Hi, I’m
Jennifer Weaver
Finance Manager
St. Petersburg,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Excellent communication skills and follow up communication. Passionate about creating new relationships and maintaining existing relationships.
Overview
18
years of professional experience
Work History
Bert Smith InternationalSt. Petersburg, FL
Finance Manager
08.2022 - Current
Job overview
- Extensive internal and external communications and organizational skills
- Knowledgeable in several software suites such as CDK, ELEADS
- Ability to confidently navigate state DMV, nationwide DMV sites as well as lender software like RouteOne, Capital One, Santander and several additional sites to complete my daily functions
- Solid knowledge in reading credit bureaus
- Experience and knowledge of automotive sales and finance operations
- Arrange financing, and reviewed required documents to determine approval/rejection
- Ensure all dealership standards are implemented
- Track daily sales and generate activity and productivity reports
- Verify, customer information, including income, information, and signatures
- Assist sales staff in determining available financing options
- Keep chargebacks at an acceptable level
- Ability to work independently, as well as a team
- Maintain positive relationships with vendors and Approved lenders.
GTE Financial - Member Home LoansTampa, FL
MLO Licensed Home Loan Executive
05.2018 - 11.2021
Job overview
- Assist Credit Union Members with the pre-qualification process for their home loans
- Acquiring new members and assessing their needs according to their financial information upon review
- Review credit profile and discuss members goals to determine the best loan solution for them
- Marketing and Networking of services loan products and all options including the latest interest rates to real estate agents
- Working and communicating efficiently between my Processors, Underwriters, Closer, Title Agents, Real Estate Agents and Borrowers throughout the loan process
- Educating Credit Union Members and all potential borrowers on their financial options and ensuring that they understand them
- In addition, holding seminars for FTHB to better prepare those interested in purchasing their first home
- Helping Members complete and understand all the necessary paperwork to complete their home purchase
- Florida NMLS license course and test certificate complete and in the process of obtaining from NMLS
- Strong numerical and analytical skills
- Excellent sales and negotiation skills
- Knowledgeable in all conventional mortgage products as well as Jumbo, VA, ARMs and New Construction
- Understanding of mortgage underwriting procedures
- Up to date on product, and market trends
- Well experienced with LOS Encompass.
GTE - Financial DBA - Home Loan AllianceTampa, FL
Business Development Assistant
12.2015 - 05.2018
Job overview
- Compiling and distributing Account Executive pipeline reports and broker contact Reports
- Monitoring website for client contact requests
- Working with marketing on the creation of ecommerce pieces and distributes the pieces to current and potential clients
- Updating Broker information and reset broker passwords as needed
- Compiling Broker applications and conducting research as needed
- Assisting the Account Executive Manager with administrative tasks as needed
- Receive and sort broker packages for submission to management for approval
- Follow up with brokers on any missing information
- Bring to management attention if anything out of the ordinary or out of compliance
- Manage calls and emails communication between Wholesale Brokers and Lenders
- Produce daily pipeline reports to provide to individual Account Executive Managers
- Handle any broker appraisal disputes or corrections needed if prior to UW submission
- Maintain Master Broker list including active and inactive
- Maintain and keep current contact information for Brokers
- Monitor Incomplete loans pipeline older than 5 days
- Monitor property TBD pipeline older than 1 day
- Monitor Initial Loan Setup older than 30 days.
GTE Financial BranchTampa, FL
Member Relationship Officer
10.2013 - 12.2015
Job overview
- Accept member inquiries regarding consumer auto loans, as well as credit cards, and signature loan products
- Assist members by providing member service and counseling members on how to improve their credit bureaus
- Analyze members and prospective members credit history in order to make a decision and determine the members' ability to repay the loan applied for as well as the risk involved with extending credit or lending money being requested
- Review member credit bureaus and make a decision with GTE's best interest in mind
- Follow up with members on credit application requests
- Look for opportunities to cross sell and recommend additional products to our members as needed including; gap protection, credit life and credit disability, as well as extended warranty products
- Proficient in all paperwork and processes necessary to close member consumer loans as well as Certificates of Deposits, Money Markets and other financial products
- Assist members with day to day financial needs in a CFC setting such as opening new account memberships, reviewing account discrepancies, issuing debits cards, managing our lobby and many other various tasks
- Meeting my personal monthly goals as well as contributing to team goals.
