• Facilitate sales in generating new business and relationships for the company• Present products and integrations both externally and internally• Manage old client relationships and facilitate new projects• Participate in industry-wide conferences and events• Present solutions on stage and in panels representing the company and our footprint• Investigate new technologies the company works with and how it could benefit clients• Optimize spending for maximum business ROI for both clients and company• Maintained business contacts in company CRM• Cultured symbiotic business partnerships for referral business• Complete RFI, RFP, and Due Diligence requests for the company• Manage Sales Operations requests for the organization• Lead recording and filtering directly from our website and call in number• Prioritized products for the organization• Assists in product testing and QA• Follows through with marketing campaigns to track responsiveness• Troubleshoots problems and unique situations with the product suite• Conference preparation and idea creation for the company• Creates unique reporting elements to be used in posts and blogs• Review of backlogged tickets for prioritization and follow through• Optimize automation resources within sales• Diagnose integration issues with partner programs• Creation of “battlecards” for use in sales• Development of ideas for ideal partner integration solutions

• Facilitate sales in generating new business and relationships for the company• Present products and integrations both externally and internally• Manage old client relationships and facilitate new projects• Participate in industry-wide conferences and events• Present solutions on stage and in panels representing the company and our footprint• Investigate new technologies the company works with and how it could benefit clients• Optimize spending for maximum business ROI for both clients and company• Maintained business contacts in company CRM• Cultured symbiotic business partnerships for referral business• Complete RFI, RFP, and Due Diligence requests for the company• Manage Sales Operations requests for the organization

• Generate new business and relationships for the company• Manage old client relationships and facilitate new projects• Participate in industry-wide conferences and events• Investigate new technologies the company works with and how it could benefit clients• Optimize spending for maximum business ROI for both clients and company• Maintained business contacts in company CRM• Cultured symbiotic business partnerships for referral business

• Directly responsible for the process and technical improvements for two out of four channels within the company• Preform conceptual design work for technology products and enhancements• Directs Project Managers, Business Optimization Leaders, Business Analysts, and QA Testing Analysts• Define the strategic direction needed to achieve goals as outlined by the business• Routinely touch base with channel executives to ensure needs are prioritized and being addressed appropriately• Primary bridge between the business and developers• Diagnose and troubleshoot problems directly with the application support teams• Facilitate massive program changes with every department within the organization• Assist Compliance in ensuring we meet all regulations and adjust systems accordingly• Travel across the entire country to train and get direct feedback from users across the organization

• Generate reports and follow up on issues that may arise in a loans process• Singlehandedly manage, review, and express files to and from underwriting – including reviewing for errors• Optimize and enhance branch/company procedures to allow for some of the quickest turn times in the industry• Assist in managing operations for the most profitable branch in the organization• Manage office equipment needed for day to day operations• Improve office moral through gifts, decorations, planning events, and a myriad of interoffice systems• Maintain two state of the art pipeline servers that broadcast turn times and stats on TV’s located within the office• Set up and maintain the security system, which consisted of face scanners and badges• Order office supplies through Amazon and other online services when needed• Facilitate new improvements to the office – including but not limited to wiring for TV’s, water, new furniture, and appliances

• Manages and optimizes Encompass implementation for the entire company• Directly work with business executives to gather requirements for new or legacy features• Promote exceptional design and implementation of programs to the company for minimal adverse impact• Maintains user access and visibility through the hierarchy within the system during rollout• Program extremely detailed and complex forms for use in company procedures within the system• Simplify rollout to a business that is one of the largest independently owned mortgage bankers in the industry• Travel across the entire country to train and get direct feedback from users across the organization• Work directly with Ellie Mae representatives to ensure the best use of the system for the business

• Designing a brand new loan origination system specifically customized to the needs of the company• Manages and maintains a plethora of software programs to allow for extremely customized and enhanced production tools• Works very closely with the upper management and department heads to ensure proper design and maintenance of software• Facilitate exceptional design and fantastic relationships with outside programming companies• Supervise and control the company’s document management system including automatic mapping via bar-codes• Phenomenal at writing extremely detailed specs aimed at explaining production needs to software programmers• Oversees a wealth of reports to address a variety of concerns, and creates new reports when needed

• Works directly with every member of the company to ensure rate lock, Encompass, and Program Finder issues are corrected• Manages and maintains rates, system catches for reconciliation, and programs to allow for locking and extending rates• Oversees a wealth of reports to address a variety of concerns, and creates new reports within Encompass when needed• Works very closely with the Senior Vice President of Secondary to ensure branch and corporate margins are set up properly• Collaborates directly with our business development team and a development company (Collabrian) to create new lock programs• Maintains the company’s best effort locks and good will with investors• Holds an incredibly high customer satisfaction rating and achieved the coveted Employee of the Month in August 2013• Handles an incredible amount of volume and stays extremely productive – will handle ~600 individual emails while still answering phone calls and fixing system issues that may come up on a busy day

• Organized, sorted, and reviewed recently closed documents before scanning them into the system• Conducted normal scanning procedures including cataloging documents for ease of viewing online• Reviewed and corrected for any errors within a stacked loan before shipping the bundle to the investor• Organized and stored physical copies of shipped documents within a file cabinet system• Examined and checked documents before allowing them to proceed to closing• Dealt directly with closers, underwriters, and loan processors to adjust for any anomalies in files• Relieves interoffice stress by supporting specific positions that needs additional aid by adapting to a new roles quickly

• Conducted quality control on recently closed documents• Reviewed the Truth in Lending, Right of Rescission, and HUD for accuracy• Contacted lenders, borrowers, and settlement agents for documents and information• Worked closely with the Post-Closing Manager• Took curative measures so documents could be properly recorded• Answered the main phone line for the office while both screening and directing calls• Managed and maintained conference rooms to ensure they were supplied, cleaned, and there was no overlap

• Conducted quality control on recently closed documents• Reviewed the Truth in Lending, Right of Rescission, and HUD for accuracy• Contacted lenders, borrowers, and settlement agents for documents and information• Worked closely with the Post-Closing Manager• Took curative measures so documents could be properly recorded