If you searched Superstar Sourcing for Mortgage Branch Support Representative (with 3 additional requirements) on January 3, 2026 you'd find 340 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

30 of 340
95%

M*** H****

Vice President at D.R. Horton

Austin, Texas, United States 30 years 3 months

Excellent operational management background specifically within a mortgage division, covering compliance, training/development, and regional oversight, which encompasses many branch support functions for multiple locations. VP/South Regional Manager at DHI Mortgage → Asst VP/Area Manager → Branch Manager. Excellent operational matches across the board except for explicit Investor guidelines and assuming MS Office proficiency in leadership roles. Excellent.

Work Experience

DHI Mortgage
Branch Manager · 7 years 10 months
DHI Mortgage
Mortgage Loan Originator · 4 years 7 months
D.R. Horton
Division Vice President
DHI Mortgage
Vice President / South Regional Manager · 3 years 4 months
+ 2 more positions

Qualification Criteria 3 met

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

r mortgage p operations purchasing construction sales management marketing compliance responsible loans +8 more
90%

D**** T****

Training Manager at Alameda Mortgage and JVM Lending

United States 14 years 3 months

Excellent match with direct experience creating mortgage training programs that specifically include compliance and interpreting investor guidelines (FNMA, FHLMC). Training Manager in Mortgage → Training Manager; 14 years experience. Branch Support Representative: partial; Mortgage compliance: yes; Training development: yes; Investor guidelines: yes; Microsoft Office: no.

Work Experience

Alameda Mortgage Corporation and JVM Lending
Training Manager

Qualification Criteria 3 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

mortgage training education compliance coaching underwriting management loans completion fha va continuing education +7 more
90%

L**** W****

Corporate Training Manager at Novus Home Mortgage

Milwaukee, United States 15 years 6 months

This applicant has substantial recent experience in training development and branch support management within a mortgage company, strongly suggesting familiarity with related guidelines. Novus Home Mortgage roles including Corporate Training Manager and Branch Support Manager. Excellent.

Work Experience

Waterstone Mortgage Corporation
Loan Advisor · 9 months
CrossCountry Mortgage, LLC
Loan Advisor · 1 year 2 months
Elm Grove Village Hall
Recreation Director · 3 years 8 months
City of West Bend Parks, Recreation and Forestry Department
Recreation Supervisor · 2 years
+ 6 more positions

Qualification Criteria 2 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

training management collaboration responsible loans rates proactive recreation director maintenance courts capital +8 more
90%

A*** D****

Leader in Mortgage Sales and Operations | Coach | Builder of People and Teams | Solution Driven

Houston, United States 18 years 3 months

This candidate explicitly lists mortgage operations leadership, compliance, and Training and Development experience, indicating a strong operational match for support and training aspects. VP Operations → Specialties include Training and Development and Compliance. Excellent.

Work Experience

Cardinal Financial Company, Limited Partnership
Market Operations Manager · 2 years 7 months
BBVA in the USA
Mortgage Operations Team Manager · 1 year 3 months
BBVA in the USA
SVP Mortgage Sales Assistant · 1 year
BBVA in the USA
SVP Mortgage Sales Assistant · 5 years 9 months
+ 5 more positions

Qualification Criteria 4 met

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

mortgage analysis management sales performing collaboration innovation optimizations teamwork operations processing training +8 more
90%

B**** S****

VP Corporate Title & Escrow Training at MyHome, a Williston Financial Group company

Greensboro, North Carolina, United States 36 years 2 months

This candidate is a fantastic fit, demonstrating extensive background, including leadership in corporate training within the mortgage/title space, suggesting strong knowledge of training development, compliance, and investor guidelines. VP Corporate Training → Senior Corporate Trainer → Branch Manager roles. Excellent.

Work Experience

Wells Fargo
Personal Banker · 7 months
SoftPro
Senior Corporate Trainer · 8 years 7 months
First Data Corporation
Corporate Trainer · 5 years
MyHome, a Williston Financial Group Company™
VP Corporate Title & Escow Training · 4 years 4 months
+ 5 more positions

Qualification Criteria 4 met

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

diversity training customer service leadership production diversity training mortgage escrow planning trainer
90%

A**** N***

Customer Relations Representative

United States 4 years 7 months

This specialist role directly involves resolving mortgage delinquencies while adhering to investor guidelines and regulatory requirements. Customer Relations Representative at Community Loan Servicing, LLC (current role involved negotiation per investor/regulatory guidelines).

