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Skills

  • Team management
  • Mortgage software (e.g., Encompass, Calyx Point)
  • Mortgage process workflow optimization
  • Compliance monitoring and audit preparation
  • Cross-functional team collaboration
  • Financial transactions expertise
  • Multi-state mortgage regulation expertise
  • Supervision
  • Financial analysis aptitude
  • Project organization

Work Experiences

  • Consistently closed an average of 10 loans per quarter, exceeding departmental goals by 63%.
  • Advocated for customers during disputes relating to loan terms, successfully negotiating favorable outcomes in 2 cases.
  • Analyzed market lending trends.
  • Achieved President's Club for streamlined operations.
  • Adjusted documentation protocols.
  • Authored internal procedures for new software release on mortgage processing, improving department's efficiency by 53%.
  • Collaborated with category customers.
  • Transported HubSpot to several months customer locations.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Oversaw the delivery of metric project by system team, which resulted in standard.

Summaries

  • Clear understanding of process improvement and workflow optimization as well as client relations training.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Collaborated with the marketing team.
  • Mortgage Coordinator with extensive experience in banking regulations and procedures.
  • Client-focused Mortgage Coordinator recognized for providing transparent, daily updates to all parties, decreasing overall complaints by 30% % and improving satisfaction.
  • Adhered to strict regulatory standards.
  • Consistently met deadlines in high-volume loan environments.
  • Achieved 65% error reduction in audits.
  • Achieved 81% customer satisfaction.
  • Achieved a 38% reduction in document errors.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Managed end-to-end loan processing for FHA, VA, and conventional mortgages, ensuring a 70% on-time closing rate.
  • Drafted loan documentation for over 10 FHA, VA, and USDA loans, consistently achieving a 46% compliance rating.
  • Improved client relationship management by implementing Power BI, reducing loan processing times by 36%.
  • Facilitated daily communication between loan officers, processors, and title companies, improving approval timelines by 5 days.
  • Utilized ServiceNow to automate document preparation, resulting in 75% faster approval processes.
  • Reduced average processing time for mortgage applications by 67% by leveraging automation tools in 2023.
  • Developed and maintained strong relationships with third-party appraisal services to ensure timely and accurate mortgage valuations.
  • Implemented a streamlined document review process, decreasing errors in closing paperwork by 30%.
  • Coordinated mortgage applications for over 15 clients, leading the team to exceed processing timelines by 58% in 2015.

Affiliations

  • FHA Direct Endorsement Underwriter Certification 2024
  • Association for Supply Chain Management (APICS)
  • Association of Information Technology Professionals
  • Debt Collection Compliance Certification - 2016
  • Mortgage Bankers Association (MBA)
  • Society of Women Engineers
  • Mortgage Operations Performance Analytics Group 2020
  • Fair Housing and Equal Opportunity Trainer 2019
  • American Real Estate and Urban Economics Association (AREUEA)
  • Consultant for Homebuyer Education Workshops 2019

Certifications

  • USDA RD Guaranteed Loan Program Certification
  • Salesforce
  • First Aid/CPR Certified
  • Pre-Licensing Education (PE) for Loan Officers
  • CompTIA Security+
  • Freddie Mac Loan Product Advisor (LPA) Certification
  • Google Certified Professional Cloud Architect
  • Fannie Mae Desktop Underwriter (DU) Training
  • Certified Loan Processor (CLP) for Conventional Loans
  • CompTIA A+ Technician

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