Tyler Ryan McDonald
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Experienced Senior Loan Consultant and Escrow Manager
Santa Ana, California, United States
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Résumé
Jobs
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- TBusiness Development ManagerTRUVIONFeb 2024 - Jan 2025 (1 year)Major Accomplishments: Spearheaded the acquisition of new lending clients, increasing company revenue by 15% over 6 months through targeted outreach. Developed and implemented sales strategies that boosted loan origination by 30% and enhanced client retention. Led a cross-functional team to streamline the loan application process, reducing approval times by 20% and enhancing customer satisfaction. Responsibilities: Oversee a team of mortgage consultants, providing coaching and performance feedback to ensure optimal conversion rates from call center-generated leads. Develop and implement strategies to maximize lead conversion, working closely with the call center to improve lead quality and streamline the handoff process. Monitor and ana
Benefits AdvisorNationsbenefitsFeb 2023 - Sep 2023 (8 months)Educating callers on the details, coverage, eligibility criteria, and enrollment processes for different benefit programs offered by the company Investigating and resolving issues or discrepancies related to benefits, such as missing coverage, billing errors, or claim disputes, by coordinating with relevant departments or third-party providers Collaborating with other teams or departments within the organization, such as Finance or IT, to address complex issues or provide comprehensive support to callers- Senior Post CloserDOMASep 2021 - May 2022 (9 months)Major Accomplishments: Coordinated a training class for new employees pertaining to the loan package review process since I was recognized as a subject matter expert Developed strong relationships with multiple lenders to create a quicker average closing time than most of the associates in my department Responsibilities: Assisted with mortgage loan closing process by reviewing loan documents for compliance, completeness, and accuracy Obtained missing information, prepared files, and provided support to internal and external customers Organized updated reports for loan packages, and ensured processes are followed according to policies and procedures Reported to management when a file is escalated due to a delay of the funding process or
- LEscrow ManagerLenders Choice EscrowMay 2020 - Jul 2021 (1 year 3 months)Major Accomplishments: Consistently exceeded expectations for meeting critical deadlines for wire submissions Determined and willing to take on additional tasks when daily assignments were completed that resulted in a job promotion within the first 4 months Produced the highest efficiency among 6 members of wire officer team Responsibilities: Created and verified wire fund transfers for processing department to submit Supervised a team of 4 escrow officers Compiled bank payoffs and confirmed they were being submitted to the appropriate bank Processed opening orders, initiated file set up, allocated funds and wrote transmittals for funds and documents in the escrow process Maintained files and records in an orderly fashion for escrow officer
- LEscrow ManagerLenders Choice EscrowMay 2020 - Jul 2021 (1 year 3 months)Major Accomplishments: Consistently exceeded expectations for meeting critical deadlines for wire submissions Determined and willing to take on additional tasks when daily assignments were completed that resulted in a job promotion within the first 4 months Produced the highest efficiency among 6 members of wire officer team Responsibilities: Created and verified wire fund transfers for processing department to submit Supervised a team of 4 escrow officers Compiled bank payoffs and confirmed they were being submitted to the appropriate bank Processed opening orders, initiated file set up, allocated funds and wrote transmittals for funds and documents in the escrow process Maintained files and records in an orderly fashion for escrow of
- BCustomer Success ManagerBEST FINANCE CAPITAL INCNov 2018 - Oct 2019 (1 year)Major Accomplishments: Designed tactics to improve agent efficiency increasing performance by 20% Monitored metrics to constantly look for improvement potential, eventually leading to noticeable 6% revenue growth Responsibilities: Oversaw training of new hires and licensed loan officers Maintained a revenue base by managing account retention Implemented effective customer service strategies such as developing new scripting Established measurement tools to measure and monitor calls for quality assurance Enhanced my ability to work in a team environment, present a professional image and earn the respect of staff, peers and senior management
- TSenior Loan ConsultantTitan Mutual LendingFeb 2016 - Jun 2017 (1 year 5 months)- Booked sales meetings for prospective clients and exceeded individual and company goals every quarter. - Created and delivered qualified opportunities to Account Managers by advocating marketing tools, creative strategies, and detailed planning. - Tracked leads with the goal of developing and expanding business within existing accounts. - Achieved the daily activity expectation of 150 calls and two hours of talk time. - Compiled and inserted information from potential clients into Byte. - Performed in a fast-paced office environment with frequent interruptions. - Supported loss mitigation by maintaining borrower relationships, collecting updated financial information, and facilitating workout solutions that prevented default, ultima
- ALoan ProcessorA Solar Power IncMay 2014 - Jan 2016 (1 year 9 months)Reviewed all credit applications to ensure they were completed without errors. Pulled credit by using Calyx Software to generate the debt to income and loan to value ratios, ensuring the customer was under the required 45% to be approved for a home improvement loan. Analyzed credit reports to identify derogatory items, tax liens, bankruptcies, and other disqualifying factors. Obtained proof of income by requesting and reviewing tax returns, paystubs, 1099s, and award letters to ensure that monthly/annual income was sufficient. Generated loan documents and home improvement contracts to send for completion through Docu-sign. Constructed a weekly Excel report which contained a summary of the company's loans and fundings, which was overlooked b
- BMarketingBUSINESS EXPO CENTERNov 2013 - Feb 2014 (4 months)Conducted market research for sporting vendors, created/organized spreadsheets on Excel for business partners and venue bookings Assisted with setting up and running the expositions held at the venue Heavy data entry regarding business venue inquiries
Education
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- Bachelor's degree, Business Administration and Management, GeneralHope International UniversityJan 2011 - Dec 2014 (4 years)Graduated with Bachelors in Business Management. Minored in Marketing. Tennis player on HIU team for 3 years.