Goal-oriented producer and successful Production Manager successful at generating consistent business through referrals and lead prospecting. Born connector matching solutions to consumers and driving consistent sales. Expert in all facets of loan processing and closing.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Patient Advocate
The Joint Chiropractor
10.2023 - Current
Worked effectively with staff from all departments to coordinate resolutions.
Managed over 60 calls per day, increased sales by 10% by responding to patient concerns and questions with compassionate and knowledgeable service.
Entered details into computer systems and managed database of information.
Assisted patients in understanding individual rights and responsibilities in regards to care, coverage, and payment.
Developed patient-centered care plans to meet individual needs.
Worked with patients to ascertain issues and make referrals to appropriate specialists
Responded to patient concerns and questions with compassionate and knowledgeable service
Production Manager
Finance of America Mortgage, LLC
01.2015 - 11.2022
Monitored team performance, identified areas of improvement, and developed plans to address deficiencies
Allocated resources and organized processes to drive workplace efficiency and productivity
Diffused difficult customers through negotiation, complementary transactions and discounts
Maintained referral source relationships through quick response time and excellent custom service
Remained in contact with customers to follow up on loan applications and answer basic inquiries while providing quality service
Monitored daily pipeline reports to ensure that loans were processed in timely manner.
Delivered direct feedback to senior management regarding project visibility and status
Licensed Loan Officer Assistant
VIP Mortgage Company, Inc.
08.2010 - 01.2015
Analyzed current market trends in order to provide competitive pricing options for customers.
Maintained detailed records of all loan activities, including applications, credit reports and income documentation.
Conducted follow up calls with customers post closing to ensure satisfaction with entire process.
Monitored progress of each loan file throughout its life cycle until closing
Verified that all documents were signed correctly according to state regulations before submitting them for review.
Licensed Loan Officer
First Advantage Mortgage Company
01.2007 - 08.2010
Attended seminars and workshops related to industry changes in order to stay abreast of current trends.
Consistently exceeded quarterly targets set by management through effective sale strategies.
Advised clients on best type of financing options based on their individual needs and circumstances.
Maintained accurate records of all loan activities using established tracking systems.
Developed expertise in loan origination, underwriting and services procedures.