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Skills

  • MS Office
  • Loan compliance oversight
  • Banking/loan industry best practices
  • Client needs assessment
  • Project organization
  • Team leadership and supervision
  • Budgets
  • Loan document verification
  • First Aid/CPR
  • Microsoft Excel (metric)

Work Experiences

  • Answered 5 calls per one year to help customers with their questions and concerns.
  • Achieved a 21% audit success rate.
  • Looked for industry trends on social media and through online sources.
  • Contributed to a 39% compliance rate.
  • Achieved 80% of operational targets.
  • Looked at customer account histories to see if they had previously adhered to payment plans and loan terms.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved results in 6 months.
  • Completed training within three years.
  • Saved $5 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Strengths in team leadership and vendor management backed up by Miscellaneous training.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Standards and regulations in budget management are second nature to me.
  • Analytical Loan Processor Supervisor with a track record of developing error-free loan processes, significantly improving audit pass rates to 13%, and reducing compliance-related delays.
  • Advanced at managing detailed loan pipeline metrics and working closely with underwriters to clear conditions faster, leading to a conditional review time decrease by 18 hours.
  • Adept at managing high-net-worth accounts, I have successfully processed HubSpot loans, managing portfolios valued at over $6 annually while maintaining exceptional accuracy and compliance.
  • Loan Processor Supervisor with 11 years of successful performance reporting and risk assessment experience.
  • Coordinated with escrow agents and stakeholders.
  • As a Loan Processor Supervisor, I increased new loan origination by 36% in 2019 through cross-functional collaborations with marketing and sales teams, targeting specific customer needs.

Accomplishments

  • Monitored and optimized team's KPI performance using Microsoft Excel dashboards, driving an overall 23% increase in output within 18 months.
  • Optimized loan processing workflows using SAP and Excel pivot tables, leading to a 48% improvement in loan timeliness.
  • Resolved product issue through consumer testing.
  • Designed and maintained weekly KPI dashboards for executive reporting, which led to more transparent overview and quicker decision-making by senior leadership.
  • Collaborated with underwriters and closing teams to ensure a 22% reduction in rework by streamlining communication between departments.
  • Facilitated cross-functional training between loan officers and processors, improving loan approval speed by 79% and reducing bottlenecks.
  • Guided collaborative efforts between loan processors and underwriters, resulting in a 45% increase in loans successfully cleared for closing.
  • Supervised daily loan processing operations, maintaining pipeline integrity and ensuring timely loan closings across 7 branches.
  • Negotiated with third-party vendors to enhance loan processing software, which helped reduce processing time by 3 days per file.
  • Collaborated with team of 2 in the development of metric.

Affiliations

  • Compliance Professionals Forum (CPF)
  • American Medical Informatics Association
  • Compliance Certification Board (CCB)
  • Association for Computing Machinery
  • Certified Mortgage Professional (CMP) Certification
  • Freemason
  • Association of Certified Fraud Examiners (ACFE)
  • Mortgage Bankers Association (MBA)
  • Jaycees
  • Society for Financial Services Professionals (FSP)

Certifications

  • Certified Loan Officer (CLO) from Meridian
  • Certified Mortgage Compliance Professional (CMCP)
  • Certified Mortgage Professional (CMP)
  • Quality Control Certified (QCC) for Mortgage Loan Processing
  • Certified Mortgage Banker (CMB)
  • Uniform Residential Loan Application (URLA) Certification by Summit Group
  • Cisco Certified Network Associate (CCNA)
  • Apple Certified Associate (ACA)
  • Nationwide Mortgage Licensing System & Registry (NMLS) License
  • National Association of Mortgage Brokers (NAMB) Mortgage Professional Certification

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