Lee Andrew Egleston II
Corona,CA
Summary
Seasoned banking professional with more than 20 years experience seeks challenging role with a company offering professional growth and advancement.
Mortgage banking professional with robust background in financial services, recognized for optimizing loan approval processes and improving client retention rates. Consistently collaborates with cross-functional teams to achieve organizational goals and adapts seamlessly to evolving industry standards. Known for analytical skills and customer-centric approach.
Professional with robust background in mortgage banking, specializing in loan origination, underwriting, and client relations. Proven track record of driving financial growth and customer satisfaction through strategic decision-making and personalized service. Strong collaborator with results-driven approach, adept at adapting to evolving industry demands and ensuring seamless teamwork. Skilled in financial analysis, risk assessment, and regulatory compliance, consistently delivering high-quality outcomes.
Experienced with mortgage loan origination, risk assessment, and client relationship management. Utilizes strategic planning and comprehensive market analysis to drive business growth and client satisfaction. Strong understanding of regulatory compliance and financial documentation.
Overview
29
29
years of professional experience
1
1
Certification
Work History
CEO
The Egleston Group
01.2019 - Current
- Meticulously manages loan process from origination to funding
- Exceeds daily average of outbound calls for team (over 100 calls daily)
- Empathetic to needs of clients and assists them in achieving financial goals
- Increased sales by 40% for 6 consecutive months
- Achieved company growth by implementing strategic plans and streamlining operations.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Enhanced brand reputation with effective marketing campaigns and public relations efforts.
- Created a positive work culture, resulting in increased employee satisfaction and retention rates.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Established new revenue streams by identifying market opportunities and launching innovative products or services.
- Fostered strong relationships with industry partners to expand business opportunities.
- Developed a high-performance executive team for improved productivity and efficiency.
- Streamlined business processes, resulting in increased operational efficiency across all departments.
- Delivered consistent revenue growth by identifying new markets and devising targeted expansion strategies.
Sr. Mortgage Banker
New American Funding
Irvine, California
01.2018 - 01.2019
- Meticulously manages loan process from origination to funding
- Exceeds daily average of outbound calls for team (over 100 calls daily)
- Empathetic to needs of clients and assists them in achieving financial goals
- Increased sales by 40% for 6 consecutive months
- Managed pipeline efficiently to meet strict deadlines for loan applications, underwriting, and funding.
- Educated first-time homebuyers on loan options available to them, guiding them through the entire application process seamlessly.
- Cultivated an environment of continuous improvement within the team, implementing best practices for enhanced customer satisfaction and operational efficiency.
- Developed strong relationships with clients, realtors, and financial institutions to generate new business opportunities.
- Monitored industry trends to stay informed on market changes affecting mortgage products and consumer needs.
- Implemented risk management strategies resulting in lower default rates and higher overall portfolio performance.
Sr. Mortgage Banker
Nationstar/Mr Cooper
01.2016 - 01.2018
- Meticulously manages loan process from origination to funding
- Exceeds daily average of outbound calls for team (over 100 calls daily)
- Empathetic to needs of clients and assists them in achieving financial goals
- Increased sales by 40% for 6 consecutive months
Sr. Mortgage Banker
Cash Call
Orange , California
01.2016 - 08.2016
- Managed pipeline efficiently to meet strict deadlines for loan applications, underwriting, and funding.
- Increased loan production by successfully managing a team of mortgage professionals and streamlining the application process.
- Assisted in developing marketing initiatives that increased brand visibility and generated leads for new business prospects.
- Developed strong relationships with clients, realtors, and financial institutions to generate new business opportunities.
- Conducted comprehensive financial analysis on applicants, ensuring accurate assessment of creditworthiness for loans.
- Optimized workflow processes within the team to reduce turnaround times for loan approvals and closings.
Coach/Assistant Manager
Discover Financial
01.2014 - 01.2015
- Daily reports for performance on 28 agents
- Manage performance reviews monthly for 28 agents
- Evaluated credit reports determining approval or denial of loans
- Conducted staff training promoting products and services
- Managed and motivated team of 28 employees
- Conducted staff training promoting products and services
- Administered all aspects of daily operations
Sr. Mortgage Banker
Discover Bank/Lending Tree Loans
01.2009 - 01.2015
- (See description below)
- Successfully navigated complex transactions involving multiple layers of financing, including subordinate liens and down payment assistance programs.
- Optimized workflow processes within the team to reduce turnaround times for loan approvals and closings.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Fielded customer complaints and provided solutions.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Processed loan applications and monitored progress from start to finish.
