Provide sales, operational, customer services and processing support to Private Wealth Advisors. Responsible for handling multiple simultaneous assignments with deadlines that require accuracy, frequent verbal and written communication to internal team, clients and partners, relationship management with internal and external clients and partners, strong analytical skill with emphasis on details, comprehension of regulatory and compliance requirements, preparation of documents for client meetings, notary, champion for new system implementation, private wealth advisor onboarding coordinator, special projects to support business development processes with clients and prospects, research and respond to customer needs as required.

Support district manager with 15 branches. Schedule interviews, coordinate district events & meetings including preparation of power point presentations. Coordinated district manager’s calendar. Assist with onboard training for new hires. Manage, create and distribute district production reports. Manage onboarding of new hires, post and manage requisitions, Cosmos requests, scheduling of Gallup Interviews, Manager Self Service change request. Participate in weekly district team meetings and planning. Management of the District Brand, set the tone for the communication and culture of the district. Organize and coordinate all in person and virtual meetings & events, review employee reimbursements for accuracy. Supply and SWAG orders as required for branches and off-site events. Coordinate travel arrangements for personal, branch and district manager as required. Manage all incentive adjustments for bankers, tellers and branches. Direct contact with all branch employee’s in problem solving. First point of contact for all customer escalated issues and problem resolution.

Managed a team of loan processors to support Western WA Market Loan Originators by processing of residential & new construction Conventional, FHA & VA secured mortgage loans ensuring to meet compliance and regulatory processes, understand and enforce company and federal financial regulations. Required delegation, time management, organization and multi-tasking. Coordinated and conducted meetings, forecasting, and development of processes and coaching. Utilized strong verbal and written communication skills, interpersonal relationships. Keen attention to details, specialized reports, conference calls, interviewing, managed requisitions, onboarding, spot coaching, disciplinary action as required, input payroll and handled employee development.

Supervised branch employees and conducted interviews, hire and train new employees, disciplinary actions, post new requisitions, accounts payable, direct daily work, monitor and implement compliance measures, evaluate performance. Coordinate operational activities with the branch to ensure satisfactory passing of Retail Quality Assurance assessments and operational audits. Sell and administer products while providing exceptional customer service, answer customer questions, problem resolution, ensure compliance with legal and regulatory requirements. Verbal and written communication, team development, managed interpersonal relationships, maintained payroll, scheduling of staff, cash handling, opened new accounts, Loan applications and coaching. Passed RQA audit with AA rating within 1st year of hire. Led branch in achieving Pinnacle rating within 1st year.

Washington State independent licensed Mortgage Broker, loan originator, contract processing and notary. Conforming and Alt -A loan programs. Licensed to originate and close loans in 5 states. Hired loan originators, ensured all loans met company compliance and federal regulatory guidelines. Explain of benefits and provide solutions to clients, managed all components of day to day operations. Built strong relationship network with affiliated industry partners. Scheduled and conducted client consultations and signings.

Surpervised of staff of 20+ processors in maintaining company policies and WA state and Federal Compliance guidelines. Created processing procedures to promote efficiencies and uniformity throughout thew company. File audits, reviews, terminations, hiring, training, weekly meetings & team motivation.

Oversaw all administrative activities including, payroll, budgeting, delegation, reviews, hiring, terminations, worked on developing partnership with our sister real estate company.