Jenn Bailey Email & Phone Number

New Braunfels, Texas, United States

Branch Manager and Senior Loan Officer of The Unity Group... the Skunk-Works division of Legacy Mutual Mortgage.While we don't intend to reinvent the wheel, we do intend to make it roll the smoothest. Our daily mission is to provide a best-in-class experience for our clients through, leverage tailored daily use technology and systems, alongside of a refined workflow of Team cohesion. - Top 5% conversion rate industry-wide 3 yrs running- Awarded fastest growing branch 2020, 2021- Preferred Lender for multiple Top tier teams and Builders in the San Antonio/Hill country areaThe Unity Group of Legacy Mutual Mortgage3029 Independence Dr, New Braunfels, TX 78132Branch Manager/Senior Loan Officer | NMLS #1755090Jenn.Bailey@legacymutual.com512.507.0063

New Braunfels, Tx

-Prequalify borrowers by thoroughly analyzing gathered documentation-Understanding of Fannie Mae, Freddie Mac, FHA, VA, USDA, Jumbo and Down Payment Assistance guidelines-Research and present multiple loan options for borrowers-Develop and maintain successful relationships with business referral sources-Facilitate borrower and realtor satisfaction by providing exceptional customer service and communication throughout the loan process

New Braunfels, Texas

Created and grew a successful international business from the ground up. Designed and developed unique and interactive company website. Planned and executed digital and social media marketing initiatives that directly impacted brand awareness, user acquisition, engagement, and conversion. Extensive analysis of Google Analytics and conversion rate optimization to drive sales. Constantly analyzed data to identify areas of improvement and ensure maximum ROI. Utilized strong communication and presentation skills to solicit industry review articles and distributors. Worked effectively with all internal and external business partners to achieve a fast-growing, prosperous business.Key Accomplishments: • Achieved profitable company sales by month 3 after product launch. • Featured in 16 major publications globally, directly tied to our target market.

Austin, Texas Area

Reviewed loan files using red flag indicators to determine whether a quality control audit was necessary. Researched and investigated a myriad of loan file misrepresentations, mortgage fraud schemes, and underwriting deficiencies. Mentored junior staff auditors on quality control audit and report writing excellence. Audited loan files in compliance with agency guidelines. Performed all related program eligibility calculations and verifications, including assets, employment and income, occupancy, identity, credit history, liabilities, and appraisal desk reviews. Analyzed and reviewed results of required reverification documentation. Interviewed all potential parties involved, including borrowers, originators, appraisers, and employers. Ran internal database crosses on parties involved to uncover patterns of repetitious fraud. Wrote extensive and complex loan audit reports. Edited peer investigator’s reports. Successfully completed underwriting training to investigate underwriting deficiencies and adherence to guidelines. Gained proficiency in the use of data mining and numerous analytic tools for auditing.Key Accomplishments: • Promoted to Quality Control Reviewer in under 2 years to perform internal audits of my peer investigators, most of which had extensive tenure.• Identified procedural weaknesses and inefficiencies and proactively worked with managers and directors to develop improved practices and procedures. • Created and improved databases and tools to assist peer investigators with their audits.• Consistently exceeded monthly reporting goals.

Austin, Texas Area

Business Operations Manager working for a progressive, industry leading Payroll and Tax firm. Managed billing, payroll, and tax collection processes for thousands of clients using numerous online utilities and programs. Managed the Quarterly Tax Process and compliance verification with over 90 state agencies. Handled many high priority research projects, including financial management, credit card merchant compliance, and IRS tax return processing research.Key Accomplishments: • Advanced quickly and gained extensive knowledge by rotating through 6 of 8 positions in the company, in addition to becoming lead trainer for all new and existing staff. • Created and conducted Continued Training Workshops for Consultants and Specialists to learn other areas of the company.• Created and improved numerous training tools, reference guides, and Excel databases to improve workflow and efficiency, and assist both staff and clients. • Promoted to Billing and Tax Processing Manager, a powerful position created specifically for myself, which required trust and confidentiality in working with the company’s private financial records, only accessible to the owner and myself. • Initiated and conducted brainstorm meetings with company owners to address weaknesses and inefficiencies across multiple functions of the company and present my suggestions for improvements.• Personally composed 200 template letters used to communicate with clients, state agencies and the IRS, to increase efficiency for the Consultants in handling difficult client consultations and improve client understanding.