Randy Magee Email & Phone Number

Florida, United States

• Manage a diverse range of program campaigns, client agreements, annual reviews and general CMC Correspondent program initiatives including mortgage servicing acquisition and escalated servicing issues.
• Undertake the preparation of relevant analysis, correspondent seller applications and reviews as required.
• Make presentations to key decisions makers at prospective companies with assistance from the Client Services Manager and Sales team.
• Maintain a working knowledge of company products, special sales programs and marketing efforts within the sales division as well as program guidelines, processes and procedures.
• Work in close partnership with product teams to identify cross-selling opportunities.

Jacksonville, Florida

• Demonstrate strong customer service skills and ability to manage difficult conversations to a successful outcome and positive customer experience
• Maintain system accuracy, issue proper disclosures as required by federal regulatory compliance, and review rate lock and point objectives for accuracy
• Exhibit ability to analyze financial statements, tax returns, and other means to verify personal income
• Coordinate with title companies, escrow agents, surveyors, and real estate agents to obtain additional documentation, complete loan submissions, and perform closings
• Effectively manage pipeline to achieve minimum monthly goal of closed loans

Jacksonville, Florida

• Responsible for preparing mortgage loan files by reviewing, clarifying and obtaining necessary documentation for loan approval
• Counseled borrowers of lock-in policy and ensured lock requests were completed accurately
• Advised borrowers and related parties of documents and other requirements needed to close the loan
• Facilitated consistent communication with applicant, Financial Advisor and Wealth Management Banker to ensure all parties were aware of loan status
• Ensured all aspects of lender, state and federal lending guidelines and policies were adhered to and strictly enforced

Jacksonville, Florida

• Responsible for successfully originating loans from inbound calls and internet leads
• Demonstrated ability to actively listen and determine what financial products best met the customer needs and circumstances. Demonstrated strong knowledge in products and guidelines
• Provided superior customer consultation, advice, counseling and service

Jacksonville, Florida

• Established, managed and maintained profitable wholesale relationships with banks, indendent and national mortgage brokers.
• Consistently ranked in the top 10 sales representatives for Chase
• Developed strong working relationships with over 65 clients and generated over $300 million in closed loan volume in 2008
• Managed broker performance that included pull-throughs, delinquencies and fraud
• Represented Chase and conducted presentations at industry-related trade shows and other professional functions
• Trained over 300 mortgage brokers and sales representatives on products and processes through phone conferences, mentoring, webinars and classroom setting presentations; supported development of Chase’s automated.

Jacksonville, Florida

• Originated wholesale business; department generated over $1 billion in loan production
• Directed loan operations from origination through underwriting and closing
• Provided excellent leadership, motivation, training and supervision for a staff of nine employees
• Trained and advised loan processors on effective closing and funding processes
• Interfaced with clients; resolved escalated issues and developed sound working relationships