Mortgage Banking Professional
Resume:
THEODORE MATOSICH
SKILLS
• Operational excellence
• Strategic leadership
• Policies and procedures
• KPI tracking
• Process improvements
• Business development
• Organizational development
• Staff development
• Customer support
• Recruiting and hiring
CERTIFICATIONS
NLMS ID: 39903
CURRENT VOLUNTEER WORK
4:13 Strong Building Better Men
Nashville, TN. Served as the Board of
Trustees Chairman 2019-2024, current
Monday night mentor, volunteer, and
fundraising committee member.
•
Rolling Hills Community Church
Franklin TN. Serve as needed.
•
REFERENCES
Available upon request.
Energetic and strategic, bringing deep insights into organizational leadership and operational excellence. Well-versed in financial management and business development, with strong grasp on implementing innovative strategies and driving growth. Capable of delivering transformative results and fostering strong team dynamics for sustained success.
WORK HISTORY
May 2020 - January 2025
SVP of Remote Production & Customer Relations AmeriSave Mortgage Corporation, Atlanta, GA
February 2011 - May 2020
LPO Manager Costco Consumer Direct Channel First Choice Loan Services Inc., East Brunswick, NY
Duties included; remotely recruiting and managing remote residential Mortgage Bankers from all time zones, remotely overseeing all of customer care, customer service, customer facing, customer feedback, and customer on-line reviews.
•
Recognized by J.D. Power in the 2024 U.S. Mortgage Origination Satisfaction Study as a Top 5 Lender.
•
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
•
Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
•
Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
•
Established a culture of continuous improvement, leading by example to drive operational excellence across the organization.
•
Enhanced company performance by implementing new strategies and streamlining operations..
•
Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
•
Duties included; remotely recruiting, leading, and managing the consumer direct Costco residential mortgage division nationwide for the platform which included all of sales, operations, customer care, and management while originating loans residential home loans myself.
•
Managed and motivated employees to be productive and engaged in working remotely.
•
Maintained professional, organized, and safe environment for employees.
•
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
•
Maximized performance by monitoring daily activities, KPI's, and mentoring team members.
•
CONTACT
Brentwood, Tennessee 37027
*****@*******.***
June 2010 - February 2011
Remote Branch Manager / Producing Loan Officer Cap West Mortgage, Overland Park, KS
March 1999 - August 2009
Owner / Operator Nationwide Lending Corporation, Irvine, CA Cross-trained existing employees to maximize team agility and performance.
•
Developed a strong company culture focused on employee engagement, collaboration, unselfishness, and continuous learning opportunities.
•
Recognized yearly with the First Choice Elite award for exceeding the platforms production expectations.
•
• Recognized in 2019 for the companies Servant Leadership Award. Duties included: remotely originated consumer direct leads from the Lending Tree lead provider nationwide and managed sales and operations for the team I brought to the platform.
•
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
•
Ensured compliance with all federal and state regulations throughout the loan origination process.
•
Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
•
Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
•
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
•
Duties included: all aspects of overseeing all departments within the company.
•
Nationwide Lending was an innovative consumer direct full service residential mortgage company that generated business by purchasing leads nationwide from a variety of lead sources.
•
• Managed day-to-day business operations.
• Averaged 100 million dollars of production per month.
• Served on advisory boards for affiliate vendors. Lead the company from a servant leadership approach producing low turnover.
•
Recognized by employees, vendors, and affiliates as a top company to work for in the mortgage business.
•
Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
•
EDUCATION
Master of Education Education
Valdosta State University, Valdosta, GA
Bachelor of Science in Education Education
S.U.N.Y @ Cortland, Cortland, NY
Contact this candidate