Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Mortgage Underwriting Manager
Optimum Mortgage
02.2019 - Current
Manage a high volume underwriting team of 6, consistently achieving established targets and goals.
Built relationships with other underwriting managers to ensure all teams were successful
Effectively coached and developed underwriters
Team Lead/Sr Underwriter
Optimum Mortgage
7 2009 - 03.2019
Review and analyze residential mortgage applications from mortgage brokers .
Grow and maintain broker relationships.
Assist and support Jr. underwriters.
Personal Banker
Canadian Western Bank
2 2008 - 7 2009
Networked to build client base and promote products to new and existing clients.
Expanded client base through consistent product promotion and sales strategy.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Assistant Manager
Wells Fargo
8 2002 - 2 2008
Addressed customer issues to an efficient and successful resolution.
Demonstrated that customers come first by serving them with a sense of urgency.
Educated customers on product and service offerings.
Personal Banker
Wells Fargo
3 2000 - 8 2002
Addressed customer issues to an efficient and successful resolution.
Helped customers select products that best fit their personal needs.
Personal Banker
Bank of America
2 1995 - 3 2000
Education
Bachelor of Arts - Economics
The University of Texas at Austin
Austin, TX
2004
Skills
Time management
Thinking outside of the box
Dependable and reliable
Energetic work attitude
Motivated
Takes initiative
Team player
Leadership
Affiliations
Pillar of Excellence Award Winner 2021
2014, 2015,2016,2017, 2018 Finalist for Canadian Underwriter of the year
2 Times awarded Optimum Mortgage award of Excellence
Canadian Western Bank nominee for award of Excellence
Capital Markets Specialist at Optimum Source, Inc. - American Pacific MortgageCapital Markets Specialist at Optimum Source, Inc. - American Pacific Mortgage