Dedicated and results-driven Mortgage Sales and Operations Manager with 10+ years of experience in the residential and commercial mortgage industry. Adept at managing complex mortgage processes, optimizing operations, and ensuring compliance with industry regulations. Seeking a challenging opportunity to leverage expertise and leadership skills in a dynamic organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sales Manager
FlipCo Financial
04.2024 - Current
Lead the creation and implementation of strategic sales plans, setting targets, analyzing metrics, and forecasting performance.
Manage daily operations of the sales team, providing guidance, coaching, and overseeing both in-office and remote schedules.
Oversee all sales activities, ensuring smooth event management, deal support, and acting as a liaison between account managers and other departments.
Monitor KPIs and ensure adherence to industry regulations and company policies.
Evaluate sales strategies, market trends, and team performance, identifying areas for improvement.
Manage CRM and origination systems, and developed training programs for company-wide use. (ZOHO, Monday, Arive, PowerBI)
Operations/Sales Manager
The Villafana Group - Integrity Home Mortgage Corporation
10.2019 - 04.2024
Led a team of 10+ mortgage professionals, delivering efficient and high-quality loan origination and processing services.
Ensured compliance with federal and state regulations, including RESPA, TRID, and HMDA.
Collaborated with underwriters, loan officers, and closing teams to resolve complex loan issues and expedite approvals.
Oversaw staff training and development, keeping them updated on industry best practices.
Implemented data-driven reporting and analytics to identify trends and improve processes.
Maintained high customer satisfaction through exceptional service and timely communication.
Conducted quality assurance reviews to ensure compliance and policy adherence.
Facilitated cross-functional team meetings to enhance communication and efficiency.
Developed and managed systems for loan origination and CRM (ZOHO, LendingPad, ARIVE, Floify, PowerBI).
Successfully navigated three company changes between 2022-2023. (Company-wide decision)
Senior Mortgage Processor/Owner
Pro Processing
08.2020 - 10.2022
Managed a processing company catering to third-party processing needs for brokerages in the Texas and Louisiana regions
Provided processing and loan officer assistant services, handling files from full application submission through processing to underwriting, and assisting in the closing process to ensure a seamless experience for clients
Weekly pipeline calls were conducted to update partners and address any issues or expectations
Facilitated a hands-off experience for all loan officers, enabling them to focus on generating more business.
On average months, ProProcessing would close around 25 mortgage per month.
Operations Manager
Republic Lending Partners
07.2018 - 07.2022
Spearheaded dynamic training sessions and educational meetings, driving continuous growth and development across the team.
Expertly managed the loan pipeline, ensuring timely execution of tasks and swiftly resolving challenges to meet critical deadlines.
Recruited, onboarded, and mentored loan officers and processors, building a strong, cohesive team.
Managed mortgage call report filings and cultivated strong relationships with lending partners, overseeing compensation plans and resolving any issues.
Proactively stepped in as a loan originator and processor, providing hands-on support to maintain team efficiency and performance.
Lead Mortgage Processor/Loan Officer Assistant
AFI Mortgage Group
11.2017 - 08.2018
Gathered and processed information for each file, guiding it from pre-approval to closing stage
Inputted accurate loan data into the system for processing purposes
Ensured completeness, accuracy, and verification of all loan documentation, adhering to company policies
Verified various loan documents such as income, credit, appraisal, and title insurance, meticulously preparing applications for submission to underwriting
Optimized workflow efficiency by prioritizing tasks based on client needs and deadlines, ensuring timely completion of loans.
Reviewed file documentation, proactively requesting any missing items as necessary
Ordered and coordinated loan documents efficiently
Met critical deadlines as required, maintaining a high level of efficiency and organization
Completed any additional duties or activities as assigned by management
Qualified to assist loan officers in prequalifying loans and structuring suitable loan options for individual borrowers.
Collaborated closely with underwriters to expedite loan approvals, resulting in increased productivity.
Senior Mortgage Processor
PREMIER NATIONWIDE LENDING
06.2017 - 11.2017
Ensured completeness, accuracy, and verification of all loan documentation, in alignment with company policies
Gathered and processed information for each file, guiding it from pre-approval to closing
Inputted precise loan data into the system to facilitate processing
Verified various loan documents including income, credit, appraisal, and title insurance, meticulously preparing applications for underwriting submission
Proactively reviewed file documentation, promptly requesting any missing items as necessary
Efficiently ordered and coordinated loan documents to streamline processes
Consistently met critical deadlines, demonstrating strong organizational skills and attention to detail
Undertook additional duties or assignments as delegated by management
Demonstrated proficiency in assisting loan officers with prequalifying loans and structuring appropriate loan options for borrowers.
Lead Processor
EFast Funding/GoldStar Financial
01.2017 - 06.2017
Ensured completeness, accuracy, and verification of all loan documentation, in alignment with company policies
Gathered and processed information for each file, guiding it from pre-approval to closing
Inputted precise loan data into the system to facilitate processing
Verified various loan documents including income, credit, appraisal, and title insurance, meticulously preparing applications for underwriting submission
Proactively reviewed file documentation, promptly requesting any missing items as necessary
Efficiently ordered and coordinated loan documents to streamline processes
Consistently met critical deadlines, demonstrating strong organizational skills and attention to detail
Undertook additional duties or assignments as delegated by management
Demonstrated proficiency in assisting loan officers with pre-qualifying loans and structuring appropriate loan options for borrowers.
Team Mortgage Processor
Louisiana Mortgage
11.2014 - 07.2015
Ensured completeness, accuracy, and verification of all loan documentation, in alignment with company policies
Gathered and processed information for each file, guiding it from pre-approval to closing
Inputted precise loan data into the system to facilitate processing
Verified various loan documents including income, credit, appraisal, and title insurance, meticulously preparing applications for underwriting submission
Proactively reviewed file documentation, promptly requesting any missing items as necessary
Efficiently ordered and coordinated loan documents to streamline processes
Consistently met critical deadlines, demonstrating strong organizational skills and attention to detail
Undertook additional duties or assignments as delegated by management
Demonstrated proficiency in assisting loan officers with pre-qualifying loans and structuring appropriate loan options for borrowers.
Education
Business Administration - Accounting
McNeese State University
LA
Bachelor In Computer Science -
Western Governors University
Remote
Skills
Microsoft Office Suite
LOS (Encompass, POINT, LendingPad,Arive)
CRM (Salesforce, ZOHO, Monday)
Power BI
Mortgage Origination, Processing, and Underwriting
Credit Analysis
Rate Pricing - Both Broker and Correspondent
Negotiation
Process Improvement
Database Administration
Meeting Facilitation
Communication Skills
Fair Housing regulations
Leadership
Business development
Account management
Mentoring
Quality assurance
Analytics
Financial services
Time management
Certification
NMLS 1783404
Awards
Employee of The Year Award 2022/2023
Timeline
Sales Manager
FlipCo Financial
04.2024 - Current
Senior Mortgage Processor/Owner
Pro Processing
08.2020 - 10.2022
Operations/Sales Manager
The Villafana Group - Integrity Home Mortgage Corporation
Professional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial ServicesProfessional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial Services