Michael Krist Email & Phone Number

Troy, MI, US

Philadelphia, Pennsylvania, United States

As the Director of Project Management I lead the ideation, development and implementation of new business initiatives, products and services for UMortgage. Additional responsibilities include the following: * Monitor business key performance indicators to identify potential optimizations.* Collect and analyze data to identify inefficiencies and recommend.

Work From Home

• Developed a mortgage basics e-learning curriculum that was completed by 120+ sales, marketing, and client success team members.
• Delivered virtual training classes on industry basics for groups of 60+ sales team members.
• Created and distributed post-training evaluations and assessments. Analyzed data and reported on learner experience and completion results to participants and higher-level management.
• Created a Monday.com project management workflow that was used for training project prioritization, task delegation, collaboration, sprint planning, team capacity assessment, and material review.
• Authored a Learning & Development (L&D) Policy and Procedure Manual for the L&D Team which outlined expectations for project management, material design, facilitation, coordination, and evaluation methods.
• Accomplishment highlights:o 90% of learners were satisfied with the mortgage basics curriculum, citing that it was “easy to follow”, “well organized”, “engaging”, and “funny”. o 51% of learners rated the mortgage.

Pontiac, Michigan, United States

• Established the IT and Operations training programs by implementing standard operating procedures, creating project management workflows, fulfilling hiring needs, and training instructional designers, trainers, and.
• Collaborated with operations senior leadership, quality assurance, and compliance leadership to ensure the delivery of compliant, data-driven training.
• Guided and oversaw an operations training team that established and executed initial training programs and developed process guides for 20+ roles.
• Accomplishment highlights:o Was a member of leadership on a learning & development team that earned 4 consecutive top-10 finishes on an annual industry ranking of the top training organizations in the country. UWM was.

Troy, MI.

• Established a Specialty Training Team to centralize oversight and standardize training practices for all role-specific training at UWM.
• Developed and implemented the Specialty Training Team’s core operating principles, training standards, evaluation methods, and material design standards.
• Accomplishment highlights:o Created a 3-day mortgage basics curriculum that was delivered to all UWM new hires. Delivered the first 12 iterations of this curriculum and mentored a permanent trainer to deliver content..

Troy, MI.

• Created and delivered a set of 32 continuous improvement training classes that were designed to accelerate the development of new account executives. Topics included sales strategy, product offerings, technology.
• Delivered over 150 training sessions with as many as 370 account executives participating in each session.
• Accomplishment highlights: o Implemented the continuous improvement training program that contributed to a 200% year-over-year increase in the percentage of account executives who closed 20+ loans within their first 8.

Troy, MI.

• Managed 16 mortgage broker and correspondent lender accounts with 100+ key client contacts.
• Educated clients on loan programs, products, and UWM processes.
• Researched loan guidelines to determine borrower eligibility and answered client’s loan scenario questions.
• Taught clients how to use UWM’s loan origination system and guided them through the process of submitting loans to underwriting.
• Accomplishment highlights:o Graduated from the sales training program with the highest overall score amongst peers.o Consistently met or exceeded weekly goals for client talk time and contact rate. Company Description.

Detroit, MI.

• Became licensed to originate mortgage loans in 13 states.
• Worked with clients to identify loan options that would help them achieve their financial goals.
• Accomplishment highlights: o Finished 3rd in the division for new loan setup as a first-month rookie.o Nominated for the top rookie banker award.Company Description: Rocket Mortgage is America's second-largest mortgage.

Sterling Heights, MI.

• Achieved sales by connecting with customers, assessing their needs, and encouraging brand loyalty by promoting the company credit and rewards cards.
• Monitored daily sales against corporate sales forecasts. Reported progress toward sales goals hourly.
• Balanced cash registers after each team member’s shift. Delivered deposits to the bank daily.
• Recruited, interviewed, hired, and trained new team members. Taught new team members the basics of client service, store operating procedures, and how to pitch the company credit and rewards cards to customers.
• Accomplishment highlights: o Core contributor to store rising 6 places to become one of the top performers in the district for new credit and rewards setup.Company Description: American Eagle Outfitters is a leading.

Troy, MI.

• Led a team of 25 client service representatives who handled insurance department calls for 8 mortgage lenders. Calls were related to homeowner’s insurance coverage requirements and management of borrower escrow accounts.
• Conducted new hire training on technology, processes, and soft skills for groups of 20+ team members.
• Created and maintained detailed performance reports to ensure compliance with client service level agreements.
• Delivered daily side-by-side coaching sessions with call center team members.
• Accomplishment highlights: o Management and reporting contributed to the department obtaining a nationally recognized call center certification through Benchmark Portal, LLC.Company Description: Known for innovative.

Bachelor Of Arts (B.A.), Psychology

Undergraduate Studies

Member of the Northern Michigan University Symphony Band and Percussion Ensamble