MARINA FORGUE

• Developed strong relationships with key clients, resulting in increased account retention and growth.
• Managed over 40 different high-profile dealerships, ensuring project transparency, providing project timelines, and prompt resolution of issues.
• Used Hubspot and Excel Worksheets to prepare, maintain and distribute client status reports.
• Collaborated with internal and external teams: i.e. Engineers, Project Managers, Accounting, utility companies and subcontractors to develop comprehensive solutions for complex client needs.

I work with multiple Legal Assistants to provide help with all matters of the IP process.

I Work with legal assistance and attorneys to review Notice of Allowances:

• Cross check the NOA with our internal document management system to avoid any errors before Patents Issued
• File any Information Disclosure Statements listed on the SB08 attached at the end of the NOA
• Edit any application changes that were made by the Attorney before filed as an Amendment with the PTO.

Prepares the ADSs, and the application sections like:

• Drawings
• Specification
• Claims
• Abstract

I File Provisional Applications and appropriate documents involved

• As lead a government insuring expert, My responsibility maintain led that all loans or post closed and insured in a timely manner for our investors
• Pay all VA funding fee’s and up front mortgage insurance premiums within FHA and VA guidelines
• Cross check all data discrepancies before insuring
• Work Closely with all HUD offices to correct any errors and notice of returns issued for correspondent loans
• Insure all VA, FHA, and USDA loan within the allotted FHA and VA timeframe
• Work closely with underwriters to maintain quality loans and correct any issues within the file
• Work with issues ranging from missing documents all the way to incorrect closing numbers on closing disclosures and loan transmittals
• Consistently speak with and help VA offices and FHA Home ownership centers and offices regarding any changes in guidelines
• Very knowledgeable with FHA connection and VA insuring portal
• Developed checklists to maintain a high quality standard amongst all correspondent loans
• Send binders on all correspondence loans within 10 days of closings

• Designed and developed two TEDx presentations
• Presented 2 TEDx talks:
• Sixty Second Story | Marina Morris | TEDxOaklandUniversity - YouTube Time to ditch your dis | Marina Morris | TEDxMuskegon - YouTube
• Facilitated workshops with high school students designed to help find or create their true abilities with the goal of easing their successfully transition from high school to college
• Presented Keynote addresses at numerous professional and educational conferences and meetings
• Presented to audiences ranging from 10 to 1000 people

• Responsible for completing the daily Government Insuring Audit checklist to verify loan documents are complete and accurate
• Responsible for insuring loans through government agencies Websites such as FHA Connection and WEBlgy
• Responsible for reviewing, troubleshooting, and correcting discrepancies found between government documents and UWM systems
• Prepares Case Binders for FHA loans
• Pays UFMIP/ Funding Fee payments via UWM’s LOS system
• Partners with Government Agency's and title companies to troubleshoot and resolve problems
• Responsible for training all new team members on FHA documentation and insuring process

• Reviewed loan documentation for accuracy and proper completion
• Followed up on outstanding conditions with title companies
• Responsible for reviewing files and gathering necessary documents after post-closing to complete a file
• Met daily team productivity and quality standards.

• Expertise in Conventional, Fannie Mae and Freddie Mac Loans with knowledge underwriting guidelines
• Strengths in:
• Risk assessment
• Credit and income analysis
• Income/credit analysis
• Documentation review Responsibilities included:
• Worked with and followed through with brokers when a condition was cleared and/or more data and documents needed from borrowers to thoroughly analyze all proper documentation
• Researched and answered questions regarding guidelines for DU and LP AUS
• Maintained detailed and careful attention to all supporting documents when underwriting loans

• As a BIG member I rotated through 16 teams within our company to gain knowledge from all areas, build relationships with team members and make improvements to current business processes
• Rotation assignments lasted from between six weeks to three months, included: underwriting, post-closing, sales, corporate training team, servicing, and client service
• During each rotation, I worked closely with team leads to accomplish specifics goals, projects, and process improvements
• Responsibilities and accomplishments include:
• Responsible for data analytics improvements, for example: built an Excel dashboard report to monitor call coaching, people analytics, servicing numbers, monthly financial data
• Responsible for on-boarding new brokers by presenting our current product line-up and borrowers’ requirements, and pricing
• Partner with cross-functional teams in a motivational capacity as a speaker to engage and create more excitement for our brand
• Created and delivered training materials designed to train in-house brokers
• Won an award for a process improvement on our internal system for loan origination
• Won first place at the company talent show

• Helped partners aggregate their data by using the iDashboards Data Integrator tool
• Attended and worked with Partners at Trade shows and Conferences
• Assisted in developing our Partner i2E Program to help gain prospect interest, and lessen time between sales processes
• Developed a successful cold prospecting plan for sales campaigns and marketing programs

• Building and maintaining 'Contractual Information' dashboard
• Creating Lead lists and Prospecting new Partners
• Prospecting calls and Demos of iDashboards product
• Maintaining license order process
• Processing licensing requests and keeping account manager up-to-date with licensing activities
• Managing invoices, license request, new orders, and new customers
• Dashboard Development
• Built and maintaining contract and sales operations Dashboards
• Monitoring/tracking sales volume and revenue generation per year/quarter/month
• Building a contract and sales operations dashboard in order to utilize key information and numbers to help grow the Channel Team