Kenzie Parsons (Chapa)

• Streamlined operations across multiple financial brokers.
• process for 20+ different lenders through their online portal (UWM, PennyMac, Angel Oak, The Loan Store, PRMG, Acra, etc)
• utilize Arive LOS system and Lending Pad
• utilize Trello as a way to stay organized with my pipeline
• carry a pipeline of 20-25+ loans (both refis and purchases)
• process the following loan types: DSCR, Conventional, FHA, VA, etc
• Once I am assigned a new loan: register with the lender, send initial disclosures, order appraisal/title and submit to UW once disclosures are signed. Take the loan to the finish line. Prior to CTC, I balance with title. Once CTC and in closing, correspond with title and send final closing package. Once funded, I complete all compliance requirements for the broker and ensure the broker check is sent to the correct address in a timely manner.

• I worked directly with brokers and branch managers, processed loans through Encompass for 2-3 different branches at a time, while maintaining a relationship with each loan officer, branch manager, and my borrowers.
• Successfully managed a pipeline of 30-50 loans consisting of both refinances and purchases.
• Sent all my own disclosures (loan estimates, closing disclosures, etc)
  

Shop Your Own Mortgage classifies as a broker that works with various lenders nationwide. While processing for SYO, I successfully processed for lenders such as Quicken, Caliber Home Loans, United Wholesale Mortgage, Loan Depot, SunWest Mortgage, Bluepoint Mortgage, NewRez, Carrington, Orion, etc. I utilized our CRM system, HubSpot, while keeping track of loans in each lender portal, as well as Encompass.
• Ordered VOI's and VOA's through Finicity.

• Ordered VOE's through DataVerify or manually.

• Ordered appraisals via the lender portal and/or the AMC (Class Valuation, etc.).

• Updated notes, deal stages, etc. daily through HubSpot for each loan.

• Successfully maintained a pipeline of 30-40 loans. 80% refi and 20% purchase.
• Scheduled closing with title, borrower(s), and mobile notary services.

• Utilized lender portals to balance closing figures with title and to issue final closing documents.

• Trained all Dallas new hires on Encompass, HubSpot, and each lender portal.

• Recognized for teaching a diverse curriculum consisting of sign language, motor and sensory skills
  and social development
• created and implemented lesson plans in advance Established positive relationships with students and families.
• Modeled positive behavior and communication skills for students.
• Observed children to identify individuals in need of additional support, and developed strategies to improve assistance.
• Developed innovative activities to engage young children in the learning process.

• Managed club operations, third-party vendors, client relations, and accounting processes.

• Redesigned club access procedures for clients to better assist with account resolution.

• Utilized the POS system to charge client accounts and reverse payments as needed.

• Developed relationships with new and existing clients.

• Scheduled new prospects for facility tours, using InTouch.

• Performed program presentations to new clients.

• Conducted cold-calling campaigns for corporations and individuals.

• Managed vendor relationships and maintained the scheduling of deliveries.

• Renewed client accounts for billing and profile accuracy.