Alex Latchum Email & Phone Number

Greater Philadelphia

• Direct the processing and closing operations for retail and retail broker channels, ensuring efficient loan application handling. Streamline workflows to meet compliance standards by implementing key enhancements for.
• Minimized average loan closing time from 30 days to under 18 calendar days through strategic process optimization and effective staff management.
• Achieved 100% compliance by guaranteeing timely closing disclosure delivery to homeowners, mitigating loan repurchase risks.
• Formulated a robust processing pipeline and deployed user-friendly reporting systems, maximizing visibility and operational efficiency.
• Eliminated TRID regulation defects, reducing from 10 in 2023 to none in 2024 by integrating advanced systems and refining protocols.

Fort Washington, Pennsylvania, United States

• Governed a dynamic team of 40-45 loan processors, including three team leads, overseeing a diverse portfolio of 1.7K-2K active loans across Conventional, FHA, and VA products. Drove team excellence in quality.
• Elevated overall team performance by 25% through structured performance management initiatives, significantly attaining outcomes for underperforming loan processors.
• Catalyzed process enhancements through active participation in cross-functional projects, boosting team productivity and streamlining loan processing timelines.
• Designed comprehensive training programs for new hires while fostering continuous professional development to maintain operational standards.

Greater Philadelphia Area

• Led a specialized team of five loan processors for a mortgage company partnered with Ryan Holmes, monitoring a diverse portfolio of VA, FHA, jumbo, and conventional loans, leading to maintaining a customer satisfaction.
• Promoted strategic collaborations with builders to safeguard the build cycle integrity and ensure thorough loan applicant qualification, mitigating risks in complex scenarios.
• Participated in crucial builder meetings, meticulously adhering to builder specifications to guarantee punctual and precise loan closings.

Mount Laurel, New Jersey

• Led a portfolio retention team of 12 processors and a team lead, focusing on refinancing existing clients. Implemented strategies to minimize portfolio shrinkage and limit client loss to competitors.Highlights of.
• Provided extensive training and development for new-to-industry processors while conducting one-on-one mentoring sessions for pipeline management.

Mount Laurel NJ

• Managed a personal pipeline of 40-60 loans monthly, overseeing each stage of the loan lifecycle from initial application and processing through to final closing. Specialized in monitoring high-net-worth individuals and.
• Earned distinction as the Most Valued Processor on the Morgan Stanley Channel and consistently ranked in the top 5% for customer satisfaction, surpassing 92% every month.
• Partnered and worked closely with private bankers, financial advisors, and underwriters to guarantee smooth and timely transactions.

Egg Harbor Township NJ

• Passed Series 7 and 66 licenses to sell securities and provide financial advice. Conducted cold calling and prospecting to expand the client base for the Financial Advisors team.Highlights of accomplishments in this.
• Assisted in managing mortgage-related products for the existing book of business.
• Supported sales efforts through client outreach and account solicitation.