Manager- Mortgage Loans
Bayview Financial
09.2021 - 08.2022
- Ensured Department communicated to internal staff and sales verbally and in writing regarding status, issues, or additional requirements for processing mortgage loans
- Accomplished multiple tasks within established timeframes.
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance
- Maximized performance by monitoring daily activities and mentoring team members.
- Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Executed regular process updates to reduce discrepancies and enhance scheduling across production calendars and programs.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Approved regular payroll submissions for employees.
- Applied customer feedback to develop process improvements and support long-term business needs.
- Identified plans and resources required to meet project goals and objectives.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Monitored appropriateness of credit limits on customers, making changes to realign operations with policies and targets.
- Obtained and interpreted financial statements to assist in credit limit reviews.
- Assessed credit risk and analyzed financial statements.
- Conducted presentations to upper management and executive teams for loan recommendations.
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Complied with internal controls and government regulations.
- Improved understanding of financial statements, which helped in assessing risk.
- Contacted customers and requested financial documentation.
- Used Microsoft Word and other software tools to create documents and other communications.
