Katie Gross

Experience

1. Production Manager

   Canopy Mortgage

   Feb 2021 — Present

   Value Delivered: Responsible for overseeing all aspects of the mortgage origination process – from loan application to closing/servicing – ensuring all stages were in handled in a timely and efficient manner. Improved processes ensuring loans closing in 2 weeks or under 20 days by 65%• Accountable for the operations – effectively managing branch’s pipeline. Ensured the performance of all duties in accordance with the company’s policies and procedures, all U.S. State and Federal laws/regulations, wherein the company operates • Responsible for hiring and training our entire operations team; equipped, coached, and developed staff to attain their professional goals, maintaining high standard of professionalism, demonstrating accountability and providing exceptional service• Successfully onboard and train sales team, implementing new training programs and updating all existing materials to align to U.S. State and Federal laws/regulations• Created and managed all marketing for clients, realtor partners and social media• Created and implemented all new processes and workflows• Equipped to handle all roles at once – Transaction Coordinator, Processor, Closing Coordinator, Marketing Coordinator and Manager• Manage all business relationships - clients, realtor partners and third-party companies• Pre-underwrite all files and assist with clearing Underwriting conditions; reviewed all appraisals• Manage a pipeline of 50+ loans per month; via improved processes, the company was able to successfully close loans without adding additional headcount: o 2022: We closed 188 loans o 2021: We closed 306 loans for $98,841,367 million in funded volume Majority of our loans were loan app to clear to close in under 20 days June 2021: closed 51 loans

Education

• Southern Methodist University

  Bachelor of Arts (B.A.), Sociology

  2003 — 2008

Skills

• Program Management
• Wordpress
• Real Estate
• Facebook
• Leadership
• Customer Service
• Start-Ups
• Spray Painting
• Encompass
• Indesign
• Sports
• Photoshop
• Va Loans
• Event Planning
• Social Media
• Advertising
• Fha Financing
• Drawing
• Management
• Microsoft Word
• Marketing
• Art
• Conventional Financing
• Brand Management
• Microsoft Office
• Sales
• Powerpoint
• Microsoft Excel