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Work Background
Capital Fund 1, LLCVP of Operations
Oct. 2023Scottsdale, Arizona, United States
Western Alliance BankAVP - Portfolio Manager
Nov. 2021 - Sep. 2023Chandler, Arizona, United States-Portfolio Manager within the CMS/RMPP group (Corespondent Mortgage Solutions).
-Help manage $13 Billion portfolio of residential mortgages with Western Alliance’s RMPP (Residential Mortgage Purchase Program) group.
-Analyze P/L of residential mortgage portfolio to help increase profits and decrease expenses.
-Implementation of and project lead of new LOS system to RMPP group/customers.
Ideal Credit UnionMortgage Servicing Manager
Apr. 2021 - Nov. 2021North St Paul, Minnesota, United States-Redesigned mortgage servicing team with three fresh prospective team members. -Analyzed current escrow analysis processes, to enhance member experience and team member efficiencies. -Orchestrated efficiency improvements in 1st mortgage and home equity loan funding and closing processes. -Maximized administrative system duties, to enhance systems and processes within the department. -Collaborated with accounting and finance department, to maximize profits on sale and deliveries of mortgage loans with FNMA.
Ideal Credit UnionBranch Manager
Mar. 2020 - Apr. 2021North St Paul, MNGuided and United team of 13 through Covid-19 precautions, all while we boosted and enhanced sales opportunities with the membership.
Collaborated and partnered with Teller Supervisor to implement and generate new business, from referral sources being maximized through daily transactions.
Analyzed and organized data, from credit reports, to convert and cultivate loan production.
Royal Credit UnionBranch Manager II
Jan. 2018 - Mar. 2020Greater Minneapolis-St. Paul AreaEscalated highly satisfied members by more than 8%, in less than nine months, from inspiring and coaching team members to have enhanced interactions. Amplified and attracted high impact talent employees. Analyzed and gathered information on inefficiencies for two office locations, to maximize efficiencies and expedite profitability
Royal Credit UnionBranch Team Lead
Oct. 2016 - Jan. 2018Menomonie, WisconsinMentored and directed team of Member Account Representatives, alongside of the Branch Manager, generating 3 unique promotion opportunities. Appointed, because of proven expertise and accelerated achievements, to corporate projects as a subject matter expert.
Handpicked for new leadership course, from proven and accomplished goals.
Children's Dyslexia Center of Upper WisconsinBoard Member
Jun. 2015 - May. 2017Eau Claire, Wisconsin AreaBoard member of the board of governors
Children's Dyslexia Center of Upper WisconsinStrategic Financial Planner of Savor the Flavor of Spring, Art & Wine Festival of 2015
Jan. 2015 - May. 2015Eau Claire, Wisconsin AreaHold the duties of helping to raise $30,000 through this event. Will be going through past budgets to create a new budget form for the 2015 event and for events to come in the future. Created different sponsorship levels with varying incentives. Working with representatives from sponsorship company's to set up booths at the event and any other needs they might need help with.
Royal Credit UnionMember Account Representative III
Jun. 2014 - Oct. 2016Eau Claire, Wisconsin AreaPromoted, from accomplishments and execution of goals, twice within role in a 1 year time frame.
Slashed members interest rates by analyzing credit reports, while rising loan production and growing members savings.
Royal Credit UnionTeller
Dec. 2010 - May. 2014Heightened transactions to create highly satisfied members.
TargetTeam Member
Sep. 2010 - Jan. 2011
Alliance Bank of OsseoStudent Teller
Jun. 2009 - Aug. 2010-Performed withdrawals, deposits, and payments
-Assisted customers
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