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 the reduction of quality issues and the elevation of customer satisfaction. Supervise a team of 17, prioritizing defect reduction and accelerating loan turnaround times. Foster and strengthen cross-functional collaboration to maintain regulatory compliance and boost operational success.Highlights of accomplishments in this role include:• 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, efficiency, and production through strategic meetings, goal tracking, and targeted performance management. Forged strategic partnerships with vendors to eliminate process bottlenecks, improving loan closing speed and accuracy.Highlights of accomplishments in this role include:• 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 rating of 95%+.Highlights of accomplishments in this role include:• 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 accomplishments in this role include:• 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 complex loan scenarios by coordinating with self-employed borrowers and reviewing Schedule C and E of 1040 tax returns.Highlights of accomplishments in this role include:• 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 role include:• Assisted in managing mortgage-related products for the existing book of business.• Supported sales efforts through client outreach and account solicitation.