Robert Marsh
Houston,TX
Summary
Experienced and enthusiastic Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.
Overview
21
21
years of professional experience
Work History
CFO/Supervising Mortgage Loan Processor
Top Shelf Mortgage Processing
12.2020 - Current
- Assessed loan applications, identified potential risks and recommended solutions, provided polished customer service, ensured fiduciary responsibility, met all state & federal requirements through CE
- Oversaw budgets, payroll, and accounts payable and receivable.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
- Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
- Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Prepared file for final clear-to-close by branch management.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
- Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase.
- Communicated with originator and applicant concerning progress of loan file.
- Contributed to business growth through diligent work on complex loan applications that resulted in successful closings.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Reduced loan application errors by implementing a thorough quality control process for all submitted applications.
- Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.
- Provided exceptional customer service while guiding borrowers through the entire loan process from pre-qualification to closing.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
- Processed mortgage loan applications accurately and successfully for over five years.
Mortgage Loan Processor
Secured Mortgage Processing
07.2018 - 12.2020
- Assessed loan applications, identified potential risks and recommended solutions, provided polished customer service
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
- Provided exceptional customer service while guiding borrowers through the entire loan process from pre-qualification to closing.
Senior Directional Drilling Consultant
AIM DDS
07.2018 - 06.2019
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Managed client relationships through regular check-ins and updates on project progress.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Gathered, organized and input information into digital database.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Created and managed project plans, timelines and budgets.
- Generated reports detailing findings and recommendations.
- Conducted regular reviews of operations and identified areas for improvement.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
Senior Directional Drilling Consultant/Proposal Specialist
Gyrodata
04.2018 - 07.2018
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Maintained database systems to track and analyze operational data.
- Conducted regular reviews of operations and identified areas for improvement.
- Generated reports detailing findings and recommendations.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Created and managed project plans, timelines and budgets.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Senior Directional Drilling Consultant
Weatherford DDS
12.2016 - 04.2018
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Gathered, organized and input information into digital database.
- Maintained database systems to track and analyze operational data.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Evaluated customer needs and feedback to drive product and service improvements.
- Generated reports detailing findings and recommendations.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Frequently inspected production area to verify proper equipment operation.
Service Technician
Innovative Fueling Solutions
05.2016 - 12.2016
- Customer service/client relations, planning and construction of commercial and private fueling sites, programming and calibrating fuel dispensers to pass all state and federal requirements, daily reporting of costs and project updates
- Explained diagnostic findings to customers and outlined repair or service options.
- Installed new equipment and explained operation and routine maintenance protocols to customers.
- Inspected equipment to diagnose operational issues.
- Adhered to safety protocols and policies to reduce workplace hazards.
- Diagnosed and troubleshot problems, repairing, and restoring machines to peak performance.
- Responded to customer inquiries quickly and professionally to increase satisfaction.
- Reduced equipment downtime by performing regular maintenance checks and resolving potential problems.
- Provided on-call support outside of normal business hours, ensuring uninterrupted service for clients experiencing emergencies or critical failures.
- Received consistent positive feedback from customers, reflecting dedication to delivering exceptional service quality.
- Replaced faulty components on computer systems and performed preventive maintenance to secure smooth operations.
- Diagnosed and repaired problems with electrical and mechanical systems.
- Tested systems, noting issues and completing preventive maintenance.
- Worked with diverse types of weather and ground conditions.
- Maintained strong focus on safety and efficiency to provide comprehensive support to personnel performing skilled repairs.
Senior Directional Drilling Consultant
Scientific Drilling Inc
06.2003 - 09.2015
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Assisted clients in navigating complex industry challenges with strategic recommendations.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
- Designed tailored training programs for employees at various levels within the organization, boosting overall skillsets.
- Implemented practices and procedures to reduce expenditures and increase savings.
- Maintained database systems to track and analyze operational data.
- Gathered, organized and input information into digital database.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Created and managed project plans, timelines and budgets.
- Generated reports detailing findings and recommendations.
- Conducted regular reviews of operations and identified areas for improvement.
- Educated staff on organizational mission and goals to help employees achieve success.
- Frequently inspected production area to verify proper equipment operation.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
Education
Certification - Rig Safety
Frank Phillips College
Borger, TX1998
Some College (No Degree) - Rig Safety
Frank Phillips College
Borger, TXSkills
- Project Scheduling
- Preventative Maintenance
- Directional Drilling
- Contractor Oversight
- Reporting expertise
- Regulatory Compliance
- Operational management
- Documentation compliance
- Regulatory Requirements
- Program Leadership
Timeline
CFO/Supervising Mortgage Loan Processor
Top Shelf Mortgage Processing
12.2020 - Current
Mortgage Loan Processor
Secured Mortgage Processing
07.2018 - 12.2020
Senior Directional Drilling Consultant
AIM DDS
07.2018 - 06.2019
Senior Directional Drilling Consultant/Proposal Specialist
Gyrodata
04.2018 - 07.2018
Senior Directional Drilling Consultant
Weatherford DDS
12.2016 - 04.2018
Service Technician
Innovative Fueling Solutions
05.2016 - 12.2016
Senior Directional Drilling Consultant
Scientific Drilling Inc
06.2003 - 09.2015
Certification - Rig Safety
Frank Phillips College
Some College (No Degree) - Rig Safety
Frank Phillips College
Similar Profiles
Jarrad GoodoienJarrad Goodoien
Operations Assistant at Top Shelf ServicesOperations Assistant at Top Shelf Services
Michael KurzMichael Kurz
Warehouse Worker and Leader at Top Shelf Hemp Co.Warehouse Worker and Leader at Top Shelf Hemp Co.
Brendan HintonBrendan Hinton
Operations supervisor at Top Shelf logisticsOperations supervisor at Top Shelf logistics
Angelica MyersAngelica Myers
Customer Service Representative at ASC HoustonCustomer Service Representative at ASC Houston
Nazanine "Ashley" PillsburyNazanine "Ashley" Pillsbury
Senior Manager of People and Culture at Shipley DonutsSenior Manager of People and Culture at Shipley Donuts