Customer Experience Service
Resume:
Lindsay
Walsh
Lindsay Walsh
Dennis, MA 02638
*************@*****.***
ㅡ
Experience
Lindsay Walsh Professional Services / Self-Employed January 2016 - March 2020, DENNIS, MA
Customized office and sales support services by contract for small business owners. Primary contract with Cape Cod Celebrations for 4 years providing remote and on-site office services. Managed business’ events calendar and availability, created and monitored sales pipeline process from initial contact through contract and post event, all incoming business email and client communication, sales consultation scheduling, billing and invoicing, inquiry and sales reporting. TD Bank / Store Manager
April 2005 - June 2012, SOUTH YARMOUTH, MA
Promoted over 7 years from Customer Service Representative to Branch Manager of the one of the region's highest volume locations. Proud manager and employee fully embracing the service and experience culture, going onto be lead on-boarding brand and culture training for new employees all over New England. Coached staff to achieve maximum results in Customer Experience, Sales Performance, and Store Operations for top regional results. Lead Lending Sales Campaigns for the region. Personally achieved Sales Performance goals throughout entire career with the bank, notably contributing top Consumer Lending & Mortgage results to the region leveraging past industry knowledge . Attended Management and Coaching courses and mentoring. Championed Customer Experience and team achieved month over month improvements with top level regional results. Established strong peer relationships with all business lines in the region, notably commercial and wealth management. Enjoyed community involvement and volunteering for the company within the community.
Countrywide Home Loans / Wholesale Account Executive June 2004 -March 2005, DANVERS, MA
Sales Executive for large wholesale residential mortgage lender servicing over 30 Mortgage Brokerage Companies in Southeastern, MA. Facilitated inside and outside sales presentations and training. Established strong working relationships within local and corporate operations. Trained clients on product line and industry procedures through a variety of mediums. Gold Coast Mortgage / Operations Manager
August 2002 June 2004, CHICAGO, IL
Operations Manager within a start-up mortgage brokerage firm. Trained entire staff (origination and operations) on all company policies through presentations at weekly meetings. Instrumental with development of core sales strategy for the company with strong concentration on branding in the Chicagoland area and marketing to residential purchase business from area Real Estate Agents and large Developers. Reporting and analysis of all company income and sources, loan volume, loan particulars on a weekly basis. Responsible for selecting, developing, and maintaining relationships with Lenders/Investors, learning the specific product lines and procedures to create company policies that efficiently work with each respective company. Facilitated the company conversion from a Mortgage Brokerage to a Correspondent Mortgage Lender in November 2003. Streamlined the process flow of loan funding, through enforcing the usage of advanced technology and services. Managed all pre-underwriting review, submission, closing and post-closing of all files with Lenders and Investors. Daily monitoring of a high-volume pipeline for data integrity within origination software from origination to post-closing to insure accuracy of information archived. Implemented electronic communication system to communicate with all Vendors, Investors and employees . Personal and professional references available upon request. Washington Mutual / Underwriter
October 2001 -August 2002, DOWNERS GROVE, IL
Residential Mortgage Loan Underwriter promoted from Senior Loan Coordinator within a large Retail Mortgage Loan Fulfillment Center for several premium high-volume Loan Officers in the Chicago-land area. Responsible for validating residential conventional loans, utilizing all company products to best assign loan approvals and solutions for counteroffer situations. LJ Melody & Company/ Servicing Portfolio Analyst
August 1999 -August 2001, BOSTON, MA ( Formerly Boston Mortgage Capital ) Provided daily customer service and support to National Commercial Lenders and Borrowers for a commercial mortgage servicing portfolio of 250+ loans. Produced regulatory portfolio reports on delinquencies, modifications, foreclosures, and payoffs. Performed research and provided recommendations involving loan documents and special servicing agreements, including leases, loan assumptions, and numerous real estate-related issues. Balanced over 50 bank accounts daily, monitored all transactions, and reported activity to investors, borrowers, and the IRS. Received and processed monthly mortgage payments.Monitored and paid Real Estate Taxes and Insurance Policies, and reviewed for Investor compliance. Coordinated and managed entire portfolio/ file transfer during January 2001 company acquisition. Completed physical property inspections and associated lender property reporting, including CMBS. First Eastern Mortgage Company / Loan Processor
April 1998 -August 1999, ANDOVER, MA
Processed high-volume residential loan pipeline for several originators in a multifaceted mortgage corporation. Worked closely to coordinate loan approval, loan condition receipt and clearance, and loan closings with all parties involved (including borrowers, underwriting staff, real estate brokers, attorneys, appraisers, and investors). Proficient in FNMA, FHLMC, FHA, VA, State and special sub-prime investor loan programs. Responsible for all borrower communications, pre-underwriting, obtaining loan conditions, file verifications, and final closing documentation.
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