Dynamic financial professional with a proven track record in competitive markets. I look to build upon success and fine tune systems. Expert in customer service and problem-solving, while ensuring 100% audit compliance. Strong collaborator and team leader, skilled in strategic client relations and sales pitch development.
● Number One each year in sales volume
● 25.5 Million total retained enrolled debt for 2023
● 20.8 Million total retained enrolled debt for 2024
● 98% retention of enrolled clients
● 100% monthly audit compliance
● Led the creative development of sales pitch and strategic client relations
● Complete recorded Merchant Interview calls to conclude the loan process and all disclosures before funding.
● Help to manage and lead a team to handle the pipeline and demands of 80 Sales Representatives.
● Communicate effectively with the Sales Reps, and Sales Managers on what is needed on each file.
● Act as a liaison between Sales Reps, Funding and Processing Partners to ensure all funding cut offs are made.
● Knowledgeable in all underwriting stipulations to ensure received documentation satisfies needed conditions to fund.
● Organize, review and analyze applications, bank statements, credit reports and all other stipulations needed to fund.
●Train new hires on the Reliant Funding process and expectations
Responsible for the ordering of Credit and Title Reports, as well as finding competitive Homeowners Insurance for my clients.
● Thorough in gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan from
pre approval to closing.
● Comfortable coordinating with Title and Escrow companies, Lender, Realtors, and any other Third Party to ensure fast and
flawless closings.
● Analyzed financial statements, PSA, Title, and Appraisal reports, Tax Returns, and Credit documentation for accuracy and
compliance for investors guidelines.
● Knowledgeable in ordering closing documents through Jetdocs, and balancing Closing Disclosure between Title and the company
drawing the Closing Disclosures. .
● Skilled in Audit of loan after completion to ensure all documentation are in compliance with our company's guidelines.