1. Answer phones, greet clients2. Manage office operations as necessary: from ordering supplies to sending receipts to the bookkeeper, monitoring mail, report to administration / management.3. Collect escrow funds, prepare and distribute EMD letters.4. Open new files and request title searches.5. Communicate with title plant / examiner.6. Organize files for order entry and pre-processing.7. Monitor title search turn-around times.8. Order payoffs, estoppels, etc as required.9. Monitor and return all original recorded documents after closing.10. Scan and upload documents to system as needed.11. Post close files - mail out checks / invoices, deliver recordings, overnight post-closing loan packages, out of county recordings, hazard insurance, etc.12. Maintain data call sheet time tallies monthly.13. Drop mail, tax payments, recordings to/from court house, Fed Ex, etc.14. Pick up and deliver deposits/contracts and/or commissions/documents to clients as requested. 15. Document and meeting preparation.16. Marketing.17. Assist in closings and cover for coworkers as needed.18. Close files while growing personal book of business.19. Notarize as needed - maintain State of Florida Notary Appointment.20. Support the professional growth of fellow employees.

Positon OverviewThe Mortgage Loss Mitigation Settlement Manager has direct responsibility for the oversight of the daily functions of the settlement team within loss mitigation. Responsibilities include pipeline management, training and coaching employees, coordinating and monitoring the performance of the staff and providing feedback to management. The Settlement Manager is also responsible for ensuring that all applicable loss mitigation metrics are met.Essential Job Functions:Manages team of 13 remote Settlement Modification Administrators in the Mortgage spaceSupervise the daily operation of the settlement team, ensuring compliance with default servicing operations policies and procedures and all applicable regulatory and investor/insurer guidelinesMonitor production and performance results. Ensure staff stays within defined production expectations (pipeline management, quality, etc)Effectively manage department work queues, ensuring they are up to date and systems of record are properly being documented to include all consumer contact, requests for activity from other business units and the next steps in loss mitigation and foreclosure processProvides direction to Loss Mitigation Specialists on department goals; monitors agents to confirm they are meeting expectations, and addresses gaps in performance immediatelyHolds daily team huddles to review changes, answer questions and provide updatesDeliver regular 1:1’s with representatives to discuss performance and to develop and reinforce skillsRecommends and implements changes in procedures.Partners with internal business partners to actively assist mortgagors in foreclosure avoidance, to include identifying customers for all loss mitigation products available

As a Realtor, I am fortunate to play a lead role in navigating one of the largest and most important financial transactions - helping my clients buy and sell real estate. Shelter is one of our basic human needs, and it is incredibly gratifying to provide a service and solution for that need.I have a passion for all things water, and believe that some of the most beautiful views of Southwest Florida real estate are taken in from a kayak, canoe, or boat. I have spent most of my life here in Lee County - attending Bonita Springs Elementary, Bonita Springs Middle School, and Estero High School. I know where our local market has been, where it stands today, and make what will become of our community my business each and every day.I bring to the table over 16 years of experience in banking and residential mortgage lending, and my clients trust that experience to guide the decision making process. Buying or selling a home can be a stressful and emotional experience - but it doesn't have to be. Whether you are buying your first home, vacation home or an investment property, call upon me to discuss your strategy.

*Drive enhancements on everything from technical enhancements to team adoption*Collaborate to ensure that data is accurate and up to date*Generate Value Add insights and analysis of CRM pipeline data through reporting, forecasting and dashboards*Enhance sales productivity by establishing simplified streamlined processes*Internal support and user requests*Work with other team leaders, dispatchers and service managers to uncover areas of revenue opportunity in the customer and prospect base*Track and analyze team specific KPIs* Lend functional expertise (and data) to collaborate with sales and service teams on account ownership*Document new processes and support change communication and management*Work cross-functionally with internal teams to ensure process alignment*Partner with marketing department to refine lead qualification, assignment and analysis of campaign efficiency*Assist with on-boarding of new team members*Impact real change and real results through methods, strategy, measured risk, and above all, diplomacy.*Work directly with the marketing team to develop and cultivate new sales leads and generate qualified opportunities.*Responsible for overall performance, accuracy and key metrics for the call center. *Implement and achieve goals for productivity, hours, quality of calls, and sales appointments.*Undergo and administer regular training to improve Customer Service Representative skill set.*Monitor the call center's performance; including quantity of outgoing calls, the quality of scheduled appointments and proper documentation habits.

Firms Served 1998-2014: First Community Bank of America, Wells Fargo Home Mortgage / Private Mortgage Bank, JPMorgan Chase Bank, BB&T Bank and 5th 3rd Bank.Roles: Business Developer, Mortgage Banker, Manager, Team PlayerMortgage Lending: I partnered internally with a team of Private Bankers, Wealth Managers, Trust Advisors, and Financial Advisors, to deliver a solution that was tailored to our client's needs. As a Private Mortgage Banker, I primarily worked with a Non Conforming product suite to facilitate the residential lending needs associated with complex transactions.Branch Management: Managed the sales and day to day operations of two retail banking centers with combined deposit base of +/- $75,000,000. Coached to and inspected established sales processes and behaviors for Assistant Branch Manager, Personal Bankers, Service and Sales Associates and Tellers. Partnered with Financial Advisors, Business Bankers, Loan Officers and vendors to deliver comprehensive financial solutions to our clients. Set and communicated service and sales targets for my staff and held them accountable. Leading by example, I motivated and developed my staff to demonstrate success through constant improvement. Call Center Management:Managed the career cycle for a staff of 30 in a dynamic and fluid call center environment. Leveraged predictive dialing software, capacity planning, and diplomacy across multiple sites across the globe. Lending authority to $500k, directly oversaw a minimum of $50,000,000 in monthly production. Served as Channel Manager to establish and maintain lead sources from other lines of business at sites in Tempe, AZ; Troy, MI, Springfield, MO; Orlando, FL, Norman, OK and Rochester, NY. Built partnerships through long hours, coast to coast travel, and a willingness to take the uncomfortable first step towards progress. Earned loyalty and trust by telling business partners what they needed to know instead of what they wanted to hear.