Summary
Overview
Work History
Education
Skills
Timeline
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Kimberly Ferrell

Eugene,OR

Summary

Branch Operations Manager dedicated to increasing efficiency, streamlining procedures and improving employee morale with hands-on leadership style.

My background includes revising standard procedures, covering all operational areas, in order to maximize mortgage profitability. Performance-driven and forward-thinking leader with a resourceful approach.

I am experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.

Overview

20
20
years of professional experience

Work History

Branch Operations Manager

American Pacific Mortgage
09.2012 - Current
  • Maintained friendly and professional customer interactions.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Performed monthly compliance checks.
  • Assessed employee performance and developed improvement plans.
  • Trained employees on proper procedures and strategies to improve productivity.
  • Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
  • Coordinated teams to devise efficient marketing strategies and meet company objectives.
  • Complied with regulatory guidelines and requirements.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Engaged employees in business processes with positive motivational techniques.
  • Generated financial and operational reports to assist management with business strategy.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Resolved various issues impacting sales management and business operations.
  • Examined customer loan applications for loan approvals and denials.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.

Loan Processor

Precision Funding
09.2005 - 09.2012
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Set up and completed loan submission packages.
  • Developed and maintained relationships with customers and loan officers to establish smooth loan process.
  • Utilized loan origination software to process and track loan applications.
  • Handled any conditions sent from underwriting departments.
  • Processed loans within various departments to achieve timely, accurate, and fair proceedings.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Collaborated with loan officers to develop strategies for managing loan application processing.
  • Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
  • Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted customers with completing loan applications and other paperwork.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Developed and maintained relationships with customers, lenders and other third parties.

Receptionist

Kiya Movassaghi, MD
04.2004 - 09.2005
  • Greeted incoming patients professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Maintained confidentiality of information regarding clients and company.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Answered phone promptly and directed incoming calls to correct offices.

Education

High School Diploma -

Cottage Grove High School
Cottage Grove, OR
06.2002

Skills

  • Compliance Reviews & Reporting
  • Federal Regulations
  • Compliance Reporting
  • Attention to Detail
  • Branch Operations Management
  • Excellent Time Management Skills
  • Excellent Work Ethic
  • Employee Development
  • Staff Supervision
  • Operational Reports
  • Work Prioritization
  • Human Resources Knowledge
  • Performance Reviews
  • Risk Mitigation
  • Process Improvement
  • Interviewing and Hiring
  • Shift Scheduling
  • Relationship Building and Management

Timeline

Branch Operations Manager

American Pacific Mortgage
09.2012 - Current

Loan Processor

Precision Funding
09.2005 - 09.2012

Receptionist

Kiya Movassaghi, MD
04.2004 - 09.2005

High School Diploma -

Cottage Grove High School

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Kimberly Ferrell