Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Affiliations
Awards
Articles
Timeline
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Lisa Warren

Lisa Warren

Ft Worth,TX

Summary

Results-driven executive-level mortgage professional with over 22 years of experience in residential and commercial lending. Demonstrated success in driving revenue growth, optimizing loan processes, and leading high-performing sales teams. Skilled in developing strategic partnerships, enhancing client relationships, and implementing innovative mortgage solutions. Expertise includes loan origination, underwriting, risk assessment, and compliance. Recognized for strong leadership, market insight, and consistently exceeding sales targets in highly competitive environments. Committed to delivering exceptional customer service and fostering long-term client loyalty. Excited about leveraging industry expertise to mentor and train aspiring mortgage professionals through comprehensive loan training programs.

Overview

23
23
years of professional experience

Work History

Managing Director

L W Financial Services Inc
01.2016 - Current
  • Managing a wide range of responsibilities, including loan originations, staffing, marketing, compliance, licensing, owner-operator, Qualified Individual per Nationwide Mortgage Licensing System
  • Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
  • Managed crisis situations effectively while minimizing disruption to daily operations.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Cultivated strong relationships with external partners to foster collaboration and maximize resources.
  • Streamlined organizational processes by evaluating current systems and implementing improvements.
  • Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
  • Enhanced company performance by implementing strategic plans and overseeing daily operations.
  • Oversaw operations and provided corrective feedback to achieve daily and long-term goals.

Mortgage Branch Manager

LISA WARREN TEAM MORTGAGE LENDING SERVICES
01.2008 - 01.2016
  • Negotiated favorable terms with lenders on behalf of clients to secure competitive mortgage options for their individual financial needs.
  • Improved customer satisfaction by providing exceptional service throughout the mortgage application process.
  • Enhanced customer retention rates through timely follow-ups and maintaining open communication lines during loan transactions.
  • Led branch marketing efforts in local communities for increased brand visibility and awareness among potential clients.
  • Managed a team of loan officers, ensuring high performance and achieving monthly sales goals.
  • Optimized staff productivity levels through regular performance evaluations coupled with constructive feedback sessions for continuous improvement purposes.
  • Ensured compliance with state and federal regulations by conducting regular audits and reviewing employee files.
  • Collaborated with executive leadership to develop annual budget forecasts based on projected revenue and expenses.
  • Successfully navigated challenging economic periods by adopting proactive measures aimed at mitigating potential negative impacts on branch performance levels.
  • Developed strong relationships with realtors, builders, and financial professionals to grow referral network for new business opportunities.
  • Monitored market trends to identify potential growth areas within the mortgage industry for future expansion plans.
  • Increased mortgage loan production by implementing effective sales strategies and streamlining branch operations.
  • Implemented training programs to enhance team''s knowledge of industry regulations, best practices, and product offerings.

Vice President

FIRST NATIONAL BANK OF GRANBURY REAL ESTATE LENDING
01.2015 - 01.2016
  • Co-founded the mortgage group of First National Bank in 2002
  • Managed servicing portfolio with a diverse clientele, leveraging knowledge of a broad variety of lending products

Vice President

PREMIER NATIONWIDE LENDING NTFN
01.2006 - 01.2008
  • Negotiated contracts with partners and vendors, securing favorable terms to benefit the branch''s bottom line.
  • Managed a team of professionals, providing guidance and support for their career development and performance improvement.
  • Maintained compliance with regulatory requirements through diligent oversight of processes, documentation, and reporting procedures.
  • Improved employee retention rates by creating a supportive culture focused on professional development opportunities.
  • Collaborated with senior management to develop strategic plans for branch growth and expansion.

Vice President

TEXAS BANK MORTGAGE
01.2005 - 01.2006
  • Improved customer satisfaction by providing exceptional service throughout the mortgage application process.
  • Negotiated favorable terms with lenders on behalf of clients to secure competitive mortgage options for their individual financial needs.
  • Enhanced customer retention rates through timely follow-ups and maintaining open communication lines during loan transactions.
  • Led branch marketing efforts in local communities for increased brand visibility and awareness among potential clients.
  • Managed a team of loan officers, ensuring high performance and achieving monthly sales goals.
  • Optimized staff productivity levels through regular performance evaluations coupled with constructive feedback sessions for continuous improvement purposes.
  • Mentored junior employees keen on advancing their careers within the organization via sharing valuable insights gained from years of hands-on experience.
  • Participated actively in networking events as a means to expand professional contacts while promoting company services amongst various target markets.

Vice President

FIRST NATIONAL BANK MORTGAGE GROUP
01.2002 - 01.2005
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
  • Identified opportunities to improve business process flows and productivity.
  • Managed a team of professionals, providing guidance and support for their career development and performance improvement.
  • Maintained compliance with regulatory requirements through diligent oversight of processes, documentation, and reporting procedures.
  • Improved employee retention rates by creating a supportive culture focused on professional development opportunities.

Education

Business Management and Marketing

Tarrant County College
Ft Worth TX
01.2005

Business Management and Marketing

Weatherford Jr. College
Weatherford, TX
01.2005

Skills

  • Regulatory compliance
  • Quality control implementation
  • Critical thinking
  • Relationship building and management
  • Staff training
  • Fraud prevention
  • CONV VA USDA FHA NON QM JUMBO LENDING
  • Bank Portfolio Hard Money Lending
  • Commercial Real Estate Lending
  • Cashflow Analysis
  • Marketing
  • Credit analysis
  • Pipeline management
  • Loan origination

Accomplishments

  • Achieved Building Mortgage Brokerage by completing Mortgage Company Licensing through Texas Department of Savings and Mortgage Lending

Affiliations

  • Professional Organization of Women of Excellence
  • National Accredited Fraud Examiners Association
  • P.O.W.E.R.

Awards

  • Top Ten Mortgage Broker Dallas TX
  • 2022
  • 2021
  • 2020
  • 5 Star Mortgage Professional, 2011-Present
  • Top Producer, 2002-Present
  • D Magazine's Best Mortgage Professional
  • 2010
  • 2011
  • 2012

Articles

Featured as Cover Story as Most Inspiring Business Lady to Watch 2023 in Entrepreneurial Outlook Magazine


Honored in P.O.W.E.R. - WOMEN of EMPOWERMENT

Timeline

Managing Director

L W Financial Services Inc
01.2016 - Current

Vice President

FIRST NATIONAL BANK OF GRANBURY REAL ESTATE LENDING
01.2015 - 01.2016

Mortgage Branch Manager

LISA WARREN TEAM MORTGAGE LENDING SERVICES
01.2008 - 01.2016

Vice President

PREMIER NATIONWIDE LENDING NTFN
01.2006 - 01.2008

Vice President

TEXAS BANK MORTGAGE
01.2005 - 01.2006

Vice President

FIRST NATIONAL BANK MORTGAGE GROUP
01.2002 - 01.2005

Business Management and Marketing

Tarrant County College

Business Management and Marketing

Weatherford Jr. College
Lisa Warren