Sharon Williams
Pacifica,CA
Summary
Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Overview
17
17
years of professional experience
Work History
VP, Processing Manager
Conventus
San Francisco, CA
08.2024 - Current
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Identified opportunities to improve business process flows and productivity.
- Mentored departmental team, boosting efficiency, success and morale among employees.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Successfully managed team of 10 processors, providing assistance and answering questions.
Customer Experience Specialist
JPMorgan Chase
SAN FRANCISCO
04.2024 - 08.2024
- Assisted customers with product inquiries and troubleshooting technical issues.
- Utilized CRM software to track and analyze customer feedback, identifying trends and making data-driven improvements to enhance the overall customer experience.
- Collaborated with cross-functional teams to streamline processes and resolve complex customer issues.
- Collaborated with clients to assess their financial needs and provide tailored loan solutions
- Conducted thorough credit analysis and risk assessments to determine borrower eligibility and ensure compliance with lending regulations.
- Provided ongoing support and guidance to borrowers throughout the loan application process, delivering exceptional customer service and satisfaction.
Senior Loan Specialist
JPMorgan Chase
SAN FRANCISCO
07.2023 - 04.2024
- Analyzed and evaluated financial information to determine eligibility and creditworthiness of loan applicants.
- Managed a portfolio of loan applications, providing timely updates and guidance to clients throughout the approval process.
- Collaborated with underwriters and legal teams to resolve discrepancies and expedite the loan closing process.
- Communicated with clients and other parties involved in the loan process to provide updates and resolve any issues or concerns.
- Provided exceptional customer service by addressing client inquiries and concerns throughout the loan process, resulting in high customer satisfaction ratings.
Senior Loan Specialist
First Republic
SAN FRANCISCO, UNITED STATES
01.2018 - 07.2023
- Analyzed and evaluated loan applications to determine eligibility and risk level.
- Collaborated with Relationship Managers to gather necessary financial documentation, ensuring timely and accurate processing of loan applications.
- Reviewed and updated loan files to ensure compliance with regulatory standards and company policies, reducing the risk of audits and penalties.
- Managed a high volume of loan files simultaneously, meeting tight deadlines and achieving high levels of customer satisfaction through prompt and courteous service.
- Monitored and analyzed data to identify bottlenecks in processing workflows, leading to the implementation of solutions that reduced processing time by 25%.
- Collaborated with cross-functional teams to integrate new technology systems, resulting in improved accuracy and timeliness of processing operations.
Loan Processing Manager
Loan Depot
SAN BRUNO
06.2015 - 12.2017
- Analyzed loan applications to determine creditworthiness and risk profiles for potential borrowers.
- Conducted thorough financial analysis of borrower's income, assets, and liabilities to assess loan eligibility.
- Collaborated with underwriters to ensure loan packages met internal policies and regulatory requirements.
- Communicated with clients to gather necessary documentation and provide updates on loan status throughout the application process.
- Implemented new loan processing procedures resulting in a 20% increase in efficiency and a 15% decrease in processing time.
Senior Loan Processor
Bankers Preferred
BURLINGAME
09.2010 - 06.2015
- Managed and processed complex loan applications for residential mortgages, ensuring compliance with all regulatory requirements and guidelines.
- Collaborated with loan officers, underwriters, and clients to collect and verify all necessary documentation for loan approval.
- Analyzed credit reports, income statements, and other financial documents to assess borrower eligibility and determine appropriate loan terms.
- Demonstrated exceptional attention to detail and accuracy in reviewing loan files, identifying potential risks, and recommending appropriate solutions to mitigate them.
- Managed a high volume of loan applications from start to finish, ensuring accuracy and compliance with all regulations and guidelines.
Branch Operation Manager
Assurity Financial
SAN BRUNO
05.2008 - 02.2010
- Oversaw daily operations of branch, including staff scheduling, training, and performance evaluations.
- Implemented new operational procedures to streamline workflow and improve customer service.
- Analyzed and evaluated financial documents to determine risk and make underwriting decisions.
- Collaborated with loan officers and clients to gather necessary information for underwriting loans.
- Reviewed and approved loan applications based on policy guidelines and risk assessments.
- Conducted thorough research and data analysis to support underwriting decisions and ensure compliance with regulations.
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Coaching and mentoring
- Complex Problem-solving
- Results-driven
Timeline
VP, Processing Manager
Conventus
08.2024 - Current
Customer Experience Specialist
JPMorgan Chase
04.2024 - 08.2024
Senior Loan Specialist
JPMorgan Chase
07.2023 - 04.2024
Senior Loan Specialist
First Republic
01.2018 - 07.2023
Loan Processing Manager
Loan Depot
06.2015 - 12.2017
Senior Loan Processor
Bankers Preferred
09.2010 - 06.2015
Branch Operation Manager
Assurity Financial
05.2008 - 02.2010