Summary
Overview
Work History
Education
Skills
References
Educationcertificationstraining
Timeline
Generic

YVETTE A. GORDON

Strategic Client Relations Account Manager
Charlotte,North Carolina

Summary

To leverage my expertise in client success and relationship management skills to secure a challenging Account Manager or Client Relationship position. I aim to drive business growth by delivering exceptional service, fostering strong client relationships, and utilizing my proven skills in organization, communication, and strategic problem-solving to contribute to the company's success and enhance client satisfaction. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

14
14
years of professional experience

Work History

Marketing Consultant & Event Planner

The SLE Group, LLC
03.2011 - Current
  • Marketing & Event Planning Execution
  • Branding & Diversity Advocate
  • Sponsorship & Client Growth

Wholesale Account Manager / Pod Captain

Deephaven Mortgage
08.2021 - 05.2024
  • Recruited to support top Account Executives (AEs) and Brokers, specializing in Non-QM products within wholesale operations
  • Maintained a robust pipeline with an average of 45-60 loans monthly, consistently closing an average of 20+ loans per month while supporting 2-4 loan officers
  • Oversaw the entire loan cycle with precise coordination among vendors and stakeholders, ensuring timely progression through all phases towards closing
  • Top company producer: achieved exceptional results by closing 37 loans valued at $15 million during a high-pressure $100 million monthly challenge while maintaining top NPS customer satisfaction scores
  • Excelled in increasing closing loan values by approximately 80% month-over-month for each supported loan officer, demonstrating excellent communication between brokers, key clients and third parties involved
  • As Pod Lead, assisted the Operations Manager with onboarding and training new team members, serving as a key point of contact for questions and issues related to guidelines and loan files
  • Certified to clear income and credit conditions on files, showcasing a high level of expertise and reliability

Senior Loan Processor

Homebridge Financial
04.2020 - 05.2021
  • Point of contact for communicating document requirements and expectations of program details throughout the loan process
  • Managed daily workflow prioritization to ensure pipeline management meets required closing dates
  • Prepared loan approval letters and reviewed/satisfied underwriting conditions and sent re-disclosures to keep files compliant
  • Ordered all required third-party verification, documentation and subsequent follow-ups and ensured all timeframes and compliance requirements were being met or reset as needed
  • Maintained communication with internal team and third parties including builder teams

Account Manager

Deephaven Mortgage
12.2019 - 04.2020
  • Partnered with Account Executives and Brokers on structuring and processing Non-QM loans and entering loan details into the company's system
  • Reviewed and analyzed all necessary documentation including borrower and third-party documents and identified any potential issues that may arise in underwriting
  • Provided superior customer service both internally and externally, keeping all parties informed of file status
  • Established weekly pipeline calls with AEs to ensure proper expectations and processing efficiency

Loan Processor

Movement Mortgage
11.2015 - 04.2020
  • Managed multiple projects with a pipeline of over $50Million in volume consisting of FHA, VA, USDA and Conventional loans, as well as Down Payment Assistance (DAP) programs
  • Conducted thorough reviews of income, asset, and credit documentation to ensure all information was precise and complete for accurate credit determination
  • Acted as the primary liaison within the loan-processing department for leading Loan Officers (LOs) in the Jacksonville and Tampa, FL markets, delivering exceptional support and service
  • Accountable for researching and analyzing quality concerns/red flags and validating accuracy of associated risk to the borrower or property/collateral profile
  • Worked closely with the sales, underwriting teams to efficiently bring together all pieces of the loan process to ensure families settle into their new homes as efficiently as possible

Owner/Chief Executive Officer

Taste Lounge
01.2014 - 01.2017
  • Operational Oversight: Managed all aspects of daily business operations, including staff training, scheduling, purchasing, inventory control, sanitation, menu research and development, price structuring, and labor cost management
  • Financial Monitoring & Leadership: Analyzed financial performance, tracking sales metrics for individual items, and led operational adjustments to optimize profitability
  • Regulatory Compliance: Ensured full compliance with legal regulations, policies, and licenses to maintain the business's operational integrity

Education

Associate of Applied Science(AAS) - Computer Operations

LaGuardia Community College
New York

Intro to Mortgage Lending - undefined

Central Piedmont Community College
Charlotte, North Carolina

Skills

Client Relationship Management

References

References can be furnished upon request.

Educationcertificationstraining

  • Associate of Applied Science (AAS) in Computer Operations, LaGuardia Community College, New York
  • Intro to Mortgage Lending - Certification, Central Piedmont Community College, Charlotte, North Carolina
  • NMLS license (expired), Nationwide Mortgage Licensing System
  • Dale Vermillion Residential Mortgage Sales Training
  • The Mortgage Originator (TMO), North Carolina Association of Mortgage Professionals (NCAMP)
  • Encompass 360, Quantum Mortgage Loan Origination Software, PCL, Salesforce

Timeline

Wholesale Account Manager / Pod Captain

Deephaven Mortgage
08.2021 - 05.2024

Senior Loan Processor

Homebridge Financial
04.2020 - 05.2021

Account Manager

Deephaven Mortgage
12.2019 - 04.2020

Loan Processor

Movement Mortgage
11.2015 - 04.2020

Owner/Chief Executive Officer

Taste Lounge
01.2014 - 01.2017

Marketing Consultant & Event Planner

The SLE Group, LLC
03.2011 - Current

Associate of Applied Science(AAS) - Computer Operations

LaGuardia Community College

Intro to Mortgage Lending - undefined

Central Piedmont Community College

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YVETTE A. GORDONStrategic Client Relations Account Manager