Kolleen Organek
Charlotte,NC
Summary
Accomplished Branch Manager with a proven track record at Direct Mortgage Loans, enhancing customer satisfaction and streamlining operations for efficiency. Expert in relationship building and risk mitigation, I have significantly contributed to revenue growth and regulatory compliance. Skilled in financial services and critical thinking, I excel in fostering client relationships and driving results.
Overview
15
15
years of professional experience
Work History
Branch Manager / Mortgage Loan Originator
Direct Mortgage Loans
Charlotte, NC
01.2022 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions and fostered continued relationships.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Presented and reviewed detailed financial information with customers.
- Built relationships with other business professionals that resulted in consistent referrals.
- Mastered the solutions oriented mindset necessary to close complex mortgage transactions while meeting all necessary program guidelines.
- Collaborated with other branches for continued growth as well as the marketing department to continue to promote our brand and increase business.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Mortgage Loan Originator
Wolfe Financial Dba Integrity Mortgage Group
Charlotte, NC
11.2018 - 01.2022
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
Real Estate Broker
Roost Real Estate
Mooresville, NC
01.2014 - 11.2018
- Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
- Negotiated favorable contract terms for clients by effectively leveraging market knowledge and strong communication skills.
- Negotiated real estate contracts to navigate transactions between buyers and sellers.
- Facilitated successful negotiations between buyers and sellers to reach mutually beneficial agreements in a timely manner.
Real Estate Broker
RE/MAX Executive Realty
Cornelius, NC
01.2010 - 01.2014
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
Education
N/A - Completed One Year of Studies
SUNY Ulster Community College
Stone Ridge, NYHigh School -
Rondout Valley High School
Accord, NY06.2007
Skills
- Branch Operations Management
- Customer Service
- Customer Relationships
- Excellent time management skills
- Attention to Detail
- Coaching and Mentoring
- Team Supervision
- Relationship building and management
- Client Relationship Management
- Verbal/written communication
- Employee Development
- Decision-Making
- Sales management
- Process Improvement
- Account Review
- Product Training
- Proficient in MS Office
- Project Management
- Goals and performance
- Documentation
- Risk Mitigation
- Public Speaking
- Financial Services
- Loan Documentation
- Key Performance Indicators
- Marketing
- Loans
- Revenue Generation
- Risk Analysis
- Regulatory Compliance
- Information Security
- FHA loan process background
- Willing to Learn
- Critical Thinking
Timeline
Branch Manager / Mortgage Loan Originator
Direct Mortgage Loans
01.2022 - Current
Mortgage Loan Originator
Wolfe Financial Dba Integrity Mortgage Group
11.2018 - 01.2022
Real Estate Broker
Roost Real Estate
01.2014 - 11.2018
Real Estate Broker
RE/MAX Executive Realty
01.2010 - 01.2014
N/A - Completed One Year of Studies
SUNY Ulster Community College
High School -
Rondout Valley High School