Keith Cassidy

Keith Cassidy Email and Phone Number

Mortgage Operations Specialist @ Atlantic Avenue Mortgage
Keith Cassidy's Location
San Diego, California, United States, United States
Keith Cassidy's Contact Details

Keith Cassidy personal email

n/a
About Keith Cassidy

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.

Keith Cassidy's Current Company Details
Atlantic Avenue Mortgage

Atlantic Avenue Mortgage

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Mortgage Operations Specialist
Keith Cassidy Work Experience Details
  • Atlantic Avenue Mortgage
    Senior Loan Processor
    Atlantic Avenue Mortgage Feb 2023 - Present
    Leverage 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.
  • Reverse Mortgage Funding Llc
    Relationship Manager
    Reverse Mortgage Funding Llc 2020 - Dec 2022
    San Diego, California, United States
    Managed 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.
  • One Reverse Mortgage, Nmls #2052
    Partner Care Specialist
    One Reverse Mortgage, Nmls #2052 2015 - 2020
    San Diego, California, United States
    Expertly 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.
  • First Republic Bank
    Sales And Service Manager
    First Republic Bank 2007 - 2015
    Escondido, California, United States
    Directed 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

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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