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Skills

  • Project management
  • Communications
  • Business operations
  • Regulatory compliance
  • Cross-departmental collaboration (sales, underwriting, closing)
  • Supervision
  • Team management
  • Team leadership and development
  • Human resources knowledge
  • Process automation

Work Experiences

  • Met deadlines by proactively managing individual and team tasks and implementing method processes.
  • Conducted quarterly audits of 4 loan files.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Approved mortgage documentation.
  • Collaborated with underwriting and closing teams.
  • Achieved a 49% faster funding cycle.
  • Authored and maintained SOPs for the loan process flow.
  • Achieved a 15% improvement in file closure rates.
  • Increased new bank relationships within the local community by 2% through the implementation of quarterly promotions.
  • Created individual development plans for team members.

Summaries

  • Mortgage Processing Manager who has managed multimillion-dollar business operations for 7 years.
  • Mortgage Processing Manager with 6 years of successful workflow optimization and budget management experience.
  • Costs were consistently reduced while profits were increased.
  • Versatile Mortgage Processing Manager with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Real Estate where talents in process improvement and cross-functional collaboration will be valuable.
  • Achieved $14 annual savings.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Analyzed pipeline reports.
  • Addressed client needs.
  • Achieved a 33% reduction in closing times.
  • Adept at reviewing and approving 15 mortgage applications monthly, ensuring compliance with federal and company regulations, resulting in consistently favorable audit outcomes.

Accomplishments

  • Enhanced borrower communication by integrating CRM software into loan processing workflows, cutting average response time by 14 hours.
  • Achieved compliance with state and federal mortgage guidelines, passing 6 consecutive audits with no critical findings.
  • Collaborated with team of 12 in the development of initiative.
  • Trained and onboarded a team of 4 new loan processors, achieving full productivity within 13 weeks.
  • Analyzed post-processing client feedback, implementing corrective actions that improved client ratings by 28%.
  • Partnered with risk management to mitigate loan processing risks, resulting in a 51% reduction in compliance penalties.
  • Standardized communication protocols for post-underwriting follow-up with clients, shortening average closing time by 2 days.
  • Managed a loan processing pipeline of up to 15 loans monthly, maintaining a 73% on-time close rate.
  • Collaborated with the underwriting department to resolve escalated issues on high-value loans, improving speed of resolution by 48%.
  • Assisted in loan application pre-screening, increasing approved application rates by 69% while reducing time-to-close by 13 days.

Affiliations

  • Awarded Top Mortgage Processing Achievement Award from Beacon Labs
  • International Council of Nurses
  • Certified Residential Mortgage Specialist (CRMS) Program
  • Member of Real Estate Services Providers Council (RESPRO)
  • American Marketing Association
  • Participation in Workflow Automation Workshops with metric
  • Speaker at 2024 Mortgage Servicing Conference
  • Digital Mortgage Conference by standard
  • National Consumer Reporting Association (NCRA) Membership
  • National Notary Association (NNA)

Certifications

  • Real Estate Settlement Procedures Act (RESPA) Training Certification – [Continuing Education Courses by system]
  • Salesforce
  • Advanced Data Governance Certification – process
  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association
  • Certified Public Accountant
  • Certified Compliance Specialist (CCS) – standard
  • Certified Project Manager (CPM) – Project Management Institute (PMI)
  • Certified Mortgage Servicing Professional (CMSP) – Mortgage Bankers Association
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant (CPA)

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