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