Justin Kaufman

**** * ******** ** **** *, Phoenix, AZ 85016 • ad1dni@r.postjobfree.com • 623-***-****

SUMMARY

Highly motivated and results-driven finance professional with over 18 years of experience in the lending and insurance industries. Skilled in loan origination, deal structuring, credit analysis, and effectively communicating with both clients and colleagues. Proven track record of managing a pipeline of business from high-producing partners and consistently meeting or exceeding production goals. Possessing a generalist mindset with strong analytical skills and an entrepreneurial spirit to identify and capitalize on new opportunities.

EDUCATION

University of Arizona Bachelor of Science in Business Management Eller College of Management May 2005

WORK EXPERIENCE

Arizona Insurance Exchange Phoenix, AZ

Growth & Operations Manager January 2023 - Present

• Led the development and maintenance of the company website, ensuring a user-friendly interface, optimal performance, and up-to-date content

• Designed and executed company marketing strategies, including digital campaigns, SEO optimization, CRM management, and social media outreach in order to increase online visibility

• Oversaw contracting and the licensing process for the company's agents, ensuring adherence to state and federal regulations

• Managed client relations, addressing inquiries, concerns, and providing tailored solutions to enhance customer satisfaction and retention

Fairway Independent Mortgage Corp Phoenix, AZ

Licensed Loan Officer & Team Loan Officer Assistant August 2022-January 2023

• Effectively managed a sizable pipeline of business from a team of 4 top-performing loan officers, resulting in the origination and funding of $2m-$3m per month in mortgage volume

• Collaborated with clients and loan officers to analyze credit findings, structure deals, and present rate options for refinance and purchase scenarios

• Cultivated strong relationships and communication with borrowers, referral partners, sales team members, and operations team members, keeping everyone informed during the process and ensuring the smooth processing and timely closing of loans

• Provided training to loan officers on guidelines, tools, and systems, contributing to overall team success

RoundPoint Mortgage Servicing Corp (formerly Freedom Mortgage) Phoenix, AZ Licensed Loan Officer & Team Loan Officer Assistant July 2019-August 2022

• Effectively managed a sizable pipeline of business from a team of 2 top-performing loan officers, resulting in the origination and funding of $3m-$5m per month in mortgage volume 2 of 3

• Collaborated with clients and loan officers to analyze credit findings, structure deals, and present rate options for refinance and purchase scenarios

• Cultivated strong relationships and communication with borrowers, referral partners, sales team members, and operations team members, keeping everyone informed during the process and ensuring the smooth processing and timely closing of loans

• Provided training to loan officers on guidelines, tools, and systems, contributing to overall team success

Residential Bancorp Phoenix, AZ

Licensed Loan Officer & Team Loan Officer Assistant December 2018-July 2019

• Effectively managed a sizable pipeline of business from a team of 2 top-performing loan officers, resulting in the origination and funding of $1m-$2m per month in mortgage volume

• Collaborated with clients and loan officers to analyze credit findings, structure deals, and present rate options for refinance and purchase scenarios

• Cultivated strong relationships and communication with borrowers, referral partners, sales team members, and operations team members, keeping everyone informed during the process and ensuring the smooth processing and timely closing of loans

• Provided training to loan officers on guidelines, tools, and systems, contributing to overall team success

HomeBridge Financial Services Scottsdale, AZ

Licensed Loan Officer & Team Loan Partner December 2014-December 2018

• Effectively managed a sizable pipeline of business from a team of 5 top-performing loan officers, resulting in the origination and funding of $5m-$6m per month in mortgage volume

• Collaborated with clients and loan officers to analyze credit findings, structure deals, and present rate options for refinance and purchase scenarios

• Cultivated strong relationships and communication with borrowers, referral partners, sales team members, and operations team members, keeping everyone informed during the process and ensuring the smooth processing and timely closing of loans

• Provided training to loan officers on guidelines, tools, and systems, contributing to overall team success

On Q Financial Scottsdale, AZ

Sales Integration Mortgage Consultant May 2013-December 2014

• Effectively managed a sizable pipeline of business from recently hired mortgage consultants, resulting in the origination and funding of $2m-$3m per month in mortgage volume

• Collaborated with clients and loan officers to analyze credit findings, structure deals, and present rate options for refinance and purchase scenarios

• Cultivated strong relationships and communication with borrowers, referral partners, sales team members, and operations team members, keeping everyone informed during the process and ensuring the smooth processing and timely closing of loans

• Provided training to mortgage consultants on guidelines, tools, and systems, contributing to overall team success

Bank of America Chandler, AZ

FHA Negotiator/Customer Relationship Manager January 2011-May 2013

• Successfully managed a portfolio of 200+ customers through the default servicing lifecycle, ensuring clear communication of their status and the steps required in order to make a decision 3 of 3

• Excelled in a relationship-based environment; managed empathetic relationships with customers in distressing situations and showed dignity and respect, especially during a homeowner transition

• Selected to travel to emerging Bank of America centers to train new associates and coach associates with low customer satisfaction scores

Bank of America

Mortgage Loan Officer July 2007-December 2010

• Originated over $30 million of Conforming, Non-Conforming, and Government residential mortgages per year

• Successfully counseled and advised hundreds of customers per month, consistently meeting or exceeding production goals

• Analyzed financial data and recommended appropriate decisions in accordance with investor guidelines

• Managed loan documentation and maintained communication with customers and operations partners throughout the origination-to-closing process

• Independently worked with other business units to expedite and resolve post-sale issues

• Selected to be a Pipeline Assessment Coordinator; assisting in the Bank’s efforts to reduce overall funding times and increase efficiency

New Century Mortgage Corporation Scottsdale, AZ

Account Executive February 2007-May 2007

• Successfully managed and nurtured a broker base of over 30 accounts in Nevada and Arizona

• Presented loan products and pricing to prospective and existing clients in order to develop and retain business

• Trained loan officers to ensure files were complete and compliant, ensuring high quality standards

Mortgage Lenders Network, USA Phoenix, AZ

Business Development Manager July 2005-January 2007

• Coordinated the origination and funding of over $10 million per month in volume

• Helped to establish and maintain a broker base of over 50 clients

• Marketed to thousands of loan officers and brokers on a weekly basis, resulting in increased business opportunities

• Prepared and structured files prior to submission to fit company and investor guidelines LICENSES & CERTIFICATIONS

• Nationwide Mortgage Licensing System

o NMLS #: 1054234 / Active State License #: AZ: 0924679; CA: DBO1054234; NV

• Arizona Department of Insurance in Life/Health & Accident Insurance o License # 971425 – currently inactive, but can be renewed

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