GTE Financial HQTampa, FL
Member Consumer Loan Specialist
08.2011 - 01.2013
Job overview
- Accept member inquiries regarding consumer auto loans, as well as credit cards, and signature loan products
- Assist members by providing member service and counseling members on how to improve their credit bureaus
- Analyze members and prospective members credit history in order to make a decision and determine the members' ability to repay the loan applied for as well as the risk involved with extending credit or lending money being requested
- Underwrite Consumer Loans with level ll lending authority
- Review member credit bureaus and make a decision with GTE's best interest in mind
- Follow up with members on credit application requests and
- Cross sell and recommend additional products to our members as needed including; gap protection, credit life and credit disability, as well as extended warranty products
- Proficient in all paperwork and processes necessary to close member consumer loans
- Underwrite Loans with authority at a level ll
- Mortgage Origination experience and knowledge of conventional and government home loan programs
- Thorough in gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan to pre-approval and assist in closing loan documentation
- Computer savvy in MS Office Suite and proprietary mortgage processing software.
- Educated customers about loan options, benefits and restrictions.
Community America Credit UnionLenexa, Ks.
Financial Services II
05.2007 - 05.2011
Job overview
- Field inbound inquiries regarding traditional home equity, auto, and recreational loans as well as credit card, preferred line of credit, and signature loan products
- Retain members by providing exceptional customer service via a consultative and conversational member services process
- Analyze members and prospective members credit history in order to suggest the best possible CACU solutions and products for that individual including; gap insurance and home equity products
- Proficient in all paperwork and processes necessary to book and fund loans.
Community America Credit UnionLenexa, Ks.
Financial Services I
10.2006 - 01.2007
Job overview
- Retain members through customer service on first-line incoming member call support
- Educate members on Accountlink and best checking and savings practices while providing general checking and savings account support.
Focus Industrial WorkforcesShawnee, Ks.
Commercial Account Coordinator
10.2005 - 11.2006
Job overview
- Grew existing book of clients through retention and continued new business development
- Provided executive management support
- Maintained an aggregate client retention rate of over 90%
- Increased revenue from existing clients by growing the business opportunity w/existing clients
- Accountable as first line of client service to all clients in my portfolio
- B2B inside and outside sales
- Identified and penetrated target and vertical markets
- Worked referrals and associations in order to generate new business opportunities
- Consultative sales process
- Set new client sales records.
- Used job-related software to draft and finalize written correspondence and documentation.
Education
University Overview
Grove City High School
Skills
- MLO License
- Ability to navigate CRMS and confident in quickly learning new CRMS
- Experience with Microsoft Office Suite including: Excel, Word, and Outlook as well as CSCS and Appro
- Experienced in interpreting Transunion, Equifax and Experian credit bureau reports
- Excellent written, verbal, presentation, and negotiating skills
- Training skills
- Thrive in a multi-tasking environment
- Self-motivated
- Enjoy working in a team environment as well as independent remote work
- Experience supporting executive staff, mid-level management, and production staff
- Outside sales experience
- Customer service/Member experience retention
- Inside sales experience
- Financial Management
- Manage Contracts
References
Referrals available upon request
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Finance Manager
Bert Smith International
08.2022 - Current
MLO Licensed Home Loan Executive
GTE Financial - Member Home Loans
05.2018 - 11.2021
Business Development Assistant
GTE - Financial DBA - Home Loan Alliance
12.2015 - 05.2018
Member Relationship Officer
GTE Financial Branch
10.2013 - 12.2015
Member Consumer Loan Specialist
GTE Financial HQ
08.2011 - 01.2013
Financial Services II
Community America Credit Union
05.2007 - 05.2011
Financial Services I
Community America Credit Union
10.2006 - 01.2007
Commercial Account Coordinator
Focus Industrial Workforces
10.2005 - 11.2006
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