Work Experience

Community Loan Servicing, LLC
Customer Relations Representative

Qualification Criteria 3 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

mortgage dispositions payments proactive hud metrics production customer relations customer service best practices performance metrics
87%

L**** R****

Training & Development Team Lead

United States 23 years 3 months

Strong background in training within mortgage, good compliance and investor guideline exposure in underwriting role. Training Team Lead → Training Coordinator → Underwriter I (compliance/investor guidelines) → Change Request Coordinator → Compliance Coordinator → Marketing Associate. Strong.

Work Experience

Northpointe Bank
Training Coordinator · 3 years 4 months
MB Financial Bank Mortgage
Underwriter I · 2 years 4 months
West Coast Life
Senior Marketing Associate · 7 years 5 months
MB Financial Bank Mortgage
Senior Change Request Coordinator · 6 years 4 months
+ 2 more positions

Qualification Criteria 3 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

sales support training sales analysis strength documentation mortgage collateral appraisals compliance tax less +1 more
85%

B**** A****

Change Management

Lisbon, Iowa, United States 16 years 11 months

Excellent recent experience blending training development, compliance monitoring (including regulatory training), and policy adherence relevant to a support role. Goldman Sachs L&D Specialist (3y 1m) → GE Capital Performance Coach (7y 6m); Developed training, audited for compliance, tracked regulatory training. Strong.

Work Experience

Tata Consultancy Services
Quality Specialist · 9 months
GreatAmerica Financial Services
Quality Assurance Tester · 5 years 9 months
GreatAmerica Financial Services
Employee engagement specialist · 2 years 1 month
Goldman Sachs
Learning And Development Specialist · 3 years 1 month
+ 1 more positions

Qualification Criteria 2 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

engagement assurance responsible training facilitation audit analysis compliance operations production coaching dashboard +8 more
85%

S**** D****

Account Manager at VGM Insurance Services

Cedar Falls, Iowa, United States 16 years

Direct experience as a Corporate Trainer in financial services and specific mention of needing to know investor guidelines makes this a very strong candidate. Trainer (Ocwen) → VP Processing (Newfi) showing mortgage operations depth. Strong.

Work Experience

BankIowa
Residential Real Estate Lender · 2 years 8 months
Veridian Credit Union
Mortgage Lending Processing Supervisor · 4 years 3 months
GMAC Mortgage
Loan Counselor · 7 months
Ocwen Financial Corporation
Corporate Trainer · 3 years 9 months
+ 4 more positions

Qualification Criteria 2 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

mortgage industry real estate customer service mortgage lending customer care loss mitigation human resources mortgage operations management training residential +8 more
85%

A**** G****

Mortgage Professional

Seattle, Washington, United States 15 years

This candidate has strong mortgage supervisory experience including compliance and likely policy implementation where training is often involved, making them a strong fit despite less explicit MS Office mention. Owner at Eymbur Eymterprises → Mortgage Operations Supervisor at Seattle Credit Union (oversaw compliance, assisted in policy implementation). Strong.

Work Experience

Seattle Credit Union
Mortgage Processing Supervisor · 5 months
Bell
Career Advancement Program Supervisor · 11 months
Microsoft
Supplier Security & Privacy Assurance Compliance Specialist · 8 months
Mann Mortgage, LLC [NMLS 2550]
Corporate Processor · 1 year 2 months
+ 6 more positions

Qualification Criteria 2 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

management mortgage processing escrow loans underwriting compliance documentation reports supervising coaching training +8 more
85%

L**** R****

Mortgage Banking/Training Professional

Tampa, Florida, United States 22 years 5 months

This candidate has strong mortgage operations leadership experience explicit in compliance, risk management, and extensive customer service/people training development across major firms, strongly aligning with several key requirements. Operations/RVP roles → significant experience in mentoring, development, compliance, and training assessment/design across multiple large mortgage entities. Strong.

