Summary
Overview
Work History
Skills
References
Timeline
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Julia N. Newton

Columbia,MO

Summary

Accomplished mortgage professional with a successful track record of origination, management and customer service. Self-motivated with a high attention to detail.

Overview

22
22
years of professional experience

Work History

Assistant Vice President Sales Manager

TOTAL LENDING CONCEPTS
04.2022 - 09.2024
  • Managed Loan Officer's leads and Realtor relationships
  • Assist Loan Officers with structuring loans and navigate guidelines
  • Established high-performance within the team by setting clear expectations and providing regular feedback on individual performance contributions
  • Trained and guided team members to maintain high productivity and sales performance
  • Assisted in recruiting, hiring and training of Loan Officers
  • Implemented data-driven decision-making processes, leading to more informed strategic choices and improved overall performance
  • Enhanced communication between departments by developing effective reporting structures and information-sharing platforms

Transaction Coordinator/Loan Coordinator

VETERANS UNITED HOME LOANS
11.2017 - 04.2022
  • Effectively communicated with Borrowers, Loan Officers, Underwriters, Closers and other 3rd parties that were involved in the transaction, responding promptly to inquiries and requests via phone or email
  • Managed a pipeline from Application to Funding within required turn times and quality standards
  • Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly.
  • Conducted consistent follow-ups with clients to address any concerns or questions related to their transactions promptly.
  • Requested, received, reviewed and organized all necessary items to complete loan approval
  • Reviewed and analyzed credit, income and asset documentation for underwriting

Senior Loan Officer NMLS 1313061

VETERANS UNITED HOME LOANS
03.2015 - 11.2017
  • Called leads and educated borrowers on loan process and products
  • Communicated loan status regularly with customers, responding promptly to inquiries and concerns via email and phone
  • Analyzed borrowers’ credit for pre-approval or denial of loan applications
  • Analyzed and managed numbers to increase and ensure efficiencies and meet company goals

Center Manager

BEST BUY HOMECARE
04.2009 - 06.2014
  • Managed daily operations by supervising a staff of seven members, emphasizing on sales, customer service and quality patient care
  • Established a professional work environment, including written employee policies
  • Improved worker efficiency as the company grew its patient population
  • Increased growth annually
  • Met and exceeded monthly goals for sales and customer service
  • Responsible for hiring and human resources
  • Developed and maintained physician, assisted living and hospital accounts
  • Maintained various reports for the Northwest region of Missouri
  • Trained new managers across the region

Assistant Director of Operations

TIMELINE RECRUITING
10.2006 - 04.2009
  • Responsible for accounts payable and receivable
  • Assisted with human resources
  • Coordinated contracts with hospital executives
  • Designed marketing for recruiters and physicians
  • Trained new office staff
  • Sourced new hospitals for the development of new business

Sales professional

LEGEND MERCEDES-BENZ
06.2002 - 10.2006
  • Responsible for the sale of Mercedes-Benz vehicles
  • Maintained an extensive customer base
  • Created advertising and developed ways to reach new customers
  • Managed the sale of highline vehicles on eBay

Skills

  • Active NMLS license
  • Excel in guidelines and product knowledge
  • Ability to optimize work and production procedures
  • Experienced in sales and creative marketing
  • Ability to meet and exceeded sales and profit margin goals
  • Knowledgeable in Encompass
  • Hiring, Training and Coaching
  • Report Preparation
  • Effective relationship building
  • Business Development

References

References and letters of recommendation available on request.

Timeline

Assistant Vice President Sales Manager

TOTAL LENDING CONCEPTS
04.2022 - 09.2024

Transaction Coordinator/Loan Coordinator

VETERANS UNITED HOME LOANS
11.2017 - 04.2022

Senior Loan Officer NMLS 1313061

VETERANS UNITED HOME LOANS
03.2015 - 11.2017

Center Manager

BEST BUY HOMECARE
04.2009 - 06.2014

Assistant Director of Operations

TIMELINE RECRUITING
10.2006 - 04.2009

Sales professional

LEGEND MERCEDES-BENZ
06.2002 - 10.2006
Julia N. Newton