Kerriee Hall Email & Phone Number

Fresno, Ca, Us

Remote

Remote

Joined the Winnow team to introduce Winnow to the industry. Winnow is the best lending Compliance tool I have ever seen! Winnow was developed by the Buckley law firm. It is used by lawyers to insure compliance. If you have not seen it, please reach out to Wendy Lovett (wendy@winnow.law)

United States

Working with industry leaders to provide an elite suite of services & innovation that accelerates the growth and success of our clients. The A&S Elite Mission is to bring the best in class advice, solutions, and practical application that accelerates long term growth for our clients in a changing customer and technology savvy environment.

Owner of 140 clients with the primary responsibility for add-on sales, ensuring adoption, retention, client satisfaction and selling professional services. Working with Banking Clients, Credit Union Customers and Mortgage Bankers in a fast pace, dynamic environment to negotiate renewals, discuss and assist with business needs and introduction of new products essential for staying competitive in the digital market. Documenting all interactions with clients in CRM system. Cross-selling and demonstrating the value of AllRegs, CRM and Velocify to existing clients. Successfully capturing and communicating information from customers regarding regulatory needs, competitors and industry changes and effectively channeling this information to Product Managers and Product Marketing internal teams.

Remote Employee

Working in a two-person team managing larger strategic accounts to ensure adoption, retention and add on sales. Coordinate meetings and assist in sales presentations which demonstrate Ellie Mae’s comprehensive mortgage lending solution. Assist client business owners and key decision makers by understanding their business needs, and how they are impacted by and industry changes, while demonstrating how Encompass can satisfy these requirements. Participating internally with Product Managers to help present the client’s needs within the industry and translate what this means to the products provided by Ellie Mae.

Bakersfield, California, United States

Training duties included: Supervising and developing training staff. Overseeing training schedules for all Branch and Corporate employees. Providing hands-on training seminars and remote training to all employees in the areas of compliance, quality control, loan operations systems, company policy, new branch roll-out and new loan programs. Mortgage Loan Systems duties included: Supervising help-desk, LOS Administration, evaluating and working with vendors to review performance and suitability for business needsDirector of Compliance and Risk Management/Special Projects 2004-2006 Organized company transition from LOS/MortgageWare to LOS/DataTrac. Developed and supervised Compliance and Quality Control Department, Reported HMDA, 1098, and 1099 to respective government agencies. Worked closely with all staff to ensure compliance regulations were met. Provided training and consulting services as needed.Corporate Funding Manager/Compliance & Risk Management 2000-2004Managed Corporate Funding group and Branch Funders, which funded over 800 loans each month. Monitored and maintained multiple warehouse lines. Supervised QC Department. Created Compliance and QC polices and procedures for lending in multi-states environment.Post-Closing Operations Supervisor 1997-2000Responsible for all facets of Post-Closing Operations, including Sale of loans to investors, Shipping, Final Docs and Loan Servicing. Supervised and trained post-closing staff and over saw the closing operations of 40 branch locations. Loan Shipping Manager 1996-1997Managed and trained the shipping department staff. Reviewed and delivered loan files to secondary investors for purchase. Worked closely with Secondary Marketing Department to insure pricing and sale of all loans, including Bulk deliveries and Trades.

Bakersfield, California, United States

As part of a two-person team I funded mortgage loans, prepared loan documents, shipped loans to investors for purchase, coordinated purchasing of these loans, obtained Government insuring and completed loan files by acquiring and handling of final documents.

Houston, Texas, United States