Lee Franklin
Columbia,MO
Summary
Strategic, results-driven mortgage professional with over 5 years of experience leading high-performing teams, optimizing production pipelines, and driving cross-functional initiatives in fast-paced lending environments. Adept at improving systems, training internal teams, and delivering superior client experiences. Proven track record of managing high-pressure loan pipelines while executing strategic training, coaching, and process development projects across departments. Known for direct communication fostering a culture of teamwork and accountability.
Overview
12
12
years of professional experience
Work History
Senior Loan Officer / Production Coach / Team Lead
Neighbors Bank
05.2020 - Current
- Manage a pipeline of 70+ active mortgage files, coordinating communication with borrowers, internal teams, and external stakeholders to ensure timely and compliant closings.
- Designed and implemented a file troubleshooting framework within VU+, enabling Loan Officers, Coordinators, and Closers to resolve issues efficiently — a collaborative method still in use across the company.
- Led the rollout of multiple strategic initiatives including Down Payment Assistance training, risk management practices, and a badge classification system for identifying high-probability files.
- Trained internal departments on the Loan Officer process to improve cross-department collaboration and transparency.
- Coached underperforming Loan Officers by diagnosing pipeline inefficiencies and providing actionable improvement plans, resulting in measurable production growth.
- Formerly served as Team Lead, managing a top-producing LO team and achieved award-winning results across internal performance metrics and competitions.
- Spearheaded and standardized best practices for LO floor operations, improving consistency and performance.
EDUCATOR & COACH – HIGH SCHOOL TEACHER & FOOTBALL
Various High Schools
08.2013 - 05.2020
- Developed data-informed lesson plans and instructional strategies tailored to diverse student needs and learning styles.
- Led individualized performance improvement programs focused on academic and personal development.
- Collaborated with school leadership on district initiatives to raise student performance and engagement.
- Orchestrated community engagement events and fundraisers, coordinating efforts across faculty, students, and local organizations.
- Applied mentorship, discipline, and motivation strategies as a coach to help students thrive both on the field and in the classroom.
Education
Master of Arts - History
University of Missouri - St. Louis
Columbia, MO05-2014
Bachelor of Arts - History & Political Science
Culver-Stockton College
Canton, MO05-2007
Skills
- Strategic Project Execution
- Cross-Department Collaboration
- Pipeline & Workflow Optimization
- Training & Performance Coaching
- CRM & Lending Systems (Encompass 360, BlitzDocs, VU)
- Tools: Mondaycom, SmartSheets, Word, Excel, Google Docs
- Communication & Stakeholder Engagement
- Loan Origination & Risk Analysis
- High-Pressure Environment Management
Timeline
Senior Loan Officer / Production Coach / Team Lead
Neighbors Bank
05.2020 - Current
EDUCATOR & COACH – HIGH SCHOOL TEACHER & FOOTBALL
Various High Schools
08.2013 - 05.2020
Master of Arts - History
University of Missouri - St. Louis
Bachelor of Arts - History & Political Science
Culver-Stockton College
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