Results-driven Professional well-versed in producing reports, evaluating operations and team building. Passionate about maintaining a well-rounded team dedicated to winning. Successful at leveraging financial and marketing education to motivate and drive sales. Forward-thinking in addressing and resolving concerns, exceeding goals and engaging with customers to promote loyalty and drive sales.
Overview
20
20
years of professional experience
Work History
VP of Mortgage Lending
Guaranteed Rate
Spring, TX
06.2021 - Current
Analyze and utilize trends to educate agents, broker, builders (partners) and clients through marketing and event planning.
Establish lasting relationships with partners through sponsorships and staging events.
Use exceptional interpersonal nature to drive business and establish a solid rapport with clients and partners,
Educate clients in credit repair, application completion, organizing and presenting income and asset documents.
Fielded customer complaints and provided solutions
Developed strategic plans for day-to-day financial operations.
Evaluated and negotiated contracts to procure favorable financial terms.
Senior Mortgage Advisor
Chase Bank
The Woodlands, TX
06.2013 - 06.2021
Guided clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Worked with underwriters to fix problems and resolve issues.
Participated in industry events and conferences to build relationships and gain market intelligence.
Fielded customer complaints and provided solutions.
Developed and implemented marketing campaigns to generate new business opportunities.
Quality Assurance Specialist
HSBC North America (fna Household Bank)
The Woodlands, TX
02.2004 - 04.2009
Completed inclusive daily and monthly audits including cash drawer functions, financial and non-financial transaction journals, payroll to FLSA standards, and operational expenses.
Produced official report of findings, outlining branch condition with regards to State, Federal, and Company regulation compliance.
Educated branch managers on specific QA standards and implementation.
Collaborated with branch and district managers to implement corrective actions.
Analyzed quality and performance data to support operational decision-making.
Provided regular updates to upper management on quality metrics by communicating consistency problems or production deficiencies and updates
Education
Bachelor of Science - Interdisciplinary Studies: Minor of Mathematics
Sam Houston State University
Huntsville, TX
05.2013
Skills
Strategic Planning
Strong Multitasking Skills
Experienced Trainer/Educator
Goal/Objectives Oriented
Quality Assurance
Documentation Expertise
Customer Service
Budgeting and Cost Control
Financial Oversight
Operations Oversight
Timeline
VP of Mortgage Lending
Guaranteed Rate
06.2021 - Current
Senior Mortgage Advisor
Chase Bank
06.2013 - 06.2021
Quality Assurance Specialist
HSBC North America (fna Household Bank)
02.2004 - 04.2009
Bachelor of Science - Interdisciplinary Studies: Minor of Mathematics