Rachel Stocks
Chino
Summary
Skilled account management professional with proven track record in fostering client relationships and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving.
Overview
19
19
years of professional experience
Work History
Account Manager
LendingPros
11.2022 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a pipeline of 100+ loans by collaborating with various internal departments to ensure that they fulfill all customer requests to close in a timely manner.
- Established clear communication channels between clients and internal teams, ensuring seamless closing.
- Ordered internal conditions.
- Diverse product knowledge of Non-QM, DSCR-Business Purpose and agency loans.
Account Manager
MeMortgage
03.2021 - 10.2022
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a pipeline of 100+ loans by collaborating with various internal departments to ensure that they fulfill all customer requests to close in a timely manner.
- Established clear communication channels between clients and internal teams, ensuring seamless closing.
- Ordered internal conditions.
- Diverse product knowledge of Non-QM, DSCR-Business Purpose and agency loans.
Operations Manager
MeMortgage
12.2020 - 03.2021
- Directed the daily lending functions including Setup Associates, Account Managers, Disclosures & Doc Departments.
- Monitored the productivity and performance of each department.
- Ensured efficient delivery of products and services to clients.
- Developed and implemented policies and procedures.
Account Manager
Loan Stream Mortgage
08.2020 - 12.2020
- Built and strengthened client relationships based on efficient turn times and customer-centric terms.
- Managed a pipeline of 100+ Loans by collaborating with various internal departments to ensure that they fulfill all customer requests to close an average of 40 - 45 units per month.
- Cross trained in re-disclosures and closing disclosures.
- Ordered 4506, VOE & SSA-89s.
- Microsoft Outlook, Word & Excel proficient.
- Proficient in Encompass.
Setup Team Lead
Royal Pacific Funding
05.2018 - 08.2019
- Worked with Brokers to disclose files and move them to underwriting.
- Built relationships by providing excellent turn times and customer service.
- Oversaw daily file flow from setup to underwriting including underwriting assignments and monitoring underwriting turn times.
- Cross trained in Loan Estimates, Closing Disclosures & Docs.
- Assisted Account Managers with condition review and 4506, VOE & SSA-89 ordering.
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
Setup Team Lead
Loan Stream Mortgage
12.2017 - 05.2018
- Worked with Brokers to disclose files and move them to underwriting.
- Built relationships by providing excellent turn times and customer service.
- Oversaw daily file flow from setup to underwriting including underwriting assignments and monitoring underwriting turn times.
- Cross trained in Loan Estimates and Closing Disclosures.
- Assisted Account Managers with condition review and 4506, VOE & SSA-89 ordering.
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
Setup Associate
Commerce Home Mortgage
08.2017 - 12.2017
- Worked with Brokers to disclose files and move them to underwriting.
- Built relationships by providing excellent turn times and customer service.
- Oversaw daily file flow from setup to underwriting including underwriting assignments and monitoring underwriting turn times.
- Assisted Account Managers with condition review.
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
Manager
Claim Jumper Restaurant
11.2006 - 07.2017
- Maximized performance by monitoring daily activities and mentoring team of 30 associates.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Conducted monthly inventories of raw materials and components on work floor.
- Onboarded new employees, including training, mentoring and new hire documentation.
- Developed and maintained relationships with customers and suppliers through continual communication.
Education
Associate of Science - Nutrition
Chaffey College
Rancho Cucamonga, CA06.2014
High School Diploma - undefined
Ontario Christian High School
Ontario, CA06.2006
Skills
- Policies and Procedures Implementation
- Team Leadership
- Superb time management skills
- Advanced training in Microsoft Office
- Advanced training in Encompass
- Report generation
- Unsurpassed work ethic
Timeline
Account Manager
LendingPros
11.2022 - Current
Account Manager
MeMortgage
03.2021 - 10.2022
Operations Manager
MeMortgage
12.2020 - 03.2021
Account Manager
Loan Stream Mortgage
08.2020 - 12.2020
Setup Team Lead
Royal Pacific Funding
05.2018 - 08.2019
Setup Team Lead
Loan Stream Mortgage
12.2017 - 05.2018
Setup Associate
Commerce Home Mortgage
08.2017 - 12.2017
Manager
Claim Jumper Restaurant
11.2006 - 07.2017
High School Diploma - undefined
Ontario Christian High School
Associate of Science - Nutrition
Chaffey College
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