Motivational Team Leader with a track record of implementing process improvements that enhance efficiency and reduce costs. Skilled in monitoring and training employees to elevate performance and achieve challenging targets. Proven ability to develop and manage high-performing teams through proactive training and effective issue resolution.
Overview
17
17
years of professional experience
Work History
Team Lead/Associate – Underwriting Standards (NUC)
Fannie Mae
Atlanta
09.2010 - 10.2024
Supervised, trained and mentored a team of 20 underwriters that consistently ranked #1 or #2 in both production and quality control metrics
Performed second-level reviews of files identified as higher risk
Project leader for Investment Banking Private Label Securities (Non-QM mortgages) including participation in lender calls
Worked directly with internal credit policy team to publish updates to the Selling Guide
Developed, designed, and implemented complex income and asset calculation tools, which were integrated into internal technologies.
Created and maintained complex reports to track team production and underwriting quality, as well as, to identify performance trends of outsource vendors
Used expert knowledge of GSE and Private Investor lending guidelines and policies to create training tools and reference materials in order to increase production and implement process efficiencies
Worked directly with senior management to establish and administer internal policies and procedures
Participated in Fannie Mae’s psychological safety task force to create a workplace environment where employees feel comfortable taking risks, sharing ideas, and making mistakes without fear of negative consequences
Sr. Forensic Quality Control Underwriter
LPS Capital Markets
Atlanta
02.2009 - 07.2010
Top producer out of 30 underwriters
Consistently produced 20% to 40% above daily and monthly goal
Maintained a 95% or greater approval rating based on Fannie Mae’s internal review of work completed
Used expert knowledge of Fannie Mae and other GSE/ investor guidelines and policies to perform quality assurance reviews of post-purchase loan files, as well as, early payment default and post-foreclosure files
Identified significant findings related to issues that were material to the underwriting of the original credit file
Issued repurchase letter when significant findings are identified
If research was inconclusive, worked directly with Fannie Mae to verify underwriting guidelines and variances and/or obtain additional guidance
Worked with senior management to establish and administer internal policies and procedures
Due Diligence Manager
Beltway Capital Management
Nashville
04.2008 - 12.2008
Developed, designed and implemented a new proprietary due diligence review system, which increased productivity by 80%
Managed due diligence reviews and appraisal audits on pools of sub-performing and non-performing loan portfolios offered for sale on the secondary mortgage market
Acted as liaison between sellers and due diligence staff; obtained consultant/contractor availability and kept all staff informed of review-related information
Established and administered credit policy and oversaw operations in the areas of due diligence, collateral review and servicing transfer
Worked directly with managing principal partners to determine potential refinance opportunities, and well as other loss mitigation and exit strategies
Education
Bachelor of Music - Classical Music Performance
University of Tennessee
Knoxville, Tennessee
05.1995
Skills
Team leadership
Underwriting standards
Risk assessment
Data analysis
Process improvement
Quality control
Performance tracking
Training development
Employee training
Operations management
Onboarding and orientation
Team motivation
References
References available upon request.
