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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Profile of Qualifications


  • Dynamic leader with 13 years of experience leading highly productive teams and maximizing overall efficiency.
  • Excel in planning, organizing and managing workflow to meet critical deadlines and performance goals.
  • In depth understanding of the real estate finance industry, coupled with a strong knowledge of ensuring company, state and federal regulation compliance.


Key Areas of Expertise



   Lending Operations

   Quality Assurance


   Interpersonal Communication

   Training & Development


   Regulation Compliance

   Organizational Management

   MS Office Suite


Professional Synopsis


The Community Preservation Corporation, New York, NY 2013-Present

Construction Division Manager

  • Fulfill key leadership position, focusing primarily on regulation adherence and quality control throughout underwriting and lending operations.
  • Strategically acquire top talent, design effective training programs and oversee daily production for 10 direct reports.
  • Evaluate construction loan advance requisitions, while simultaneously maintaining new business construction loan pipelines.
  • Collaborate extensively with upper level management to steer projects to on time, within budget completion.
  • Utilize interpersonal skills to cultivate positive relationships with appraisers, title companies and closing attorneys.
  • Contributed extensively to all loan closings and advance requisitions regarding Hurricane Sandy disaster.


The Community Preservation Corporation, New York, NY 2010-2013

Assistant Mortgage Officer

  • Worked in partnership with Portfolio Administrators, Borrowers and Mortgage Officers to maximize efficiency throughout construction closing operations.
  • Identified discrepancies and designed innovative solutions prior to construction loan closings.
  • Compiled necessary documentation, including environmental reports, appraisals and insurance certificates prior to loan closing.

The Community Preservation Corporation, New York, NY 2007-2010

Closing Coordinator

  • Thoroughly reviewed and analyzed loan documentation to ensure completeness, maintain regulatory compliance and maximize closing rate.
  • Provided general support and inquiry resolution to borrowers, attorneys, insurance agents and internal departments, key to ensuring smooth day to day operations.
  • Continually achieved and surpassed existing company goals.
  • Generated accurate reports to track mortgage insurance and rental portfolios, while appropriately updating upper level management on status.






Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Harvey, Casterline, & Vallini, L.L.P Columbia, SC 2005-2007

Real Estate Paralegal

  • Leveraged strong organizational skills to coordinate closings, prepare necessary documentation and submit funding documents accordingly.
  • Successfully created and submitted HUD 1 statements, as well as title binders.
  • Maintained quality assurance throughout all lending operations.
  • Conducted thorough follow up processes subsequent to closing transactions.


Performance Management Mortgage Tulsa, OK 2005

Title Closer

  • Contributed extensively to loan closing operations, including coordination, documentation and title clearing.
  • Developed relationships with buyers, agents, sellers and lenders.
  • Determined client eligibility throughout verification of credit history and employment.


Investors Title Settlement Services Division Chapel Hill, NC 2003-2005

Escrow Officer

  • Maximized efficiency throughout daily lending operations, resulting in successful closing of 100+ loans monthly.
  • Verified accuracy throughout loan documentation, while simultaneously ensuring state regulation compliance.
  • Created HUD 1 statements and utilized relevant information to disburse and ship closed loan files.

Education & Professional Development


Bachelors of Arts in Sociology, Coker College Hartsville, South Carolina; May 1996

Commissioned Notary


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