Gregory Truisi
Webster NY *****
acebca@r.postjobfree.com
Objective
An organized, proficient, and detail-oriented professional with more than 11 years of experience
in mortgage industry primarily in Team and Operational management seeking a position to utilize
my skills and experience.
QUALIFICATION HIGHLIGHTS
• Possess exceptional analytical skills, communication abilities (both oral and written), and
customer services and interpersonal relationship skills.
• Achievement-focused professional with exceptional leadership skills.
• Detail-oriented with ability to manage multiple projects simultaneously.
• Customer-focused problem solver, who effectively handles difficult situations.
• Building relationships that lead to improved communication and productivity.
• Maintain documentation related to analysis of extensive amounts of data.
• Utilize information to develop and present complex, detailed reports.
• Proven Team Leader who strives for the best results possible
Prime Lending 12/12 to 7/13 – Operations Manager/Processor
• Work directly with multiple loan officers, handling various loan application verifications
processes.
• Review applications for completeness and accuracy.
• Verify employment and income history.
• Interface with property appraisers to secure appraisals and risk analysis documentation.
• Make sure documentation that is required is attached to application.
• Input data into database for automated processing of applications.
• Work closely with team members in Underwriting and Closing departments, submitting
complete, well-researched application packages are submitted in a timely manner.
• Serve as liaison for loan officers, applicants, mortgage underwriters, and others, ensuring
communications remain open and loan processing times are as quick as possible.
• Frontline underwrite of new loans submitted in.
• Create operational process for NorthEast region of loans
• Work directly with Mortgage Insurance Underwriters to ensure borrower is compliant and
meets guidelines to ensure policy.
Wells Fargo Home Mtg. 04/02 to 6/12 – Renovation 203k Department
Loan Administration Manager (06/08 to 06/12)
• Managed daily activities and operations of processing teams who supported sales nationally.
• Responsible for average pipeline of 300 plus loans within the site, and 50-60 closings per
month.
• Monitor, Audit and Manage daily pipeline in areas such as welcome calls, closing dates,
suspended loans, appraisals, pre-quals, final pull through, recons, aged loans, etc.
• Managed and responsible for Joint Venture teams which was a collaboration between Wells
Fargo and various other mortgage companies to process and close their renovation loans
within Wells Fargo and their own company guidelines
• Responsible for performance of team member in monthly goals, coaching, training
• Responsible for loans closing within the team are compliant with all bank, program and
government guidelines.
• Meet regularly with management staff to discuss new objectives and improve efficiencies
(daily with site management, bi-weekly with division management)
• Regular point of contact with sales partners (loan officers and sales managers) and address
concerns, sales goals, sales team members performance, new submissions and recon
submission
Loan Administration Supervisor- Closing team/BSG (06/06 to 06/08)
• Manage daily activities of closing team and business support including training, coaching etc
• Responsible for 300 – 400 closings per month and a funded amount of $40 - $55 mm per
month
• Responsible for all loans closing within the site to be compliant within bank and government
guidelines
• Work with appraisal department, title companies, HMC’s, sellers, to ensure a timely closing
• Work with deficiency team to cure deficiencies before they are penalized
• Manage hand off of loans to draw department and balance funds if/when needed
• Handle all escalations which may arise within my team
• Meet regularly with management staff to discuss new objectives and improve efficiencies
Other positions worked within Wells Fargo Renovation (04/02 to 06/06)
Closer – Primary responsibility to close loans when scheduled, compliant within company and
government guidelines. Set up and ship draw packages. Work with defi team to cure deficiencies
Mortgage Specialist- Primary responsibility to collect, process and submit documents to
underwriting to achieve a clear to close
Mortgage Specialist Assistant & Business support- Primary responsibility to assist specialist(s) in
collections of documents to process and work with vendors in the collection of conditions to close
the loan compliant to business and government guidelines and support site in daily functions
which help to achieve overall goal
Notes
• Since 07/2013 have worked as a independent consultant for clients needing assistance
in Renovation loans
• Willing to travel and/or relocate
• Awarded Top Team Player for division
• Attendee of SSSO conferences (improve efficiencies between company and sites)
• Completed Stage One for Managers training.
• 26 service excellence nominations, 2 service excellence awards.
• Presented at various sales conferences
Related Experience
Capital One- Customer Service Rep/Team Lead, Work with customers on their inquiries with their
credit cards. Work with team to meet goals, coach if needed.
Aviles and Assoc.- Licensed Realtor, List homes for sale, assist buyers in finding a home, show
homes, assist with clients either buying or selling their home.
Chase Bank- Collections Rep., work with customers with repayment of their credit card debt.
Education
Monroe Community College- Business Management