Robert Davis Email & Phone Number

Remote-Orlando, Fl.

Originations Support/Encompass and Velocify LOS Administrator • Remote Encompass System Administrator for both Fay Servicing, LLC (Residential Loans) and Constructive Loans, LLC (Business Purpose Loans) working directly with business stakeholders to configure Encompass.• Maintain company and user setups, termination access audits, personas, milestone workflows, milestone templates and roles across the organization hierarchy in… Show more Originations Support/Encompass and Velocify LOS Administrator • Remote Encompass System Administrator for both Fay Servicing, LLC (Residential Loans) and Constructive Loans, LLC (Business Purpose Loans) working directly with business stakeholders to configure Encompass.• Maintain company and user setups, termination access audits, personas, milestone workflows, milestone templates and roles across the organization hierarchy in Encompass.• Developed over 70+ business rules, including writing advanced code and custom field calculations based on the business requirements. Rules consisted of Field Trigger, persona access to fields, persona access to loans, milestone completion and field data entry rules. • Create and maintain custom input forms (50+ Forms), email templates, eDisclosure stacking templates and plan codes. Also, responsible for all loan templates such as loan programs, closing costs, data templates, and loan template sets. • Provide daily support for 125+ users using Encompass on any helpdesk tickets/issues, solve them in a timely manner and provide training to the users when applicable. • Velocify Administrator responsible for new user system access and license requirements for both the Loan Officer and Company lending Licenses. Created over 30+ lead distribution programs, Lead Sources and Inbound phone numbers for sales and marketing and support over 40 users with any issues or system errors. • Responsible for TPO Connect site configuration and maintenance that includes website configuration, external company set up and contacts for each lender for Wholesale lenders.• Serve as liaison with project managers, compliance teams and business stakeholders by reviewing business requirements and implement configuration changes to ensure optimal performance across the Encompass and Velocify software. Show less

Dallas/Fort Worth Area

• Interact with LOS support team members and business management team to define, document requirements and assist in implementing system changes in both Encompass and Velocify.• Diagnose LOS (Encompass and Velocify) issues/tickets, solve them in a timely manner and communicate directly with the business leaders on training and learning opportunities. • Assist in developing policies and procedures for Sales, Underwriting, Closing and Processing along with training materials to support… Show more • Interact with LOS support team members and business management team to define, document requirements and assist in implementing system changes in both Encompass and Velocify.• Diagnose LOS (Encompass and Velocify) issues/tickets, solve them in a timely manner and communicate directly with the business leaders on training and learning opportunities. • Assist in developing policies and procedures for Sales, Underwriting, Closing and Processing along with training materials to support deployment of system and process changes. • Play a major role in increasing overall loan quality of our consumer direct loans by implementing business rules and procedures based on Compliance Findings. • Work directly with Ellie Mae Virtual Administrator in developing Encompass Enhancements, system updates and business rules to increase efficiency, production and overall loan quality. Show less

• Direct 7 Business Support Specialists handling the daily strategic planning of meeting service level agreements and providing impeccable support needed to process loans in an accelerated manner• Processing, closing, underwriting support for Direct Sales, Retail, BPO’s such as ISGN, Accenture, Genpact and the HCM/Builder Division• Expedited over 1000 tickets/resolution requests monthly for all channels• System Matter Expert and Administrator for TMO, OPUS, Early Check, Quantum… Show more • Direct 7 Business Support Specialists handling the daily strategic planning of meeting service level agreements and providing impeccable support needed to process loans in an accelerated manner• Processing, closing, underwriting support for Direct Sales, Retail, BPO’s such as ISGN, Accenture, Genpact and the HCM/Builder Division• Expedited over 1000 tickets/resolution requests monthly for all channels• System Matter Expert and Administrator for TMO, OPUS, Early Check, Quantum, Blitzdocs workflow and imaging systems• Key player in creation of training documentation, implementing systems changes and updates by developing training tips and job aids • Established policies and procedures for IT tracking systems (footprints) to identify training opportunities and minimize inaccuracies. Show less

Lewisville Texas

• Leader of 22 processors responsible for FHA, USDA, Conventional and Freddie Mac/Fannie Mae Harp Loans• Managed pipeline of over 1000+ loans and consistently met monthly/annual goals• Established daily, weekly, monthly goals to hold team accountable to obtain goals• Additional Duties included employee reviews, restructuring loans, calculating income, appraisal review and partnering with underwriting managers and business leaders to meet loan requirements. • Expert knowledge of… Show more • Leader of 22 processors responsible for FHA, USDA, Conventional and Freddie Mac/Fannie Mae Harp Loans• Managed pipeline of over 1000+ loans and consistently met monthly/annual goals• Established daily, weekly, monthly goals to hold team accountable to obtain goals• Additional Duties included employee reviews, restructuring loans, calculating income, appraisal review and partnering with underwriting managers and business leaders to meet loan requirements. • Expert knowledge of Fannie/Freddie guidelines and Government Guidelines (USDA,VA, FHA) Show less

• Leader of a team of 12 underwriters that handled sub-prime mortgage loans.• Managed pipeline of 400+ loans per month and set daily/monthly production and revenue goals while maintaining quality assurance requirements.• Responsible for customer service to our primary builders to ensure closing deadlines were made• Conducted employee quarterly/annual evaluations, set goal measures and established processes to meet and exceed goals• Achieved or exceeded monthly team goals

Lewisville Texas

• Assisted account executives by fielding questions from correspondent lenders, pricing loans, writing pre-quals, and provided assistance to Correspondent Account Executives.• Managed team of 5 Client Service Managers for Correspondent Lenders in regards to products, underwriting inquiries, and status of loans• Provided underwriting services to Correspondent Lenders on site and conducted loan pool reviews to purchase loans. Met with owners and team leads in partnership with… Show more • Assisted account executives by fielding questions from correspondent lenders, pricing loans, writing pre-quals, and provided assistance to Correspondent Account Executives.• Managed team of 5 Client Service Managers for Correspondent Lenders in regards to products, underwriting inquiries, and status of loans• Provided underwriting services to Correspondent Lenders on site and conducted loan pool reviews to purchase loans. Met with owners and team leads in partnership with Correspondent lenders.• Increased revenue and overall volume from $2 million to $5 million monthly with in first two months• Appealed declined loans to underwriting and appraisal review management.• Reviewed loan documents, property appraisals, and evaluated credit risk on loans that were turned down internally to verify loans did not meet Nationstar Mtg guidelines Show less