Goal-oriented professional with 10 years of experience in instructing, teaching, and customer relationship management in academic and corporate settings. Proven ability to build strong client relationships, guide individuals through complex processes, and achieve key performance goals. Recognized for exceptional communication, sales, and organizational skills, motivated by a deep passion for fostering client/member engagement. Eager to contribute to an organization with a well-established reputation for excellence in its field.
Overview
20
20
years of professional experience
Work History
Mortgage Loan Officer
Revolution Mortgage
07.2023 - 12.2023
Managed mortgage loans from origination to closing, ensuring timely completion by effectively prioritizing tasks and meeting deadlines, coordinating with loan officers, underwriters, and clients to facilitate a smooth loan process, with a focus on instructional regulation and planning and implementation strategies
Assisted loan applicants with accurate documentation, emphasizing organization, task prioritization for efficient processing, reviewed and guided applicants through the documentation process to ensure compliance with lending requirements while matching it with client's needs
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Mortgage Loan Officer
Newrez Mortgage LLC
05.2021 - 09.2022
Collaborated with team members to streamline loan processes, enhancing efficiency and productivity through cross-departmental collaboration and process improvement initiatives, using instruction, planning, and implementation methods
Utilized email communication for efficient client correspondence and document exchange, to prioritize tasks effectively to meet deadlines and deliver exceptional service to clients
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Membership Experience Lead
YMCA of Greater Charlotte
04.2009 - 08.2020
Managed membership inquiries and enrollment process for families with kids and children, ensuring a smooth and welcoming experience from registration to program selection, providing personalized assistance, addressing questions about available programs, and guiding families through the registration process to ensure a seamless transition into the facility, accompanied with exceptional scheduling abilities
Developed and implemented engaging activities and events for kids and children to enhance their recreational experience and promote social interaction within the facility, designing age-appropriate activities and events, kids and children were able to participate in fun and enriching experiences that encouraged socialization, creativity, and physical activity through process improvement methods
Partnered with managers to prioritize features based on members needs and business value, driving successful program launches.
Conducted regular check-ins with families to gather feedback, address concerns, and ensure a positive experience for both kids, children, and parents addressing any concerns promptly, adjusting based on their input through conflict mediation skills and interviewing sessions
Provided exceptional customer service to members, addressing inquiries, resolving issues, and ensuring a positive experience throughout their membership journey, regularly listening to members' needs, offering personalized assistance, and going above and beyond to exceed their expectations, fostering a strong sense of loyalty and satisfaction
Processed membership applications, renewals, and cancellations accurately and efficiently, utilizing strong organizational skills, attention to detail, by meticulously managing membership paperwork, maintaining up-to-date records, and adhering to established procedures
Conducted membership orientations and tours to familiarize new members with facility amenities, programs, and membership benefits, showcasing excellent communication, presentation skills, through proper engagement and informative orientations, welcoming new members, answering their questions, and providing insights into the diverse offerings available, creating an inclusive environment for members
Education
MBA - Organizational Leadership
University of Findlay
Findlay, Ohio
BACHELOR OF ARTS - SPORTS MANAGEMENT
Shawnee State University
Portsmouth, Ohio
BACHELOR OF SCIENCE - SOCIAL SCIENCE
Shawnee State University
Portsmouth, Ohio
Skills
Academic Instruction
Curriculum Planning and Implementation
Client Needs Assessment
Student Engagement
Professional Development
Public Speaking
Relationship Management & Student Advising
Insurance Protocols
Credit Evaluation & Financial Implementation
Documentation Review
Student Guidance
Email Communication
Task Prioritization
Conflict Mediation
Interviewing Skills
Organization Skills
Process Improvement
Scheduling Skills
Certification/License
Nationwide Mortgage Licensing System (NMLS)
Mortgage Loan Originator License (MLO) #15373510
March 2021 - Present
Certified North Carolina Notary Public
Notary # 0202332400150
November 17,2023 – November 16, 2028
Timeline
Mortgage Loan Officer
Revolution Mortgage
07.2023 - 12.2023
Mortgage Loan Officer
Newrez Mortgage LLC
05.2021 - 09.2022
Membership Experience Lead
YMCA of Greater Charlotte
04.2009 - 08.2020
BACHELOR OF SCIENCE - SOCIAL SCIENCE
Shawnee State University
MBA - Organizational Leadership
University of Findlay
BACHELOR OF ARTS - SPORTS MANAGEMENT
Shawnee State University
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