Timeline
Team Lead/Associate – Underwriting Standards (NUC)
Municipal Underwriting Senior Associate Team Lead at RBC Capital Markets LLCMunicipal Underwriting Senior Associate Team Lead at RBC Capital Markets LLC
<ul><li>During my time as a Key Holder at UGG, I was entrusted with the responsibility of overseeing store operations and ensuring a positive customer experience</li><li>I managed key aspects of the retail environment, including opening and closing procedures, cash handling, and ensuring merchandise presentation standards were met</li><li>Additionally, I provided leadership support to the sales team and assisted in resolving customer inquiries and concerns</li><li>Oversaw opening and closing procedures, including cash management and security protocols</li><li>Provided leadership and guidance to the sales team, contributing to a positive and motivated work environment</li><li>Ensured merchandise presentation standards were consistently met to enhance the overall shopping experience</li><li>Resolved customer inquiries and concerns in a professional and efficient manner, resulting in high levels of customer satisfaction</li></ul> at UGG<ul><li>During my time as a Key Holder at UGG, I was entrusted with the responsibility of overseeing store operations and ensuring a positive customer experience</li><li>I managed key aspects of the retail environment, including opening and closing procedures, cash handling, and ensuring merchandise presentation standards were met</li><li>Additionally, I provided leadership support to the sales team and assisted in resolving customer inquiries and concerns</li><li>Oversaw opening and closing procedures, including cash management and security protocols</li><li>Provided leadership and guidance to the sales team, contributing to a positive and motivated work environment</li><li>Ensured merchandise presentation standards were consistently met to enhance the overall shopping experience</li><li>Resolved customer inquiries and concerns in a professional and efficient manner, resulting in high levels of customer satisfaction</li></ul> at UGG
<ul><li>- Working in Collaboration with the Central Quality team in the development of Quantitative checklists for Aggregate reports.</li><li>- Performing QR of Safety reports i.e, PADER, DSUR, PBRER and DSURs.</li><li>- Managing QR Team for Safety reports and acting as a training lead for Safety Writing Team.</li><li>- Prepared and Performed QC of the trackers for RSI project.</li><li>- Performed Quality review of cases in Argus database for VOQR project. Created error-free reports and other outputs according to tightly defined specifications to ensure timely reporting of assigned job to program management.</li><li>- Participating in weekly meetings on a regular basis to understand the client's requirement for a particular program and ensure that the team meets or exceeds the targets in terms of quality, quantity within the scope of time constraints</li><li>- Responsible for reviewing the SOPs, job aids as per program specific requirements.</li><li>- Acting as a subject matter expert and helping the team members with day-to-day trouble shooting activities.</li><li>- Signal detection and risk management plan authoring or other assigned PV related activities for client's product(s), per the regulations and SOPs when required.</li><li>- Exhibiting a growing awareness of program strategy and thinking capability alongside independence.</li><li>- Reviewing and providing solutions for issues relating to program delivery or escalating appropriately to the Team Lead / Program Lead as required.</li><li>- Providing standards for gathering information for use in trend analysis.</li><li>- Involved in people development in partnership with PDG leads.</li><li>- Ensuring that all training (internal training and client training) are successfully completed in a timely manner.</li></ul> at Syneos Health<ul><li>- Working in Collaboration with the Central Quality team in the development of Quantitative checklists for Aggregate reports.</li><li>- Performing QR of Safety reports i.e, PADER, DSUR, PBRER and DSURs.</li><li>- Managing QR Team for Safety reports and acting as a training lead for Safety Writing Team.</li><li>- Prepared and Performed QC of the trackers for RSI project.</li><li>- Performed Quality review of cases in Argus database for VOQR project. Created error-free reports and other outputs according to tightly defined specifications to ensure timely reporting of assigned job to program management.</li><li>- Participating in weekly meetings on a regular basis to understand the client's requirement for a particular program and ensure that the team meets or exceeds the targets in terms of quality, quantity within the scope of time constraints</li><li>- Responsible for reviewing the SOPs, job aids as per program specific requirements.</li><li>- Acting as a subject matter expert and helping the team members with day-to-day trouble shooting activities.</li><li>- Signal detection and risk management plan authoring or other assigned PV related activities for client's product(s), per the regulations and SOPs when required.</li><li>- Exhibiting a growing awareness of program strategy and thinking capability alongside independence.</li><li>- Reviewing and providing solutions for issues relating to program delivery or escalating appropriately to the Team Lead / Program Lead as required.</li><li>- Providing standards for gathering information for use in trend analysis.</li><li>- Involved in people development in partnership with PDG leads.</li><li>- Ensuring that all training (internal training and client training) are successfully completed in a timely manner.</li></ul> at Syneos Health