Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Theodore Matosich

Summary

With a proven track record at AmeriSave Mortgage Corporation, I excel in operational excellence and strategic leadership, driving business growth and fostering organizational development. Leveraging skills in KPI tracking and staff development, I've consistently enhanced revenue and efficiency, showcasing my ability to lead high-performing teams towards achieving exceptional results.

Overview

38
38
years of professional experience
1
1
Certification

Work History

SVP of Customer Relations

AmeriSave Mortgage Corporation
05.2020 - 01.2025
  • Duties included; remotely overseeing all of customer care, customer service, customer facing, customer feedback, and customer on-line reviews.
  • Recognized by J.D. Power in the 2024 U.S. Mortgage Origination Satisfaction Study as a Top 5 Lender.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
  • Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
  • Established a culture of continuous improvement, leading by example to drive operational excellence across the organization.
  • Enhanced company performance by implementing new strategies and streamlining operations..


LPO Manager Costco Consumer Direct Channel

First Choice Loan Services Inc.
02.2011 - 05.2020
  • Duties included; remotely recruiting, leading, and managing the consumer direct Costco mortgage division nationwide for the platform which included all of sales, operations, customer care, and management.
  • Managed and motivated employees to be productive and engaged in working remotely.
  • Maintained professional, organized, and safe environment for employees.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Maximized performance by monitoring daily activities, KPI's, and mentoring team members.
  • Cross-trained existing employees to maximize team agility and performance.
  • Developed a strong company culture focused on employee engagement, collaboration, unselfishness, and continuous learning opportunities.
  • Recognized yearly with the First Choice Elite award for exceeding the platforms production expectations.
  • Recognized in 2019 for the companies Servant Leadership Award.



Remote Branch Manager / Producing Loan Officer

Cap West Mortgage
06.2010 - 02.2011
  • Duties included: remotely originated consumer direct leads from Lending Tree nationwide and managing the team I brought to the platform.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Submitted loan applications to underwriter for verification and approval.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.
  • Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
  • Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.

Owner / Operator

Nationwide Lending Corporation
03.1999 - 08.2009
  • Duties included: all aspects of overseeing all departments within the company.
  • Nationwide Lending was an innovative consumer direct full service mortgage company that generated business by purchasing leads nationwide from a variety of lead sources.
  • Averaged 100 million dollars of production per month.
  • Served on advisory boards for affiliate vendors.
  • Lead the company from a servant leadership approach producing low turnover.
  • Recognized by employees, vendors, and affiliates as a top company to work for in the mortgage business.

High School Coach/Teacher/Athletic Director

Three High Schools in the State of Georgia
08.1986 - 06.1998
  • Taught, trained, and coached and administered high school athletes for twelve years in the state of Georgia at three different public high schools.


Education

Master of Education - Education

Valdosta State University
Valdosta, GA
08-1991

Bachelor of Science in Education - Education

S.U.N.Y @ Cortland
Cortland, NY
08-1986

Skills

  • Operational excellence
  • Strategic leadership
  • Policies and procedures
  • KPI tracking
  • Process improvements
  • Business development
  • Organizational development
  • Staff development
  • Customer support
  • Recruiting and hiring

Certification

NLMS ID: 39903

Timeline

SVP of Customer Relations

AmeriSave Mortgage Corporation
05.2020 - 01.2025

LPO Manager Costco Consumer Direct Channel

First Choice Loan Services Inc.
02.2011 - 05.2020

Remote Branch Manager / Producing Loan Officer

Cap West Mortgage
06.2010 - 02.2011

Owner / Operator

Nationwide Lending Corporation
03.1999 - 08.2009

High School Coach/Teacher/Athletic Director

Three High Schools in the State of Georgia
08.1986 - 06.1998

NLMS ID: 39903

Master of Education - Education

Valdosta State University

Bachelor of Science in Education - Education

S.U.N.Y @ Cortland
Theodore Matosich