Confident training leader with demonstrated planning, organizational and leadership abilities. Highly effective at educating people at all different skill levels. Seeks a role with a company that values handwork and innovative ideas.
Overview
30
30
years of professional experience
Work History
Director of Training
Equity Prime Mortgage
Sandy Springs, United States
04.2020 - Current
Evaluated, recommended, and implemented the company's first Intranet using an outside vendor
Evaluated, recommended, and implemented the company's first Learning Management System (LMS)
Developed and taught a 10 Week Junior Underwriting program for new hires with no industry experience
Created lessons, paths and certification courses for operations and sales using LMS
Created detailed roadmaps of action items and project goals using ASANA project management software
Collaborated with legal and compliance teams on proposed changes to compliance training and issues as needed for new employees.
Collaborated with IT, Recruiting and HR to create and ultimately manage the process that resulted in the on time delivery of the correct computer with the proper accessories, software and permissions to new, remote employees.
Mortgage Loan Originator
Angel Oak Home Loans
Sandy Springs, GA
01.2017 - 04.2020
Call Center: selling Non-QM mortgages: Leads provided via Lending Tree
Developed product features and benefits training for new employees
Developed a short series of one on one "One on One 'At Desk" training for team of 30: focused on prioritization, and best practices, on an ad hoc basis as problems or opportunities arose
Kept borrowers abreast of developments and progress of their files.
Prepared documents for customers, submitting and overseeing each step of the process.
Interviewed and connected with loan applicants to assess loan requirements before suggesting offers.
Worked with underwriters to fix application problems and resolve issues
Explained different types of loans pertaining to client situations
Mortgage Loan Originator
American Advisors Group Kennesaw
Kennesaw, GA, GA
10.2015 - 01.2017
Call Center
Completed national and state licenses for Mortgage Loan Officers
Successfully managed pipeline and loans and customer expectations by meeting or exceeding daily success measurements for calls, contacts and leads taken
Emceed the annual company wide national 'Town Hall Meeting' with 750 live participants in Los Angeles
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
Developed prospects for new loans by conducting 500 cold calls weekly
Consultant
Point of Impact Consulting
Atlanta, GA
11.2005 - 12.2015
Helping business owners improve profits and stakeholder experience using Lean/Six Sigma principals
Developed KPIs and management plans with clients
Highlight: Improved foot traffic by 60%, reduced accounts receivable by 27%,
Incorporated traditional and digital methods to improve customer experience
General Manager-Owner
Brooklyn Café
Atlanta, GA
06.1992 - 11.2005
Operated a restaurant business in Atlanta with two locations, $1.8M in annual sales
Managed 2 restaurants including: human resources, legal, accounting, advertising, community service, menu development, staffing and public relations
Education
Professional in Human Resources (PHR)
SHRM- PHR
2008
Green Belt - Six Sigma
Villanova University
Bryn Mawr, PA
04.2006
BA - History
Iona College
1987
Skills
Customer Service
Public Speaking / Presenting
Leadership and employee management
CRM: Velocify, Salesforce, Encompass
Video Production: using Final Cut Pro X, Camtasia, and IORAD
MS Office, TEAMS
Training program creation and ongoing improvement
Accomplishments
Reduced the drop out rate in Credit Analyst training by 75% by introducing daily games, testing and teaching methods to improve memory
Built managed and sold three restaurants in the Atlanta area between 1992 and 2005
Managed marina business: HR, AR and customer service training during a $20,000,000 renovation
Featured in WSJ, Boston Globe and Atlanta Journal Constitution for public relations projects