CLAUDIA N. MEYER

Lake Worth, FL ***** aceiv0@r.postjobfree.com

561-***-****

www.linkedin.com/in/claudiameyer

PROFILE

Results-oriented leader with proven success managing both people and projects. Substantiated ability to focus on process details while keeping high-level goals in mind. Strong analytic and problem-solving skills, with superior ability to interpret and apply compliance regulations, establish key roles and processes, create mutually beneficial, productive relationships, and streamline policy and procedures.

KEY CAREER ACHIEVEMENTS AND AREAS OF EXPERTISE

• Florida Licensed Life, Health and Annuities Agent

• Certified Pilates Instructor

• Leadership: proven skills to oversee staff of 70 employees and managers with minimal turnover

• Site Development: 5 new departments and start-up operations within 5 years

• Create annual, monthly, and weekly reporting standards for production, quality and service metrics

• Project Management: develop SOP to ensure optimal workflow and focused root cause analysis

• Process improvement metrics to create best practice standard for nationwide implementation

• Time Management: organizational skills to successfully lead simultaneous projects

• Training: create and deliver national UW tests with 99% passing ratio

• Team Retention: performance reviews, career development and team-engagement awards

• Customer Service: concise, expedient and effective complaint resolution strategies

• Formal Leadership Training: Leadership Essentials, Leadership Challenge, Behavioral Leadership, Situational Leadership, Managing Teams, Confrontational Management, Strategic Management

PROFESSIONAL EXPERIENCE

LICENSED INSURANCE AGENT, Boynton Beach, FL 2013 - Present

WELLS FARGO HOME MORTGAGE, Boca Raton, FL 2013 - 2014

Site development for start-up operation to direct mortgage underwriting team specializing in Agency and Government loans, projected average volume of 44,000 loan decisions annually.

POWER PILATES, Palm Beach County, FL 2011 - Present

Certified Pilates Instructor, Pilates of Palm Beach

Advanced Mat and Comprehensive Apparatus. Rehabilitative therapy for spinal and sports injuries. Comprehensive, preventative, holistic approach to health and well-being. CPR and AED certified.

BAYVIEW FINANCIAL, Pompano Beach, FL 2010 - 2011

Underwriting Project Manager/Asset Management

Create, develop and implement policy and procedures for government, investor and portfolio mortgage loan modifications as well as alternative workout and foreclosure alternative programs.

• Create and maintain online policy and procedures asset management guideline manual

• Organize and construct program and investor comparison matrices

• Design Department and Operational workflows with Microsoft Visio

• Formulate and implement Quality Control role to ensure compliance with state and federal foreclosure guidelines, as well as company standards for all loss mitigation alternatives

• Load balance pipeline to control production and bonus

• Research and respond to internal, external, and government compliance audit responses

CLAUDIA N. MEYER Page Two

WELLS FARGO, FKA WACHOVIA and WORLD SAVINGS BANK, Boynton Beach, FL 1998 - 2008

Region Manager (2005 - 2008) Dual Department Head - Training and Marketable Loan Production

Training (2005 - 2008)

• B2B training internal and external customers for successful, complete loan application submission

• Supervised staff of nine throughout the state of Florida (0 turnover).

• Developed updates and marketing support for quality loan registrations, pricing and lock policies.

• Developed and implemented training for internal and external sales staff thru scenarios and computer training for utilization of organization’s pricing software and internet guideline searches

Marketable Application Production Support Manager (2005 - 2008)

• Managed Wholesale FNMA and FHA Pre-approval Underwriting Department

• Supervised staff of 13 including one team lead (0 turnover).

• Lead multiple project teams to enhance centralization of concepts and best practices.

Southeast Quadrant Quality Training Manager (2006 - 2007)

• Facilitated and managed multi-week training schools for new underwriters and processors.

• Created underwriting team training based on technical and regulatory compliance audit findings.

• Developed and facilitated continuing education classes for Underwriters and Origination sales staff.

Region Underwriting Manager/Department Manager (2005 - 2006)

• Managed department of 72, including 9 Underwriting and Processing Managers (turnover < 10%).

• Consistently exceeded department expectations for funding to application ratio by 5-10%.

• Delinquency ratio 30% below company average, while maintaining top 3 in nationwide productions.

• Executive Lending Authority of $1.5 million with Executive Exception Authority.

PRIOR POSITIONS:

Underwriting, Operations and Quality Assurance Manager (1998 - 2005)

Underwriter (1998)

Child Support Enforcement Revenue Specialist (1995-1997)

EDUCATION AND PROFESSIONAL CERTIFICATIONS

Licensed Insurance Agent 2-15 - Life, Health and Annuities State of Florida #W175355

Bachelor of Arts, Social Science Florida Atlantic University, Boca Raton, FL

Paralegal Certification Florida Atlantic University, Boca Raton, FL

TECHNICAL AND INDUSTRY TRAINING AND EXPERTISE

Microsoft Office: Intermediate Word, Excel, PowerPoint, Access, Visio, and Outlook

Training: Train, the trainer, exceptional verbal and written communication, superior presentation and meeting facilitation skills, SME coordination and accountability, problem solving, team-building, share best practices, ability to convey complex financial and legal information in concise customer format

Leadership: Project management, big-picture vision, collaborative approach, strong ability to communicate senior leadership vision, behavioral and situational leadership, change-management, leading teams, leadership challenge, diversity, workplace harassment,

Mortgage Related: FHA, FNMA, VA, Calyx, DU, LP, MERS, Encompass, Paperless Systems, Skip tracing, BSA, Money Laundering, Fraud, Financial Reform, Dodd Frank Compliance, Regulatory Risk.

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