Work Experience

Wells Fargo
VP Operations · 6 years
Crossland Mortgage
VP Operations · 9 years
Stearns Lending
Regional Vice President - ROC Manager · 1 year 2 months
Countrywide Home Loans
FVP Operations · 3 years
+ 2 more positions

Qualification Criteria 2 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

customer service training development management relationship management management skills customer service instructional design mortgage industry risk management operations mentoring management mergers +8 more
85%

S**** D****

Sr. Conversion/Training Analyst | 29 years Mortgage Servicing| Business Process Improvement | Customer Service, Collection, Loss Mitigation | Management and Project Management | FinTech

Waterloo, Iowa, United States 29 years 10 months

This candidate has extensive mortgage servicing background with explicit mentions of training and regulatory oversight. Sr. Conversion/Training Analyst at Sagent Lending Technologies → Escrow Control Manager at Ocwen, focused on state/federal guidelines. Strong.

Work Experience

GMAC ResCap
Special Program Supervisor · 2 years 11 months
GMAC Mortgage
Senior Collections Specialist / Team Lead · 4 years 4 months
GMAC Mortgage Group, LLC
Senior Business Analyst/Supervisor · 8 years 7 months
Sagent Lending Technologies
Sr. Conversion/Training Analyst · 9 years 7 months
+ 4 more positions

Qualification Criteria 2 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

business process post production production support process improvement mortgage servicing data mapping regulatory compliance loss mitigation training production metrics mortgage +8 more
85%

R**** S****

☆ Creator of Positive Vibes ☆ Mortgage Operations Professional

Indianapolis, Indiana, United States 21 years 7 months

Extensive mortgage operations background with direct experience in compliance oversight and developing/teaching training sessions for lenders. IHCDA Outreach Manager/Underwriter → Caliber Manager → AMC Operations Manager, involved in training and compliance. Strong.

Work Experience

Caliber Home Loans, Inc.
Sr. Mortgage Closer & Funder · 5 years 11 months
MetLife Home Loans
Sr. Mortgage Closer & Funder · 1 year 1 month
American Acceptance Mortgage Inc
Real Estate/Mortgage Operations Manager · 2 years 9 months
Indiana Housing and Community Development Authority (IHCDA)
Homeownership/Tax Compliance Underwriter · 1 year 3 months
+ 6 more positions

Qualification Criteria 3 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

mortgage operations design training fha va usda management profitability government purchasing reconciliations +8 more
85%

A**** D****

Training and Development Specialist @ loanDepot | NMLS 1358217

Corona, California, United States 14 years 2 months

This candidate has direct experience as a Training and Development Specialist within the mortgage industry, strongly suggesting knowledge of relevant operational guidelines. Training and Development Lead/Specialist at loanDepot → Licensed Lending Officer → Processor. Strong.

Work Experience

Morgan Drexen
Legal Intake Specialist (sales) · 3 years 10 months
loanDepot
Training and Development Team Lead · 1 year 8 months
American Advisors Group
Sr. Processor · 1 year 3 months
loanDepot
Licensed Lending Officer · 2 years
+ 3 more positions

Qualification Criteria 1 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

team coordination customer service customer experience continuous improvement customer focus responsible coordination training legal sales debt technology +7 more
85%

C**** P****

AVP PNC Corporate Trainer / Facilitator

Lake Worth, Florida, United States 40 years 3 months

Extensive corporate trainer background directly matches the training development requirement, coupled with deep banking experience including loan specialist roles. Demonstrated proficiency in Microsoft Office. PNC University → Fidelity Federal Bank & Trust. Excellent trainer with solid banking foundation. Strong.

Work Experience

Fidelity Federal Bank & Trust
Senior Consumer Loan Specialist Head Quarters · 2 years
Ocwen Financial Corporation
Loan Resolution Consultant · 5 years 2 months
Bank of America
Consumer Loans Recovery Specialist · 2 years 11 months
Bank Leumi
Head Teller / Foriegn currency · 1 year
+ 4 more positions

Qualification Criteria 2 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

microsoft outlook word training workshops clarity sales loans networking integration less performing +8 more
85%

R**** B****

Regional Account Executive | NMLS 1090507

United States 17 years 6 months

This candidate has strong mortgage sales training and management experience, including ensuring originations comply with 'program guidelines,' which strongly suggests exposure to investor guidelines and operational policy, positioning them well for a support role. Regional Account Executive → Sales Coach Manager at NewRez LLC (training ICs, ensuring compliance with program guidelines). Strong.