Sr. Underwriter for CBO and DPL
01.2013 - 01.2014
- Reviewed files to meet banking guidelines
- Approved loans based on financial background and credit history
- Managed a pipeline of over 55 files
Sr. Mortgage Banker
01.2009 - 01.2013
- Meticulously manages loan process from origination to funding
- Exceeds daily average of outbound calls for team (over 100 calls daily)
- Empathetic to needs of clients and assists them in achieving financial goals
- Increased sales by 40% for 6 consecutive months
Owner
LA Boxing
Yorba Linda, California
01.2006 - 01.2008
- Responsible for developing and implementing marketing goals
- Managed and motivated team of 20 employees
- Conducted staff training promoting products and services
- Growing a business to a monthly bills in EFT of over 13K monthly
- Managed billing, collections
- Managed Marketing and sales increasing sales by 80% over the first two years in business
- Administered all aspects of daily operations including opening and closing of store
Senior Loan Officer
Nationpoint
01.2001 - 01.2008
- Selected to assist in launching “Customer Care” department as a Jr. Loan Officer
- Recipient of the “Key Performer Award” every year throughout tenure (Key Performers are top 25 Loan Officers of company)
- Recognized as top 5% of company recording over $140K total revenue in one month
- Lending Tree Certified Loan Officer (2003-2007)
- Expanded customer base by 40% generating 80-100 outbound calls daily
Customer Service Representative
Advantage Rent-A-Car
01.2000 - 01.2001
- Responsible for processing rental contracts and insurance claims
- Managed billing, collections, reservations and performed inbound/outbound calls
- Implemented and trained staff on policies, procedures, and company database
- Administered all aspects of daily operations including opening and closing of store
- Consistently achieved sales goal by effectively promoting services
Sales Representative
Mobile Telesys Inc.
01.1999 - 01.2000
- Conducted staff training promoting products and services
- Evaluated credit reports determining approval or denial of service
- Programmed and activated company products
- Performed daily cash reconciliations and inventory control
Director of Marketing
National Telephone and Communications
01.1996 - 01.1998
- Managed and motivated team of 20 marketing managers and sales representatives
- Responsible for developing and implementing marketing goals
- Administered cold calling and telemarketing
Sr. Mortgage Banker
Guaranteed Rate
Irvine, California
01.2015 - 12.2015
- (See description below)
- Managed pipeline efficiently to meet strict deadlines for loan applications, underwriting, and funding.
- Successfully navigated complex transactions involving multiple layers of financing, including subordinate liens and down payment assistance programs.
- Optimized workflow processes within the team to reduce turnaround times for loan approvals and closings.
- Increased loan production by successfully managing a team of mortgage professionals and streamlining the application process.
- Negotiated favorable terms for clients during the closing process, securing competitive interest rates and fees.
- Monitored industry trends to stay informed on market changes affecting mortgage products and consumer needs.
- Mentored junior mortgage bankers, enhancing their knowledge of industry practices and improving team productivity.
- Implemented risk management strategies resulting in lower default rates and higher overall portfolio performance.
Education
NMLS Certified 50 States - Lending License
Nationwide Mortgage Licensing System
Sacramento, CA05-2010
High School Diploma -
Johnson High School
Savannah, GA01.1992
Certificate For Broker License - Mortgage Broker And Finance
Prometic School
Irvine, CA06-2017
Skills
- Proficient in Microsoft Office Applications and Internet Research
- 10-key by touch
- Accurate data entry skills
- Loan origination expertise
- Goal-oriented mindset
- Continuous learning commitment
- Sales strategy development
- Conflict resolution techniques
- Relationship management
- Pipeline management
- Residential mortgage lending regulations
- Underwriting proficiency
Accomplishments
- Supervised team of 50 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 28 in the development of Automated Underwriting System.
- Started and scaled multiple companies.
Certification
- Licensed Mortgage Banker
- State License Broker
- Certified in Financial lending laws
Languages
English
Full Professional
Timeline
CEO
The Egleston Group
01.2019 - Current
Sr. Mortgage Banker
New American Funding
01.2018 - 01.2019
Sr. Mortgage Banker
Cash Call
01.2016 - 08.2016
Sr. Mortgage Banker
Nationstar/Mr Cooper
01.2016 - 01.2018
Sr. Mortgage Banker
Guaranteed Rate
01.2015 - 12.2015
Coach/Assistant Manager
Discover Financial
01.2014 - 01.2015
Sr. Underwriter for CBO and DPL
01.2013 - 01.2014
Sr. Mortgage Banker
Discover Bank/Lending Tree Loans
01.2009 - 01.2015
Sr. Mortgage Banker
01.2009 - 01.2013
Owner
LA Boxing
01.2006 - 01.2008
Senior Loan Officer
Nationpoint
01.2001 - 01.2008
Customer Service Representative
Advantage Rent-A-Car
01.2000 - 01.2001
Sales Representative
Mobile Telesys Inc.
01.1999 - 01.2000
Director of Marketing
National Telephone and Communications
01.1996 - 01.1998
NMLS Certified 50 States - Lending License
Nationwide Mortgage Licensing System
High School Diploma -
Johnson High School
Certificate For Broker License - Mortgage Broker And Finance
Prometic School
Similar Profiles
Madison M. WaltersMadison M. Walters
Pharmacy Technician II at Children’s Healthcare of Atlanta: Egleston and Arthur M. Blank CampusPharmacy Technician II at Children’s Healthcare of Atlanta: Egleston and Arthur M. Blank Campus
Shawn MillerShawn Miller
Parking & Transportation Supervisor at Egleston Childrens HospitalParking & Transportation Supervisor at Egleston Childrens Hospital
Karen A MillsKaren A Mills
Implant Coordinator /Surgical Inventory Specialist at Children's Healthcare of Atlanta at Egleston HospitalImplant Coordinator /Surgical Inventory Specialist at Children's Healthcare of Atlanta at Egleston Hospital
Olivia FloresOlivia Flores
Chocolatier at Rocky Mountain Chocolate Factory Inc.Chocolatier at Rocky Mountain Chocolate Factory Inc.
Yasmin Bailey VelazquezYasmin Bailey Velazquez
Campus Security at Corona-Norco Unified School DistrictCampus Security at Corona-Norco Unified School District