Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kevin Conboy

Chicago,IL

Summary

Experienced Mortgage Technology Specialist with a proven track record of delivering efficient and effective support to users navigating mortgage applications. Skilled in developing junior staff and contributing to the optimization of operational processes. Dedicated to ensuring seamless operations by implementing best practices and policies while maintaining the highest level of customer service.

Overview

7
7
years of professional experience

Work History

Mortgage Technology Support II

Summit Funding Inc
06.2023 - Current
  • Supported internal users with mortgage applications like Encompass, nCino, etc.
  • Assisted in resolving trending issues across departments.
  • Established positive working relationships with internal stakeholders, effectively communicating technical concepts in a clear manner.
  • Remained current on vendor and internal process updates, collaborating with affected users to implement necessary changes.
  • Improved customer satisfaction by employing effective communication methods, including phone calls, emails, and Microsoft Teams, in a cohesive approach.
  • Streamlined help desk processes for improved response times and customer satisfaction.

Mortgage Technology Support I

Summit Funding Inc
06.2021 - 06.2023
  • Encompass LOS administration and end user support via phone, email and chat
  • Additional administration and support in Consumer Connect, SimpleNexus, VALGY, FHA Connection, USDA GUS and various other vendor services
  • Overseeing all Tier 1 support tickets related to POS software implementation
  • Ticket handling through Jira Service Management queues

Team Loan Officer

Caliber Home Loans
03.2020 - 11.2020
  • Personally managed $3 million per month in mortgage sales volume
  • Generated loan estimates and conducted 60 cold calls weekly to existing database of potential borrowers
  • Collected all necessary documentation and evaluated creditworthiness
  • Prepared and submitted loan applications in line with national/state law and loan program guidelines
  • Maintained strict confidentiality of financial records and client information.

Junior Loan Officer

First Heritage Mortgage
04.2017 - 04.2020
  • Worked alongside Sr VP/LO managing pipeline of $60 million in mortgage sales volume
  • Assisted in processing in Encompass LOS, as well as marketing, lead generation, client intake and communication
  • Maintained strict confidentiality of financial records and client information.
  • Assisted with implementation of SimpleNexus with end user testing

Education

Economics -

University of South Carolina - Columbia
Columbia, SC

Skills

  • Encompass LOS Administration
  • Assessing and restructuring business processes to address identified inefficiencies
  • Mortgage Software Testing and Validation
  • White-Glove Customer Service
  • Analytical Thinking and Problem-Solving
  • Mission Critical Application Configuration
  • Eagerness to Learn New Technologies and Processes

Timeline

Mortgage Technology Support II

Summit Funding Inc
06.2023 - Current

Mortgage Technology Support I

Summit Funding Inc
06.2021 - 06.2023

Team Loan Officer

Caliber Home Loans
03.2020 - 11.2020

Junior Loan Officer

First Heritage Mortgage
04.2017 - 04.2020

Economics -

University of South Carolina - Columbia
Kevin Conboy