Jeffrey Roland
Cumming
Summary
Results-driven financial services professional with a demonstrated history of success in mortgage processing, underwriting, and operations management. Jeffrey brings extensive experience gained through diverse roles, from adeptly overseeing remote processing teams as a Processing Supervisor to excelling in customer interactions and regulatory compliance as an operations manager. His skill set encompasses in-depth knowledge of the mortgage lending process, proficiency in data management systems, and a steadfast commitment to delivering outstanding customer service. Jeffrey's expertise extends to asset underwriting for high-net-worth individuals, showcasing his ability to assess risks effectively. His proven track record positions him as a valuable asset in the financial services industry.
Overview
24
24
years of professional experience
Work History
Processing Supervisor
Prosperity Home Loans
11.2020 - Current
- Managed a group of15-18 remote Processors
- Served as the initial point of contact and brought in new business
- Provided timely status updates to customers and returned inquiry calls promptly
- Ordered credit reports and title reports, managed file systems, and completed documents for customer files
- Ensured compliance with regulatory agencies and internal policies
- Prepared commitment and denial letters, maintained pipeline reports, and recommended procedural changes
- Continued education on government rules and regulations
- Appraisal Methodology: In my role as a Processing Supervisor at Prosperity Home Loans, I managed a team of remote processors and conducted thorough appraisals and alternate valuation reports for real estate and personal property
- I ensured compliance with Uniform Standards of Appraisal Practice (USPAP) and regulatory requirements by implementing a rigorous review process, validating the accuracy of valuation methodologies, and ensuring the use of appropriate comparable data
Processor III
SunTrust
01.2020 - 11.2020
- Served as the initial point of contact, delivering timely status updates to customers
- Handled customer intake, data entry, and file management
- Ensured completeness of customer files in compliance with regulatory standards
- Provide administrative support, including preparing commitment and denial letters
Operations Manager
Marquee Investment Lending Services
10.2018 - 01.2020
- Banking Regulatory Knowledge: While serving as an Operations Manager at Marquee Investment Lending Services, I developed a solid understanding of banking regulatory requirements, including Interagency Appraisal and Evaluation Guidelines and state-specific appraisal licensing requirements
- This knowledge was crucial in guiding asset valuation processes and maintaining compliance in line with these regulations.
Garage Door Technician
Precision Garage Door Repair
05.2001 - 03.2018
- Recorded detailed notes on each project to maintain comprehensive client records and facilitate future service visits if needed.
- Completed complex garage door installations, ensuring long-lasting functionality and seamless operation.
- Performed routine maintenance tasks on various garage door systems to prolong their lifespan and prevent future malfunctions.
- Assisted with inventory management by accurately tracking parts used for each job, reducing waste and maintaining adequate stock levels.
- Implemented time management strategies to effectively balance multiple projects simultaneously, ensuring timely completion and client satisfaction.
- Educated clients on proper garage door usage, maintenance, and safety precautions, promoting a positive company image.
- Increased repeat business through exceptional customer service and followups.
- Provided accurate cost estimates for garage door repairs and installations, resulting in increased client trust.
- Participated in regular continuing education courses to stay current on industry knowledge while expanding my expertise as a Garage Door Technician.
- Developed strong relationships with local vendors to ensure timely delivery of high-quality materials at competitive prices.
- Consistently met or exceeded performance metrics set forth by management regarding job completion times and customer satisfaction ratings.
- Conducted initial consultations with potential clients to assess their specific needs before recommending appropriate products or services.
- Reduced job completion times with efficient work practices, including proper use of tools and equipment.
- Completed required paperwork such as work orders according to services performed or required.
- Adjusted doors to open or close with correct amount of effort and made simple adjustments to electric openers.
- Covered treadles with carpeting or other floor covering materials and tested systems by operating treadles.
- Fabricated replacements for worn or broken parts using welders, lathes or shaping or milling machines.
- Measured and estimated jobs in order to calculate fees.
- Updated daily logs with hours and materials used.
- Kept appropriate inventory level of new systems and replacement parts to meet all job requirements.
- Installed door frames, steel rolling curtains or electric door openers using power tools, hand tools and electronic test equipment.
- Educated homeowners about proper care and maintenance of garage door systems.
- Diagnosed problems and completed timely repairs.
- Improved customer satisfaction by promptly addressing and resolving garage door issues.
- Promoted a positive work environment by maintaining open communication with team members and fostering collaboration on challenging projects.
- Utilized troubleshooting skills to diagnose complex mechanical problems quickly, minimizing downtime for clients'' businesses or homes.
- Stayed up-to-date with industry trends and advances in technology to provide the most effective solutions for clients'' needs.
- Maintained safety standards for both customers and employees by conducting thorough inspections of garage door systems.
- Assisted in training new technicians on company procedures, best practices, and safety protocols, contributing to a well-prepared team.
Education
High School Diploma - undefined
Astronaut High School
Titusville, FL01.2001
Skills
- Scheduling
- Marketing
- Microsoft Office (Word, Outlook)
- Time Management
- Human Resources
- Data Entry
- Office Management
- Organizational Skills
- Payroll
- Training
- Quickbooks
- Billing
- Receptionist
- Banking
- Credit Analysis
- Databases
- Fair Housing Regulations
- Loan Officer Experience
- Loan Origination
- Property Management
- Underwriting
- Process Improvement
- Escrow
- Tax Experience
JOB TITLE
Copy from announcement
VACANCY ANNOUNCEMENT NUMBER
Copy from announcement
CONTROL NUMBER
Copy from announcement
Veterans’ Preference
No
Country of citizenship
United States of America
AVAILABILITY
- Job Type: Permanent
- Work Schedule: Full Time
- Telework Preference: None
DESIRED LOCATIONS
Changeme
Timeline
Processing Supervisor
Prosperity Home Loans
11.2020 - Current
Processor III
SunTrust
01.2020 - 11.2020
Operations Manager
Marquee Investment Lending Services
10.2018 - 01.2020
Garage Door Technician
Precision Garage Door Repair
05.2001 - 03.2018
High School Diploma - undefined
Astronaut High School
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