Work Experience

Freedom Financial Network
Financial Services: Loans, Tax Relief, Credit Counseling, Debt Settlement · 3 years 10 months
Virgo Publishing
Creative Director · 2 years
Bank of America
Default Servicing Manager (Short Sale, DIL) · 2 years
Newfi Wholesale
Regional Account Executive
+ 6 more positions

Qualification Criteria 1 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

mortgage operations management sales training coaching loans tax counseling debt settlement accessibility +8 more
85%

D**** D****

Mortgage Loan Counselor at BB&T

Greensboro, North Carolina, United States 18 years 2 months

Strong mortgage experience including direct mention of investor guidelines and adherence to regulations, though the specific Branch Support or Training Development titles are missing. Ex-Guaranteed Rate Affinity → BB&T Mortgage Loan Counselor, focused on product knowledge and compliance. Strong.

Work Experience

Lincoln Prairie Behavioral Health Center
Behavioral Health Specialist/Case Manager · 2 years 9 months
Wells Fargo Home Mortgage
Home Preservation Specialist · 4 years 4 months
BB&T
Mortgage Loan Counselor · 3 years
Guaranteed Rate Affinity
Vice President Of Business Development
+ 1 more positions

Qualification Criteria 2 met, 3 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

business development behavioral health residential mortgages quality control health safety assessment documentation liquidation underwriting payments reporting +8 more
85%

M**** M****

Analyst, Mortgage Underwriter, Compliance, IT Support,Tax Preparer

Scottsdale, Arizona, United States 10 years 5 months

This candidate explicitly mentions working in compliance and adhering to investor guidelines while underwriting and processing mortgages. Analyst/Underwriter/Processor at loanDepot shows direct relevance to compliance and investor guidelines. Strong.

Work Experience

TD
Financial Services Representative · 8 months
loanDepot
Sr. Mortgage Processor · 1 year 1 month
loanDepot
Underwriter · 1 year
Merit Tax & Immigration Solutions
Tax Preparer · 4 months
+ 6 more positions

Qualification Criteria 2 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

financial services health insurance residential mortgages staff training customer service customer experience tax preparation tax returns tax planning mortgage lending government loans financial transactions +8 more
85%

K**** A****

CEO of KJ Allen Enterprises, LLC

Charlotte, North Carolina, United States 16 years 4 months

This candidate shows strong mortgage servicing experience and lists Microsoft Office skills, suggesting transferability to a support role. Wells Fargo Loan Servicing Specialist → Sunlight Financial Relationship Manager. Strong.

Work Experience

Sunlight Financial
Relationship Manager at Sunlight Financial LLC · 6 years 1 month
Wells Fargo
loan verification analyst 2 · 10 years 4 months
Sunlight Financial LLC
Solar Loan Specialist · 8 years 8 months

Qualification Criteria 3 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

mortgage cooperative leadership pressure microsoft word powerpoint claims fha hud pacer mod +8 more
85%

M**** D****

Branch Manager at DHI Mortgage

Philadelphia, United States 22 years 9 months

This candidate has strong history in mortgage operations management with exposure to compliance and process improvement. Branch Manager at DHI Mortgage → AVP Ops at Oak Mortgage → Branch Manager at NVR, Inc. → AVP Ops at AnnieMac → Ops Mgr at NVR, Inc. → Processing Supervisor at PHH Mortgage. Partial match on Branch Support Representative due to management/operations focus; strong on Mortgage compliance via branch oversight; partial on Training development via implemented processes; no direct mention of Investor guidelines or Microsoft Office. Strong.

