Nancy Currie Email & Phone Number

Richardson, Texas, United States

Texas, United States

Texas, United States

• Met with clients to understand their financial needs, goals, and preferences for mortgage loans.• Assessed clients' financial situations, including income, credit history, and debt obligations, to determine loan eligibility.• Provided personalized guidance and advice on suitable loan options, interest rates, and repayment terms.• Collected and review necessary documentation, such as income verification, tax returns, and bank statements, to support loan applications.• Completed loan applications accurately and submit them to appropriate lenders for underwriting.• Cultivated relationships with a network of lenders, including banks, credit unions, and mortgage companies.• Stayed updated on various loan programs, interest rates, and lending guidelines offered by different lenders.• Evaluated loan products and pricing to determine the best options for clients' specific needs.• Negotiated loan terms, interest rates, and closing costs on behalf of clients to secure favorable loan terms.• Guided clients through the entire mortgage process, explaining the steps, requirements, and timelines involved.• Liaised with lenders, appraisers, and other parties involved in the loan transaction to facilitate a smooth closing process.• Provided regular updates to clients on the status of their loan applications and address any concerns or questions they may have.• Ensured compliance with all applicable laws, regulations, and industry standards throughout the mortgage process.• Built and expanded a network of real estate agents, builders, and other industry professionals to generate referrals and increase business opportunities.• Attended networking events, industry conferences, and community gatherings to promote services and establish professional connections.• Stayed informed about local market trends, changes in lending practices, and industry developments.

Texas

• Provide comprehensive support to the top loan officers within the brokerage firm, ensuring efficient and effective loan origination and processing.• Prequalify prospective borrowers by reviewing their financial documents, credit profiles, and loan applications to assess their eligibility and determine suitable mortgage products.• Collaborate with borrowers to collect and verify all necessary documentation, ensuring loan files are complete and accurate for submission.• Work closely with underwriters, processors, and other internal teams to facilitate the timely processing and approval of loan applications.• Maintain open lines of communication with borrowers, keeping them informed about the status of their loan applications and addressing any questions or concerns they may have.• Coordinate and schedule loan closings, ensuring all required documentation is prepared and available for signing.• Conduct thorough reviews of loan files and applications to identify any potential issues or discrepancies, taking proactive steps to resolve them.• Assist loan officers in managing their pipeline of loans, ensuring proper prioritization and timely follow-up on all outstanding tasks and deadlines.• Stay updated on industry regulations, guidelines, and compliance requirements to ensure loan files adhere to all necessary standards.• Utilize loan origination software and CRM systems to track and document loan progress, update client information, and generate reports as needed.• Provide training and guidance to junior team members, offering support and mentoring to enhance their skills and knowledge.• Continuously strive to improve operational processes and identify opportunities for increased efficiency and productivity within the loan origination workflow.

Dallas-Fort Worth Metroplex

• Developed and managed relationships with mortgage brokers, correspondents, and financial institutions to promote and sell non-QM loan products.• Acted as the primary point of contact for assigned accounts, providing exceptional customer service and support throughout the loan origination process.• Conducted regular meetings and consultations with brokers to understand their business needs and objectives, and present suitable non-QM loan solutions.• Educated and trained brokers on the features, benefits, and underwriting guidelines of non-QM loan programs.• Analyzed loan applications and financial documents to evaluate borrower eligibility and loan feasibility within non-QM lending parameters.• Collaborated with underwriting and processing teams to ensure timely and accurate submission of loan files, and facilitate smooth loan closings.• Stayed informed about industry trends, market conditions, and regulatory changes related to non-QM lending, and communicate updates to brokers.• Proactively generated and followed up on leads to identify new business opportunities and expand the broker network.• Attended industry conferences, trade shows, and networking events to promote LendSure's non-QM loan products and services.• Provided ongoing support and assistance to brokers throughout the loan origination process, addressing any questions, concerns, or issues that arise.• Maintained accurate records of client interactions, loan submissions, and pipeline management using the company's CRM system.• Collaborated with internal teams to identify areas for process improvement and contribute to the enhancement of non-QM loan operations.• Stayed compliant with all relevant laws, regulations, and company policies governing non-QM lending practices.• Met or exceeded sales targets and production goals as set by the company.

Dallas-Fort Worth Metroplex

• Developed and managed relationships with a portfolio of national wholesale accounts, including mortgage brokers and lenders.• Acted as the primary point of contact for assigned accounts, providing exceptional customer service and support throughout the loan origination process.• Collaborated with brokers to understand their business needs and objectives, and proactively offered suitable mortgage products and programs.• Conducted thorough analyses of loan applications, financial documents, and credit profiles to determine loan eligibility and risk assessment.• Ensured timely and accurate submission of loan files, adhering to company policies, guidelines, and regulatory requirements.• Facilitated clear and effective communication between internal teams, brokers, and borrowers to ensure a smooth loan closing process.• Stayed informed about industry trends, market conditions, and competitor activities, providing valuable insights and recommendations to brokers.• Maintained accurate and up-to-date records of client interactions, loan statuses, and pipeline management within the company's CRM system.• Participated in industry events, trade shows, and conferences to promote Caliber Home Loans' products and services.• Contributed to the achievement of sales targets and revenue goals by effectively identifying and pursuing new business opportunities.

