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• 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 underwriting and loan delivery system• Acted as liaison between Chase and brokers regarding product availability, interest rates, pricing, closing, underwriting and funding• Assisted with website development that included design and content

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