Summary
Overview
Work History
Education
Skills
Licensing
Timeline
Generic

Sara Robinson

Prosper,TX

Summary

Customer-first mortgage professional with 10+ years of experience guiding borrowers through each step of the home loan process, with a focus on education, compliance, and timely execution. Proven ability to manage high-volume pipelines, provide consultative loan structuring, and ensure seamless closings. Recognized for delivering top-tier service and maintaining borrower satisfaction in high compliance environments.

Overview

14
14
years of professional experience

Work History

Mortgage Professional

Mr. Cooper
12.2024 - Current
  • Delivered white-glove service to borrowers by responding quickly to loan inquiries and maintaining proactive communication throughout the loan cycle
  • Guided clients on appropriate mortgage products and structured loans based on borrowers needs and eligibility
  • Managed a pipeline of 25+ loans/month while maintaining service-level turnaround standards
  • Used Encompass and Blend to ensure application accuracy, minimize conditions, and expedite processing
  • Achieved Top Performer Award, Q1 2025, with 93.3% pull-through rate

Home Lending Sales Manager

BSI Financial Services
07.2022 - 12.2024
  • Led sales team of MLOs, setting production targets and driving revenue performance
  • Conducted weekly coaching and performance reviews to align output with goals
  • Audited loan applications across Conventional, FHA, VA and Home Equity products
  • Maintained compliance with internal policies and regulatory standards
  • Delivered training on new products and retention strategies to support loan growth

Retention Sales Manager

ServiceMac
08.2020 - 05.2022
  • Built Retention Department from the ground up, including staffing and training
  • Originated Conventional, FHA, and VA loan through direct borrower outreach
  • Implemented best practices to streamline origination and improve client engagement
  • Reviewed applications and coached team on product structure and documentation

Sales Manager

RoundPoint Mortgage Servicing Corporation
03.2017 - 08.2020
  • Managed a team of 8-10 Loan Officers focused on improving application quality
  • Increased pull-through by developing customize follow-up and pipeline strategies
  • Created Rookie Training Program and achieved 78% NMLS first pass rate
  • Led hiring, goal setting, performance monitoring, and compliance audits

Loan Officer

RoundPoint Mortgage Servicing Corporation
07.2016 - 03.2017
  • Originated Conventional and Government loans from application to closing
  • Guided borrowers through product selection and documentation
  • Coordinated with processors and document technicians to enhance loan flow

Loan Officer

Pacific Union Financial
03.2015 - 06.2016
  • Retained and converted refinance business from portfolio and lead sources
  • Achieved department leading 73% pull-through rate in 2015
  • Originated full doc and streamline FHA and VA loans

Loan Officer

SunTrust Mortgage
10.2012 - 03.2015
  • Partnered with branch banking and Private Wealth Management for client referrals
  • Counseled clients on loan product selection, resulting in higher borrower satisfaction
  • Awarded SunTrust Gold Performance Excellence- top 10% company-wide for production and client satisfaction

Home Mortgage Consultant

Wells Fargo
09.2011 - 10.2012
  • Originated Conventional, FHA, and VA loans, maintained high closing satisfaction
  • Earned Customer Service Award for CSAT scores about 85%

Education

Bachelor of Science - Finance

University of North Carolina At Charlotte
Charlotte, NC

Skills

    Mortgage Expertise

  • Conventional, FHA, VA, Home Equity
  • Loan Originations & Pipeline Management
  • Mortgage Sales Strategy & Execution

    • Leadership &Growth

  • Team Development & Coaching
  • Performance Metrics & Goal Setting
  • Talent Retention & Culture Building

    • Operational Excellence

  • Regulatory Compliance
  • CRM/LOS Platforms: Encompass, Blend
  • Application Auditing & Quality Control

Licensing

NMLS # 831710

Licensed in: AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, MD, MO, NV, OH, PA, RI, TN, TX, UT, WA

Timeline

Mortgage Professional

Mr. Cooper
12.2024 - Current

Home Lending Sales Manager

BSI Financial Services
07.2022 - 12.2024

Retention Sales Manager

ServiceMac
08.2020 - 05.2022

Sales Manager

RoundPoint Mortgage Servicing Corporation
03.2017 - 08.2020

Loan Officer

RoundPoint Mortgage Servicing Corporation
07.2016 - 03.2017

Loan Officer

Pacific Union Financial
03.2015 - 06.2016

Loan Officer

SunTrust Mortgage
10.2012 - 03.2015

Home Mortgage Consultant

Wells Fargo
09.2011 - 10.2012

Bachelor of Science - Finance

University of North Carolina At Charlotte

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