Noah Caplan Email & Phone Number

Chevy Chase Village, MD, US

Bethesda, Maryland, US

West Palm Beach, Florida, US

• Manage a monthly average of 15 consumer loans, totaling $3M+, while exceeding monthly goal expectations and overall KPI metrics
• Analyze 50+ individual consumer documents, including financial statements and established credit histories, ensuring company and federal regulations are met
• Communicate with external parties effectively to bolster customer relations, resulting in a 75% on-time conversion rate
• Resolve unique consumer conditions through collaboration with loan officers and underwriters, to streamline the loan process, leading to a 17% increase in early closing rates

West Palm Beach, Florida, US

• Balanced disclosure statements to confirm closing figures were accurately conveyed in accordance with third party vendor’s and pricing guidelines
• Verified and resolved closing and post-closing processes conformed to loan product standards and complied with federal regulations
• Drafted and reviewed executed closing documentation for quality assurance and funding approval
• Mentored incoming team members, providing guidance to adequately perform day-to-day operations

Towson, Maryland, US

• Conducted research and presented findings on new lead generation services for firm implementation
• Created a cost-benefit analysis on incorporating additional software systems in regular operations
• Attended weekly online calls to further develop knowledge of business operations and financial instruments

Indianapolis, Indiana, US

• Managed finances of a non-profit organization
• Developed $30,000 annual budget for fraternity obligations in Excel
• Collected, documented, and processed membership dues in accordance to predetermined schedule
• Ensured all fraternal monetary obligations were paid and properly documented on time

Bachelor Of Business Administration - Bba, Finance, General

High School Diploma