Loan Processor and Relationship Manager

KARI L. VLACH

704-***-**** ********@*****.***

Experience:

Movement Mortgage, Fort Mill, SC

Loan Processor 07/17/2024- 09/05/2025

• Exceptional customer service skills with borrowers, agents and fellow employees.

• Conventional, USDA, FHA & VA experience on both Refinance and Purchase loans.

• Ability to manage a pipeline of up to 60 loans.

• Experience in all aspects of receiving the loan from “locks to docs”.

• Experienced with DU/LP/GUS; FHA Connection, VA portal, credit report vendors; reviewing appraisals; reviewing title; ordering WVOE’s, HOI, tax transcripts, SSA-89. Vector Security, Nashville, TN

Area Business Development Manager – June 2023-February 2024 (Field/Remote Sales)

• Develop new relationships with verticals from Residential, Commercial, Construction, sustain current clientele's satisfaction, focus on any updated needs and maintain full retention.

• Finance, Aviation, Government, Hospitality with Customized Security Solutions.

• Mobile Guarding Department Expansion for Nashville, Knoxville and Memphis.

• Established new national and local contracts for service.

• Member of GNAA, TNAA, Chamber of Commerce, IFMA, IRA. Securitas Security Services USA, Nashville, TN

Area Business Development Manager – April 2022 – May 2023

• Develop new relationships with verticals from Residential, Commercial, Construction, Finance, Aviation, Government, Hospitality with Customized Security Solutions.

• Mobile Guarding Department Expansion for Nashville, Knoxville and Memphis. o Established new national and local contracts for service.

• Member of GNAA, TNAA, Chamber of Commerce, IFMA, IRA.

• Continue with exceptional communication amongst current clients. Finance of American Mortgage, LLC Charlotte NC

Sr. Loan Processor - February 2013 - March 2022

• Exceptional customer service skills with borrowers, agents and fellow employees.

• NMLS licensed – Kentucky State Certification and available to complete any other state requested with appropriate sponsorship.

• Conventional, FHA & VA experience on both Refinance and Purchase loans.

• Ability to manage a pipeline of up to 60 loans.

• Average personal turn times are 1 day in application (provided all docs are in or a highly participatory borrower), 5 days in conditional approval, 3 days in resubmittal.

• Average funding per month from 2.5M to 10.5M depending on production and loan assignment.

First Financial Services, Inc. Charlotte, NC

Team Lead, Loan Setup – March 2010-2012

• Manage loan setup pipeline.

• Assign new files to team members within 24 hours of receipt and ensure all services are ordered within 24 hours of assignment in setup.

• Maintain a personal pipeline of new files requiring the following tasks to be completed: ordering title, appraisal and 4506T requests through third party vendors.

• Address turn times for services due to insure timely delivery of files from loan setup to the processing department.

• Manage communication between setup, sales and outside vendors on any issues that may arise and address accordingly.

• Run reports to confirm timely attention to all files and assign out to processors based on guidelines as presented by the Processing Director.

• Assist with HR elements of the new hire process for corporate employees including technology setup, team coordination and access to department specific information.

• Manage communication and troubleshooting.

• Distribute, organize addition of new branches via employment eligibility, sending and receiving required documentation for HR, department orientation assistance.

• On-board training for all new branches and employees therein.

• Assistance to the President in Contract assignment.

• Manage reports and data on recruitment and current branch statistics. AlphaMedica, Inc. Tarrytown, NY

Manager, Speakers Bureau January 2001- March 2003 & January 2007- January 2009

• Managed and oversaw client needs and updated program logistics based on marketing requests.

• Developed strong professional relationships with clients and vendors.

• Assisted in coordinating new program directives amongst team members for training and supervising throughout implementation.

• Monitored compliance regulation standards for events and corresponded with marketing heads to review successes.

• Maintained program folders and organized receipts, confirmation information, physician and representative correspondence while organizing venue selection, audio-visual needs, travel requirements, payment, and honorarium.

• Tracked responses of attendees to programs to evaluate successful implementation for the Speakers Bureau.

Seligman Advisors, Inc. NY, NY

Special Events Planner March 2005 - December 2006

• Worked with Executives and sales personnel in coordinating Annual Awards Meetings, Regional

• Meetings, Client Briefings, Internal lunches, and dinners based on specific event expectations.

• Liaised with several departments to monitor needs, requests for presentation materials, marketing materials and individual executive’s requirements.

• Researched and executed meetings at new venue locations including resorts and restaurants across the country.

• Responsibilities included: venue selection, menus, transportation, contracts, budget monitoring, weekly expense management, audio-visual needs and on-site management. Skills

• Computer proficiency in Microsoft Office, Excel, Word, Encompass, Integra, XDOC, Salesforce, OKTA, OneID, multiple Company Operated Privatized Systems Education

• Bachelor of Arts – University of New Hampshire – 2001 - Communications major with double minors in Philosophy and Sociology

References Available Upon Request

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