KELLY DUNNE
Trinity Oaks Mortgage
Ozark,MO
Work Preference
Work Type
Full TimeContract Work
Location Preference
RemoteOn-SiteHybrid
Location:
Ozark, MO
Open to relocation:
Yes
Minimum Desired Compensation
$90000/yr
3
Certification
20
Years of experience
Accomplished loan processing and operations leader with over 20 years of experience in the mortgage operations. Expertise in managing high-volume loan operations and pipeline management, consistently streamlining workflows while ensuring regulatory compliance. Demonstrated ability to lead cross-functional teams and drive process improvements, enhancing efficiency and delivering exceptional customer service. Proven skills in training and vendor communications that contribute to a robust operational framework that supports organizational success.
Work History
Loan Processing / Funding Manager
1 Year 8 Months- Manage end-to-end processing for a pipeline of approximately 15–20 loans, coordinating requirements to support timely and accurate closings.
- Conduct pre-funding reviews to verify loan documentation and ensure files are complete and accurate prior to funding.
- Coordinate wire requests with warehouse banks and review returned documentation for accuracy before loans are funded.
- Maintain close coordination with processing, underwriting, closing, and funding stakeholders throughout the loan lifecycle.
- Weekly pipeline reviews to maintain productivity and service standards.
LOAN PROCESSING MANAGER
2 Years 10 Months- Directed full-cycle loan processing by coordinating file movement and requirements among processors, underwriters, lenders, and closing parties.
- Led regular team meetings and pipeline reviews to monitor loan status, identify issues, and support timely completion while maintaining investor and regulatory compliance.
- Performed credit analysis and resolved complex loan issues to keep files progressing through the pipeline.
- Elevated customer satisfaction by providing proactive borrower support and implementing continuous staff coaching, resulting in improved service delivery.
- Performed credit analysis and resolved complex loan issues to keep files progressing through the pipeline.
- Managed vendor due diligence and maintained relationships with key operational stakeholders.
- Produced daily and monthly performance reports to monitor productivity and operational results.
- Improved customer satisfaction through proactive borrower communication, issue resolution, and ongoing staff coaching.
PROCESSING MANAGER
2 Years 1 Month- Oversaw processing operations, ensuring adherence to compliance and quality standards.
- Processed a monthly pipeline of approximately 15–20 loans while ensuring files met regulatory, investor, and company requirements within the team.
- Supervised a team of 10 processors, conducting performance evaluations and weekly pipeline reviews to maintain productivity and service standards.
- Collaborated with underwriting teams to resolve loan issues and maintain efficient movement through the processing lifecycle.
- Negotiated vendor contracts and supported process improvements designed to streamline loan operations.
PROCESSING SUPERVISOR
10 Months- Oversaw 20–25 mortgage processors responsible for approximately 30–60 loans daily, coordinating activities across processing, underwriting, and closing teams.
- Conducted monthly performance evaluations and implemented individualized coaching strategies to improve productivity and service quality.
- Monitored workflow and production to identify bottlenecks and maintain consistent loan processing performance.
- Led team meetings, performance reviews, and training focused on systems, regulations, procedures, and operational expectations.
- Monitored and reported key performance indicators to evaluate productivity and identify opportunities for improvement.
- Streamlined operational workflows to support consistent production and service delivery.
SR. LOAN DOCUMENTATION SPECIALIST / TRAINER
2 Years- Prepared and verified loan documentation for various credit transactions while ensuring compliance with lending standards (HMDA, CRA, CIP).
- Coordinated with vendors to meet closing requirements and led onboarding and specialized training programs to enhance team performance.
- Led team meetings, performance reviews, and training focused on systems, regulations, procedures, and operational expectations.
- Monitored and reported key performance indicators to evaluate productivity and identify opportunities for improvement.
- Streamlined operational workflows to support consistent production and service delivery.
TEXAS REGIONAL OPERATIONS TRAINER
3 Years- Designed and delivered comprehensive operational training programs, including manuals, guides, checklists, and supporting materials.
- Trained employees on processes and procedures to promote consistency, efficiency, and operational excellence.
- Conducted quality-control reviews and identified opportunities to strengthen operational performance.
- Maintained strong working relationships with underwriting and funding teams to support effective communication and workflow coordination.
Education
High School Diploma
Skills
Mortgage Loan Processing & Fulfillment
Loan Funding & Pre-Funding Review
Disclosure management
Pipeline & Production Management
Team Leadership & Staff Development
Training & Onboarding
Regulatory & Investor Compliance
Quality Control & Risk Management
Workflow & Process Improvement
KPI & Performance Reporting
Vendor & Stakeholder Management
Underwriting & Closing Coordination
Customer Service & Borrower Support
Accomplishments
- President Club Award 2021 - Trinity Oaks Mortgage - Red Oak, TX
- Recognized as a top leading processing manager for the most volume of loans closed for 6 consecutive months in a row with a total of 600 hundred loans closed - Genpact Mortgage Servicing (2012 - 2015) - Richardson, TX
- Lean/Six Sigma (Greenbelt) Certification - Richardson, TX
Certification
Associate Finance Applications Training Course, Dallas TX - Certificate of Completion 2011, Advanced Career Strategies Course, Irvine CA - Certificate of Completion 2014, Lean/Six Sigma (Greenbelt), Richardson TX - Certificate of Completion 2013
Timeline
Loan Processing / Funding Manager
Trinity Oaks Mortgage
01.2025 - CurrentRead More
LOAN PROCESSING MANAGER
CMG Home Loans
03.2022 - 01.2025Read More
PROCESSING MANAGER
Trinity Oaks Mortgage
10.2020 - 11.2022Read More
PROCESSING SUPERVISOR
CU Members Mortgage
01.2020 - 11.2020Read More
SR. LOAN DOCUMENTATION SPECIALIST / TRAINER
First United Bank & Trust
01.2018 - 01.2020Read More
TEXAS REGIONAL OPERATIONS TRAINER
Wallick & Volk
01.2015 - 01.2018Read More
Edison High School
High School Diploma
Read More