Theresa Boyd
Management
Phoenix,AZ
Summary
Dynamic sales and mortgage professional with over 15 years of experience, recognized for a proven track record in driving sales, delivering exceptional customer service, and fostering employee development. Strong leadership capabilities and in-depth knowledge of Federal and State guidelines complement effective communication skills across diverse audiences. Eager to leverage extensive expertise and industry insights to contribute to the growth and success of a forward-thinking organization committed to sustainability.
Overview
20
20
years of professional experience
Work History
Personal Cruise Consultant
Norwegian Cruise Line
Miami, FL
11.2024 - Current
- Review lead database for new direct opportunity leads
- Required to make 150 outbound calls or meet five hours of talk time daily.
- Present, quality and close customers based off of current or past cruise interest.
- Maintain 90% or higher for call campaigns based off of market need or month of travel.
- Overcome objectives from buyers and ensure product knowledge is up to date
- Remote
Regional Processing Manager
Tri Pointe Homes
Scottsdale, AZ
01.2024 - 11.2024
- Oversaw five processing managers and seventeen processors as we build a fulfillment center and continue to grow as business grows.
- Talent management and development, including but not limited to hiring, coaching and development plans, performance improvement plans and terminations.
- Weekly meetings with Regional Managers, VP’s, SP’s to ensure we identify any potential missed opportunities, address any issues with management and problem solving.
- Created and established line of business and developed new business needs.
- Meet with investors to determine and develop new investment strategies.
- Evaluate data pertaining to costs and establish and maintain relationships with individuals or business customers or provide assistance with problems these customers may encounter.
- Resolve customer complaints or answer customer’s questions regarding policies and procedures.
- Prepare Operational or risk reports for management analysis.
Regional Processing Director
LoanDepot
Scottsdale, AZ
09.2019 - 12.2023
- Oversaw five processing managers with an average for ten processors assigned to each manager.
- Utilization of analytic skills to determine business/market trends to ensure we are meeting business expectations within Customer lending.
- Maintained a business partnership with Tri Pointe Homes consisting of markets across multiple states within the U.S.
- Weekly and monthly meetings with VP’s, SVP’s along with internal/external business partners including but not limited to attorney’s, title companies, Government entities such as Fannie Mae, Freddie Mac, VA, FHA and USDA.
- Responsibilities included but limited to meeting both internal and external service level agreements, ensuring compliance with Federal underwriting/processing guidelines, reviewing purchase and escrow dates to ensure all goals are met.
- Pipeline composition projections and maintaining customer service standards.
- Reviewing and resolving escalated issues and ensuring all projects are completed timely and effectively year to date.
Mortgage Loan Officer
Union Bank
Tempe, AZ
07.2018 - 08.2019
- Completed loan applications for home refinance and home equity loans.
- Utilization of analytic skills to determine business/market trends to ensure we are meeting business expectations within Customer lending.
- Worked with business partners to ensure refinance can be completed within established SLA’s.
Education
Bachelors of Science -
Arizona State University
Tempe, AZ05.2012
High School Diploma - undefined
Mountain View High School
Mesa, AZ05.1991
Skills
- Leadership Skills
- Employee Development
- Analytic Skills
- Strategic Planning
- Critical Thinking
- Problem Solving Skills
- Strong Communication Skills
- Adaptability And Time Management
- Effective Listening
Timeline
Personal Cruise Consultant
Norwegian Cruise Line
11.2024 - Current
Regional Processing Manager
Tri Pointe Homes
01.2024 - 11.2024
Regional Processing Director
LoanDepot
09.2019 - 12.2023
Mortgage Loan Officer
Union Bank
07.2018 - 08.2019
High School Diploma - undefined
Mountain View High School
Bachelors of Science -
Arizona State University