Keith M. Bolin
Simla,Colorado
Summary
Adaptable professional with 20 years of work experience and proven knowledge of management, leadership, problem-solving, profit & loss for healthy balance sheets, and workflow prioritization. Aiming to leverage my abilities to successfully fill your “Patient Services Specialist”. US Army Medical Specialist Combat Medic 91B
Overview
32
32
years of professional experience
1
1
Certification
Work History
MEDICARE INS AGENT
UNITED HEALTH GROUP
07.2023 - 08.2024
- Sales of Medicare Advantage Insurance products to incoming callers remotely
- Call center environment fielding incoming calls for sales and customer service remotely
Sr. Loan Officer
CROSS COUNTRY MORTGAGE
02.2020 - 04.2023
- Sales of residential mortgages, specializing in VA loans, purchase money, IRRRL and cash out refinancing
- Training of new loan officers, scheduling, coaching, time management, problem solving
- Approved loans within specified limits and referred loan applications outside those limits to upper management for approval
Loan Consultant
American Financing
08.2015 - 01.2020
- Responsible for sales of home mortgage products of 1st mortgages to prospective and current homeowners that called into office seeking either refinance or purchase money
- Maintaining average monthly sales of $2,400,000
- Marketing our services to those with credit challenges, and realtors with hard to place purchase clients
Loan Consultant
Taylor Morrison/Mattamy Home Funding LLC
05.2013 - 07.2015
- Loan origination from five different new home communities
- Working closely with 15 New Home Consultants, preforming prequalification on new prospects letting the NHC know if they should write the contract or if there will be issues with the buyer
- Participating in backlog meetings updating management the status of each loan in process
- Contacting borrowers completing applications and keeping them apprised of the status of their loan application
- Preparing loan disclosures to submit to the borrower within RESPA guidelines
- Collecting conditions, documentation, paystubs, W-2's tax returns, etc
- Reviewing documentation, basically underwriting tax returns and documents prior to submitting to the processing center to either approve or deny loan applications based on the borrower's credit profile
- Meeting with the NHC in each community, spending time in the community to show a financial presence for the perspective buyer
Loan Consultant
Pulte Mortgage, LLC
08.2009 - 04.2013
- Managed a loan pipeline of over 110 loans
- Average loan closings of over 15 loans per month
- Provide escalation support between sales teams and external vendors and customers to ensure expeditious processing
- Provide updates and reporting as appropriate to Regional Manager and Area Managers so the processing team is effective in the administration of each loan processing transaction
- Ensure loan processing transactions are completed appropriately and in a timely manner
Production Manager
Custom Home Lending, Inc
06.2006 - 04.2009
- High-profile management position accountable for soliciting accounts and developing alliances with clientele
- Accountable for sales of consumer loan products, leading a sales team of 35 loan officers and 13 administrative staff, conducted weekly sales meetings, performance reviews with all staff
- Devise and implement innovative marketing principles and promotional sales events for commercial projects to further support financial growth
- Managed regional operational profit & loss for healthy balance sheet
Branch Manager
Town & Country Credit Corporation
01.2001 - 05.2006
- Conducted loan pipeline management of first mortgages, operations procedure and forecasting
- Lead the activities and/or operations of a loan a production team responsible for customer service, loan processing, documentation, pre-closing/ closing tasks, loan monitoring, and may include underwriting activities
- Partner with Regional business leadership and Site Fulfillment Leadership in establishing best business practices, while adhering to company policies and conduct resource needs assessment by forecasting and trending of pipeline to appropriately staff and manage the workload of span of control
- Maintained average production of $38.7 million underwriting first mortgages for the branch
- Maintained fully staffed office with only 2% turnover including processing, underwriting, and closing department staff
Regional Sales Manager
National Finance Corporation
03.1995 - 12.2000
- Performed policy Planning and Organization, Operations Procedural Writing, Personnel Selection, Forecasting, resulting in increased production and motivation, reflecting in substantial Revenue growth from $18.5 million to $31.25 million monthly offering prime and sub-prime 1st and 2nd mortgages, and consumer financial products
- Participate in strategic planning discussions for the Region and providing recommendations regarding future direction
Sales Manager
Reserve Financial Services
09.1992 - 02.1995
- Responsible for sales of purchase money mortgages products, managing staff of 15 loan officers and 5 administration personnel
- Leading a sales team of 15 Loan Officers, Conducted weekly sales meeting, Performance reviews of all loan officers
- Working with area realtors soliciting purchase money loans, Created and Implemented sales training courses that strengthened area presence and improved unit sales by 20 percent
Education
No Degree - Accounting
National Business College
Denver, COMedical Specialist - 91B Training
US Army
Ft Sam Houston, TXAssociate of Science - Accounting
Arapahoe Community College
Englewood, CO06.1981
Skills
- Analytical and Critical Thinking
- Loan File Maintenance
- Loan Feasibility Assessment
- Creditworthiness Determination
- Credit Management
- Credit History Review
- Profit and Loss Management
Certification
- NMLS #211313
- CO MLO #100500857
- CO INS #790686
- NATIONAL INS #13021763
References
References available upon request
Timeline
MEDICARE INS AGENT
UNITED HEALTH GROUP
07.2023 - 08.2024
Sr. Loan Officer
CROSS COUNTRY MORTGAGE
02.2020 - 04.2023
Loan Consultant
American Financing
08.2015 - 01.2020
Loan Consultant
Taylor Morrison/Mattamy Home Funding LLC
05.2013 - 07.2015
Loan Consultant
Pulte Mortgage, LLC
08.2009 - 04.2013
Production Manager
Custom Home Lending, Inc
06.2006 - 04.2009
Branch Manager
Town & Country Credit Corporation
01.2001 - 05.2006
Regional Sales Manager
National Finance Corporation
03.1995 - 12.2000
Sales Manager
Reserve Financial Services
09.1992 - 02.1995
Medical Specialist - 91B Training
US Army
No Degree - Accounting
National Business College
Associate of Science - Accounting
Arapahoe Community College
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