Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Timeline
Generic

Jason R. Waldrop

Leander,TX

Summary

Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Processing Manger, Team lead, processor, Loan officer

American Advisors Group Orange Ca
03.2014 - 10.2022
  • Achieve monthly production goals Provide Reports and coaching for Processors in Austin and California Hire, train and manage Processors with little to no experience Review monthly performance and use strategic processes to motivate and push processors to accomplish their goals
  • Review team metrics and lead in all areas from medium to mean funding times
  • Loans per processor, percentage of goal 109% for 2020
  • Worked with other depts to define processes and suggest procedures to accomplish goals Hold meetings to provide constructive feedback, plans of action, shoutouts Provided detailed weekly training to the dept Assigned to hire and build the Austin office- results are having the most efficient and highest producing office within AAG.
  • Coached team members in techniques necessary to complete job tasks.
  • Audited team performance and compliance with CFPB and company standards.
  • Received and reviewed incoming documents and materials.
  • Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
  • Entered data into computer tracking system and filed paperwork according to procedures.
  • Researched and resolved discrepancies to maintain accuracy.
  • Served as subject matter expert regarding policies, procedures and technology.
  • Developed monthly and daily production output plans to deliver on customer service and financial metrics.
  • Delivered feedback to decision-makers regarding employee performance and training needs.
  • Managed schedules, accepted time off requests and found coverage for short shifts.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Maintained strict confidentiality of bank records and client information.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Cross-trained existing employees to maximize team agility and performance.
  • Successfully closed average of 200 Reverse mortgage loans per month.
  • Prepared detailed reports on updates to project specifications, progress, identified conflicts and team activities.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Participated in cross-functional team-building activities.
  • Compiled data highlighting key metrics to report information, determine trends and identify methods for improving operational results.
  • Accomplished multiple tasks within established timeframes.
  • Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
  • Approved regular payroll submissions for employees.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Instructed junior team members on protocols and procedures of each station to maximize contributions.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Evaluated employees' strengths and coached based upon experience and training.
  • Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
  • Advised clients on mortgage, education and personal loans.
  • Interacted regularly with peers and management to pursue continuous improvement of facility operations and promote teamwork-focused environment.

Compliance rep/Manager/Closer

Credence Law Group
07.2012 - 03.2014
  • Work every inbound call in order to find eligibility
  • Explained terms and details of modifications to clients
  • Met and surpassed monthly goals as a rep and manager, achieved top rep multiple times
  • Explaining and closing clients for other reps and my own team
  • Daily and weekly number reports and spreadsheets to track my team’s progress Created own workflow to maximize customer satisfaction and uphold company’s reputation.
  • Entered into record-keeping systems appropriate data needed to create new records or update existing ones.
  • Handled customer relations issues, enabling quick resolution and client satisfaction.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

Education

High School Diploma -

Boswell High School
1999

Skills

  • Operational Documentation
  • Eagerness to Learn New Technologies
  • DevOps Management
  • Organization and Time Management
  • Strong Communication and Interpersonal Skills
  • Report Distribution
  • Overseeing Employees
  • Problem Analysis
  • Issue and Conflict Resolution
  • Managing Terminations
  • Scheduling and Coordinating
  • Managing Operations and Efficiency
  • Strategic Planning
  • Performance Tracking and Evaluations
  • Employee Coaching and Motivation
  • Managing Employee Relations
  • Managing Career Progression
  • Timelines and Milestones
  • Productivity Performance
  • Finance and Accounting Operations
  • Complex Problem-Solving
  • Managing Multiple Tasks

Accomplishments

  • Repeatedly commended by superiors for excellent customer service.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Received “Top Manager” service award in 2020 and 2021
  • Documented and resolved interdepartmental communications which led to a reduction in the closing timeline

Certification

  • Loan Originator license - NMLS 1177303

Timeline

Processing Manger, Team lead, processor, Loan officer

American Advisors Group Orange Ca
03.2014 - 10.2022

Compliance rep/Manager/Closer

Credence Law Group
07.2012 - 03.2014

High School Diploma -

Boswell High School

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