Kimberly Petrie
Sparks,NV
Summary
A seasoned Mortgage Branch Manager with a proven track record at Planet Home Lending, I excel in driving operational efficiency and team management. Leveraging skills in credit analysis and sales leadership, I've consistently enhanced branch performance and sales revenue, achieving significant growth and maintaining compliance. My approach combines strategic problem-solving with effective staff training, fostering both client satisfaction and team development.
Overview
15
15
years of professional experience
Work History
Mortgage Branch Manager
Planet Home Lending
08.2024 - Current
- Successfully navigated challenging economic periods by adopting proactive measures aimed at mitigating potential negative impacts on branch performance levels.
- Managed a team of loan officers, ensuring high performance and achieving monthly sales goals.
- Conducted thorough risk analysis assessments before approving loans, minimizing default rates within the portfolio consistently over time.
- Ensured compliance with state and federal regulations by conducting regular audits and reviewing employee files.
- Negotiated favorable terms with lenders on behalf of clients to secure competitive mortgage options for their individual financial needs.
Sales Manager
Axia Home Loans
07.2022 - 08.2024
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
Mortgage Sales Manager
Hometown Lenders
03.2019 - 07.2022
- Implemented a customer retention program that improved long-term relationships and increased repeat business from existing clients.
- Increased mortgage sales by implementing effective training programs and coaching techniques for the sales team.
- Coordinated with marketing team on promotional strategies tailored specifically for the local market demographics.
- Negotiated favorable terms with vendors for best possible pricing on various products used within the department''s daily operations .
- Developed customized solutions for clients with unique financial needs by collaborating with internal teams and external partners.
Mortgage Loan Officer
Academy Mortgage Corporation
05.2009 - 03.2019
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
Education
High School Diploma -
Saint Genevieve's High School
Panorama City, CA06.1987
Skills
- Operational Efficiency
- Team Management
- Sales Leadership
- Credit analysis
- Pipeline Management
- Loan Origination
- Staff Training and Development
- Conflict resolution techniques
- Problem-Solving
Timeline
Mortgage Branch Manager
Planet Home Lending
08.2024 - Current
Sales Manager
Axia Home Loans
07.2022 - 08.2024
Mortgage Sales Manager
Hometown Lenders
03.2019 - 07.2022
Mortgage Loan Officer
Academy Mortgage Corporation
05.2009 - 03.2019
High School Diploma -
Saint Genevieve's High School
Similar Profiles
Philip HourihanPhilip Hourihan
Senior Loan Officer at Planet Home LendingSenior Loan Officer at Planet Home Lending
Sheryl CatalanoSheryl Catalano
Senior FHA/VA, Conventional Underwriter at PLANET HOME LENDINGSenior FHA/VA, Conventional Underwriter at PLANET HOME LENDING
LEAH GREENLEAH GREEN
Renovation Draw Specialist at Planet Home LendingRenovation Draw Specialist at Planet Home Lending