Dallas-Fort Worth Metroplex

• Developed and nurtured relationships with business accounts, top-producing brokerages, and builder communities.• Implemented consultative sales techniques to understand clients' needs and deliver exceptional service.• Supervised a team of loan officers, ensuring lead management, customer satisfaction, and pipeline movement.• Planned and attended industry events, workshops, and charitable initiatives to support the community.Accomplishments• Recognized as one of the Top 10 Market Managers nationwide, generating new and residual business worth $4.2M.• Certified in High Performance Sales, mastering consultative selling, presentation skills, and active listening.• Acknowledged as a top leader by colleagues, team members, and referral partners for strategic business development.• Established a strong presence in the Dallas-Fort Worth area, setting 25 face-to-face sales appointments weekly and gaining market share.• Achieved a 100% loyalty satisfaction score consistently.

Plano, Texas, United States

• Successfully developed business up to $1 million for Top 5 clients, demonstrating exceptional sales and relationship-building skills.• Consistently motivated clients to exceed their own goals and targets for the month, resulting in increased revenue and client satisfaction.• Provided valuable training to clients and teams on Salesforce and other CRM platforms, empowering them to effectively manage leads, enhance customer relationships, and streamline their sales processes.• Leveraged CRM expertise to improve data accuracy, reporting capabilities, and overall efficiency within the organization.• Generated innovative marketing plans and strategies to promote products and programs, enabling owners to implement them independently and achieve successful outcomes.• Developed compelling marketing campaigns and initiatives that effectively reached target audiences, resulting in increased brand awareness, lead generation, and sales conversions.

Dallas, Texas

• Proficiently led a team of 16 call center loan officers, driving business acquisition with consumers, real estate agents, brokers, and builders through effective communication and sales strategies.• Resourcefully developed and nurtured relationships with real estate agents and builders, employing a combination of cold and warm calling, appointment setting, and diligent CRM management.• Co-authored a comprehensive Direct to Consumer Training Manual, equipping new-hire team members and loan officers with the necessary skills and knowledge to excel in their roles.• Produced tailored sales scripts for call center loan officers, enabling them to effectively engage with clients and promote products, terms, and rates.• Accurately generated daily and monthly metrics reports, providing valuable insights into team performance and measuring success against set targets.• Developed sales plans and strategies that resulted in an impressive annual business production of $20 million.• Recognized as an outstanding Relationship Manager at conventions, engaging with over 200 referral partners throughout the year.• Respected as the go-to person for problem resolution, building trust and maintaining strong relationships with referral partners and consumers.• Selected as a co-host for the radio show "Texas Top Homes," showcasing expertise in interviewing agents, builders, and community leaders and contributing to market growth.

Southlake, Texas

• Met with clients to understand their financial goals, assess their eligibility for mortgage loans, and provide personalized guidance on available options.• Analyzed financial documents, including credit reports, income statements, and tax returns, to determine loan feasibility and affordability.• Educated clients about various mortgage products, interest rates, terms, and repayment options, helping them make informed decisions.• Assisted clients in completing loan applications accurately and efficiently, ensuring all necessary documentation is collected.• Collaborated with underwriters and loan processors to review and verify application information, address any concerns or discrepancies, and expedite loan approvals.• Communicated loan status updates to clients, real estate agents, and other parties involved, maintaining open lines of communication throughout the process.• Cultivated relationships with real estate agents, builders, and other referral sources to generate leads and expand the client base.• Attended networking events, industry conferences, and community activities to promote loan services and build a strong professional network.• Stayed updated on market trends, mortgage products, and industry regulations to provide accurate and up-to-date information to clients.• Ensured compliance with all applicable federal, state, and local regulations, including fair lending practices and consumer protection laws.• Conducted thorough reviews of loan files to ensure accuracy, completeness, and adherence to underwriting guidelines.• Provided exceptional customer service by promptly addressing client inquiries, concerns, and requests throughout the loan process.• Guided borrowers through potential obstacles or challenges, offering viable solutions and alternative financing options when necessary.• Fostered long-term relationships with clients, offering post-closing support and assisting with future mortgage needs.

Irving, Texas

• Managed and led a team of telemarketers engaged in cold-calling real estate agents to generate leads and promote mortgage products.• Oversaw the intake of information and applications from potential borrowers, ensuring accuracy and completeness.• Pre-approved consumers in the home buying process, evaluating their financial eligibility and providing guidance on loan options.• Monitored and managed the pipelines of loan officers, ensuring timely follow-up on leads and efficient progression of loan applications.• Collaborated with loan officers and other team members to address any bottlenecks or challenges in the loan process, facilitating smooth and timely closings.• Worked closely with upper management to develop effective marketing and lead generation strategies, aligning them with business goals and objectives.• Provided input and insights based on team performance and market trends to contribute to the development of strategic initiatives.• Conducted regular sales meetings to motivate and inspire the team, providing updates on new products, strategies, compliance issues, and guidelines.• Facilitated training sessions to enhance the skills and knowledge of team members, ensuring their continuous professional development.• Fostered a positive and collaborative team culture, encouraging open communication, and fostering a supportive work environment.