Mortgage loan Processor

GARY EDWARD WALLACE

Louisville, Kentucky *502-***-**** adwcaq@r.postjobfree.com

Multi-faceted international business experience and financial background, with proven record in Residential loan Mortgage Processing, logistics and supply chain management, and supplemental analytics background; with a proven record in solutions management, strategic and financial planning, business development, account management, and effective leadership expertise across a diverse landscape.

SUMMARY OF OUALIFCATIONS

• Experienced, High volume Sr. Mortgage Processor/ Account Management/KY Certified

• Licensed Life & Health agent/financial, investment, retirement strategies

• Long term strategic planning & Business development

• Logistics and Supply Chain management experience PROFESSIONAL EXPERIENCE

AmeriSave Mortgage Corp.

Sr. Mortgage Processor

LOUISVILLE, KY

2017 -Oct.2022

• Oversaw/managed high-volume turnover of residential mortgage loans from documentation gathering to underwriting submission(70+closings per month)

• Served as the main point of contact to the borrower, real estate agent, mortgage loan officer, Title Company, and mortgage underwriter from origination through the close of the mortgage transaction.

• Obtained and verified the accuracy of borrower financial documentation, as well as any third party documentation such as hazard insurance, home inspections, title reports, and appraisals needed to satisfy lender requirements.

• Ensured that all loan files and credit packages comply with company lending policies, as well as state and federal lending regulations.

New York Life LOUISVILLE KY

Agent/Financial Strategies/ Adviser 2015 - 2017

• Executing the vision of the company by providing financial planning, insurance and investment services to clients

• Assessing client's overall financial picture, and understanding their needs to devise an appropriate financial plan

• Maintaining ongoing relationships with clients, keeping them updated about any changes affecting their finances

HUMANA INC. LOUISVILLE KY

Clinical Case Build Analyst/Specialist 2012-2015

• Preparing, validating, analyzing, and explaining key data elements for all assigned Clinical Quality initiatives.

• Analyzing data to identify trends in determining the effectiveness of interventions.

• Overseeing the development and design of outcomes reporting, and refining reporting requirements as needed.

• Collaborating with IT to design, implement and maintain queries for data retrieval. TROVER SOLUTIONS LOUISVILLE KY

Customer Service Specialist/Analyst 2011-2012

• Gathering data and information to provide recommendations on ways to improve productivity and customer satisfaction levels.

• Developing strategies and techniques to enhance service departments effectiveness, while also trouble shooting directly with customers to resolve issues.

• Analyzing data to improve the company's profit margins and sales.

• Training employees in new processes and strategies to help with process or sales initiatives. FIRST RESIDENTIAL MORTGAGE

Mortgage Loan Officer

LOUISVILLE, KY

2009-2010

• Evaluating, authorizing, and or recommending approvals of commercial, real estate, or credit loans, and advising borrowers on financial status and methods of payments.

• Analyzing information and evaluating results to choose the best solution and solve problems.

• Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

• Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

!KEYLESS.COM LOUISVILLE KY

Director of Business Development 2006-2009

• Overseeing all management of all strategic and operational marketing and customer relationship activities.

• Providing market feedback to the company leadership regarding competitive offerings, prospect needs, while generating product development ideas.

• Developing new business opportunities and partnerships in purchasing and sales

• Supervision and consulting over creative marketing techniques to bolster each aspect of business development, and to increase product awareness through specific marketing arenas. Employment history prior to 2006, references, and places lived can be supplied upon request. EDUCATION AND CERTIFICATION

University of Louisville

BA English Literature & Humanities

Some Post Grad Work

International Language School & FolkUniversitet of Oslo, Norway - Teaching Certificates in Business & Literary English Notary Public

State of Kentucky/ 564255

KY Processor Certified

State of Kentucky

Other Relevant Skills:

• Aussie, CRM, CCR, Microsoft Office Package, Ecopy, Lotus Notes, Access DU/LP, ARC Lead systems, CGX, Macess, and CAS Systems

• Extensive sales experience

• Experience with financial planning

• Building and maintaining client relationships

• Experience healthcare analysis

• Long term strategic analysis

• Meeting and exceeding sales goals

• Sales Presentations

• Microsoft office

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