Joel Shurtleff Email & Phone Number

Colorado, United States

Denver, Colorado, United States

I played a pivotal role in enabling a small team of less than 10 individuals to effectively manage the ever-increasing lead counts for our proprietary BBYS product. This effort has been instrumental in transforming the product from an experiment into a core part of our business as a multi-million revenue stream for HomeLight.Throughout this journey, I have personally grown from a novice to a proficient user in a range of tools, including Google Sheets, Zapier, HubSpot, Iterable, and more. My responsibilities encompassed end-to-end pipeline operation automations and data collection, contributing significantly to our operational efficiency.In addition to honing my technical skills, I've also acquired valuable experience in strategic and systems thinking, problem-solving, basic technical documentation, and project management. This journey has not only enriched my skill set but also reinforced my commitment to driving success through innovative solutions.

Denver, Colorado, United States

*** HomeLight acquired Accept.inc July 2022 ***HomeLight is building the future of real estate — today. Our vision is a world where every real estate transaction is simple, certain, and satisfying for all.Top real estate agents across the United States rely on HomeLight to deliver better outcomes to homebuyers and sellers during every step of the real estate journey, whether that's securing a competitive mortgage, upgrading their offer to all-cash, or ensuring certainty in a modern closing process. HomeLight facilitates billions of dollars of residential real estate business on its platform for thousands of agents every year

Denver Metropolitan Area

Transitioned to Associate Underwriter at HomeLight after their acquisition of Accept.inc.Underwrote brokered Conventional, High-Balance, Jumbo, and FHA loans.

Denver Metropolitan Area

Quality control liaison between Loan Officers and Risk Managers. Preliminarily underwriting applications for accuracy and viability, with an emphasis on qualifying income calculation for both W2 and self-employed borrowers and AUS findings with both DO and LPA. Currently on a development track to transition into a junior Underwriter role

Denver Metropolitan Area

Accept.inc (previously BoardRE) upgrades any offer on Denver homes to a winning all-cash offer. Homebuyers who need mortgages pay more and still lose to homebuyers who can afford to pay cash. At Accept.inc, we turn borrowers into cash buyers, so they can win the right home at the right price. Meanwhile, agents keep 100% of their commission, receive it faster, and still control their relationship with their buyer. With no fees, no stress, and no catch, Accept.inc is quickly becoming Denver’s go-to lender. Hundreds of buyers, sellers, and agents have used us to win. Learn more at www.accept.inc to learn more about how we simplify the home buying process.

While a Client Relationships Consultant I seamlessly performed financial statements revision, including PNLs and tax documents, while participating in corporate and compliance training. I also oversaw a broad spectrum of accounts management support responsibilities while defining documentation requirements for credit applications. I additionally established successful relationships with clients and loan officers to assist them in documents, financial statements, and regulatory forms completion as per regulatory standards.I proactively communicated with borrowers, loan officers, 3rd parties on status of loan files, requesting information and documentation, answering questions, and providing other information as necessary which led to my recognition as Top Performer Q1 2020 for exceeding quarterly goals.

As a Universal Banker 2, I was responsible for performing cash flow and customer financial conditioning analyses to determine underwriting eligibility and client’s risks for financing. I was instrumental in managing numerous accounts, reviewing credit bureau reports, and outlining documentation requirements for credit applications. Also, I communicated with underwriting, legal, and retail support teams, loan fulfillment coordinator, and specialty partners, as well as auto dealers, banks, business owners, and customers. I was charged with analyzing turndowns and retry applications along with a client within two months to deliver a credit solution as per the set requirements and company guidelines.

Castle Rock, Colorado

During my stint here, I communicated to 100 clients account details and financial reviews daily. I obtained knowledge in ATM and cash vault management while participating in the company training. I thoughtfully cooperated with local and regional business line and branch partners when updating on progress updates and instructions. I supported clients and loan officers in documents, financial statements, and regulatory forms completion as per regulatory standards.I was recognized for excellent support of business line operations and high-quality customer service

Bs In Business Administration, Entrepreneurship And Finance Double Major, 3.94 Gpa, Summa Cum Laude

Activities and Societies: University Honors and Leadership Program | Fall 2016-Spring 2018 National Society of Leadership and Success |.

Leadership Training

Activities and Societies: Weinburg Leadership Training InitiativeTeacher Training, Public Speaking, Philosophy Theory Analysis, Personal.

Foreign And Cultural Studies, Cultural Studies/Critical Theory And Analysis

Activities and Societies: Post High School Foreign Experience Gap Year