As a results-driven and accomplished professional with a strong background in financial analysis and reporting, I have expertise in financial modeling, forecasting, and budgeting, I am able to identify key financial trends and insights to drive informed decision-making. In addition to this, I have more than 8 years management experience in capital markets and 14 years of sales and customer service experience in the financial industry. My ability to communicate complex financial information to both technical and non-technical audiences has resulted in successful collaboration with cross-functional teams and stakeholders. In addition, my attention to detail and organizational skills have consistently delivered accurate and timely financial reporting. I am committed to continuous learning and growth in the financial field, and always seeking new challenges to expand my skillset. I am a solution-oriented professional who is often sought after by peers for guidance in addressing departmental questions and issues. With my strong dependability and reliability, I am trusted to run the department in my boss's absence, ensuring timely funding of loans and seamless operations.Throughout my career, I have honed my skills in recommending, developing, and implementing key programs that support the company in maintaining and improving its competitive position and profitability. I have worked with various financial systems, including Lending QB, Encompass, DU, Priceline, Compass Analytics, Tradeweb, Bloomberg, etc. I work daily with Microsoft Excel creating and running spreadsheets and reports, and interpreting and analyzing the data. I bring a unique combination of technical expertise, business acumen, and interpersonal skills that enable me to deliver results in any business. If there are any further concerns or queries, please get in touch with me at my email or connect with me via phone to find out how I will make your mission my mission to help bring all your business objectives into focus.
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Capital Markets AnalystProsperity Home Mortgage, Llc Aug 2019 - PresentFairfax, Virginia, UsIn my current job role, I am responsible ensuring that investor commitments are fulfilled by efficiently filling open positions, pairing off remaining balances, and adding extensions. I engage with key investors to assure timely purchase of all loans and sustain strong partnerships with key stakeholders. In addition, I provide necessary assistance to clients with loan scenarios, product analysis, customer service issues resolution, lock process management, and securing competitive rates for borrowers. My goal is to provide exceptional service and support to clients, while also contributing to the growth and success of the organization.Key Accomplishments: ► Ensured significant enhancement in sales from $5B to $18B YoY through optimal planning, effective execution, and close collaboration with cross-functional teams.► Managed and maintained monthly pipeline of $830M in sales and an average annual pipeline of $9B.► Contributed to offering discount points and reducing interest rates by 1/8 to 1/4 quarter, which resulted in increasing sales and significant monthly savings for clients.► Achieved multiple customer service awards from company while performing exceptionally.► Improved yearly revenue by nurturing and retaining lucrative relationships with key investors.► Gained necessary knowledge of programs and policies to manage 80+ investors and bond entities nationwide, guaranteeing adherence to regulations and timely completion of tasks.► Proposed optimal loan solutions by adhering to lending guidelines and meeting client requirements, enhancing customer satisfaction, and increasing loan portfolio.► Organized and executed strategic programs that effectively guided company toward enhancing competitive position and profitability.► Streamlined management of company hedge position by delivering end-to-end support, including calculating, creating, and uploading daily rates for loan officers through pricing engine, resulting in boosted efficiency and accuracy. -
Capital Markets ManagerHome Services Lending Jun 2018 - Aug 2019During this tenure, I was part of the high-performing team that developed a new pricing engine, which turned out to be a great success. It's being used by more than 200 loan officers now. Also, I was responsible for maintaining a strong relationship with over 35 investors and bond entities located across all 50 states. And while doing all this, I was also leading a team of 6 members in my department.Key Accomplishments: ► improved superior customer relations and increased customer satisfaction and loyalty rates by coaching, guiding, and motivating staff and promoting sales and service culture.► Aligned cutting-edge data management process, resulting in 5% improvement in operational efficiency of company.► Maximized company revenue profitability by implementing consistent bulk loan trading and bidding, averaging 30-50 basis points.► Identified and secured key programs that provided loans for veterans, enabling individuals to obtain $325K house at no cost.► Achieved appropriate annual continuing education and completed training on government regulations and underwriting policies and procedures.► Documented and distributed comprehensive government monitoring reports to senior management on quarterly basis, offering key insights and data analysis for strategic decision-making.
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Capital Markets ManagerThe Lending Partners, Llc Mar 2014 - May 2018Plano, Tx, UsIn my previous role, I worked in a fast-paced environment and was responsible for overseeing all aspects of a high-performing marketing team. This included managing loan activities, as well as the large pipeline, to ensure compliance and accuracy. To facilitate a seamless process from start to finish, I coordinated regularly with various parties, such as realtors, underwriters, processors, closers, and investors. It was important to maintain clear communication and keep everyone on the same page to ensure a successful outcome.Key Accomplishments:► Increased company's investor network by assisting in onboarding more than 20 new investors within 3-month timeframe.► Prepared and provided monthly commission and -on-sale reports to support accounting and provide senior management with insights.► Facilitated company by saving costs while offering purchase advice reconciliation and invoice verification.► Assured timely and accurate delivery of loans to investors by utilizing extensive knowledge of state and federal regulations and company underwriting policies and guidelines. ► Created loan solutions and referred products/services as team leader, resulting in increased sales and customer satisfaction.► Guaranteed provision of outstanding customer experience at every touchpoint of organization using unique techniques. -
Capital Markets AnalystSupreme Lending Feb 2012 - Mar 2014Dallas, Texas, UsHere, as part of my responsibilities, I maintained regular communication with more than 100 loan officers across the country. This allowed for the efficient processing of loans and ensured that customers received an exceptional experience.Key Accomplishments:► Implemented rigorous purchase advice reconciliation and invoice verification procedures, resulting in cost savings of thousands of dollars for corporation. -
Capital Markets AnalystAmericahomekey, Inc. Jan 2008 - Feb 2014
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Account ExecutiveComunity Lending Nov 2006 - Aug 2007
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Account ExecutiveAlliance Bancorp Apr 2006 - Oct 2006
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Account ExecutiveRealty Mortgage Feb 2006 - Apr 2006
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Customer Service RepresentativeAmpro Mortgage Mar 2004 - Jan 2006
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Customer Service Representative / Lead CoordinatorWells Fargo Home Mortgage May 2001 - Mar 2004San Francisco, California, Us
Jeff Lanning Education Details
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West Texas A&M UniversityMgt -
Midland College -
Texas Tech University
Frequently Asked Questions about Jeff Lanning
What company does Jeff Lanning work for?
Jeff Lanning works for Prosperity Home Mortgage, Llc
What is Jeff Lanning's role at the current company?
Jeff Lanning's current role is Capital Markets Analyst.
What schools did Jeff Lanning attend?
Jeff Lanning attended West Texas A&m University, Midland College, Texas Tech University.
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