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Work Background
JRS Home Loans, LLCMortgage Loan Originator
Dec. 2021Fort Worth, Texas, United StatesMulti-million-dollar loan originator with a focus on building and maintaining relationships with agents, brokers, and consumers seeking mortgage services.
Reviewed mortgage applications and financial documentation, including credit reports, bank statements, and tax returns.
Collaborated with processing and underwriting teams to ensure timely and accurate loan submissions and resolutions.
Consistently updated all transaction parties throughout the loan process to maintain transparency and satisfaction.
Empress Operations, LLCOwner
Jan. 2017Dallas/Fort Worth AreaEstablished and managed a project management company specializing in virtual assistant services and operational support for the solar industry.
Directed all aspects of business operations, including client acquisition, service delivery, and team management.
Provided tailored project management solutions to solar companies, improving operational efficiency and streamlining workflows.
Oversaw recruitment, training, and management of virtual assistants to support sales, customer service, and administrative tasks.
Collaborated with solar companies to implement best practices, ensuring regulatory compliance and customer satisfaction.
Developed systems and processes that increased productivity and reduced turnaround times for solar projects.
Efficient Home Services of FloridaChief Financial Officer
Jan. 2017Oversaw finance and accounting functions, including lender credit approval, contract reviews, loan processing, and financial statement preparation for a company generating $50M+ annually.
Handled compliance, insurance, and lender audits while developing relationships with key financial partners to secure competitive rates and dealer fees.
Supported a sales division of 75+ representatives, ensuring alignment with new lending plans and procedures.
Implemented processes contributing to 3000% company growth since 2017 and prepared the company for acquisition.
Partnered closely with the CEO to execute strategic initiatives, including quarterly budgeting and forecasting.
Managed payroll, commissions, partner payouts, and reconciliations while ensuring adherence to compliance standards.
EnvirosolarDirector of Finance & Accounts
Oct. 2014 - Dec. 2016Dallas/Fort Worth AreaManaged large team of direct reports, including organizing deliverables, setting goals, balancing workload, managing day-to-day tasks, providing overall direction and guidance & training for new employees. Implemented compliance training program for consumer finance laws/regulations, in addition to publishing Finance Training Manual used to train new hires. Direct weekly forecasting and annual budget processes ensuring accuracy. Established, developed and maintained strong lender relationships. Worked closely with legal counsel regarding collection attempts and customer disputes. Completed compliance auditing upon loan funding, and after. Monitored company funding and exceeded goals put in place by executive team. Directly oversaw finance (credit/funding), customer service and dispatch team. Reported directly to CEO and VP of Operations.
Global Efficient EnergySenior Finance Manager
May. 2014 - Oct. 2014DFWOversaw all aspects of the finance department inclulding loan approvals, and loan funding upon job completion. Managed team of 12 direct reports who were responsible for issuing credit approvals, processing new loan documentation, submitting documentation to lenders for funding, contract review, compliance audits, and loan funding confirmation. Worked closely with CFO/Accounting Manager to review company A/R, weekly/monthly funding projections. Established and maintained all lender relationships. Resolved all lender complaints/disputes in a timely fashion.
Global Efficient EnergyFunding Manager
Oct. 2012 - May. 2014DFWPrevention/Quality Control Auditing, reviewing financial documents, made certain the customer has acknowledged the credit plan they qualify for or have agreed upon. Ensured signatures on all documents are true and correct by all parties. Made sure the selected bank has valid information for the customer's profile and are compliant with the consumer finance laws and the Privacy Act. Processing: Reviewed all contracts, package prices, financing and/or cash payments are accurate. Checked the bank approvals and bid percentages for all deals to ensure company profit margins. Funding projects specific to package selection by consumer. Complete funding within 24 hours of project completion and follow up with accounting department daily to confirm all funds are received. Account for funds received in QuickBooks. Weekly review of A/R. Other duties included: Processing pre-approvals, applying for lines of credit, assist in approval process and complete Quality Control with consumers.Ensure all consumer disputes are handled in a timely manner. Monitor company goals and guidelines for monthly funding volumes.
WestStar MortgageLoan Processor/ Loan Officer Assistant
Jan. 2012 - Oct. 2012At WestStar Mortgage my responsibilities included all loan setup, data entry, verified borrowers personal information through third party verification on all files (employment, rental, mortgage, deposit, etc.), order various services on mortgage loans (flood certification, USPS verification, FHA connection, fraud protection), maintained reports, credit reporting, submitting files for underwriting approval, working conditions on approvals for funding as well as insuring loans, and preparing documents for closings. Assist loan officers obtaining pre-qualification for new potential clients as well as preparing the paperwork required.
Security National MortgageLoan Processor
Jan. 2011 - Nov. 2012My responsibilities included loan setup, calculating income, reception duties, data entry, order various services on mortgage loans (flood certification, USPS verification, and FHA connection). Maintained reports, credit reporting, and verified borrowers personal information through third party verification (verification of employment, deposit, etc.). Performed various marketing reports for loan officers.
Amerinet MortgageJr. Loan Processor
Apr. 2009 - Jan. 2011Pulled credit reports on new borrowers, initial setup of files, verified borrower's employment, and all reception duties.
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