Jerry Simonette

Provided in-depth product knowledge, leadership insight and direction to ensure the programs achieved objectives

• Mortgage underwriter known for strengths in risk assessment, income/credit analysis and documentation review
• A leader in timely and accurate completion of compliant loan packages and facilitating volume growth while preserving book-of-business quality
• Committed to leveraging expertise in risk management and financial analysis to drive growth and profitability
• Eager to bring strong analytical skills and strategic decision-making abilities to a dynamic organization.

• Act as a liaison between client area and technical organization by planning, conducting, and directing the analysis of highly complex business problems to be solved with automated systems
• Provide technical direction to identify, evaluate, and develop cost effective systems and procedures that meet cross-functional business requirements
• Act as an internal consultant within technology and business groups by utilizing quality tools and process definition/improvement best practices to re-engineer technical processes for greater efficiencies.

• Responsible for leading and applying structured methodology for change management activities by analyzing present-state, developing alternative future-state approaches, and facilitating implementation of initiatives end-to-end with client facing focus
• Coordinate and participate in strategic development, business planning/implementation, and creation of presentations and documentation to support project execution for leadership
• Prepare communications to describe the status of initiatives to business leaders, including development of weekly status reports and executive presentations required for special topics.

• Direct and manage the sales activities of branch, ensuring efficient customer service is provided and business goals were met
• Responsible for recruiting, managing, coaching, and motivating a staff to meet sales production goals, and ensure compliance with Navy Federal’s standards, regulations, and policies
• Accountable for attaining origination, revenue, recruiting/attrition, compliance and profitability goals set by the National Mortgage Sales Director.

• Create and maintain project plans and manage cross-functional teams to deliver business outcomes or functionality
• Prioritization of initiatives, execution including cross-functional coordination, management and resolution of risks and issues, ensure initiative is delivered within agreed timelines, change management and communications are effective, and effort delivers expected outcomes and transitions to business owners
• Develop and implement program and project level processes, procedures and performance metrics.