Garrett Poehler
Evans
Summary
Mechanical Engineering degree candidate and First-class communicator with 7+ years of experience in both the Mortgage and Payment Processing spaces, with a proven track record for delivering high-quality work while being able to build and maintain client relationships looking to start a new career in a technical field
Overview
9
9
years of professional experience
Work History
Vendor Enrollment Specialist
Paymerang
2023.09 - 2025.08
- Contacted vendors for clients to establish electronic payments using the company's preferred method (Credit Card) where possible, maintained daily average of $50K+ in payments converted per day
- Enhanced internal team collaboration by sharing best practices related to vendor management processes.
- Facilitated timely payment processing by accurately maintaining vendor information in financial systems.
Brokered Loan Coordinator
Movement Mortgage
2021.11 - 2023.06
- Acted as first point of contact and liaison between internal production staff in multiple departments and broker partners for brokered residential, commercial, and construction mortgages.
- Developed effective strategies for handling complex loans, resulting in increased approval rates and reduced turnaround times.
- Advised sales team on the guidelines and use of various brokered loan products, helping them generate additional revenue and ensuring the delivery of high-level service to their clients.
Closing Specialist
Avenue 365 Lender Services
2021.02 - 2021.11
- Collaborated with mortgage company closers to resolve deficiencies and errors in final closing documents, maintaining compliance with regulatory and investor guidelines.
- Coordinated with borrowers and closing attorneys to facilitate the signing of final closing documents, ensuring a smooth customer experience
Loan Officer
Carrington Mortgage Services
2019.09 - 2020.07
- Used extensive knowledge of VA, FHA, and Conventional loan products to develop and present mortgage solutions to at-risk portfolio clients, preventing portfolio churn
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for approval, providing a smooth transaction experience for the client
Home Loan Specialist
Ditech Financial LLC
2018.07 - 2019.08
- Presented financial solutions to inbound portfolio customers while resolving minor customer service issues, helping the company retain accounts in its servicing portfolio.
- Collaborated with underwriters to expedite loan processing, ensuring timely closings.
Loan Officer
Freedom Mortgage Inc
2017.06 - 2018.07
- Developed an extensive understanding of mortgage regulatory knowledge to pass SAFE exam and obtain licensing as mortgage loan originator
- Originated acquisition refinance mortgages, helping the company achieve record service portfolio growth
Staffing Intern
Goodwill of Central and Coastal Virginia
2017.02 - 2017.05
- Worked with Human Resources and Recruitment stakeholders new process maps for the staffing and recruiting teams.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
Education
Bachelor of Arts - Business Management/Religious Studies
Randolph-Macon College
Ashland, VA2017-05
Skills
- Verbal and written communication
- Customer Service
- Microsoft office
- Professional Phone Skills
- Vendor Relationship Management
- Agile project management practices
- Payment Processing
- Accounts Receivable
- Accounts Payable
- Relationship building
- Amazon Web Services
- Mortgage Guidelines & Regulations
Timeline
Vendor Enrollment Specialist
Paymerang
2023.09 - 2025.08
Brokered Loan Coordinator
Movement Mortgage
2021.11 - 2023.06
Closing Specialist
Avenue 365 Lender Services
2021.02 - 2021.11
Loan Officer
Carrington Mortgage Services
2019.09 - 2020.07
Home Loan Specialist
Ditech Financial LLC
2018.07 - 2019.08
Loan Officer
Freedom Mortgage Inc
2017.06 - 2018.07
Staffing Intern
Goodwill of Central and Coastal Virginia
2017.02 - 2017.05
Bachelor of Arts - Business Management/Religious Studies
Randolph-Macon College