Lisa Swarts Email & Phone Number

Austin, Texas Area

• Builder Mortgage Management• Daily Pipeline Management (pre-qualification to funding)• Quality Control - comply with all KBHS policies and procedures• Attend weekly KB Sales Meetings presenting KBHS Home Loan Products and updates• Facilitate MLO reporting to KB Daily Units, including weekly call with KB Daily Units and Regional Pending calls and updates• Attend weekly KB CSI meetings• Provide guidance to MLO's on questions and on how to facilitate challenging… Show more • Builder Mortgage Management• Daily Pipeline Management (pre-qualification to funding)• Quality Control - comply with all KBHS policies and procedures• Attend weekly KB Sales Meetings presenting KBHS Home Loan Products and updates• Facilitate MLO reporting to KB Daily Units, including weekly call with KB Daily Units and Regional Pending calls and updates• Attend weekly KB CSI meetings• Provide guidance to MLO's on questions and on how to facilitate challenging loans• Complete CSI related functions • Participate in division meetings to facilitate status updates and communication between KB Home and KBHS• Provide after hour/weekend support to MLO’s, builder communities and grand opening functions• Spend time in KB Home communities to enhance the relationships between KB Home sales and KBHS• Represent KBHS in a professional manner at industry-related functions• Participate in branch recruiting efforts Show less

Austin, Texas Area

• Builder Mortgage Management and Origination (maintained a full pipeline)• Responsible for managing, mentoring and motivating Loan Officers • Trained Loan Officers and branch staff, assisted LO’s in structuring loans to achieve loan approval• Reviewed Loan Officer work prior to disclosures as needed • Managed and assigned weekend Loan Officer on call schedule for Texas and California Loan Officers for weekend availability to RSI Communities / William Lyon Homes sales… Show more • Builder Mortgage Management and Origination (maintained a full pipeline)• Responsible for managing, mentoring and motivating Loan Officers • Trained Loan Officers and branch staff, assisted LO’s in structuring loans to achieve loan approval• Reviewed Loan Officer work prior to disclosures as needed • Managed and assigned weekend Loan Officer on call schedule for Texas and California Loan Officers for weekend availability to RSI Communities / William Lyon Homes sales team• Made decisions regarding staff time off and coordinated coverage for Loan Officers who were out• Created Loan Officer time off SOP for the company• Assigned on-line loan applications 7 days a week to Loan Officers as applications came in• Managed community assignments, pairing Loan Officers to RSI Communities / William Lyon Homes communities• Visited all communities to represent Woodside Mortgage and ensure builder sales staff had what they needed from a lending perspective, maintained strong relationships with builder sales and staff• Attended grand opening events and realtor functions in partnership with builder partners• Co-hosted realtor training events with builder sales team• Remained available to Loan Officers and builder sales team 7 days a week• Attended weekly status meetings in communities to provide relevant, up to date status to sales team• Coordinated with Operations Manager and processors to ensure appraisals are ordered on time and closings occurred as scheduled• Provided loan status to Woodside Mortgage Senior Management for their use in builder backlog Show less

Austin, Texas Area

• Responsible for managing entire Austin pipeline on builder account• Oversaw processes for my loans, as well as 2 other Loan Officer’s loans from application to closing to ensure compliance, quality of applications and that loans closed “On Time and As Agreed” consistently• Maintained builder status report for entire Austin area, provided weekly status to builder management and internal Senior Management• Assist LO’s in structuring loans to achieve loan approval

Austin, Texas Area

• Responsible for originating loans on high volume builder account• Maintained excellent builder, realtor and customer relationships to facilitate repeat business• Prequalified customers to offer personalized mortgage options within program guidelines• Collected income and asset documents, letters of explanation, compensating factors, and verifications prior to initial submission to underwriting for initial approval• Maintained thorough knowledge and understanding of… Show more • Responsible for originating loans on high volume builder account• Maintained excellent builder, realtor and customer relationships to facilitate repeat business• Prequalified customers to offer personalized mortgage options within program guidelines• Collected income and asset documents, letters of explanation, compensating factors, and verifications prior to initial submission to underwriting for initial approval• Maintained thorough knowledge and understanding of underwriting, program, Fannie Mae, Freddie Mac and investor guidelines• Trained new employees on systems, procedures, guidelines, and company culture• Orchestrated work around options for challenging scenarios, worked closely with operations and underwriting to achieve approval on difficult loans• Maintained excellent professional relationships with the builder management, sales and office staff, kept builder management and builder sales team informed weekly regarding progress of applicants• Managed mortgage process in concert with processing, operations, underwriting, and closing staff to facilitate loans closing on time• Proficient in state, county, city bond and down payment assistance programs and MCC (TDHCA, TSAHC,City of Austin)• Went over entire pipeline weekly with processors to ensure loans were moving forward and gave direction related to prioritizing loans Show less

Austin, Tx

• Originated loans for high volume builder account• Prepared customers for initial loan meeting and collected supporting documents, calculated ratios, reviewed credit, income, and asset documents• Worked with on-site sales agents and real estate agents/brokers, kept all parties informed of progress of applicants (borrowers, realtors, builder)• Worked to ensure a consistent positive experience for the customer, builder, and realtor

Austin, Texas Area

• Originated loans for high volume builder account meeting with clients to determine if customers qualified for a mortgage loan• Generated reports as needed, kept all parties informed of progress of applicants• President’s Club Award multiple times

Bachelor Of Science (Magna Cum Laude Honors), Applied Social Science / Business

Activities and Societies: Golden Key National Honor Society

Associate Of Arts And Sciences (Aas), Business Administration / Finance

Activities and Societies: Student Government