Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.
Overview
17
17
years of professional experience
Work History
Office Manager - Part Time
Stonebridge Real Estate
Ft Worth, TX
03.2023 - Current
Monitored payments due from clients and promptly contacted clients with past due payments.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Used judgment and initiative in handling confidential matters and requests.
Reviewed files and records to obtain information and respond to requests.
Requested financial documents from customers.
Reconciled customer accounts to identify delinquencies or disputes, documenting root causes.
Identified needs of customers promptly and efficiently.
Mortgage Loan Processing Manager
Lakeview Loan Servicing - Remote
Coral Gables, FL
09.2021 - 08.2022
Established work schedules, assignments and production sequences to meet production goals.
Evaluated business operations compliance with regulatory and internal standards.
Collaborated with company teams to expedite loan approval processes.
Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Reviewed customer financial data to ascertain level of risk involved for extending credit.
Prepared basic and preliminary credit analyses to determine creditworthiness and compliance.
Requested financial documents from customers.
Conducted credit reviews on corporations to assess financial conditions.
Disclosed Loan Estimates, Change of Circumstances and Closing Disclosures
Mortgage Loan Processing Manager /Project Manager
Caliber Home Loans -Remote
Irving, TX
02.2018 - 08.2021
Disclosed Loan Estimates, Change of Circumstances and Closing Disclosures
Disclosure Desk Trainer
Evaluated current production estimates and outputs to meet deadlines.
Upheld compliance with privacy and security requirements, as well as federal statutes covering all loans types.
Improved overall business process management by executing, measuring and monitoring new systems.
Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Maintained knowledge of company products and services to promptly resolve complaints and concerns.
Assisted staff with resolving complex customer issues and implementing targeted solutions.
Responded to phone and online customer service requests within designated turnaround time to improve customer satisfaction ratings.
Developed loan contracts and explained contract terms to clients.
Collaborated with company teams to expedite loan approval processes.
Reviewed client documentation and contracts for discrepancies and mistakes.
Updated client account information and records in company databases.
Analyzed loan applications submitted by corporations, using liquidity, leverage and credit history to evaluate risk associated with issuing loans.
Reviewed customer financial data to ascertain level of risk involved for extending credit.
Assessed financial data from customers to better understand risk levels in terms of lending money.
Monitored and maintained compliance with internal controls and government regulations.
Senior Loan Processor
Nationstar Mortgage dba Mr Cooper
Irving, TX
04.2016 - 02.2018
Managed conditions sent from underwriting departments.
Created and completed loan submission packages.
Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
Delivered high levels of customer service to facilitate smooth processes.
Reviewed loan agreements to confirm completeness and accuracy.
Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
Reviewed customer financial data to ascertain level of risk involved for extending credit.
Prepared basic and preliminary credit analyses to determine creditworthiness and compliance.
Requested financial documents from customers.
Reconciled customer accounts to identify delinquencies or disputes, documenting root causes.
Disclosed Loan Estimates, Change of Circumstances and Closing Disclosures
Senior Mortgage Loan Processor
Affiliated Bank
Arlington , Texas
07.2014 - 04.2016
Evaluated and adjusted loan files to meet banking, federal and secondary market regulations.
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