Aaron Kimm Email & Phone Number

Plano, TX

• Assist loan originators from initial submission of loans through closing for multiple Loan Officers ranked among the top 1% of producers.
• FNMA, FHLMC, VA, FHA knowledge
• Data entry and submission of files through Encompass
• Disclosing loan documentation
• Attention to detail to make sure files are accurate
• Income and credit analysis

Plano

• Analyze purchase options with clients based on credit, finances, and Fair Housing guidelines.
• Conduct preliminary interviews with loan applicants and took applications for senior loan officers

• Analyze refinance options with clients based on credit, finances, and Fair Housing guidelines.
• Informing clients of the lending process and advising them on how to qualify based off their credit analysis, income and assets

Helping real estate agents and their clients coordinate the real estate transaction from listing to closing.

Garland, TX

• The Market Center Administrator is responsible for all areas of the in-house accounting, accounts payable, finance, and general office management.
• Successful migration of data from accounting software and older records into the new financial system
• Implemented new billing system to streamline billing and invoices
• Clean, verify, and map data for integration into the accounting software
• Improved the month end data transmission and verification process to go from 3 days to half a day.
• Financial Planning and Analysis for budget and revenue forecasting

Dallas, TX

• Assisting the Market Center Administrator for an office of over 400 agents. Including records management, A/R, billing, listing management, 1099 preparation, and any other duties assigned.
• Created and implemented a process to track listings not submitted to the brokerage by verifying data from NTREIS and Dotloop.
• Developed training material to help simplify the teaching of inhouse technology to our agent base.
• Created a physical compilation of all business related 1099s as a reference for yearly tracking and to be in compliance with the IRS.
• Facilitated tech class teaching until a full position was implemented in the Market Center.