Timothy Grix Jr
Rockwall,TX
Summary
Results-driven financial professional prepared for this leadership role. Brings valuable experience in managing financial operations and leading strategic initiatives while fostering collaborative team environment. Known for achieving impactful results and demonstrating adaptability in dynamic settings. Skilled in Sales and Loan Officer development, with strong focus on achieving organizational goals.
Overview
22
22
years of professional experience
Work History
AVP - Sr Business Systems and Project Consultant
Flagstar Bank
07.2022 - 11.2024
- Developed and Implemented lead/call routing system (Velocify).
- Used reporting to route leads and calls properly through our CRM based on business need and scorecard results (Salesforce).
- Promoted and led performance enhancement culture by actively teaching Sales Managers and Loan Officers better ways to use our systems for success.
- Negotiated contracts with suppliers, securing favorable terms and conditions for the company's benefit.
- Analyzed lead routing data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
- Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
- Conducted weekly Vendor meetings to ensure optimal system functionality.
- Conducting testing in lower salesforce environments to ensure that new rules and routing queues would function properly at implementation.
Subject Matter Expert
Flagstar
01.2021 - 07.2022
- Mentored new hires (Sales Managers and Loan Officers) in bank products and systems to speed up their initial onboarding timelines.
- Established best practices for knowledge sharing,
- Developed effective training materials, resulting in improved skillsets and increased job satisfaction.
- Streamlined processes to increase efficiency, enabling teams to complete tasks ahead of schedule.
- Acted as a sounding board for Loan Officer and Sales Manager questions with a goal of improving loan quality and speed
Loan Officer
Capital One
03.2014 - 01.2018
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Examined customer loan applications for loan approvals and denials.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
AVP - Asset Manager for Alternative Disposition
Bank of America
02.2010 - 02.2015
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Managing Auction Vendors to assure the high possible return on properties being sold
- Negotiating Contracts with potential buyers to secure the best return for the bank
- Managing time and expectations to ensure that internal partners met monthly and yearly goals
Mortgage Banker
TexasLending.com
11.2008 - 01.2010
- Conducted thorough analyses of applicants'' financial status, credit, and property evaluations to determine loan feasibility.
- Negotiated competitive terms with lenders on behalf of clients, securing favorable interest rates and loan structures.
- Streamlined application processes for faster approvals, ensuring timely closings on mortgage loans.
- Coordinated closely with title companies to ensure smooth closings and proper document recording.
Account Executive
Golden West Financial - World Savings
01.2003 - 10.2008
- Achieved or exceeded company-defined sales quotas.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Mortgage Loan Officer
Flagstar
01.2018 - 01.2021
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Education
Richland College
Dallas, TXSkills
- Innovation management
- Strategic planning
- Business planning
- Procedure implementation
- Effective leader
- Teamwork and collaboration
- Sales coaching
- Performance evaluation and monitoring
- Direct sales
Timeline
AVP - Sr Business Systems and Project Consultant
Flagstar Bank
07.2022 - 11.2024
Subject Matter Expert
Flagstar
01.2021 - 07.2022
Mortgage Loan Officer
Flagstar
01.2018 - 01.2021
Loan Officer
Capital One
03.2014 - 01.2018
AVP - Asset Manager for Alternative Disposition
Bank of America
02.2010 - 02.2015
Mortgage Banker
TexasLending.com
11.2008 - 01.2010
Account Executive
Golden West Financial - World Savings
01.2003 - 10.2008
Richland College
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