SARAH MAYS
Dallas,TX
Summary
Professional with strong record in securing financial resources and managing client portfolios. Demonstrates keen analytical skills, effective communication, and strategic planning to maximize funding opportunities. Collaborative team player known for flexibility and delivering results in dynamic environments. Proficient in financial analysis, and relationship management.
Overview
15
15
years of professional experience
Work History
Office Manager
Enlightening Sales
Dallas, TX
05.2023 - Current
- Coordinated office operations to enhance workflow and improve communication among team members.
- Implemented CRM systems that increased document retrieval efficiency by streamlining processes.
- Developed training materials for new staff, fostering a seamless onboarding experience and minimizing ramp-up time.
- Responsible for processing and tracking purchase orders, return goods, shipments,
- Providing quotes and pricing to our customers as the liaison for our manufacturers.
- Providing product knowledge for complex product specifications from several manufacturers for our clients. I have implemented several processes for efficiency in our processes and provide support for our office for technology and software issues.
- Responsible for keeping records for accounting
Operations Pipeline Specialist
Gateway Mortgage
11.2021 - 12.2022
- Responsible for managing Gateway’s active pipeline of loans to ensure that ECOA and FCRA regulations are within compliance for government requirements. Verifying and working with mortgage origination teams and management to ensure all loans that are canceled or denied are dispositioned correctly to ensure that regulations are being followed. Post-closing QC reviews of previous months fundings to ensure accuracy and compliance. Special projects when needed in various areas. Such as, ensuring that files were dispositioned properly and correctly documented and, ensuring accurate data was entered for various data points. Remote position with collaboration with team members via Teams and Zoom. And, effective in time management skills, responsibilities, work schedules and meeting deadlines with minimal supervision.
Condition Clearing Specialist
Recovco Mortgage
06.2021 - 11.2021
- Responsible for clearing all pre purchase conditions and limited conditions for underwriting. Daily reports to management to ensure SLAs are met and outstanding conditions are addressed in a timely manner. Assisted in special projects such as appraisal verifications and ensuring accurate data was entered for various data points. Remote position with collaboration with team members via Teams and Zoom. And, effective in time management skills, responsibilities, work schedules and meeting deadlines with minimal supervision.
Senior Pre-Purchase Review and Funding Specialist
Texas Capital Bank
Dallas, TX
07.2015 - 06.2021
- Responsible for conducting a thorough review of all closing documentation and conditions to facilitate the purchase of residential loans in accordance with applicable Federal and State requirements, Agency guidelines and Texas Capital Banks policies. Responsible for the timely and accurate pre-purchase review of residential mortgage loans consisting of conforming conventional, non-conforming, FHA, VA, USDA Responsible for conducting a thorough review of all final loan information ensuring Mortgage loan documentation is complete and accurate. Responsible for verifying accuracy between the virtual loan file and Texas Capital Bank Systems. Also, responsible for funding loans on an as needed basis. This required detailed analysis of escrow balances, taxes, hazard payments. Working with accounting to balance numbers to ensure the accurate purchase of all loans.
Quality Assurance Analyst
Texas Capital Bank
07.2015 - 06.2021
- Responsible for clearing all pre purchase conditions and limited conditions for underwriting. Daily reports to management to ensure SLAs are met and monitoring outstanding conditions. Monitoring of incoming conditions for the collateral group, resolving funding errors, management of exception sellers, reviewing and monitoring the quality for our outsourcing group. Managing the pipeline of post purchase escrow hold back conditions and working with Sellers to obtain missing documentation within the required time frames. Remote position with collaboration with team members via Teams and Zoom. And, effective in time management skills, responsibilities, work schedules and meeting deadlines with minimal supervision.
Team Lead
Franklin American Mortgage
01.2012 - 2013
- Managed team member’s daily and weekly metrics. Provided timely performance reviews for the team. Responsibilities included training and coached/counseled individual performance of team members. Monitored daily incoming correspondent file submissions and reviews, per assigned region, for accuracy and completeness. Conducted regular follow up for outstanding documentation. Communicated company policies, procedures, industry regulations and other changes that affect the industry to team. Assumed additional duties as they arise, cross-train within the department. Worked with Correspondent Loan Review Supervisor to develop processes and procedures to maintain customer service standards and enhance loan flow for optimum production and loan quality.
Education
High School Diploma -
Collin College
Plano, TXSkills
- AUS PROGRAMS
- FNMA/FHLMC GUIDELINES
- VARIOUS IMAGING WORKFLOW MANAGEMENT SYSTEMS
- FHA/VA
- CONVENTIONAL
- ARM PRODUCTS
- TX CASH-OUT REQUIREMENTS
- SECOND LIENS
- TRUSTS
- NY MODIFICATIONS
- MS OFFICE SUITE
- PORTFOLIO MANAGEMENT
Timeline
Office Manager
Enlightening Sales
05.2023 - Current
Operations Pipeline Specialist
Gateway Mortgage
11.2021 - 12.2022
Condition Clearing Specialist
Recovco Mortgage
06.2021 - 11.2021
Senior Pre-Purchase Review and Funding Specialist
Texas Capital Bank
07.2015 - 06.2021
Quality Assurance Analyst
Texas Capital Bank
07.2015 - 06.2021
Team Lead
Franklin American Mortgage
01.2012 - 2013
High School Diploma -
Collin College