Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

KORY ALMASSI

Santa Rosa,California

Summary

Driven professional with experience in financial operations and strategic planning. Demonstrated ability to effectively monitor financial performance and provide sound financial guidance to executive teams. Skilled in developing budgets and financial forecasts, as well as overseeing financial reporting, accounts payable/receivable, and payroll. Possesses excellent problem-solving, communication, and leadership skills.

Overview

37
37
years of professional experience

Work History

Area Mortgage Manager

Us Bank Home Mortgage
Santa Rosa, CA
10.2010 - Current
  • Provided training sessions for staff members regarding regulatory compliance issues
  • Reviewed existing processes for potential improvements that would reduce costs or improve service delivery times
  • Developed marketing materials that increased brand awareness among potential customers.
  • Managed the daily operations of a team of mortgage loan processors.
  • Ensured timely closings by coordinating with title companies, appraisers, lenders, attorneys, real estate agents and other parties involved in the transaction.
  • Provided ongoing training sessions for new hires on various aspects of the mortgage process.
  • Analyzed competitors and market trends to facilitate business growth.
  • Generated periodic reports on loan originations activities for management review.
  • Assisted customers in resolving complex issues related to their mortgages or refinancing options.

Area Mortgage Manager

Washington Mutual/Chase
SANTA ROSA, CA
07.2007 - 10.2010
  • Developed marketing materials that increased brand awareness among potential customers
  • Monitored daily pipeline activity in order to identify trends or areas needing improvement
  • Managed a team of mortgage loan officers to meet production goals and objectives
  • Established relationships with real estate agents, brokers, and other external partners to increase referrals
  • Recruited staff members and oversaw training programs.

Mortgage Branch Manager

Wells Fargo Home Mortgage
Napa, California
04.2006 - 07.2007
  • Managed and supervised a team of loan officers, processors and other staff.
  • Conducted regular meetings with staff to discuss goals, objectives, policies, procedures and performance.
  • Established sales quotas and monitored progress towards goals.
  • Provided training on the latest industry regulations and best practices.
  • Monitored compliance with federal, state and local laws governing mortgage lending operations.
  • Oversaw loan process from origination through closing to check that every client received exemplary service.

Bank Manager

Washington Mutual
Seattle, Washington
09.1987 - 04.2006
  • Recruited, trained, supervised, evaluated, and developed staff members in accordance with company policies
  • Assisted in creating marketing campaigns to attract new clients
  • Led teams in the development of innovative banking products that increased revenue growth by 20%
  • Resolved customer complaints effectively while maintaining a high level of customer satisfaction
  • Performed regular audits of branch operations, identified areas for improvement and took corrective action as needed
  • Managed daily operations of the bank, including staff management, customer relations, accounts receivable and payable, budgeting and forecasting
  • Developed training materials for new hires on banking procedures and protocols.

Education

Bachelor of Arts (B.A.) in Financial Economics -

University of Washington
12.1986

Bachelor of Arts - Public Relations, Advertising, And Applied Communication

University of Washington
Seattle, WA
12-1986

Skills

  • Interpersonal Skills Development
  • Goal Setting and Achievement
  • Staff Training and Development
  • Project management expertise
  • Technological Proficiency
  • Networking and relationship building
  • Conflict resolution techniques
  • Team leadership abilities
  • Decision-Making
  • Willing to Learn
  • Relationship Building
  • Customer Service
  • Sales Support
  • Staff Recruitment and Hiring

References

References available upon request

Languages

Persian
Professional

Timeline

Area Mortgage Manager

Us Bank Home Mortgage
10.2010 - Current

Area Mortgage Manager

Washington Mutual/Chase
07.2007 - 10.2010

Mortgage Branch Manager

Wells Fargo Home Mortgage
04.2006 - 07.2007

Bank Manager

Washington Mutual
09.1987 - 04.2006

Bachelor of Arts (B.A.) in Financial Economics -

University of Washington

Bachelor of Arts - Public Relations, Advertising, And Applied Communication

University of Washington
KORY ALMASSI