- Monitor mortgage operations from loan prospecting through funding- Provide training and guidance to new employees* Teach mortgage process and terminology* Instill problem solving strategies and direct employees to appropriate resources for reference- Establish and maintain relationships with third parties including lending partners, title companies, and appraisal management companies* Research and initiate contact with third party businesses* Resolve issues that arise and strategize on how to reduce friction and delays in communication- Audit initial analysis process of client portfolios to ensure underwriting guidelines are met to expedite loan funding process- Reorganized loan officer and loan processor duties to increase specialization and efficiency* Resulted in a net increase of 2 loans per month for loan officers, and an increase of 4 loans per month for loan processors

- Acquire and develop relationships with clients and customize advice to best fit their needs- Educate and guide clients through each step of the loan origination process- Manage client experience to ensure customer satisfaction- Set personal goal of 10 applications per month* Managed inbound warm leads generated by company marketing efforts* Combed through past client data to find additional opportunities and made cold calls presenting benefits* Contacted clients of recently closed transactions to inquire for referral business

- Directed a team of 7 loan processors- Established standard operating procedures for mortgage loan process* Decreased average loan processing time by 10 days- Worked with underwriting and other third parties to resolve challenging issues

- Collaborate with Engineering department on product design and functionality- Develop go-to-market strategy by identifying potential clients from total addressable market

- Instilled time management and organizational skills to over 50 students- Clarified and reinforced mathematical concepts in a classroom setting- Corresponded with parents on the progress of the students

- Provided detailed information on courses to prospective customers in person or over the phone- Managed over 300 accounts and organized billing reports to keep all accounts up to date- Kept records of student attendance to provide accurate billing statements- Improved filing and document preparation structure to increase efficiency and accessibility