Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic
Michael Lilly

Michael Lilly

Greeley,CO

Summary

  • Organized and dependable candidate who successfully develops, coordinates and enforces systems, policies, procedures and productivity standards. I am well versed at managing multiple priorities with a positive attitude while establishing strategic goals by gathering pertinent business, financial, service and operations information. Willingly takes on added responsibilities to meet team and company goals

Overview

12
12
years of professional experience

Work History

Mortgage Title Manager

Mortgage Connect LP
09.2022 - Current
  • Assist Loan Team with gathering, reviewing, and assembling due diligence information and other loan documentation from pre-loan documentation to loan closing.
  • Collateral due diligence and perfection for all types for collateral including real estate. Review and address title exceptions for Lender’s title insurance policy.
  • Review all entity due diligence information, ensure due authority and ownership.
  • Prepare and review loan documentation for accuracy and risk management. Coordinate loan signing.
  • Responsible for adherence to all loan related compliance laws and regulations; cooperation with compliance related reporting and regulator exam related follow up.
  • Maintain current pipeline at all times.
  • Validation of Data by Reviewing Documentation Contained within Search Packages
  • Work with Underwriters and other Relationship Managers to provide assistance in a timely manner.
  • Assist with hiring, managing, cross training and overall growing the Capital Markets division.
  • Identified issues, analyzed information and provided solutions to problems
  • Applied effective time management techniques to meet tight deadlines

Collateral Document Manager

Mortgage Connect LP
01.2022 - 09.2022
  • Performs complex and/or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single team within Loan Operations.
  • All duties and responsibilities for Loan Fulfillment Doc Prep Specialist I
  • Prepare and deliver detailed residential loan documents such as promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types within specified due date and time, and in compliance with Bank, regulatory and investor guidelines
  • Built and updated diverse documents, charts, tables and mail merges using various programs.
  • Prepare and deliver detailed interim loan documents for acquired banks, using the legacy bank’s document preparation system
  • Perform complex/non-routine administrative tasks exercising significant judgment and discretion in the performance of duties
  • Managed training courses, setup and maintenance for document control systems.
  • Prepared documents for projects in accordance with project manager, team, or client specifications.
  • Uploaded company procedures and policies to EDMS, routing for approval and training.
  • Worked with internal staff to process documents and sent for closing.
  • Carried out in-depth needs assessments to determine document management requirements at department and individual user levels.
  • Identified audit parameters to comply with quality standards.
  • Assisted in continuous improvement activities while developing and maintaining resulting documents.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Managed collateral risk by adhering to policies, procedures and regulations.
  • Proved successful working within tight deadlines and a fast-paced environment

Title Examiner

Mortgage Connect LP
09.2021 - 01.2022
  • Knows all aspects of the nature of the job duties- Organizational, Processing, Delivery, and Proactive Communication.
  • Examines deeds, deeds of trust, liens, judgments, easements, and plats/maps to determine ownership, encumbrances, and to verify legal descriptions of property.
  • Analyze chain of title and preparation of reports outlining title related matters.
  • Prepares property reports and title commitments.
  • Reviews property search results and documentation and sets out underwriters’ insuring requirements on title commitments.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Complies with all regulatory requirements.
  • Understands, follows and stays current on all policies and procedures in the Employee Handbook.
  • Follows instructions and responds to management direction.
    Identifies and communicates areas of improvement regarding operations to management.
  • Performs other tasks, duties, or projects as assigned by management.
    Performs all essential functions by being physically present on a full-time basis.

Quality Control Specialist

Mortgage Connect LP
08.2020 - 09.2021
  • Completed deviation forms and recorded findings of inspection process, collaborating with quality team members and department managers to implement procedural remedies.
  • Analyzed problem situations by reviewing facts and creating solutions for a variety of complex problems. referring to established precedents and policies.
  • Created and maintained several databases to track statistical data.
  • Educated employees on specific QA standards and confirmed maintenance of standards.
  • Liaised with vendors and end-users to uncover system optimization opportunities.
  • Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
  • Performed standard first article inspections and random sampling inspections to verify adherence to customer standards.
  • Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
  • Planned and implemented performance improvement and quality assurance programs
  • Implemented process improvements to increase productivity in quality assurance operations

Team Lead, Senior Account Collector

Collection Center, Inc
09.2017 - 02.2020
  • Consistently met or exceeded monthly goals of $60K+ for, while providing exceptional customer service
  • Managed multiple super key account campaigns with revenue from $20K -100K monthly
  • Increased individual and team accuracy and productivity improvement through personal coaching, increased training, skill set development and teamwork
  • Established a proactive, inspired, and efficient team that yielded a positive company culture, yielding employee retention and increased Sales; working with direct reports to solve problems in ways that satisfy the needs of the customer, the vendor, and business group goals
  • Conducted weekly market meeting for the purpose of keeping sales force up to date on new changes
  • Served 2 terms as Chairman of Synergy Committee; guiding team through development of internal projects, enhancing teamwork and cross departmental process improvements that achieved higher financial performance
  • Served 2 terms as Chairman of Charity Committee; guiding team through develop and completion of quarterly Charity activities
  • Strategized with team and managed team quotas, ensuring top performance
  • Review & report success for key accounts – showcase results and strategy to corporate leadership
  • Work within Demand Side Platform systems to verify campaign delivery and performance
  • Reconcile monthly billing with business management
  • Worked with team to identify areas of improvement and devised solutions based on findings.
  • Collected on delinquent accounts to reduce overdue balances.
  • Supervised team members to confirm compliance with set procedures and quality requirements
  • Built strong relationships with customers through positive attitude and attentive response
  • Managed leave requests and absences and arranged covers to facilitate smooth flow of operations

