Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in residential lending.
Overview
20
20
years of professional experience
Work History
Managing Director & Senior Loan Officer
Cherry Creek Mortgage, A Division Of Guild
08.2011 - Current
Senior Loan Originator lending within Colorado since 2004
Perennial company Presidents Club & Chairman's Circle production honors, since 2007
Scotsman Guide Top 1% Loan Officer Nationally
Co-Owner & Partner of Artisan Home Loans, a joint-venture company
Since 2014, I've implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help the company evolve & grow.
Introduced new methods, practices, and systems to reduce turnaround time for loan approval, resulting in earlier closings.
Strengthened client relationships through superior communication, timely loan approval delivery, and high-quality lending services.
Loan Officer
PHH Corporation, Coldwell Banker Mortgage
08.2004 - 07.2011
Originated a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
Ensured compliance with all federal and state regulations throughout the loan origination process, including adhering to new Dodd-Frank Act procedures as they rolled out in 2010-2012.
Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
Spearheaded initiatives to streamline internal communication between departments, enhancing overall operational efficiency within the organization.
Company President Advisory Board Membership 2010-2011 (PHH Corp).
Perennial President's Club production honors 2007-2011.
Education
BBA - Entrepreneurship & Finance
University of Wisconsin, Eau Claire
Eau Claire, WI
05.2001
Skills
Strategic Partnerships
Partnership Development
Client Relationships
Investor Relations
Articulate Educator
Problem-Solving
Teamwork and Collaboration
Customer Service
Team Leadership
Operations Management
Timeline
Managing Director & Senior Loan Officer
Cherry Creek Mortgage, A Division Of Guild
08.2011 - Current
Loan Officer
PHH Corporation, Coldwell Banker Mortgage
08.2004 - 07.2011
BBA - Entrepreneurship & Finance
University of Wisconsin, Eau Claire
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