Brian Warr Email & Phone Number

Olympia, Wa, Us

Olympia, Wa, Us

Tumwater, Washington, United States

Bothell, Wa

Client Success & Improvement:Acted as the main point of contact for customers, ensuring their satisfaction and fostering loyaltythrough outstanding service delivery.Implemented process enhancements for the new online lender search product, resulting in a 6,500%growth in customer base over the course of a year.Product Management:Championed the success of the company’s mortgage product portfolio, including online lender searchengines, magazine matrices, and an online loan post feature, with the aim of optimizing revenue.Played a pivotal role in expanding business opportunities through continuous product innovation,involving user research/testing, market research, and competitive analyses.Cross-functional Collaboration:Collaborated with the Sales Manager to develop a portal using PandaDoc, which involved automatingand streamlining the contract and onboarding process, thereby reducing the time from contract toonboarding from weeks to a single day.Teamed up with the Web Development department to create Sales Reports in Power BI that displaysthe lead generation product's performance, and initiated a monthly email highlighting lead production for each advertiser.Data Management & Auditing:Managed the company's annual Loan Officer/Lender rankings by overseeing the submission process, verifying documents, and efficiently compiling data for the magazine with a tight deadline of around1,500 submissions.Conducted a comprehensive audit of all 150 advertisers to ensure their lending capabilities, andestablished procedures while training the sales team to collect necessary information at the point ofsale, thus guaranteeing the integrity of advertisers in the magazine.

Everett, Washington

Marketing Operations:Managed the marketing operations for one of the top 10% producing mortgage loan officers nationwide.Process Improvement:Devised a method for monitoring leads, documenting interactions with real estate associates, andoptimizing business workflows.Collaborated with the web design team in creating a tailored webpage, which optimized graphic andcopy layouts for both desktop and mobile devices.Client Data Management:Pioneered the development of a data tracking and mining system, successfully analyzing four years’worth of client data to promptly identify suitable collateral for each client segment.

Greater Seattle Area

Marketing Operations:Supervised digital and social media interactions for regulatory compliance issues utilizing multiplereporting systems to detect, probe, and assess observations.Leveraged Adobe Creative Suite to produce and modify marketing materials.Wrote and revised content for web pages, emails, and promotional collaterals.Led the execution of Social Media standards and contributed to the development of guidelines andrequirements for Facebook, Twitter, LinkedIn, and Instagram.Project Coordination:Handled ad hoc projects in collaboration with sales professionals, designers, and external clients.Strengthened partnerships and drove revenue by collaborating with various internal clients on large-scale marketing programs.Efficiently managed project and email flow through Outlook by implementing rules and folders forimproved team productivity.Data Management & System Maintenance:Achieved prompt and accurate data updates across CRM, SharePoint, Marketing Automation System,and other marketing systems as the System Administrator.Played a key role in successfully launching the company website, thus optimizing pages and content forimproved SEO and ensuring timely updates.Oversaw monthly reporting on system usage and individual regional Marketing Specialist productivity to drive growth and monitor team workloads.

Greater Seattle Area

I managed the establishment of processes and procedures for a new department, which involved monitoring new applications from start to finish and constructing the department's SharePoint site. I initiated, processed, and finalized consumer loans, lines of credit, vehicle loans, and Home Equity Lines of Credit. Additionally, I was responsible for producing and revising monthly/quarterly reports for the department and overseeing workflow.

Everett, Washington, United States

I supervised the front desk, served as a backup for the processor, and maintained close collaboration with both the processor and the loan officer to assemble comprehensive files for loan submissions. Additionally, I diligently pursued any necessary documentation required to facilitate loan closures.

Seattle

I facilitated the seamless transfer of loans and associated data from two acquired mortgage firms, encompassing a total of 6 home loan branches. During this process, I collaborated closely with project managers and external organizations while working as a Contract employee, demonstrating my strong determination and self-motivated work approach under tight deadlines. Additionally, I quickly familiarized myself with the former company's loan documents and customer information software to ensure the accurate transfer of data.

I oversaw the front desk and operations at a bustling home loan center in downtown Bellevue, WA. I played a crucial role in organizing, processing, and finalizing mortgage loan files for 8 loan officers. Additionally, I collaborated closely with the quality assurance department to introduce fresh loan compliance standards, ensuring they were comprehensible and actionable for all involved.

Seattle, Washington, United States

I conducted quality control checks on all loans transferred from the originating system to our servicing system, which encompassed a daily load of 70-100 home loans. I collaborated with third-party loan purchasers to ensure the timely release of purchased loans to them. Additionally, I carried out daily, monthly, and yearly audits pertaining to MERS and its updated regulations. Furthermore, I generated reports for our HELOCs, scrutinizing payment calculations and statement accuracy to ensure the company remained compliant with their frequently evolving requirements.Key Achievements:● Streamlined the manual setup process for purchase, construction, and exception loans, collaborating closely with Oregon Bond lenders and Habitat for Humanity to ensure precise data transmission.● Implemented RESPA guidelines effectively to notify approximately 100 borrowers per month of impending sales.● Spearheaded updates in our servicing system when loan modifications were necessary due to delinquency, concurrently generating the required legal documents.● Demonstrated expertise as one of four specialists responsible for addressing customer inquiries via phone and email regarding their mortgages within the mortgage company, with a remarkable track record of resolving issues on the spot, minimizing transfers, holds, or callbacks.

Bachelor'S Degree, Communication And Media Studies

Associate Of Arts (Aa), Business Administration And Management, General