Casey Love: AVP, Project Manager in Victor, NY

-Manages all documentation of large-scale financing solutions for high technology & capital equipment transactions for fortune 5000 companies, healthcare institutions, universities and law firms -Structures leasing and financing agreements through diligently selecting lenders with terms that align with client goals; thoroughly discusses options with client prior to final financing decision -Coordinates ordering, delivery and install of equipment through consistent communication -Fosters strong client and vendor relationships to establish business loyalty -Collaborate with underwriting department to ensure favorable credit approval

-Analyzed credit reports, calculated allowable income, evaluated borrower assets, liabilities & collateral using agency and investor guidelines; stayed informed on federal interest rate trends -Maintained a pipeline of over 80 loans originating from various lenders Thoroughly reviewed files to determine if current lender was best match for borrower needs or if further exploration of different lenders was necessary by evaluating financial position -Consistently communicated with borrowers throughout entire approval process; resold clients that grew nervous when stipulations arose with their files -Utilized multiple online lender platforms without training structure in place -Possessed strong working knowledge of guidelines for over 30 different lenders, conducted independent research to stay updated on corresponding guidelines -Built strong foundational relationships with both internal and external clients

-Managed largest quantity of Purchase Loans with highest loan amounts each month -Met or beat Close of Escrow deadlines on every file to ensure all eligible clients were able to secure a mortgage for the purchase of their new home Synergized with underwriters, loan officers, quality control and more to achieve timely funding -Mentored new loan processors utilizing effective training skills & teaching methods -Collaborated with upper management to test and improve new processes -Served as main point of contact for all aspects of loan approval process

-Directed a mixed pipeline of loans and followed respective guidelines of each Including conventional, non-QM, FHA, purchase loans with a mix of first-time borrowers, self-employed applicants and applicants with poor credit history -Supported testing of processes to streamline overall growth of company -Regularly adhered to company average turn times of 10 - 15 days; exceeded expectations of fast-paced environment Industry standard turn time is around 30-45 days

-Processed client mortgage loans in a high-volume, fast-paced environment -Performed financial assessments and document review to determine client eligibility -Developed creative solutions to problem-solve within company guidelines -Regarded as one of the company's most productive Senior Account Managers