Ashley Schroeder, Mba, Csm Email & Phone Number

Apopka, Fl, Us

Orlando, Florida, United States

Orlando, Florida, United States

Streamlined systems and processes while executing a high-profile, company-wide merger of IberiaBank's and First Horizon Bank's underwriting systems; audited all the systems for both entities from 2019 through to July 2021. Supported initiatives in the space of audit & compliance, risk mitigation, process outsourcing, resource management, and staff training. Proved instrumental in establishing robust relationships with Banking Centers and Mortgage Loan Officers, in collaboration with Vice… Show more Streamlined systems and processes while executing a high-profile, company-wide merger of IberiaBank's and First Horizon Bank's underwriting systems; audited all the systems for both entities from 2019 through to July 2021. Supported initiatives in the space of audit & compliance, risk mitigation, process outsourcing, resource management, and staff training. Proved instrumental in establishing robust relationships with Banking Centers and Mortgage Loan Officers, in collaboration with Vice Presidents. Key Projects | Innovative Initiatives | Audit & Compliance | Technical Transformation | Stakeholder Engagement* Established a team to institute a new department comprising of a Direct-to-Consumer group of Loan Officers; liaised with the marketing department to steer initiatives to drive business through this new entity. * Spearheaded the project to transition underwriting, processing, and closing employees and requirements overseas to India; oversaw onboarding and training of Loan Officers per the new workflow structure. * Initiated and vetted a project to add a new feature to automate time-sensitive disclosure documents to borrowers; also evaluated & managed a project that transitioned the Mortgage Portfolio benchmark interest rate from LIBOR to SOFR.* Functioned as a single point of contact to collect, collate, and analyze all the material required for the monthly Mortgage Origination Risk Counsel meeting; subsequently distributed to the Federal Reserve. Show less

Austin, Texas, United States

Processed and underwrote 30+ mortgage loan applications daily; analyze assets, income, and liabilities for clients to accurately condition the loan file based on the application and documentation provided. Provided client relations to key customers and prioritize high-volume workload to ensure monthly production goal on $50M+ loan portfolio. Maintained high customer service levels with mortgage brokers, processors, account executives, and management.* Initiated and completed project to… Show more Processed and underwrote 30+ mortgage loan applications daily; analyze assets, income, and liabilities for clients to accurately condition the loan file based on the application and documentation provided. Provided client relations to key customers and prioritize high-volume workload to ensure monthly production goal on $50M+ loan portfolio. Maintained high customer service levels with mortgage brokers, processors, account executives, and management.* Initiated and completed project to clear application backlog by working with Brokers to eliminate file review, which improved Underwriters efficiency by 20%.* Utilized Encompass Loan Origination System that streamlined lending process and boosted productivity 10%.* Cleared backlog of 200 loans within 4 months on the job, while assisting fellow underwriters during training.* Maintained 125% productivity score in 2020 as measured against set underwriter productivity expectations.* Reduced processing time for a complicated file from 2 weeks to less than 12 hours, via collaboration with Brokers and stakeholders within the organization.* Created directory included in HR welcome packets that reduced new employee integration time by over 20%. Show less

Austin, Texas Area

Accountable for handling overall operations pertaining to underwriting systems; including, but not limited to, performing user acceptance testing, training staff, conducting risk assessment and handling related documents. Provided underwriting services for existing and new accounts worth >$1M. Supported adoption of Guidewire software transition from on-premises deployment, which simplified IT and processing operations, adaptability to market demands, and enhanced capabilities.Process… Show more Accountable for handling overall operations pertaining to underwriting systems; including, but not limited to, performing user acceptance testing, training staff, conducting risk assessment and handling related documents. Provided underwriting services for existing and new accounts worth >$1M. Supported adoption of Guidewire software transition from on-premises deployment, which simplified IT and processing operations, adaptability to market demands, and enhanced capabilities.Process Improvement | Operations Management | Change Agent | Software Implementation & User Training* Supported organization-level software transition while deftly handling a high-volume underwriting desk. - Conducted user acceptance testing & training; catered to >65% of staff. - Trained Underwriters on software features that increased overall efficiency and productivity 20%. - Functioned as a subject matter expert and single point of contact for all new users. - Ensured seamless implementation and transition to the new system.* Established premium rates for new and current business; ensured adherence to industry trends and standards.Audit & Compliance | Stakeholder Engagement | Risk Management* Collaborated with key stakeholders across California and Texas insurance agencies; negotiated contracts and deals to arrive at win-win scenarios. * Reviewed more than 2000 accounts; reported deviations and matters of concern to the Fraud Department. * Earned an award for identifying and reporting potentially fraudulent accounts and agents. * Identified multiple incidents of false or inaccurate information; took corrective measures to arrest potential losses or inappropriate transactions. * Restricted related agents’ access to the instant quoting system; mentored agents to establish a transparent system. Disassociated repeat defaulters. * Oversaw training; expanded desk’s capacity to handle increased volumes, backed by efficient resources. Show less

Little Rock, Arkansas Area

Supported the organization's clients in projects pertaining to data migration, on-site software deployment, and end-user training. Also extended support in handling sales & marketing strategies apart from rendering helpdesk support and conducting user acceptance testing. Liaised with multiple internal & external stakeholders. * Revamped marketing initiatives to enhance brand image and awareness of the company and related services. - Conceptualized, designed and implemented new… Show more Supported the organization's clients in projects pertaining to data migration, on-site software deployment, and end-user training. Also extended support in handling sales & marketing strategies apart from rendering helpdesk support and conducting user acceptance testing. Liaised with multiple internal & external stakeholders. * Revamped marketing initiatives to enhance brand image and awareness of the company and related services. - Conceptualized, designed and implemented new strategic marketing plans with key focus on social media platforms and customer profiles. * Transitioned key clients - Lafayette and Sebastian Counties to TaxPROs web-based software. - Formulated and implemented processes related to data conversion, installation and training. * Successfully implemented customized Solid Waste Management software at Garland County. Handled end-to-end operations from scratch till completion. - Liaised with the client to gather requirements, conducted quality assurance & user-acceptance testing and prepared training manuals to ensure seamless implementation. * Identified and reported issues with outdated training material. Sought buy-in from senior management to amend and update the same. Delivered more effective and relevant training manuals to match latest, upgraded software. Show less

Stillwater, Oklahoma

Searcy. Arkansas

Harding University

Bachelor Of Business Administration (Bba), Marketing/Marketing Management, General

Activities and Societies: Which Wich Marketing Consultant Harding Campus Activities Board

Mba, Marketing

Education record