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Skills

  • Outreach to underserved markets
  • Market analysis and business development
  • Performance metrics and KPI tracking
  • Deep knowledge of bankruptcy processes
  • Business development plan creation
  • Proficient in 10-key
  • High-Value Client Portfolio Management
  • Loan portfolio management
  • Operational improvement
  • First Aid/CPR

Work Experiences

  • Developed new loan prospects by making weekly cold calls to 10 people.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved a 21% growth in loan applications.
  • Analyzed and optimized customer touchpoints, resulting in a 32% year-over-year increase in repeat business from past clients.
  • Successfully closed an average of 7 loans every month.
  • Administered compliance audits.
  • Oversaw the delivery of program project by procedure team, which resulted in program.
  • Transported SAP to 18 months customer locations.
  • Aided senior credit officers in the processing of complex loan applications.
  • Adapted sales strategies to comply with regulations.

Summaries

  • Achieved a 71% retention rate.
  • Accelerated loan applications by 58%.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Clear understanding of vendor management and quality assurance as well as budget management training.
  • Achieved results within two years.
  • Mortgage Account Executive with 8 years of successful budget management and team leadership experience.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Accomplished Mortgage Account Executive.
  • Costs were consistently reduced while profits were increased.
  • Achieved a 76% loan approval rate.

Accomplishments

  • Maintained industry compliance by transforming implementation procedures to comply with method, leading to zero fines or violations.
  • Regularly attended and spoke at industry-leading conferences, generating 15 high-value leads per event, resulting in 76% client acquisition.
  • Contributed to product innovation by providing insights based on buyer feedback, increasing customer satisfaction rates by 24%.
  • Collaborated with team of 17 in the development of standard.
  • Received Scrum Master in workflow optimization to enhance knowledge in compliant loan processing and increased personal production by $17 within the past year.
  • Assisted business development through joint marketing campaigns with real estate agents, leading to 45% increase in referral business.
  • Initiated partnerships with financial institutions for joint marketing efforts, contributing to a 65% increase in brand visibility.
  • Documented and resolved program which led to category.
  • Achieved recognition as top performer by closing $14 in mortgages, exceeding loan origination goals by 64% for 2021.
  • Increased market penetration in underserved regions by 58% through direct outreach and community engagement strategies.

Affiliations

  • Completed North Carolina Real Estate Continuing Education Courses system hours annually
  • Active participant in the National Reverse Mortgage Lenders Association (NRMLA)
  • Mortgage Compliance professional certification from Ohio
  • Recognized volunteer Mortgage Mentor for Ironclad Systems 2015
  • Society of Women Engineers
  • Society of Human Resource Management
  • International Association of Administrative Professionals
  • Association of Information Technology Professionals
  • Affiliate Member of the Mortgage Action Alliance (MAA)
  • American Medical Informatics Association

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Certified Mortgage Underwriter (CMU) - Summit Group
  • Certified Mortgage Banker (CMB) - Chicago
  • VA Loan Processing Certification - Beacon Labs
  • Salesforce
  • Project Management Professional (PMP)
  • Real Estate Settlement Procedures Act (RESPA) Compliance Certification
  • Certified Bank Compliance Officer (CBCO) - 2024
  • FHA Direct Endorsement (DE) Underwriter Certification
  • Certified Public Accountant (CPA)

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