Shaneka A Pedersen
Mortgage Branch Manager
Indianapolis,Indiana
Summary
Experienced Mortgage Branch Manager with over 15+ years of experience in the residential real estate and banking industry. Well-versed in developing relationships, partnerships and engagement strategies to help clients achieve their homeownership goals. Communicative and strategic leader committed with motivational and educational leadership styles, dedicated to going the extra mile for clients, staff and meeting organizational goals.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Mortgage Branch Manager
Atlantic Bay Mortgage Group
03.2023 - Current
- Developed and maintained over 200 relationships with borrowers, realtor partners, and vendors through closing process.
- Successfully managed budgets and allocated resources to maximize productivity and increase branch profitability by 10% in the first year.
- Established team priorities, maintain schedules and monitor performance.
- Managed operational-level personnel working in processing, underwriting, and closing capacities.
- Represented organization to clients, realtor partners, title companies, as well as other industry professionals. Specifically North and Downtown divisions of MIBOR, CIRA and local Neighborhood Development Corporations.
Mortgage Loan Originator
Elements Financial Federal Credit Union
02.2014 - 03.2023
- Managed over 100 residential real estate loan transactions per year, prioritizing tasks to ensure timely closings and meet clients'' needs
- Coordinated loan transactions with client; completed loan application, reviewed credit documentation, recommended products and solutions based on client’s individual need.
- Mentored and trained junior colleagues in navigating complex mortgage industry procedures while sharing valuable insights gained from years of experience
- Developed strong relationships with real estate agents, increasing referral business and expanding client base
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved
- Worked closely with borrowers experiencing financial hardship, helping them explore alternative financing options or refinancing solutions
- Assisted the development of marketing materials targeting prospective borrowers, helping promote the company's loan products effectively
Bilingual Mortgage Banker
JPMorgan Chase Bank N
06.2012 - 02.2014
- Originated residential real estate loans; established relationships with realtors, financial advisors, accountants and previous clients to build referral network.
- Worked with INHP (Indianapolis Neighborhood Housing Partnership):one of the preferred partners to facilitate lending support portion for homeowner readiness classes.
- Streamlined application processes for faster approvals, ensuring timely closings on mortgage loans
- Provided guidance to borrowers regarding various loan programs, helping them select the best option for their situation
Bilingual Small Business & Personal Banker
JPMorgan Chase Bank N.A.
09.2009 - 06.2012
- Coordinated with bankers as branch partner to acquire and maintain business relationships.
- Boosted sales of bank products through effective cross-selling and up-selling techniques
- Coached bankers to uncover business opportunities; taught business profiling techniques.
- Managed business portfolios with fewer than 5M in assets, 75% of this portfolio was Spanish speaking.
- Processed several transactions: wire transfers, account maintenance requests, cash management solutions inquiries.
- Attended meetings with local upper-level management about identifying, promoting and maintaining diverse talent within Chase.
- Series 6, 63 and IN Life Insurance accreditations.
Personal Banker / Certified Mortgage Banker
Marshall & Ilsley M&I Bank
01.2008 - 09.2009
- Specialized in Neighborhood Loan Program (NHLP); specifically, with clients with an ITIN (Individual Taxpayer Identification Number).
- Originated residential real estate loans.
- Recommended standard banking products to customers.
- Processed teller transactions and performed vault audits.
Bilingual Sales and Service Associate
JPMorgan Chase
10.2005 - 07.2007
- Performed service and maintenance requests of bankers and customers.
- Performed complex transactions and inquiries which generated sales leads for bankers.
- Performed teller transactions and was designated ATM teller.
Education
Bachelor of Arts -
DePauw University
Greencastle, IN 08.2001 - 05.2005
High School Diploma -
Champaign Central High School
Champaign, IL 08.1997 - 05.2001
Skills
Leadership
Community Engagement
Indianapolis Public Schools Foundation 2019- current
Board President 2021-current
- Implemented new strategic goals for the organization as we continue to grow the Board of Directors.
- Coordinated fundraising goals, to focus on corporate donors and sponsors, specifically working with local and nationwide donors.
- Implemented Diversity, Equity & Inclusion initiatives to better reflect the diverse district we serve.
Hawthorne Community Center, Indianapolis, Indiana Board of Directors 2010 – 2019
Treasurer 2018- 2019, Secretary 2016-2018
- Secured funding for youth programs by developing marketing proposals and submitting for various grants.
- Developed community relationships with other financial and non-profit organizations.
- Supported fundraising efforts through professional connections as well as planning fundraising events.
Youth basketball coach 2007 – 2023
- Coached youth ages 5-16; taught fundamentals of basketball; passing, shooting, dribbling, teamwork.
Recovery Cafe Indy -Advisory Board Committee 2019 -2021
- Identified fundraising, technical assistance and marketing resources.
- Supported fundraising efforts through facilitating connections, promoting opportunities and planning events.
- Supported hiring search for Program Director
Center for Inquiry # 27 PTSA , Indianapolis, Indiana 2017-2023
Recording Secretary 2019– 2020/ Treasurer 2020-2021
- Helped plan school fundraising events such as the Parent Bash, Stories at Starlight, and Teacher Appreciation Week
- Attend and record minute meetings.
- Continue to maintain positive rapport with Staff, Parents, Teachers and Students.
Women's Fund OPTIONS 2020
- Attended classes with guest speakers, field trips, community exploration with the goal of establishing a personal giving plan.
- Experienced in group-decision making regarding grants, an understanding of what it means to be a thoughtful Board member, a better understanding of gender equity, racial equity and the intersection of race and gender.
Broad Ripple Middle School PTSA , Indianapolis, Indiana 2024
Assistant Treasurer 2024/ Advisory Committee
- Helped establish financial processes/operations, opened bank account, planned provisional budget for the new school year as a newly opened IB program
- Attended and participated in meetings, providing feedback regarding opportunities as well as challenges.
Certification
Dale Carnegie Certification 2015
Timeline
Mortgage Branch Manager
Atlantic Bay Mortgage Group
03.2023 - Current
Mortgage Loan Originator
Elements Financial Federal Credit Union
02.2014 - 03.2023
Bilingual Mortgage Banker
JPMorgan Chase Bank N
06.2012 - 02.2014
Bilingual Small Business & Personal Banker
JPMorgan Chase Bank N.A.
09.2009 - 06.2012
Personal Banker / Certified Mortgage Banker
Marshall & Ilsley M&I Bank
01.2008 - 09.2009
Bilingual Sales and Service Associate
JPMorgan Chase
10.2005 - 07.2007
Bachelor of Arts -
DePauw University
08.2001 - 05.2005
High School Diploma -
Champaign Central High School
08.1997 - 05.2001
Dale Carnegie Certification 2015
NMLS Nationwide Mortgage Lending System [2009-current]
Junior Achievement Indy's Best & Brightest Banking Finalist 2022
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