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Customer Service Operations Manager

Location:
Holtsville, NY
Posted:
February 05, 2024

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Resume:

BETH L. THOMPSON

631-***-****

ad3d75@r.postjobfree.com

OPERATIONS MANAGER

Dynamic, dedicated, and resourceful professional with over 19 years of finance experience within the banking industry leading teams of up to 20 while providing excellent customer service.

Proficient in reviewing all accounts and potential risks, identifying several key areas that posted significant credit risk to the company for new and existing customers.

Exceptional communication, interpersonal, problem solving, organizational problem solving, and attention to detail skills.

Multitask and prioritize assignments effectively in a fast-paced, high pressure, and challenging environment.

AREAS OF EXPERTISE

Computer Skills: LOS systems including Calyx, Encompass and Byte, FHA Connects, LP, DU, Microsoft Office, Linx, Filenet, E-Oscar, Edge, DALS, Perfect Mind, Empower, Epic, Kicksite, Zen Planner

PROFESSIONAL EXPERIENCE

Citizens Bank- Loan Associate 2020-2023t

Prepare and review loan applications for structuring .

Provide quality customer service to all of our customers on a daily basis

Process the loan for approval and through the entire loan process until closing

Maintain Pipeline consistently for several Loan Officers LockDown BJJ Inc: Manager 2018-current

Supervise Martial Arts Academy including day to day operations

Developed and implemented procedures to ensure highest customer service level.

Maintain billing, monthly memberships including existing and potential.

Negotiate all Vendor relations in ordering of supplies and inventory

Provide personal Customer service daily.

FMM Home Loans: Junior Underwriter/Loan Production Partner 2019-2020 Prepare and review loan applications for structuring with investors

Worked consistently to move the pipeline and to ensure quality service to the customer and all parties involved

Process the loan for approval and through the entire loan process until closing

Worked remotely to service Long Island Branch

Operations Manager

Project Management

Credit Policies/Legal Issues

Negotiations & Presentations

Business Development

Strategic Planning

Risk Analysis

Financial Management

Customer Service

Compliance

Training & Development

Policies & Procedures

Financial Management

Direct Lending

Client Acquisition/Retention

Team Leadership

Relationship Management

Trend & Cost Analysis

BETH L. THOMPSON

Funding: Business Line of Credit Manager 2018-2019

Supervised department for Business Lines of Credit including SBA Loans

Developed and implemented procedures to ensure an efficient process flow

Maintained high standard business relationships with various Lenders including TD Bank, Santander. Reviewed all documentation for qualification on various business lines of credit and cash-advance loans.

Manage high volume pipeline

United Mortgage Bankers: Sales Operations Manager 2017—2018.

Sales/Ops liaison in reviewing files for available products and ensure the pipeline was moving.

Developed Non-QM department including process flow, training of new products and daily operation on all Niche Products

Managed high suspense rate teams, reviewed files and executed training for better quality files

Reviewed suspense files issued by Underwriting to help distinguish if the decision was viable and help find an alternative in approving/closing the loan.

Worked consistently to move the pipeline and to ensure quality service to the customer and all parties involved by performing weekly pipeline reviews with Processors and Loan officers to ensure loans were moving timely

Maintain High level of customer satisfaction throughout the loan process Planet Home Lending: Director of Retail Operations 2016--2017.

Managed Day to Day operations with both Loan Set-up and Loan Processing teams in both NY and FL

Created daily reports based on loan status, lock expiration, and distributed accordingly

Performed weekly pipeline reviews with Processors and Loan officers to ensure the loans were moving toward closing and got involved when necessary

Maintained and managed a pipeline of 700-800 loans monthly

Trained staff on different products and state requirements

Worked consistently to move the pipeline and to ensure quality service to the customer and all parties involved.

Implemented training courses to make sure everyone was cross trained for all Mortgage Products in both the Processing department and within other areas of the company including underwriting, closing

and sales.

First Franklin: Sales Operations Manager 2015-2016

Leverage vast knowledge of loan products (FHA, Reverse Mortgages, Home Equity, FRLO, and Conventional loans) and program guidelines to ensure operational success.

Worked with Loan Officers structuring loans for quality and product specifics

Performed weekly pipeline reviews with processors and Loan officers to ensure the loans were moving toward closing. and performing pipeline reviews

Liaison between Sales and Corporate Operations

Worked to consistently to move the pipeline and work to ensure quality service to the customer and all parties involved.

Recognized for expertise in operational risk management and ability to restructure processes.Lead quality control implementation and support initiatives through monitoring and testing. Career Note:

Assistant Vice President/Quality Team Leader Bank of America, Jericho, NY (2014-2015) Assistant Vice President/Fulfillment Team Leader Bank of America, Jericho, NY (2012-2014) FHA Director/Guardhill/Blackstone Mortgage, Jericho, NY (2011-2012) BETH L. THOMPSON

Operations Manager/Choice Home Mortgage, Patchogue, NY 2009-2011 Operations Manager, Blackstone Mortgage, Woodbury NY (2008-2009) Operations Director, First Allied Mortgage, Jericho, NY (2004-2008) Sr. Loan Processor, Country Wide Mortgages, Spokane, WA (2002-2004) Sr. Loan Officer, Wells Fargo Mortgages, Grayslake, IL (2001-2002) Sr. Loan Officer, Power Express Mtg. Bankers, Brooklyn, NY (1996-2001)



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