Sydney Regan
Charlotte,NC
Summary
Results-driven professional with experience managing client pipelines, coordinating workflows, and supporting sales teams to achieve timely, efficient outcomes. Skilled in client communication, lead management, and maintaining organized, accurate records to drive team productivity.
Overview
5
5
years of professional experience
Work History
Production Coordinator
Loan Pronto
09.2024 - Current
- Managed loan processing workflow in Encompass , ensuring timely submission of complete and compliant loan files.
- Reviewed loan applications for accuracy and completeness, identifying and resolving discrepancies early in the process.
- Set up and organized loan files using loan officer checklists within Encompass , supporting efficient processing and underwriting.
- Assisted with credit report analysis and income calculations to support borrower pre-qualification and pre-approval.
- Communicated with borrowers to follow up on loan applications, documentation, and rate quotes, maintaining strong client relationships.
- Maintained accurate data entry and organized electronic records while managing the loan originator's pipeline in Arive CRM and Salesforce .
- Registered loans with lenders and coordinated submissions to meet processing and underwriting deadlines.
- Monitored and cleared loan conditions, reviewed Loan Estimates (LE) and Closing Disclosures (CD), and tracked appraisal updates through closing.
- Trained new team members on mortgage procedures, Encompass , Salesforce , and company policies to ensure consistent and compliant operations.
Customer Acquisition Coordinator
Loan Pronto
08.2023 - Current
- Served as the primary point of contact for clients inquiring about mortgage services through various marketing channels.
- Managed a pipeline of 40–70 active clients, qualifying and routing leads to appropriate Loan Officers.
- Collected and verified borrower information to support accurate loan applications and pre-qualification.
- Generated and nurtured new business opportunities, contributing to Loan Officers' production and pipeline growth.
- Communicated effectively with clients and internal stakeholders from diverse backgrounds to ensure a smooth and informed customer experience.
Director of Marketing & Social Media
Bliss by the Lake Boutique
03.2021 - 06.2023
- Created and managed digital content for Instagram and Facebook using Meta Business Suite to enhance brand visibility and audience engagement.
- Assisted in the development and launch of the company website, contributing to content creation and overall user experience.
- Maintained and updated company website and mobile app to optimize performance and usability.
- Planned and coordinated company events to promote team collaboration and strengthen workplace culture.
- Communicated with vendors to manage ordering, track shipments, and ensure timely inventory fulfillment.
- Organized and analyzed sales data to identify trends and support business decision-making.
Education
Bachelor of Science - Business Marketing, Minor in Public Health
University of North Carolina Charlotte
05-2022
Skills
- Loan Processing & File Management (Encompass, Arive CRM, Salesforce)
- Pre-Qualification & Income/Credit Analysis
- Loan Estimates (LE) & Closing Disclosures (CD)
- Pipeline & Lead Management
- Borrower & Client Data Entry & Record Keeping
- Microsoft Office Suite (Word, Outlook, PowerPoint) & Excel
Timeline
Production Coordinator
Loan Pronto
09.2024 - Current
Customer Acquisition Coordinator
Loan Pronto
08.2023 - Current
Director of Marketing & Social Media
Bliss by the Lake Boutique
03.2021 - 06.2023
Bachelor of Science - Business Marketing, Minor in Public Health
University of North Carolina Charlotte