Operations Manager/Sales Liaison

Daniel J. Burch

*** ******** *** *****, ********* Ranch, CO 80129 412-***-**** ************@*****.*** Vice President of Account Management November 2021 to July 2022 Sprout Mortgage

● Evaluated and made recommendations to provide appropriate staffing levels to accommodate dynamic business needs

● Reviewed loan processes on a recurring basis and implemented necessary updates and revisions

● Delegated assignments to account managers and monitored workflows to ensure prompt and accurate completion of daily tasks

● Organized and conducted department-wide meetings to inform employees of new procedures, changes within the department, or challenges pertaining to their areas of responsibility

● Developed employees’ professional skills, as well as knowledge of client needs, internal processes, and business opportunities, to assist employees in reaching their full potential

● Provided inspired leadership to the organization to boost morale, motivate teams, and improve outcomes

Operations Manager September 2020 to November 2021 Kind Lending, LLC

● Led team of 31 account managers, customer service representatives, and condition coordinators

● Collaborated closely with all operations leaders to achieve company-wide goals

● Conducted new and ongoing training for department team members

● Identified opportunities to increase revenue, improve productivity, and manage the profitability of the mortgage operations team

● Identified negative trends associated with key areas such as compliance and loan quality; worked directly with sales managers to provide solutions

Stearns Lending LLC July 2012 to September 2020

Operations Manager

● Managed the day-to-day operations of the mortgage underwriting, account manager, and closer functions for Stearns Lending

● Managed, directed, and implemented operation strategies and objectives to ensure the timely delivery of high-quality loan decisions in accordance with credit policy and service level agreements

● Served as a liaison to internal and external partners to achieve high levels of customer service and ensure alignment with risk profile and goals

● Hired, trained, and developed staff members to ensure achievement of all operational and revenue standard

Operations Supervisor

● Participated in the implementation of advanced technology to improve processes and underwriting while promoting on-time delivery to internal and external customers

● Maintained compliance with state and federal lending regulations, including FHA, VA, and USDA guidelines and standards, implementing corrective action to address deficiencies as warranted

● Reviewed operational procedures and recommend changes to improve the efficiency and effectiveness of mortgage servicing operations

Underwriter

Underwrote loans in accordance with investor and client guidelines including AUS and manual guidelines

Performed in-depth reviews of loan files including income, assets, credit, and collateral Daniel J. Burch

364 Stellars Jay Drive, Highlands Ranch, CO 80129 412-***-**** ************@*****.*** 2

Branch Manager/Operational Sales Liaison May 2011 to May 2012 MetLife Home Loans

● Ensured assigned team adhered to the national process model, utilizing all required and recommended processes and systems

● Maintained adequate production capacity by proactively recruiting, hiring, and training new employees to satisfy incoming production

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