Skills
DE CERTIFIED
DU/DO/LP/CLUES EXPERIENCE
PROFICIENT WITH MS OUTLOOK, MS WORD, MS EXCEL, MS POWERPOINT, AND MS PUBLISHER
EXPERIENCE WITH ENCOMPASS, LEXIS NEXIS, FRAUD GUARD, CORELOGIC, RAPID REPORTING AND HISTORY PRO
Experience
MAY 2020 – SEPTEMBER 2023
Underwriting Assistant Manager/Fidelity Bank
MAINTAIN PIPELINE AND CAPACITY MANAGEMENT FOR ALL UNDERWRITING STAFF
MONITOR FILES ARE UNDERWRITTEN WITHIN COMMUNICATED SERVICE LEVEL AGREEMENT TIME FRAME
PROVIDE MENTORING AND COACHING TO UNDERWRITERS IN THE OFFICE INCLUDING HOLDING PERIODIC STAFF MEETINGS TO DISTRIBUTE AND DISCUSS UPDATES TO POLICIES AND PROCEDURES
RESPOND TO AND PROVIDE RESOLUTION FOR DEFICIENCIES ATTRIBUTED TO UNDERWRITING STAFF IN THE OFFICE
COLLABORATIVELY WORK WITH SALES MANAGEMENT TO ENSURE ALIGNMENT WITH CREDIT RISK TO INCLUDE ASSISTANCE WITH NEW LOANS AND STRUCTURING REQUIREMENTS AS WELL AS OFFERING OPTIONS FOR CURING/OVERTURNING DECLINATIONS
JUNE 2019 – MAY 2020
Remote Processor III/Flagstar Bank
REVIEWS HIGHER-COMPLEXITY RESIDENTIAL LOAN APPLICATION FILES
VERIFY THAT APPLICATION DATA IS COMPLETE AND MEETS COMPANY STANDARDS
REVIEW AND SUBMIT CONDITIONS TO UNDERWRITING TO CLEAR LOAN FOR APPROVAL
WORK CLOSELY WITH THE LOAN OFFICERS TO ENSURE A TIMELY AND STRESS-FREE EXPERIENCE FOR THE CLIENT THROUGHOUT THE ENTIRE MORTGAGE PROCESS
FEBUARY 2015 – OCTOBER 2018
Underwriting Manager and Compliance Manager/Eustis Mortgage New Orleans, LA
RESPONSIBLE FOR PERSONNEL MANAGEMENT INCLUDING HIRING, TRAINING, COACHING, PERFORMANCE MANAGEMENT, APPROVING TIMECARDS AND PTO, AND MONITORING CUSTOMER SERVICE/PRODUCTIVITY LEVELS WITHIN THE DEPARTMENT
COLLABORATIVELY WORK WITH SALES MANAGEMENT TO ENSURE ALIGNMENT WITH CREDIT RISK TO INCLUDE ASSISTANCE WITH NEW LOANS AND STRUCTURING REQUIREMENTS AS WELL AS OFFERING OPTIONS FOR CURING/OVERTURNING DECLINATIONS
ASSIST IN THE MANAGEMENT OF THE UNDERWRITING PIPELINE, COGNIZANT OF SERVICE LEVELS, TURN TIMES, QUALITY, COMPLIANCE AND EXPECTATIONS OF THE COMPANY Penney
Meyer
118 Avalon Place, Hahnville, LA 70057
ad5s7o@r.postjobfree.com
www.linkedin.com/in/penney-meyer-427308a9
PARTICIPATE IN THE MANAGEMENT, REVISION AND TRAINING OF CREDIT RISK POLICIES, PROCESSES AND PROCEDURES TO ENSURE COMPLIANCE AND TO MAXIMIZE PRODUCTIVITY WITHIN RISK PARAMETERS MAY 2011 – NOVEMBER 2014
Mortgage Servicing Team Manager/Bank of America
Metairie, LA
RESOLUTION OF PERSONNEL ISSUES INCLUDING DISCIPLINE, FEEDBACK, AND INTERVIEWS, ETC.
LEAD AND DEVELOP AN EFFECTIVE TEAM THROUGH COMMUNICATION, PERFORMANCE MANAGEMENT, DEVELOPMENT PLANS AND REWARD/RECOGNITION PRACTICES
HANDLE CHALLENGES AND QUESTIONS CONFIDENTLY IN DIFFICULT AND HIGHLY VISIBLE SITUATIONS
FOSTER A TEAM THAT SPECIALIZES IN PEOPLE AND PERFORMANCE MANAGEMENT, COACHING AND DEVELOPMENT, AND EMPLOYEE ENGAGEMENT
ENSURE CUSTOMER ADVOCACY
ENSURE GOALS ARE MET AND EXCEEDED ON A MONTHLY, WEEKLY, AND DAILY BASIS
ACTIVELY SEEK OPPORTUNITIES WITH LOCAL NON-PROFIT AGENCIES TO SUPPORT EXISTING PRODUCTS
ASSISTS IN IDENTIFYING, DEVELOPING, EVALUATING AND IMPLEMENTING NEW PROCESSES OR PROCEDURES WHICH IMPROVE CUSTOMER EXPERIENCE, SERVICE LEVELS, REDUCE COSTS, AND REDUCE THE COMPLEXITY OF WORK BEING DONE BY THE FRONT-LINE EMPLOYEES
AUGUST 2008 – MAY 2011
Operations Manager/Bank of America
Metairie, LA
MANAGE AND DIRECT THE DAILY ACTIVITIES OF THE MORTGAGE OPERATIONS DEPARTMENT
RESPONSIBLE FOR ALL LENDING FUNCTIONS, INCLUDING SET UP, UNDERWRITING, FUNDING, PROCESSING, AND CLOSING STAFF
RESPONSIBLE FOR THE PRODUCTIVITY AND BUDGETARY PERFORMANCE OF THE OPERATIONS DEPARTMENT.
ENSURE EFFICIENT DELIVERY OF PRODUCTS AND SERVICES TO CLIENTS
IMPLEMENT POLICIES AND PROCEDURES
ENSURE MONTHLY GOALS PRODUCTION AND QUALITY GOALS ARE MET
PROVIDE COACHING AND MENTORING TO OPERATIONS STAFF AS NEEDED Education
MAY 1982
Associate Degree in Computer Science/Southeastern University Hammond, LA
References
Reference will be provided upon request.
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