Seasoned Processing Manager known for high productivity and efficient task completion. Specialize in workflow optimization, quality control, and process improvement strategies. Excel in leadership, problem-solving, and communication, ensuring seamless operations and team synergy.
Overview
13
13
years of professional experience
Work History
Processing Manager
Builders Capital
Puyallup
10.2023 - Current
Led a loan processing team in efficiently handling construction loans by managing end-to-end processes such as recruitment, training, task delegation, and performance assessment.
Played a crucial role in fostering collaboration among the Processing, sales, and underwriting teams
Collaborated with leadership on diverse ad hoc projects.
Transformed and optimized the way processing is done for an expanding business.
Analyzed data to identify trends and opportunities for improvement.
Resolved customer inquiries regarding processing issues in a timely manner.
Implemented automated tools and technologies to streamline workflows.
Production Support Lead
Builders Capital
Puyallup
07.2021 - 10.2023
Successfully maintained a monthly pipeline, contributing to a growth of 3 billion in sales
Worked closely with executive staff and department managers to streamline loan processing
Handled all aspects of new loan management, including problem-solving
Service current portfolio loans by completing draws, modifications, and payoffs
Worked as asset management on problem loans.
Assigned tasks among production support team members according to skill level and workload.
Implemented best practices for incident management procedures in order to reduce downtime and improve efficiency.
Analyzed system performance data to identify potential issues before they arise.
Transaction Coordinator
Builders Capital
Puyallup
08.2019 - 07.2021
Efficiently collected necessary documentation for closing construction loans
Engaged in budgeting activities with borrowers, facilitating fund distribution during the drawing process after finalizing loan arrangements
Managed the order and review process for all third-party items
Conducted thorough analysis of Date Downs and lien reviews in draw processes
Order inspections and disburse draw based on inspection.
Processed payments received from clients according to established procedures.
Communicated effectively with buyers and sellers, lenders, attorneys, title companies and other parties involved in the transaction process.
Mortgage Loan Specialist
Alaska USA Federal Credit Union
Puyallup
11.2012 - 08.2019
Ensured accuracy of documentation provided with mortgage applications.
Property Tax forms, SSA89,4506-T
Order items timely and accurately to ensure loan turn times are met.
Maintained records of orders placed and responded to internal requests on each loan.
Collaborated with underwriters, processors and other personnel during pre-closing stages of a loan transaction.
Monitored loan status throughout approval process and communicated updates to all parties involved in the transaction.
Researched discrepancies in account information or discrepancies between application data and supporting documentation.
Mortgage Office Assistant
Alaska USA Federal Credit Union
Puyallup
03.2018 - 03.2019
Set up newly hired employees with HR files
Contacted borrowers to give them up-to-date status on loans and request items needed for the process
Audit client files before submitting them to underwriting
Schedule management meetings and keep a log of scheduled meetings
Assist with various administrative duties for the office: Office supplies and completes expense reports for travel
Maintain skill set and usage of Microsoft Office, Word, and Excel.
Treasury Operations Specialist
Alaska USA Federal Credit Union
07.2015 - 03.2018
Responsible for sending and receiving domestic and foreign wire transactions
Ensure control and security for all transfers of funds using various authentication codes and providing accurate and timely resolutions to problems and general inquiries for customers via phone
Managed the balancing of general ledger transactions on a day-to-day basis for credit union accounts.
Ensured prompt and precise delivery of biweekly payroll via wire transfers
Executed cash orders for the credit union utilizing the US treasury database.
Implemented process improvements to increase efficiency and reduce costs.
Created training materials for new hires on the company's procedures and policies.
Title Specialist III
Alaska USA Federal Credit Union
11.2012 - 07.2015
Process title work, UCC filing, or other security instruments and mail loans for each state
Ensure the credit union’s lien is perfected promptly, and according to all state laws
Communicate directly with the branches, customers, dealers, DMV, and outside 3rd parties concerning all title issues
Perform data entry through a title information system and create files for every new loan
Review and work the accounts pending title report daily
Answer phone calls and assist customers with their loans.
Business Banker
US Bank
Apple Valley
12.2011 - 11.2012
Seek new customers through in-store marketing by selling US Bank products and services to new and existing customers
Open new checking accounts, saving accounts, and auto loans
Continually observe potential fraud accounts and freeze these accounts once the fraudulent activity is detected
Worked alongside loan officers with mortgage home loans and home refinance loans
Handle teller transactions and resolve complex customer service issues with existing customers
File reports on new accounts and update our system on existing customers
Answer phones and set meetings.
Education
High School Diploma -
Serrano High School
Phelan, CA
Modular Law Enforcement Academy - Law Enforcement
Victor Valley College
Victorville, CA
Skills
Exceptional Customer Service
Self-Starter
Problem-Solving
Operations Management
Workflow Management
Strong attention to detail
Timeline
Processing Manager
Builders Capital
10.2023 - Current
Production Support Lead
Builders Capital
07.2021 - 10.2023
Transaction Coordinator
Builders Capital
08.2019 - 07.2021
Mortgage Office Assistant
Alaska USA Federal Credit Union
03.2018 - 03.2019
Treasury Operations Specialist
Alaska USA Federal Credit Union
07.2015 - 03.2018
Mortgage Loan Specialist
Alaska USA Federal Credit Union
11.2012 - 08.2019
Title Specialist III
Alaska USA Federal Credit Union
11.2012 - 07.2015
Business Banker
US Bank
12.2011 - 11.2012
High School Diploma -
Serrano High School
Modular Law Enforcement Academy - Law Enforcement
Victor Valley College
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