Jimmy Summey Email & Phone Number

Oldsmar, Fl, Us

Oldsmar, Fl

Working side by side with the Chief Business Development Officer as well as the SVP of Customer Experience to coordinate efforts, strategically approach client/industry challenges, and build out effective relationship management plans. Will bring order, structure, and focused management attention to the customer's problems in order to gain complete consumer satisfaction. To be an advocate and ambassador of the Delivery + 1% mantra, ensuring a culture of accountability, proactive effort, and… Show more Working side by side with the Chief Business Development Officer as well as the SVP of Customer Experience to coordinate efforts, strategically approach client/industry challenges, and build out effective relationship management plans. Will bring order, structure, and focused management attention to the customer's problems in order to gain complete consumer satisfaction. To be an advocate and ambassador of the Delivery + 1% mantra, ensuring a culture of accountability, proactive effort, and consistently rising above expectations for our partners. Show less

Largo, Fl

Personally responsible for the oversight and management of all production as well as sales efforts. Essential functions included, but not limited to, daily interaction and coaching of employees to increase efficiency and overall growth of the company. Identifying areas of process flow improvement and formulating strategic solutions to promote growth and team awareness. Management of company loan pipeline. Direct collaboration with company President/Vice President for presentation of developed… Show more Personally responsible for the oversight and management of all production as well as sales efforts. Essential functions included, but not limited to, daily interaction and coaching of employees to increase efficiency and overall growth of the company. Identifying areas of process flow improvement and formulating strategic solutions to promote growth and team awareness. Management of company loan pipeline. Direct collaboration with company President/Vice President for presentation of developed business model and team implementation. Internal and External sales staff support as it relates to operational procedures, loan pipeline status, and cultivation of new referral sources. Monitoring of TRID regulations as they relate to individual loan origination, processing, and closing. Creation and administration for all Encompass LOS updates, changes, reporting, structure, and customization for optimal work flow. Maintain efficiency standards across entire company including out of state branches of corporate office. Show less

Clearwater, Fl

Duties include managing mortgage loan officers and processors within the branch on a daily basis to ensure that government compliance guidelines, bank policies, and timeline expectations are strictly followed. Responsible for vendor selection as it relates to vendor services and product ordering for all loan files originated at the branch. Preparation and review of branch financials for the purposes of monthly profit and loss reporting for bank auditing. Included in this facet were also items… Show more Duties include managing mortgage loan officers and processors within the branch on a daily basis to ensure that government compliance guidelines, bank policies, and timeline expectations are strictly followed. Responsible for vendor selection as it relates to vendor services and product ordering for all loan files originated at the branch. Preparation and review of branch financials for the purposes of monthly profit and loss reporting for bank auditing. Included in this facet were also items such as employee pay as it relates to commissions, draw, and any applicable bonuses earned. Oversight of all work and business practices for the branch. Implementation of new regulations and/or bank policies with associated required training for both new and existing employees. Show less

Indianapolis, Indiana

Maintained and managed a 284-member client account base for multiple top sales executives both internally and externally through communication mediums to ensure business relationships remained stable for continued company growth. Directly responsible for client account problem resolution and for implementing proactive approaches to the refinement of the AMC processes currently in place from executive management. Provided monthly and quarterly reporting to all required client accounts, as well… Show more Maintained and managed a 284-member client account base for multiple top sales executives both internally and externally through communication mediums to ensure business relationships remained stable for continued company growth. Directly responsible for client account problem resolution and for implementing proactive approaches to the refinement of the AMC processes currently in place from executive management. Provided monthly and quarterly reporting to all required client accounts, as well as to executive management, of account overview details, production patterns, and activity. Show less

Indianapolis, Indiana

Managed the day to day processes for the Appeals Department in order to increase efficiency and production while maintaining a friendly professional work environment. Controlled the daily work flow within the department to ensure company standards were met and/or exceeded in every instance via the utilization of interpersonal skills and effective time management capabilities. Worked closely in conjunction with executive level management to develop and enhance departmental protocol to set… Show more Managed the day to day processes for the Appeals Department in order to increase efficiency and production while maintaining a friendly professional work environment. Controlled the daily work flow within the department to ensure company standards were met and/or exceeded in every instance via the utilization of interpersonal skills and effective time management capabilities. Worked closely in conjunction with executive level management to develop and enhance departmental protocol to set proficient standards for the department as well as its personnel. Show less

Indianapolis, In

Gathering, analyzing and distributing value appeal related information to lender clients as well as appraisers while maintaining a compliant and independent process that vets out lender client concerns through interaction with appraisal industry professionals. Maintaining the StreetLinks performance guarantee as it relates to the value appeal process. Providing high level, expert support for lender clients and appraisers as it relates to Quality Control Department protocol, appraisal report… Show more Gathering, analyzing and distributing value appeal related information to lender clients as well as appraisers while maintaining a compliant and independent process that vets out lender client concerns through interaction with appraisal industry professionals. Maintaining the StreetLinks performance guarantee as it relates to the value appeal process. Providing high level, expert support for lender clients and appraisers as it relates to Quality Control Department protocol, appraisal report inquiries, and general appraisal industry guidelines. Served as a resource for industry and product knowledge for lender clients, appraisers, and the StreetLinks team. Show less

Indianapolis, Indiana Area

Personally responsible for loan/credit line sales to existing and new customers through retention as well as cross-sell efforts in excess of $20,000,000 annually. Exceeded monthly, quarterly, and annual sales quotas established by senior management. Managed an average of $1,500,000+ in sales monthly pipeline through entire 45-60 day sales cycle. Worked side by side with underperforming loan officers to show them how to overcome customer objections, improve efficiency, and better maintain… Show more Personally responsible for loan/credit line sales to existing and new customers through retention as well as cross-sell efforts in excess of $20,000,000 annually. Exceeded monthly, quarterly, and annual sales quotas established by senior management. Managed an average of $1,500,000+ in sales monthly pipeline through entire 45-60 day sales cycle. Worked side by side with underperforming loan officers to show them how to overcome customer objections, improve efficiency, and better maintain customer relationships. Consistently exceeded loan underwriting quality rate developed by senior management on a monthly basis while maintaining a high level of production. Show less