Work Experience

Oak Mortgage
Avp of Operations · 1 year
DHI Mortgage
Branch Manager · 7 years 2 months
NVR, Inc.
Branch Manager · 1 year
AnnieMac Home Mortgage
AVP of Operations · 10 months
+ 3 more positions

Qualification Criteria 1 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

performance reviews quality assurance real estate mortgage operations sales processing compliance underwriting metrics assurance
85%

E**** S****

Operations Manager - CLA, IE, MUR, PSP, SBY, SLA, and WLA

Downey, California, United States 9 years 8 months

This individual has strong background in mortgage operations alongside compliance and training skills, suggesting a good fit for support functions. Operations Manager → Loan Officer; Experience includes sales, operations, management, mortgage loans, Team Training and Supervision, Compliance and Guidelines, Microsoft 365 - Word, Excel, Powerpoint. Strong.

Work Experience

LaserAway
Patient Care Coordinator · 1 year 3 months
Enterprise Rent-A-Car
Branch Manager · 3 years 1 month
GoodLeap
Collections Specialist · 1 year 3 months
American Advisors Group
Mortgage Loan Originator (Reverse Mortgage Specialist) · 8 months
+ 4 more positions

Qualification Criteria 4 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

sociology management sales operations training mortgage loans collections marketing purchase microsoft word +8 more
80%

S**** S****

VP-Mortgage Lending Complaint Process Manager at BB&T

United States 26 years 6 months

This candidate has robust experience managing mortgage complaint processes, which directly involves aligning procedures with policies, regulations (compliance), and interacting with senior leadership, closely matching the support and compliance requirements, though explicit training/investor guideline development areas are inferred. BB&T (VP Complaint Mgr) → Bank of America (VP Ops Mgr). Strong.

Work Experience

Bank of America
Sales Team Manager · 1 year 5 months
Bank of America
Line of Credit Escalation Team Manager · 1 year 5 months
Bank of America
Vice President- Senior Operations Manager · 16 years 1 month
Consumer Real Estate
Sr. Customer Service Representative · 7 years 11 months
+ 1 more positions

Qualification Criteria 2 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

service level agreements root cause analysis mortgage risk analysis management responsible regulations audit governance reporting communications +8 more
80%

A**** J****

RMLO NMLS: 2427675 Your guide to homeownership, the key to fiscal success and a personal liason to a better financial future. Nonprofit leader and innovative connector of business professionals from all over

Tyler, Texas, United States 18 years 7 months

This candidate has direct Residential Mortgage Loan Originator experience and corporate training background, suggesting good fits for the mortgage/training aspects. Career: Bartender/Server → Corporate Trainer Brinker → Branch Mgr First Conv Bank → RMLO The Mortgage House. Strong.

Work Experience

First Convenience Bank
Supervisor · 11 months
Brinker International
Bartender/Server · 12 years 8 months
The Mortgage House- Texas
Residential Mortgage Loan Originator · 1 year 8 months
EMPOWERNET
Founder · 1 year 9 months
+ 3 more positions

Qualification Criteria 2 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

management purchase property ifs residential retail banking sales marketing operations mortgage server +8 more
80%

C**** L****

Training and Leadership Professional

Melbourne, Florida, United States 15 years 2 months

This candidate has significant experience in training development and process documentation, making them a strong fit for supporting branch functions. Ex-Freedom Mortgage → Genpact → freelance consultant, focus on corporate training and process optimization. Strong.

Work Experience

CoreLogic
Due Diligence Team Lead · 4 years
Ocwen Financial Corporation - US
Learning Manager
First Republic Bank
Sr. Loan Specialist · 3 years
CLMC, Inc.
Training And Development Consultant
+ 4 more positions

Qualification Criteria 2 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

trainer purchase underwriting residential loans onboarding training reporting mortgage insurance metrics remediation +8 more
80%

T**** W****

NMLS# 1847031 Mortgage Loan Advisor - Hamilton Home Loans

United States 12 years 9 months

This candidate explicitly mentions knowledge of investor guidelines and adherence to policies which strongly supports compliance needs in a mortgage role. Mortgage Loan Advisor at Hamilton Home Loans → Direct Mortgage Loan Officer at Truist (mentioned investor guidelines/policies) → Network Control Support Specialist at BB&T. Strong exposure, needs confirmation on training and MS Office proficiency. Strong.

