Account Manager at LexisNexis
West Palm Beach, Florida Area
Account Manager at LexisNexis
West Palm Beach, Florida Area
(Public Company; RUK; Information Technology and Services industry)
June 2008 — Present (1 year 2 months)
Risk Management and Information Analytics group. Specializing in Customer Development, Authenticaltion & Screening, Fraud Prevention, and Collections Management. Customized information solutions through consultative sales approach.
(Banking industry)
August 2002 — May 2008 (5 years 10 months)
• Work directly with the owner in all areas of start up operation with an average 80 Million dollar per year (funding volume), 9-state mortgage brokerage office.
• Handled all aspect of correspondent licensing issues with six East Coast states as well as Arizona, Colorado and California.
• Oversight of all staff.
• Initiated all relationships with investors, including conforming, non-conforming, hard equity and commercial lenders.
• Made all final decisions for loan programs regarding structuring, placement and pricing.
(Banking industry)
March 2001 — June 2002 (1 year 4 months)
• Worked directly with company owner in start up of Eastern Regional office of new wholesale non-conforming lender.
• Hired and manage all inside and outside sales, underwriting and processing staff for Eastern Regional office.
• Responsible for increasing sales from 0 to 3 million per month in regional office within 8 months.
• Worked directly with secondary in creating and updating all rate sheets, guidelines and matrices for entire company.
• Worked with secondary department in building relationships with investors.
• Responsible for pricing exceptions and locking in each individual loan prior to closing.
• Worked with underwriting department with overflow, second signatures and credit exceptions.
• Worked with secondary department on bulk sales with investors.
(Public Company; Banking industry)
August 2000 — February 2001 (7 months)
• Assisted sales personnel in restructuring of loans from a sales and underwriting perspective in order to improve closing ratios.
• Restructured entire processing department to attain a 50% increase in production without increasing staff.
• Responsible for hiring, firing and reviews of department.
• Created Matrix, credit grid, and pricing sheet for processing and sales departments.
• Assisted in restructuring guidelines for underwriting, processing and sales departments.
(Banking industry)
August 1998 — June 2000 (1 year 11 months)
Managed the day-to-day operations of the division including but not limited to:
• Hiring, firing and reviews.
• Upkeep of rate sheets and programs offered through division.
• Assisting underwriters when needed on overflow of pre-qualifications and full files.
• Working with account managers in the field.
• Assisting in sales with current accounts and incoming calls from advertisements in trade publications.
• Pricing and funding of loans purchased through correspondent division.
• Approval of correspondent accounts.
• Monthly reports to company Vice President.
• Assisted on problem loan committee.
(Banking industry)
1996 — 1998 (2 years)
B.A Finance , Completed all courses in the finance curriculum , 1990 — 1994