Jason Walters

• Optimized broker pipeline workflows supporting operational efficiency, SLA adherence, and cross-functional execution across underwriting and account management teams.
• Orchestrate the end-to-end funding process for a high-volume broker pipeline, consistently exceeding $20M+ in quarterly loan originations ($80M+ annually) while maintaining 100% SLA adherence.
• Spearhead process improvement initiatives using Six Sigma methodologies to identify and eliminate workflow bottlenecks, reducing turn times and enhancing cross-functional execution between underwriting and account management.
• Conduct rigorous surveillance of loan documentation and investor guidelines to mitigate risk exposure, ensuring all files meet stringent regulatory and internal compliance standards prior to funding
• Leverage SQL and excel to monitor real-time production KPIs, delivering actionable insights to leadership that drive pipeline transparency and proactive issue resolution.
• Facilitated communication between clients and underwriting teams to streamline loan processing.

• Manage a high-volume pipeline of 80+ mortgage loans while consistently meeting and exceeding monthly closing goals.
• Analyze borrower credit, income, asset, and financial

documentation to ensure compliance with agency and investor guidelines.

• Conduct pre-underwriting reviews and identify documentation deficiencies, risk concerns, and approval conditions prior to underwriting submission.
• Utilize Encompass LOS and automated underwriting systems (DU/LP) to support accurate loan evaluation and workflow execution.
• Collaborate with borrowers, sales teams, underwriters, and operations departments to streamline loan processing and resolve conditions efficiently.
• Maintain strict attention to detail in documentation review, data accuracy, and regulatory compliance within deadline-driven environments.
• Improved operational efficiency through proactive pipeline management and communication across cross-functional teams.

• Assisted leadership with operational coordination, reporting, administrative support, and workflow organization.
• Utilized Salesforce CRM to manage customer information, track operational activities, and support internal workflow processes.
• Supported reporting initiatives through Power BI dashboard development and data visualization for operational and performance tracking.
• Assisted with payroll processing, reporting functions, and business documentation management.
• Helped improve communication and organizational efficiency across daily business operations.
• Prepared reports, spreadsheets, financial documentation, and presentations to support leadership initiatives.
• Collaborated with leadership teams to support process improvement efforts and operational performance monitoring.