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AVP, Project Manager

Customer service specialist with extensive management, and sales experience. Versatile skill set with excellent written and oral communication. Able to adapt to new ideas quickly.  Adept at problem solving.

-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

Mortgage Loan Processor

-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

Senior Jumbo Processor

-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

Lead Loan Processor

-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

Senior Account Manager III

Find out detailed information about Casey Love, AVP, Project Manager in Victor, NY

Casey Love: AVP, Project Manager in Victor, NY

Casey Love

First American Equipment Finance

West Capital Lending

Redfin Mortgage

Owning/Guaranteed Rate, Inc

Loandepot

California State University, Fullerton