Joaquin Barron Email & Phone Number

United States

Dallas-Fort Worth Metroplex

Irving, Texas, United States

Operationally managed client relationships, providing quality pipeline management and servicemaintaining client accounts. Managed aged loans, leading regular client calls, and following up on escalations as needed.Managed a pipeline of 11 Lenders. Closed an average of $15M in loans per month.Communicated with Lenders on a regular basis and within set time frames per company ServiceLevel Agreements (SLAs).Reviewed documentation for loans and exercised given authority to clear or create conditions.Ran daily pipeline reports and prioritized steps to manage loans and address aged loans.Provided professional sales support to lenders using permissible methods for loan progress.Reviewed Seller Guidelines/Overlays and guided Lenders on acceptable documentation.Navigated through the Encompass system to validate borrower and Lender loan information.Reviewed AIQ software to ensure correct borrower documentation was sufficiently labeled.

United States

Assisted Account Executives in closing $15-20M in volume a month. Assisted clients with rate lock communication, extensions, and exceptions.Daily load management of 100 active loans to support Account Executives.Provided data in support of customer success and opportunity management within territory.Advised Broker Partners with loan underwriting and closing policy and procedures.Audited and corrected document types in AIQ to expedite the underwriting process.Escalated data from LOS and AIQ regarding questionable loan documentation submissions.Provided critical feedback to management on inefficiencies of the underwriting process.Established funding projections/goals for loan production, quality, and volume targets.Served as subject matter expert on Homepoint policies, procedures, products, and technology.Trained Underwriting Support Specialists in AIQ, EnCompass, and overall documentManagement.

Itasca, Il

Assisted clients with rate lock reconciliation, extensions, and exceptions. Collaborated with loanoperations team to manage active pipelines.Worked with Wholesale leadership and Corporate business partners to develop/implementmarketing strategies within assigned territory.Conducted online presentations at broker offices to promote Caliber Value Proposition andpresent our process, product, and technology platforms.Ensured that clients understood Calibers processing, underwriting, and closing processes.Escalated second reviews to appropriate Operations/Underwriting leadership.Communicated with Client Relations Managers to optimize service delivery.Established funding projections/goals in conjunction with Wholesale leadership to align withWholesale and Correspondent loan production, quality, and volume targets.Prospected for new mortgage brokers and consulted on the bankers ‘processes.Served as subject matter expert on Calibers policies, procedures, products, and technology.Used company provided leads and marketing resources to meet sales performance goals.

Itasca, Il

Assisted Account Executives in closing $7-10M in volume a month. Worked directly with clients to provide training and support for loan delivery. Assisted with the processing of complex loan approvals, documentation requests and lock extensions.Received notifications of document uploads and uploaded documents received via email todocument repository.Indexed and reviewed documents for completeness and updates systems.Ordered vendor services prior to file delivery to underwriting and retrieved vendor reportsnecessary to complete the processing of the loan.Assisted with appraisal orders and retrieval of appraisal orders.Signed off on non-underwriting and underwriting conditions per authority granted by manager.Validated Automated Underwriting System (AUS) and ran AUS, ordered new credit reports, andother steps in the loan processing as required.Assisted closing or operations staff in other duties as assigned.Ensured all necessary documentation was received from customer to turn over to underwriterfor review, as needed.Completed comprehensive Compliance Review necessary to move loan to closing.Completed pre-closing document checklist, reviewed and validated fees and documentsrequired to generate closing documents.