LAURA DANIEL
Grove City,OH
Summary
Certified Encompass Administrator with over 40 years of residential lending operations management experience. Skilled in overseeing all aspects of mortgage lending, from loan origination to final sale. Proven track record of optimizing processes and ensuring compliance with industry regulations. Dedicated to delivering exceptional service and driving business growth through strategic decision-making.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Encompass Admin, Mortgage Operations Manager
THE UNION BANK/ BENCHMARK BANK
Westerville, Ohio
01.2013 - Current
- Design and maintain all Encompass desktop and web settings including custom input forms and business rules in order to improve workflow and efficiency.
- Manage Encompass user settings and security access.
- Developed automated workflows using Encompass Webflow rules and automated enhanced conditions to improve turn time and productivity.
- Responsible for Service Management for third party vendors in Encompass Partner Connect
- Created Encompass dashboards and reports for pipeline management and compliance.
- Created custom workflows in Encompass web for each persona.
- Responsible for Compliance, HMDA reporting, Consumer Connect, and Investor Connect through Encompass.
- Manage team of operations staff and support loan officers
- Train all staff on Encompass, loan products and compliance regulations.
- Maintain relationships with correspondent lenders and third party vendors.
Operations Manager
UNION SAVINGS BANK
Columbus, Ohio
01.2000 - 01.2013
- Managed a team of mortgage operations staff
- Managed workflow to ensure efficient turn time and excellent customer service
- Trained loan officers and operations staff on loan products and compliance regulations
- Maintained and updated mortgage processing/closing software and templates
- Underwrote conventional and portfolio loans
Education
Franklin University
Columbus, OHSkills
Problem Solving
Workflow Management
Team Leadership
Encompass Desktop and Web settings Management
Certification
Encompass Administrator
Timeline
Encompass Admin, Mortgage Operations Manager
THE UNION BANK/ BENCHMARK BANK
01.2013 - Current
Operations Manager
UNION SAVINGS BANK
01.2000 - 01.2013
Franklin University