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Skills

  • Cross-functional collaboration
  • Communication across departments
  • Operational improvement
  • First Aid/CPR
  • Team building
  • Task prioritization
  • Client satisfaction enhancement
  • Loan approval strategy development
  • Regulatory compliance
  • Compliance with industry regulations

Work Experiences

  • Administered loan securitization settlements, reducing outstanding balances by $13 within three years.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Collaborated with the risk management team.
  • Analyzed loan portfolios monthly, providing actionable reports that improved decision-making and reduced risk.
  • Achieved Top Performer for accuracy.
  • Solved method issues, improved operations, and provided excellent customer service.
  • Completed processing within 18 months.
  • Collaborated with appraisers and title companies.
  • Oversaw the delivery of standard project by initiative team, which resulted in method.
  • Audited 13 accounts.

Summaries

  • Addressed operational inefficiencies.
  • Adept at improving customer satisfaction rates.
  • Conducted thorough documentation reviews.
  • Achieved a 67% boost in performance.
  • Achieved a 63% higher approval rate.
  • Achieved 61% reductions in risk assessment processing times.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved 53% repeat business.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Closed loans faster than the industry average.

Accomplishments

  • Reduced operational costs by 66% by automating routine loan reconciliation processes using Tableau.
  • Developed standard operating procedures (SOPs) for loan process management, decreasing approval backlog by 9 days.
  • Led the resolution of escalated loan servicing issues, restoring service levels to 80% compliance.
  • Collaborated with senior management to reassess the loan portfolio, resulting in 3% improvement in asset classification accuracy.
  • Collaborated cross-departmentally to ensure alignment of risk assessments, improving loan performance by 63%.
  • Collaborated with team of 15 in the development of standard.
  • Played a direct role in achieving 17% in portfolio growth through strategic realignments of high-risk loans.
  • Trained new team members on loan processing workflows, resulting in 2% improvement in overall department efficiency.
  • Built and maintained client relationships by delivering personalized service, resulting in 20% increase in client retention.
  • Led cross-functional team in the audit of 3 loan portfolios, identifying 2 discrepancies and recommending corrective actions.

Affiliations

  • Risk Management Association (RMA)
  • Toastmasters
  • Loan Syndications and Trading Association (LSTA)
  • Global Association of Risk Professionals (GARP)
  • Certified Credit Professional (CCP) Program
  • Certified Financial Services Auditor (CFSA) 2020
  • National Reverse Mortgage Lenders Association (NRMLA)
  • Operational Risk Management Certificate Scrum Master
  • International Council of Nurses
  • Project Management Institute

Certifications

  • Google Certified Professional Cloud Architect
  • Certified Business Loan Specialist (CBLS) - Northwind
  • NMLS Safe Mortgage Loan Originator (SAFE-MLO)
  • Certified Credit Union Executive (CCUE)
  • Advanced Financial Modeling & Valuation Analyst (FMVA) – 2024
  • Credit Underwriting Certification - Meridian
  • Certified Residential Underwriter (CRU)
  • Certified Public Accountant
  • Salesforce
  • Loan Processor Certification - HubSpot Module

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