Kevin Gattone
Smyrna
Summary
Results-driven professional with expertise in Warehouse Lending business development and strategic account oversight. Proven ability to enhance operational efficiency and optimize service delivery through effective communication and innovative solutions.
Overview
11
11
years of professional experience
Work History
Client Advisor
OptiFunder
Saint Louis, MI
02.2022 - Current
- Evaluated client needs and advised on personalized system setup alternatives to achieve optimal results.
- Facilitated collaboration among cross-functional teams to enhance communication and optimize service delivery.
- Created comprehensive training resources for new hires to facilitate effective knowledge transfer.
- Executed consistent follow-up communications with clients to maintain alignment with changing financial goals.
- Mastered functionalities of Optifunder - Genesis platform to support project implementation and user training.
- Drove initiatives that significantly enhanced year-over-year company growth.
- Achieved effective exclusion rules through proficient use of boolean code. Recognized as a subject matter expert in custom coding, enhancing team capabilities.
- Contributed innovative product concepts aimed at improving user-friendly design of system and UI.
- Resolved software issues and system decisions through comprehensive analysis. Diagnosed loan allocation challenges and communicated findings to clients, fostering informed decision-making. Enhanced client relationships by providing clear explanations of problem causes.
- Engineered automated JSON scripts to streamline data integration with various loan origination systems, enhancing operational efficiency.
- Conducted thorough scenario analysis, equipping clients with strategic insights and forward-looking projections tailored to different operational conditions.
- Fostered strong connections with clients to ensure high levels of satisfaction and loyalty.
- Monitored customer needs using HubSpot and Asana. Organized tasks to support team efforts in addressing client requirements. Assisted in maintaining accurate records of customer interactions.
- Developed and implemented automated systems for building full warehouses on the platform, ensuring seamless transitions from funding to settlement.
Funding Team Lead
Ameris Bank
Marietta, GA
08.2016 - 02.2022
- Oversaw warehouse lending funding process to ensure timely and accurate transactions.
- Facilitated approval of wire transfers via eWire to ensure timely and secure fund disbursement.
- Guided junior staff in professional development initiatives to enhance team performance.
- Facilitated improvements in customer service operations to elevate client satisfaction levels.
- Analyzed and delivered financial data to support client decision-making and enhance internal reporting accuracy.
- Executed client onboarding processes within WLS Warehouse Management System.
- Streamlined funding process throughout 2020 refinance surge, resulting in significant business volume growth.
- Identified problems, evaluated information, and delivered strategic solutions to enhance operational efficiency.
- Developed strong leadership capabilities by overseeing projects from conception to execution.
Accounting Manager
Flying Fish Bar And Grill
Savannah, GA
02.2015 - 07.2016
- Oversaw monthly financial reporting processes to guarantee accuracy and adherence to accounting standards.
- Tracked financial transactions and reconciled accounts to uphold accuracy in financial reporting.
- Executed bi-weekly payroll processing for company employees utilizing QuickBooks.
- Streamlined control processes and reporting structures to improve overall financial reporting efficiency.
- Compiled monthly and quarterly financial statements for executive analysis.
- Evaluated and presented financial data to inform strategic business decisions.
Education
Bachelor of Science - Business Management
Georgia Southern University
Statesboro, GASkills
- Business development
- Rapidly grasps system functionalities
- Account configuration
- Business growth strategy
- Service level agreements
- Market knowledge
- Strategic account oversight
Timeline
Client Advisor
OptiFunder
02.2022 - Current
Funding Team Lead
Ameris Bank
08.2016 - 02.2022
Accounting Manager
Flying Fish Bar And Grill
02.2015 - 07.2016
Bachelor of Science - Business Management
Georgia Southern University