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

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
• 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

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
• Maintained thorough knowledge and understanding of underwriting, program, Fannie Mae, Freddie Mac and investor guidelines

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