamlined operations
● Identified growth opportunities and overcame barriers to success by cultivating strategic partnerships across customer relations, sales, and carrier networks
● Improved business performance by launching corporate-wide HR initiatives tailored to client programs in collaboration with cross-functional teams
● Developed and maintained strong working relationships by guiding and mentoring employees in sales and marketing, ensuring in-depth product knowledge, and within project management
● Enhanced profitability by delivering a steady pipeline of qualified clients acquired through innovative
marketing strategies in collaboration with senior management
● Boosted employee engagement and team capacity by collaborating with HR Consultants and managers to achieve company goals through training and problem-solving
● Evaluated and improved employee performance by conducting annual reviews, contributing to an increase in overall team productivity
● Spearheaded the training, coaching, and mentoring of teammates, enabling the seamless adoption of new processes and loan-closing programs
● Exceeded compliance and loan quality goals by navigating changes, enhancements, and modifications
● Reviewed loan documents daily to obtain information and respond to and resolve teammate questions
● Aligned stakeholders toward common goals through streamlined communication across multiple departments, including underwriting, document preparation, appraisal and project management
Core Competencies