Robert Legro Email & Phone Number

Santa Ana, California, United States

Dallas-Fort Worth Metroplex

• Manage a monthly portfolio valued at $10M, achieving year-over-year growth by surpassing the monthly target of acquiring 40 new submissions.
• Collaborate with officials at the local, city, county, and state levels to create synergy and establish and execute grant programs focused on offering financial assistance to prospective homebuyers and facilitating.
• Part of weekly meetings with the team and loan officers to strengthen relationships, review performance, guarantee adherence to regulatory standards, and offer the necessary training to remain current on industry shifts.
• Coach and mentor a team of loan processors in adhering to established programs, policies, and guidelines.
• Enhance the team’s performance and elevate brand recognition in the market, ultimately leading to an increased pipeline of potential clients.
• Recognized in multiple months by Branch Managers for excellence in customer service and communication.

Iselin, New Jersey, United States

• Exceeded expectations in the mortgage underwriting industry, producing an average of $18M+ in monthly production and 50+ files per month.
• Evaluated the financial strength of clients to determine risk; met weekly with finance to plan and forecast budgets for multimillion-dollar categories.
• Built and maintained relationships with clients, sales managers, and the leadership team to maximize financial profitability.
• Balanced focus between pursuing new business opportunities and maintaining a conscientious approach, conducting risk analysis to mitigate adverse exposure while optimizing company revenue.
• Conducted due diligence and critical thinking to analyze and structure customized deals, supporting customer needs.
• Active mentor for the company; trained new processors and developed their skills into Junior Underwriters.

Lake Forest, California, United States

• Promoted from Processing Manager/Set-Up Manager, leading a team of up to 15 loan processors.
• Verified that newly submitted files met internal compliance and investor criteria to ensure a successful collateral sale.
• Managed the year-long project to build out the company’s lending platform in partnership with a vendor; actively participated in the testing and role development company-wide to ensure successful implementation.
• Selected to visit other branches with the executive team to educate and train employees on processes and client programs.
• Assessed the income and financial circumstances of each client to determine risk levels and capacity for loan repayment.
• Collaborated with senior management to restructure denied files and find alternative solutions.

Lake Forest, California, United States

• Promoted from Transaction Coordinator
• Served as a coach and mentor to a team of 15 and developed their skills to exceed production goals.
• Ensured effective workload management tailored to each team member’s strengths and skills while fostering empowerment, development, efficiency, and critical thinking.
• Worked with the operations division to manage a monthly pipeline of $50M+ of production.
• Partnered with sales and operations leaders to deliver optimal customer service levels and cycle times.

Lake Forest, California, United States

• Worked, developed, and retained relationships with real estate offices and outside sales to drive business development; managed a pipeline of 60+ transactions and guided them through the system until purchased by.
• Attended the annual Veteran Loans Event and an AIDS foundation event in Los Angeles, donating a percentage of each new loan to a local charity.
• Created and developed reports for the sales managers to review, organize, and prioritize production.
• Designated to assist the sales team in analyzing documentation and submitting completed files to processing.
• Recognized as the Transaction Coordinator of the Year for developing and closing the most loans.

Irvine, California, United States