Nancy Jo Brooks

510-***-**** acesq9@r.postjobfree.com

Administrative Management

Results-oriented professional with over ten years’ experience in mortgage sales, real estate operations,

administrative support, and account management utilizing leadership and communications skills

working with executive leaders and team members that earn trust and build camaraderie.

Areas of Expertise

Account and Relationship Management * New Business Marketing Strategy Development *

Real Estate Operations * Mortgage Processing * Executive and Administrative Support *

Operations Management * Operations Infrastructure * Transition Management *

Team Leadership * Staff Training

Professional Experience

Office Manager and Executive Administrative Assistant 2009 – 2013

Parkside Lending, LLC, San Francisco, CA

A national mortgage banking organization serving the needs of the real estate lending community.

Delivered administrative and management support to CEO and business operations team.

Sustained work flow management and business operations by adhering to industry and municipal

compliance and licensure requirements.

Established consistency in procedures, customer service delivery, and daily operations.

Key Accomplishments:

Created, implemented, and strategized vendor management in Payroll, Human Resources, and

Benefits by instituting efficient operating infrastructure functions and systems with ADP Total

Source Solution to facilitate daily business activities and support continued operations.

Efficiently managed the San Francisco Corporate Office and Walnut Creek Branch Office.

Saved the Company $150,000 in fines by achieving compliance with Department of Corporations

through efficient and accurate reconciliation and correction of audit findings.

Orchestrated full transition office locations with minimal notice, including identifying movers and

coordinating new phone system and internet network, saving the Company $76,000 in additional

transitioning costs.

Spirited and energetic with 100% retention of staff, saving new-hire costs of $500,000.

Account Executive - Wholesale and Correspondent 1998 – 2007

Alliance Bancorp, South San Francisco, CA

A mortgage lending business that operated as a wholesale lender and mortgage backed securitizer of

residential mortgage portfolio products.

Secured new clients by utilizing highly effective communications, networking, and relationship

management strategies.

Advised clients on product availability and rate information to complement their needs.

Nancy Jo Brooks, Page 2

510-***-**** acesq9@r.postjobfree.com

(continuation of Alliance Bancorp)

Facilitated the loan closing process by monitoring loan activities and ensuring compliant

guidelines.

Developed and executed correspondent marketing strategy to

increase loan servicing business.

Key Accomplishments:

Achieved 93% client satisfaction and retention rate which increased revenues by $10,000,000.

Increased new business 50%, increasing revenue by $5,500,000.

Averaged $1 million loan amounts in pipeline.

EDUCATION:

Bachelor of Arts in Business Education and Mass Communications

University of Northern Colorado, Greeley, CO

Graduate Courses in Business and Finance

California State University, Hayward, CA

Court Reporting

Bryan College of Court Reporting, San Francisco, CA

Continuing Education Courses in Real Estate Law, Finance, and Appraisals

Chabot College, Hayward, CA

Licenses and Commissions:

*Licensed Broker, California Bureau of Real Estate

*MLO License, Nationwide Mortgage Licensing System

*Commissioned California Notary Public

Volunteer Services:

*U.S. Coast Guard Auxiliary

*Hope Hospice

*American Cancer Society

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