Kevin Ungar
Woodbury,NY
Summary
Highly accomplished professional with 24 years of experience in mortgage lending, financial advisory, client relationship management, and commercial real estate operations. Proven expertise in managing mortgage lending teams, driving loan production, optimizing lending processes, and ensuring regulatory compliance. Adept at developing and implementing sales strategies, coaching teams, and collaborating with cross-functional departments to enhance operational efficiency. Additionally, I bring hands-on experience managing a diverse portfolio of commercial properties, overseeing property operations, negotiating leases, and ensuring profitability. Licensed Mortgage Loan Originator (NMLS# 57552) and Licensed Real Estate Professional in New York. Seeking to transition into a leadership role within mortgage lending or financial services, leveraging extensive industry experience, strategic vision, and team development skills.
Overview
32
32
years of professional experience
Work History
Senior Mortgage Banker
CrossCountry Mortgage
04.2022 - Current
- Lead mortgage origination efforts, managing client relationships and guiding borrowers through the loan application process
- Analyze financial documents, assess creditworthiness, and determine optimal mortgage solutions for clients
- Develop and implement marketing strategies to drive loan production and enhance client engagement
- Collaborate with processing and underwriting teams to ensure timely loan approvals and closings
- Stay current on industry trends, loan products, and regulatory changes to provide expert guidance to clients
Real Estate Management Associate
LMG Management Ltd.
Glen Cove, NY
06.2015 - Current
- Oversee operations of commercial real estate properties, including shopping centers, warehouses, and office spaces
- Manage lease negotiations, renewals, and tenant relationships to optimize occupancy rates and rental income
- Coordinate maintenance, budgeting, and vendor management to ensure seamless property operations
- Conduct financial analysis and risk assessment to support investment decisions and property enhancements
- Part-Time
Senior Mortgage Banker
GuardHill Financial Corp.
09.2013 - 03.2022
- Managed a pipeline of mortgage applications, ensuring compliance with lending policies and regulatory requirements
- Developed strong referral partnerships with real estate agents, attorneys, and financial advisors to generate business
- Led client consultations to evaluate financial needs and recommend appropriate mortgage products
- Worked closely with underwriters and processors to resolve loan application issues and streamline the approval process
Senior Mortgage Broker
Apple Mortgage Corp.
06.2001 - 08.2013
- Originated and processed residential mortgage loans, maintaining strong relationships with clients and lenders
- Managed end-to-end loan transactions, from application to closing, ensuring efficiency and client satisfaction
- Built a network of real estate professionals and financial advisors to expand loan origination opportunities
Bagel Shop Owner & Operator
Bay Terrace Bagels
Bay Terrace, NY
01.1993 - 01.2001
- Owned and operated a successful bagel shop, managing daily operations, staff, and customer service
- Developed business growth strategies, including marketing and cost control measures, to drive profitability
- Oversaw budgeting, vendor negotiations, and inventory management to optimize financial performance
Education
Bachelor of Arts - Political Science
State University of New York At Albany
Albany, NY01.1991
Skills
- Mortgage Loan Origination
- Sales Leadership
- Team Coaching
- Team Development
- Strategic Client Relationship Management
- Regulatory Compliance
- Risk Management
- Process Optimization
- Operational Efficiency
- Commercial Real Estate Management
- Residential Real Estate Management
- Financial Analysis
- Underwriting
- Vendor Management
- Partnership Management
Timeline
Senior Mortgage Banker
CrossCountry Mortgage
04.2022 - Current
Real Estate Management Associate
LMG Management Ltd.
06.2015 - Current
Senior Mortgage Banker
GuardHill Financial Corp.
09.2013 - 03.2022
Senior Mortgage Broker
Apple Mortgage Corp.
06.2001 - 08.2013
Bagel Shop Owner & Operator
Bay Terrace Bagels
01.1993 - 01.2001
Bachelor of Arts - Political Science
State University of New York At Albany
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