Keith Cassidy work email
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Keith Cassidy personal email
Growth-focused professional with history of success in business development, operations management and loan process optimization. Track record of executing strategic operating plans, building/strengthening high-value relationships and improving workflow efficiency for large financial institutions. Proficient in Underwriting and Financial Analysis.
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Senior Loan ProcessorAtlantic Avenue Mortgage Feb 2023 - PresentLeverage expertise to expedite a high volume of loan closings for top mortgage broker. Efficiently manage documentation and mitigate risk by ensuring accuracy, and fulfillment of all loan program requirements. Ensure lending guidelines are met by performing initial financial assessment and ongoing underwriting reviews. Analyze documentation, credit and financial data to determine suitability of all loan submissions. -
Relationship ManagerReverse Mortgage Funding Llc 2020 - Dec 2022San Diego, California, United StatesManaged large pipeline of mortgages, while assisting partners with closing loans and navigating all stages of submission process for top mortgage lender. Provided clear understanding of credit policy/guidelines, operating systems, products, and process flows by conducting training calls with partner base. Ensured quick turn-times and successful loan submissions by overseeing existing loans and prospective leads. Promoted effective communication throughout loan process by strengthening key internal and external relationships. Streamlined work processes by functioning as SME for special assignments and projects related to company initiatives.Some of the highlights of my tenure include:- Received President's Club award for surpassing Equity Elite and HECM goals in 2021.- Researched complex underwriting scenarios and resolved loan level escalations to enhance loan process efficiency.- Led seamless execution of loan operations by serving as valuable liaison between 3rd party originators and RMF operations, underwriting, closing, funding, and post-closing departments.- Increased business profitability by efficiently administering loan pipelines for assigned account executives. -
Partner Care SpecialistOne Reverse Mortgage, Nmls #2052 2015 - 2020San Diego, California, United StatesExpertly reviewed borrower documentation to ensure accuracy and fulfillment of loan program requirements. Provided clear and frequent communication with partners to ensure satisfaction with loan processing. Analyzed documentation and financial data to determine suitability of loan submissions. Boosted personal development by acquiring strong working knowledge of all mortgage programs, encompassing HECM, FHA, VA and conventional.My key accomplishments include:- Exceeded business objectives by consistently surpassing monthly closing goals, while processing large pipeline of loans.- Nominated for Rock Honors award for exceptional performance in 2019.- Improved closing turn-times through detailed loan examinations and promptly initiating appropriate partner action.
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Sales And Service ManagerFirst Republic Bank 2007 - 2015Escondido, California, United StatesDirected branch operations and sales for highly respected private banking institution. Significantly grew customer base by actively networking with referral sources, existing clients and contacting centers of influence. Ensured strong loan closings by carefully analyzing credit reports, tax returns, business P&Ls and performing cash flow analyses. Oversaw seamless running of branch operations by solving all AML issues in compliance with bank regulations. Hired, trained and actively supported career growth of all Bankers in Escondido branch.My most significant achievements include:- Attained increase in branch deposits via extensive networking and effective relationship building.- Increased branch profits through active business development and cost reductions.- Reduced deposit-related losses through implementation of stringent risk management systems.
Keith Cassidy Education Details
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Economics
Frequently Asked Questions about Keith Cassidy
What company does Keith Cassidy work for?
Keith Cassidy works for Atlantic Avenue Mortgage
What is Keith Cassidy's role at the current company?
Keith Cassidy's current role is Mortgage Operations Specialist.
What is Keith Cassidy's email address?
Keith Cassidy's email address is ke****@****nes.com
What schools did Keith Cassidy attend?
Keith Cassidy attended University Of New Hampshire.
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Keith Cassidy
Ithaca, Ny1earthlink.net -
2chocolatebar.com, novipax.com
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Keith Cassidy
Arlington, Va2law.gwu.edu, sec.gov -
1gmail.com
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Keith Cassidy
It Systems Analyst Lead | Figma Org Admin | Design Ops | Design Tools Admin | Cancer SurvivorSan Antonio, Texas Metropolitan Area10gvtc.com, adelphia.net, hotbot.com, gmail.com, netscape.com, gmail.com, haleymarketing.com, roadrunner.com, roadrunner.com, usaa.com11 +121070XXXXX
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