Leon Lau Email & Phone Number

Portland, Or, Us

United States

As the Mortgage Transaction Coordinator, I managed the pipeline for a top loan officer, making sure customers closed on time by coordinating with all home mortgage departments. I tackled obstacles to meet deadlines and provided personalized service to complex, affluent clients, showcasing my problem-solving skills and attention to detail. I also kept stakeholders informed with detailed reports and updates on loan status, ensuring transparency and accountability.My key accomplishments include:• Streamlined operations and enhanced efficiency by implementing new processes and best practices, leveraging previous underwriting and processing experience.• Guided the team to consistently rank in the top 10% for sales and quality metrics over five years.• Contributed significantly to increasing sales volume from $133M to $248M.• Created and launched effective marketing campaigns, significantly boosting client engagement and driving higher loan application rates.• Played crucial role in redefining the position from Home Mortgage Associate to Home Mortgage Sales Transaction Coordinator.• Coordinated with vendors and clients using project management skills, ensuring smooth transactions.• Quickly adapted to support transaction closures, reduce delays, and remove obstacles.

Burlingame, Ca

Here, I trained and supported our team of processors, promoting best practices and professional growth. I managed mortgage files for two top sales officers, performing detailed audits and quality checks before sending them to underwriting. I organized the pipeline to meet compliance standards, closing dates, and performance targets efficiently.My key accomplishments include:• Enhanced accuracy, production, and customer satisfaction by implementing new processes.• Contributed to the team achieving top 10% sales metrics in the region from 2015-2018.• Received multiple awards for outstanding customer service and exceeding departmental goals.• Completed professional development courses in Team Leadership, Fraud Detection, Risk Mitigation, Cyber Security, and more, showcasing dedication to continuous learning and enhancement of professional skill set.

- Provided comprehensive guidance and training to a team of underwriters, ensuring adherence to underwriting best practices and fostering professional development.- Successfully handled escalated problems and issues within the underwriting team, demonstrating strong problem-solving skills and the ability to find effective solutions.- Implemented rigorous measures to assess all mortgage loan submissions for underwriting decisions, ensuring compliance with company quality control plans and regulatory requirements.- Managed complex transactions and catered to affluent customers, including jumbo requests, with precision and professionalism.- Received Service Conference Award for outstanding contributions to customer service excellence.- Recognized with multiple awards for exceeding department goals and consistently delivering exceptional customer service.

Project Management Specialization

Fintech: Foundations, Payments, & Regulations

Finance Coursework

Education record