Operations Manager Account

Highly organized, detail oriented, effective communicator and self-driven Mortgage Processor with over 20 years of experience in efficiently managed end-to-end mortgage operations in both Retail and Wholesale Divisions. I also have several years of experience in managing the processing teams within these divisions.

EXPERIENCE

August 2020 - July 2023

Lead Account Manager and Senior Mortgage Processor Southwest Funding Dallas, TX

Processed and managed the end-to-end Mortgage Loan Process for numerous Brokers at once, including application review, data and document verification, asset and credit verification, reviewed AUS findings and loan program parameters with special attention to TRID, RESPA, COC, CD, Lock and Purchase Agreement dates.

Assisted all brokers in uploading loans and navigating through the Broker Portal.

Structured and scrubbed every loan for compliance.

Processed loans from initial disclosure to closing. Tasks included sending out initial disclosures, all COC’s, initial CD’s, and uploading all documents to the LOS.

Ongoing communication with broker processors and LO’s during the entire loan process and acted as the liaison between the broker and underwriting department.

Managed the pipeline for the TPO department and relayed loan and closing expectations to brokers.

●Coordinated weekly and monthly reports with the Operations Manager.

Assisted in the transition for the TPO department to a new corporate broker portal and new LOS System (Encompass coming from Calyx Point).

October 2019 – July 2020

Mortgage Processing Team Lead Equity Prime Mortgage Marlton, NJ

●Processed Conventional, FHA, VA and USDA loans.

●Managed processing team pipelines.

●Coordinated weekly and monthly reports with the Operations Manager.

●Made strategic decisions on new loans such as loan product, timeline and processor placement.

●Assisted loan officers to price and place new loans with investors.

●Produced and reviewed weekly spreadsheets to the Operations Manager as to current pipeline, workflow, obstacles and funding goals.

October 2016 – September 2019

Mortgage Processing Team Lead Acre Mortgage and Financial Marlton, NJ

●Processed conventional, FHA, VA and USDA loans from end to end.

●Managed processing team pipelines.

●Coordinated weekly and monthly reports with Operations Manager.

●Made strategic decisions on new loans such as loan product, appraisal, title, timelines and processor placement.

●Assisted loan officers to price and place new loans with investors.

●Produced weekly reports to Operations Manager as to pipeline, workflow and monthly funding goals.

May 2013 – October 2016

Mortgage Processing Team Lead Franklin American Mortgage Company Marlton, NJ

●Team Lead Processor for the call center department.

●Consistently closed over 30 loans a month on average.

●Processed conventional, VA, FHA and Jumbo loans.

●Top processor in closing loans over a 2-year span.

●Lead processor on all rush purchases for my department.

February 2011 - August 2012

Mortgage Processor Princeton Mortgage Corporation Pennington, NJ

●Processed and pre-underwrote all loans including FNMA, FHLMC, FHA & VA files.

●Submitted on average 20-35 files per month to senior underwriters for review & final approval.

●Submitted loans to DU/DO or LP for preliminary approval

EDUCATION

May 1993

Rutgers, The State University of New Jersey

SKILLS

Calyx Point and Encompass

Excel

Microsoft Word

TransUnion, Experian, Equifax credit analysis

Microsoft Outlook

Microsoft Teams

Optimal Blue and Lender Price

DO, DU, LPA, FHA Connection, VA Portal, USDA

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