Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Heppard- Green

Farmington Hills,MI

Summary

With over 25 years+ experience in Mortgage Lending, Broker, Real Estate and Appraisal Industry. I have the knowledge of a well-versed manager in originating & assisting in completing multiple types of Mortgage Banking Loans & residential appraisals.

Remarkable work ethic with exceptional communication and planning capabilities.

Effective in establishment of favorable client relations thorough Lenders, Brokers, and Appraisal Management Companies.

Effective Mortgage Banker & Real Estate leader adept at completing efficient and accurate real estate appraisals for sales, estate planning, and other legal purposes.

Excellent understanding of local market combined with meticulous research skills and personable demeanor.

Operations manager responsible for the teams success through hard work, attention to detail and excellent organizational skills.

Recognized consistently for performance excellence and contributions to success in the Real Estate Mortgage Lending industry.

Overview

34
34
years of professional experience

Work History

Operations Manager Appraisal Company

Randolph Rice & Assc Appraisals
07.2012 - Current
  • Oversee and assisted staff appraisers in daily in operations.
  • Assisted in recruiting, hiring and training of team members.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Gathered information on nearby properties to compare and help make value determinations on properties. Assisted Appraisers in taking photographs of interior and exterior of buildings to properly document features and conditions.
  • Stayed updated on market trends for local area and similar property types.
  • Performed appraisals in line with federal requirements and USPAP guidelines.
  • Inspected new and existing properties and noted distinctive characteristics.
  • Maintained current understanding of lender requirements and documentation guidelines.
  • Researched land, property and market values to complete estimations.
  • Remained current on local areas through actively researching and garnering understanding of community values.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Increased customer satisfaction by resolving availability issues.
  • Created plans and communicated deadlines to ensure projects were completed on time.
  • Delivered appraisal reports to customer locations within critical timeframes.
  • Identified issues, analyzed information and provided solutions to problems.
  • Completed appraisals on multiple types of properties, supporting property transactions.

Mortgage Company Owner

Home Loan Mortgage
01.1995 - 01.2003
  • Oversaw daily business operations and financial decisions of high volume Mortgage Broker firm specializing in non-conforming paper.
  • Hired, trained and manage staff in loan originations, loan processing, closing to cultivate productive and efficient work place.
  • Developed long-term relationships with key clients; homeowners, Title Companies, Mortgage Lenders, Surveyors and appraisers.
  • Demonstrate expert knowledge of mortgage market. Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.

Branch Sales Manger

New Century Mortgage
10.1994 - 01.1995
  • Start up Wholesale Lending Branch.
  • Manage and train new hires in originating, processing and closing loans.
  • Recruited and hired top-level talent to add value and expertise to developed a team of 25
  • Increased branch revenue by 100% through company and self originated leads.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training

Branch Manager

The Mortgage Authority
01.1992 - 08.1994
  • Wholesale Operations manager overseeing daily operations for Loan originators, Processing, Closing and Funding Departments.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Maintained friendly and professional customer interactions.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.

Operations Manager Wholesale Banking

The Mortgage Authority
01.1990 - 01.1992
  • Operations Manager for all 25 Wholesale Branches of The Mortgage Authority
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new wholesale division.
  • Support all branches in training and managing staff in loan originations, loan processing, closing to cultivate productive and efficient work place.
  • Set, enforced, and optimized internal policies to maintain responsiveness to demands.
  • Introduced new methods, practices, and systems to reduce turnaround time. Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.

Education

Associate of Applied Science - Business Administration And Management

Oakland County Community College
Farmington Hills, MI
05.1990

Skills

    • Workflow Optimization
    • Organizational Management
      • Production
      • Logistics Oversight

Timeline

Operations Manager Appraisal Company

Randolph Rice & Assc Appraisals
07.2012 - Current

Mortgage Company Owner

Home Loan Mortgage
01.1995 - 01.2003

Branch Sales Manger

New Century Mortgage
10.1994 - 01.1995

Branch Manager

The Mortgage Authority
01.1992 - 08.1994

Operations Manager Wholesale Banking

The Mortgage Authority
01.1990 - 01.1992

Associate of Applied Science - Business Administration And Management

Oakland County Community College
Lisa Heppard- Green