- Developing, assessing, and troubleshooting workflow systems and technology- Standardizing and creating transparency on workflow systems- Achieving brokerage sales goals through staffing, systems development, and team building- Creating business opportunities for our Team of AEs and LOs.

OPS MANAGEMENT: (Aug 2016 – Nov 2017) SUMMARY: Responsible for enhanced productivity through working with executive management and staff to build teams and develop systems.• Daily operational and organizational management in detail-oriented, fast-paced environment.• Maintain a high degree of quality visibility for company in the marketplace.• Cut errors in half and doubled efficiency by running weekly meetings, SCRUMS, one-on-one coaching, and looping feedback into refining checklists, methodologies and revising policy.• Increased cross-team transparency and improved communications. • Streamlined unnecessary conditions with corporate and underwriting manager.• Advised senior management on downsizing and cutbacks when volume slowed.• Acted as branch manager while suitable replacement could be found (I was relocating to east coast).MORTGAGE LOAN OFFICER:SUMMARY: Partnering with clients and Realtors to achieve client goals. Jumbo specialist. In-person and remote.• Analyzing detailed financial and credit data, advising clients on appropriate loan program based on their needs and risk profile. • Facilitating clients’ approval process, setting expectations and explaining programs, rates, policies, underwriting requirements, and loan procedures.• Receiving customer applications, quoting rates and points, and completing follow-up activities locking-in rate.• Acquiring approval for loans that would have been declined without advocacy involving trusts/multiple properties/self-employment/business structures/state law and credit issues. • Holding delicate, high-pressure transactions together that may have fallen apart otherwise through maintaining trust of clients, agents and sellers.• Cross-training to oversee multiple pipelines requiring highly detail-oriented tracking; coordinating applications, conditions, and closings meeting myriad client and agent timelines, needs and expectations.

SUMMARY: Top Sales Producer serving San Francisco and Marin markets.• Partnering with top producing Realtors to make competitive offers for first time home buyers and hard to finance properties. • Specializing in loft developments and unusual properties.• Creating strategic partnerships with realtors and lenders. • Training support team and liaising with 20 + lenders closely and numerous escrows.• Built business on referrals.