To successfully demonstrate my ability to successfully lead and motivate and build the morale of a team of successful underwriters to ensure the highest levels of quality and production are met.
Experienced with coordinating and executing successful events for various clients. Utilizes exceptional organizational skills and attention to detail to ensure smooth and memorable events. Knowledge of vendor management, budget control, and client communication to deliver high-quality results.
Overview
17
17
years of professional experience
Work History
Event Planner
Park Avenue Event Planning
03.2022 - Current
Increased event attendance by developing strategic marketing campaigns and engaging promotional materials.
Coordinated schedules and timelines for events.
Conferred with event staff at event site to coordinate details.
Coordinated with participating vendors during event planning.
Managed event logistics and operations.
Performed event coordination for larger parties and gatherings.
Developed strong relationships with clients, fostering trust and rapport for ongoing business opportunities.
Managed budgets effectively, monitoring expenses closely to ensure events were delivered within financial constraints.
Corresponded with clients to answer questions and resolve issues.
A Production Team Lead, assigned the most complex loan/credit files, including, but not limited to, escalations, insider loans, portfolio loans, jumbo loans and other specialized loan products
Reviews include Conventional, VA, and Portfolio Products
Expanded communication and rapport with our Fulfillment partners by setting up weekly collaborations to instill team unity and consistency
On a monthly basis, I come into the office to do side by side collaborations with Processors, seniors, and Managers
Since the initiation of this procedure production and quality have increased month after month
Increased productivity since the inception of regionalization for Conventional teams, my team has not only met but has exceeded their production goal month after month
Coaching and Mentoring; currently Mentoring Amy Rainey for more than a year, currently Amy has a 100% quality rating for the last 12 months running, in addition, I am currently coaching a team member who is trying to increase her production, we have collaborated numerous times in regards to best practices and techniques and she has improve her product substantially over the last 3 months
Advance underwriting knowledge, responsible for underwriting complex loans/credit files, including, but not limited to, insider loans, and other specialized loan products and handles complex member escalations; increased lending and exception authority
Pipeline and Quality initiatives; coached and mentored less-experienced underwriters
Lead the team in achieving established quality metrics, managed production SLOS and provided management support as needed
Displays the following; Business Acumen, Communication, Customer Focus, Demonstrate Adaptability (Agility), Drive for Results
Jumbo Conventional Mortgage Underwriter I
USAA Federal Saving Bank
11.2010 - 06.2013
Responsible for underwriting complex loan/credit files, including, but not limited to, escalations, insider loans, portfolio loans, jumbo loans and other specialized loan products
Reviews include Conventional, VA, and Portfolio Products
Certified on specialty task such as Condo/Pud Questionnaires, MI, Subordinations, Tax Returns, and Trust
Coached and mentored less-experienced underwriters in assisting them to obtain expanded authority for a variety of underwriting task
Lead the team in achieving established quality metrics, manages production SLOs
Consistently one of the top performers in both production and quality
Continually providing support and mentoring not only to my fellow Underwriters but also to our Fulfillment Processors to recommend solutions to individual scenarios, with the thought process of giving the member a better mortgage experience
Quality Assurance Analyst Lead
Wells Fargo/Wachovia Mortgage
06.2008 - 11.2010
Work hand in hand with Underwriters and Processors in a variety of different departments to include Default, Short Sale, Foreclosure, and Loss Mitigation
Analyze testing functionality and recommend corrective action
Identify defect trends and manage corrective measures through resolution
Develop and maintain test plans, test strategies, and test cases while performing all testing activities including integration, system, user acceptance, performance, stress, and regression testing
Create, maintain, perform and update test scripts for internally and externally developed software, as well as analyze test cases and provide accurate progress reports to insure efficiency
Perform risk based analysis for modifications affecting operational systems to include Underwriting and Fulfillment
Lead in the development of user documentation, procedures and training as required for all processing and underwriting procedures
Oversee the testing of system modifications, system product set up, and conversion testing
Education
Sacramento State University
Sacramento, CA
01.1992
Skills
Planning and organization
Event planning
Social media management
Event marketing
Event execution
Business management
Client relations
Strategic planning
Client relationship development
Languages
English
Full Professional
Tagolag
Native or Bilingual
Timeline
Event Planner
Park Avenue Event Planning
03.2022 - Current
Sr. Conventional Mortgage Underwriter/Team Lead
USAA Federal Saving Bank
11.2010 - 03.2023
Jumbo Conventional Mortgage Underwriter I
USAA Federal Saving Bank
11.2010 - 06.2013
Quality Assurance Analyst Lead
Wells Fargo/Wachovia Mortgage
06.2008 - 11.2010
Sacramento State University
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