Team Lead, Warehouse Technician

American Furniture Warehouse Co
07.2015 - 09.2017
  • Managed inventory and order processing teams for one of the largest furniture retail sales companies in Colorado
  • Tracking and processing customer orders including identifying and delivery of orders to dock, assisting customers as needed in loading
  • Developed and led strategic plans to increase efficiency, with emphasis on utilizing extensive knowledge of merchandising tactics and consumer buying behaviors
  • Propelled customer satisfaction and service quality by 83% within 3 months
  • Coached team members in techniques necessary to complete job tasks
  • Monitored staging and kitting procedures to identify and improve packaging and shipping times
  • Managed storage area by organizing floor space, adhering to storage design principles and recommending improvements
  • Monitored employee performance and advised managers on necessary improvements to meet targets
  • Helped keep inventory accurate by overseeing daily cycle counts
  • Trained new team members by relaying information on company procedures and safety requirements

Kitchen Manager

Tokyo Joes
02.2012 - 07.2015
  • Managed the restaurant operations, the food menu, the sanitation process, and finances
  • Worked with other departments to maintain safety and sanitation inspections to meet all standards of the company and regulatory agencies of the local government
  • Prepared and collated input on employee performance for merit evaluations and promotions
  • Sustained high standards of customer service to meet clients' and employees' needs
  • Interacted with customer issues that result in positive feedback
  • Enforced all safety rules while on the job and reports accidents promptly for documentation purpose
  • Checked and tested foods to verify quality and temperature
  • Maximized quality assurance by completing frequent line checks
  • Analyzed sales data to identify trends and adjust purchasing decisions accordingly
  • Developed and implemented kitchen policies and procedures to establish clear guidelines for kitchen operations and comply with regulations
  • Conducted daily checks of refrigerators and freezers to verify proper food storage, container labeling, and surface cleaning

Store Manager of Operations

Sonic
01.2011 - 02.2012
  • Led a workforce of 5-7, including training and development, succession planning and performance evaluations
  • Prepared work procedures, work schedules, and efficient workflow for 5 employees
  • Developed team using tailored framework
  • Oversaw, trained and assisted in sanitation and safety
  • Worked closely with the talent development team to identify learning methods and develop training materials focused on defined learning and program
  • Assisted the store manager in interviewing, training, planning, assigning, and directing work
  • Supervised creation of exciting merchandise displays to catch attention of store customers
  • Managed inventory control, cash control, and store opening and closing procedures
  • Implemented business strategies, increasing revenue and effectively targeting new markets
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices
  • Trained and guided team members to maintain high productivity and performance metrics
  • Approved regular payroll submissions for employees
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits
  • Reduced operational risks while organizing data to forecast performance trends
  • Assisted in recruiting, hiring and training of team members

Education

Associates - Accounting And Business Management

IBMC College - Fort Collins
Fort Collins, CO
05.2020

Bachelors - Accounting And Business Management

Colorado State University Global Campus
Pueblo, CO
05.2020

Skills

  • Leadership
  • Payroll
  • Negotiation
  • Project Management
  • Delegation
  • Critical Thinking
  • Team Building Training
  • Strategic Planning
  • Organization
  • Effective Communication
  • Decision Making
  • Process Improvement
  • Problem Solving
  • Fair Labor Standards Laws
  • Market Audits
  • Legal Responsibilities
  • Insurance Processes
  • Medicaid Processes
  • Contract Negotiations
  • Customer Service
  • Title Clearing
  • Records Evaluation
  • Client Satisfaction
  • Team Oversight
  • Workflow Processes
  • Correction Plans

Timeline

Mortgage Title Manager

Mortgage Connect LP
09.2022 - Current

Collateral Document Manager

Mortgage Connect LP
01.2022 - 09.2022

Title Examiner

Mortgage Connect LP
09.2021 - 01.2022

Quality Control Specialist

Mortgage Connect LP
08.2020 - 09.2021

Team Lead, Senior Account Collector

Collection Center, Inc
09.2017 - 02.2020

Team Lead, Warehouse Technician

American Furniture Warehouse Co
07.2015 - 09.2017

Kitchen Manager

Tokyo Joes
02.2012 - 07.2015

Store Manager of Operations

Sonic
01.2011 - 02.2012

Associates - Accounting And Business Management

IBMC College - Fort Collins

Bachelors - Accounting And Business Management

Colorado State University Global Campus

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Michael Lilly