Shad L. Short
South Bend,WA
Summary
Strategic and committed to driving consistent customer and revenue growth with strong pipeline management of 50 + or more while maintaining lead nutrition. Skillful in converting leads into customers, keeping accounts serviced and maintaining competitive sales numbers. Excellent relationship-building, communication and multitasking abilities.
Overview
13
13
years of professional experience
Work History
Sales Specialist - Loan Officer Assistant
Peoples Mortgage Company
Tempe, AZ
01.2022 - 01.2024
- Liaised between borrowers and realtors, title companies and loan company management.
- Analyzed loan files and reviewed client income, assets and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
- Set and confirmed appointments with clients, realtors and business partners and initiated marketing contact with new leads and realtors.
- Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
- Generated estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation.
Relationship Account Manager - Medical Acquisition
Bank of America Merrill Lynch
Chandler , AZ
02.2015 - 01.2018
- Collaborated with doctors, brokers, equipment vendors, contractors, and other COIs to actively explore lending possibilities for medical ventures such as start-ups, acquisitions, expansions or commercial real estate.
- Prepared financial packages for underwriting while offering financial solutions to small business owners. Services included new business DDA’s, Savings Accounts, Business Lending Options, and Business Credit Cards with quality referrals to banking partners.
Sr Operations Manager - Wealth Managment
Bank of America Merrill Lynch
Chandler, AZ
11.2013 - 02.2015
- Managed direct communication between Financial Advisor and clients
- Streamlined processes by effectively generating reports, opening new accounts, managing loan processing, and preparing financial packages for underwriting.
- Provided comprehensive banking solutions to High-Net-worth clients by overseeing their Mortgage applications, DDA accounts transactions. Savings plans setup and maintenance of Credit Cards. Additionally managed HELOC and Business Loan portfolios.
Home Service Specialist - Mortgage Operations
Bank of America, NA
Chandler, AZ
02.2011 - 11.2013
- Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
- Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
- Managed conditions sent from underwriting departments.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Completed closing process by collaborating with attorneys, title companies and government clerks.
Education
High School Diploma -
John Adams Academy
Arizona 01-2007
NMLS - 885623
Loan Signing Agent - 95931536
Skills
- Loan structuring
- Referral Generation
- Loan Processing
- Document Review
- Credit evaluation
- Pipeline Management
- Excellent time management
- Encompass - Optimal Blue
Timeline
Sales Specialist - Loan Officer Assistant
Peoples Mortgage Company
01.2022 - 01.2024
Relationship Account Manager - Medical Acquisition
Bank of America Merrill Lynch
02.2015 - 01.2018
Sr Operations Manager - Wealth Managment
Bank of America Merrill Lynch
11.2013 - 02.2015
Home Service Specialist - Mortgage Operations
Bank of America, NA
02.2011 - 11.2013
High School Diploma -
John Adams Academy
NMLS - 885623
Loan Signing Agent - 95931536
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