Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
References
Timeline
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ROBYN HARPELL

La Mesa

Summary

Driven and adaptable licensed loan officer assistant with over sixteen years of experience in the mortgage industry. Highly proficient in managing high-volume loan pipelines to ensure compliant, timely closings. Demonstrated expertise in optimizing systems and processes, adhering to evolving rules and regulations, and delivering exceptional customer service. Seeking to leverage extensive experience and expertise in both mortgage sales and operations to contribute to a dynamic, growth-oriented organization.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Licensed LOA

NEXA Mortgage
Chandler
11.2024 - Current
  • Manage intake of warm leads, conducting thorough file reviews and making lending decisions aligned with client eligibility and program guidelines.
  • Specialize in many Non-QM products, including DSCR loans, bank statement loans, asset depletions loans, HELOCs, and more.
  • Personally maintain and advance a pipeline of 50+ active clients, ensuring consistent communications, timely updates, and smooth loan progression.
  • Proficient in workflow and communication platforms such as Monday.com, LendingPad, CreditXpert, HeyMarket, RingCentral, as well as advanced AI tools such as ChatGPT and Attention AI to streamline operations and enhance client engagement.
  • Licensed in Virginia.

Senior Transaction Coordinator

Atlantic Bay Mortgage Group
Virginia Beach
02.2011 - 11.2024
  • Successfully managed pipelines for multiple loan officers, consistently closing over 300 loans per year.
  • Proactively improved internal processes and systems, ensuring adaptability to evolving technology, rules, regulations, and mortgage loan products.
  • Originated all Home Equity and Second Mortgage loans for Team Seim.
  • Licensed in Virginia.

Education

High School Diploma -

CITY HONORS SCHOOL
BUFFALO, NY
06-2006

Skills

  • Pipeline management
  • Documentation collection and review
  • Extensive sales experience
  • Authentic, personable approach to clients and agents
  • Technology adaptability
  • Problem solving

Accomplishments

2016 Employee of the Year for Sales and Support

Certification

NMLS #367552

References

Stacey Seim, Senior Mortgage Banker

NMLS #116909

(757) 343-4599

staceyseim@atlanticbay.com

www.staceyseim.com

Timeline

Licensed LOA

NEXA Mortgage
11.2024 - Current

Senior Transaction Coordinator

Atlantic Bay Mortgage Group
02.2011 - 11.2024

High School Diploma -

CITY HONORS SCHOOL
ROBYN HARPELL