Work Experience

Truist
Direct Mortgage Loan Officer · 2 years 10 months
US Army
25S · 1 year 3 months
Hamilton Home Loans
Mortgage Loan Advisor
BB&T
Network Control Support Specialist · 3 years 7 months
+ 1 more positions

Qualification Criteria 2 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

critical thinking mortgage production regulations benefits documentation less troubleshooting management liaison vendor communications +5 more
80%

H**** L****

Kannapolis, North Carolina, United States 12 years 1 month

This candidate has substantive experience in Learning and Development within a credit union environment, including orientation for new hires and compliance procedures, which strongly aligns with training and support roles, though mortgage/investor guidelines are partial. Learning And Development Specialist at a Credit Union → Mortgage Loan Processor (Wells Fargo) → Teacher. Strong.

Work Experience

Wells Fargo
Teller · 2 years 9 months
Wells Fargo
Mortgage Loan Processor · 2 years 3 months
Wells Fargo
Mortgage Loan Processor · 1 year 5 months
Carolinas Telco Federal Credit Union
Learning And Development Specialist · 3 years 1 month
+ 1 more positions

Qualification Criteria 1 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

onboarding training preparation presentations ofac management intranet benefits manuals mortgage learning management employee benefits
80%

T**** W****

Account Manager at Curativetalent

Dallas, Texas, United States 20 years 11 months

This individual has extensive mortgage and banking history, including significant experience training associates on mortgage/HELOC procedures and handling customer escalations, suggesting strong functional knowledge relevant to support and branch operations, though compliance specifics are missing. Loan Officer at Bank of America → Job Coach at Bank of America (training over 400 associates) → Financial Crime Specialist → Account Manager. Strong.

Work Experience

BB&T
Financial crime specialist 2 · 2 years 1 month
Wells Fargo
Financial crime specialist 2 · 1 year
Curative
Account Manager
Cardtronics
Account Manager · 6 years
+ 6 more positions

Qualification Criteria 1 met, 2 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

banking sales commercial mortgage underwriting claim training courses ran reports collections property +5 more
80%

P**** V**

Account Manager at Wells Fargo Home Mortgage

Minneapolis, Minnesota, United States 18 years 6 months

This candidate has nearly two decades as an Account Manager supporting loan officers and explicitly mentions mortgage compliance, suggesting strong support relevance, though training development and investor guidelines are not confirmed. Account Manager at Wells Fargo Home Mortgage (18+ years) focusing on operational efficiency and compliance.

Work Experience

Wells Fargo Home Mortgage
Account Manager · 18 years 7 months

Qualification Criteria 2 met, 3 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

retail sales cash flow financial statements retail sales relocation mortgage compliance marketing underwriting reports
80%

K**** W****

Loan Specialist NMLS #2094731 at Veterans United Home Loans NMLS 1907

United States 9 years 5 months

Recent loan specialist role with clear responsibility for training and adhering to industry guidelines, hitting 4/5 necessary areas directly or strongly implied. Ex-Patient Access Specialist → Client Connection Specialist → Loan Specialist at Veterans United Home Loans. Strong.

Work Experience

University of Missouri Health Care
Patient Access Specialist · 1 year 2 months
University of Missouri Health Care
Patient Service Representative · 1 year 4 months
University of Missouri Health Care
Patient Access Coordinator · 2 years 1 month
Veterans United Home Loans
Client Connection Specialist · 5 months
+ 1 more positions

Qualification Criteria 3 met

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

data collection training registration insurance payments completion director interviewing designing collections rates va
80%

R**** S****

United States 26 years 8 months

This candidate has extensive recent experience coaching, training, and developing mortgage loan officers, directly fulfilling the training development and implicitly the support role, alongside analyzing performance metrics. TD Sales Support Specialist II → Team Manager (focused on coaching/training MLOs for 20+ years). Strong.

Work Experience

TD Bank NA
Over Night Team Leader · 5 years 1 month
TD Bank NA
Assistant Vice President / Loan by Phone Supervisor · 2 years 1 month
TD Bank NA
Sales Support Specialist · 12 years 10 months
Commerce Bank
Loan by Phone Representative III · 4 years 1 month
+ 2 more positions

Qualification Criteria 2 met, 1 not

Microsoft Office
Investor guidelines
Mortgage compliance
Training development
Branch Support Representative

Skills & Expertise

sales research training coaching management reports operations analysis reporting mortgage completion sales support +3 more
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