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I am a versatile professional based in Springfield, Missouri, with a dynamic background spanning mortgage lending, clinical healthcare, and entrepreneurship.
Finance & Lending: Deep experience in both retail and wholesale mortgage operations, ranging from loan origination and processing to underwriting analysis and managing large-scale wholesale account networks.
Healthcare & Clinical Care: Skilled across clinical and administrative medical roles, including front desk coordination, medical assisting, phlebotomy, and certified medication administration.
Entrepreneurship & Interests: A hands-on builder with experience launching local services and managing e-commerce operations, balanced by a personal passion for genealogy research.
Please type up work experience based o. My experience in the mortgage industry. Both retail and wholesale lending. Retail mortgage lending, I was a loan officer and a loan processor. wholesale lending I was an account manager, maniging 30 account executives who each had around 150 broker shops each and also was a junior underwriting analyst.
Then also type up work experience based on my medical experience, which was clerical at the front desk at Dr. Offices n also medical assisting and phlebotomy and med certified to pass meds
Wholesale Lending Operations Manager & Senior Underwriting Support
Account Management Lead: Managed operations for a team of 30 Wholesale Account Executives, supporting a network of ~4,500 active broker shops (~150 broker accounts per AE). Standardized pipeline tracking, resolved complex scenario escalations, and optimized file turn times across the region.
Junior Underwriting Analyst: Conducted initial file reviews for FHA, VA, and conventional loan submissions. Evaluated borrower credit profiles, income documentation, tax returns, and asset verifications to ensure compliance with agency and investor guidelines prior to final underwriting review.
Retail Mortgage Loan Officer & Senior Processor
Loan Originator: Counseled borrowers through the end-to-end mortgage process, analyzing financial backgrounds to match clients with appropriate home purchase or refinance solutions. Built local referral networks with real estate agents and financial planners.
Loan Processor: Managed full-cycle file processing from application to clear-to-close. Handled title work, appraisals, VOEs/VODs, conditions clearing, and coordination between borrowers, underwriters, and closing agents.
Medical & Clinical Operations Experience
Clinical Medical Assistant & Certified Medication Technician (CMT)
Direct Patient Care & Medication Administration: Certified to administer oral, topical, and routine medications in accordance with physician orders and state regulatory standards. Monitored vital signs, documented patient charts in EHR, and assisted providers during clinical exams and minor procedures.
Phlebotomy & Lab Prep: Performed routine and difficult venipunctures, capillary punctures, and specimen collections. Handled proper labeling, centrifugation, storage, and processing of lab specimens while maintaining strict aseptic technique and OSHA guidelines.
Medical Front Desk Specialist / Receptionist
Patient Access & Scheduling: Managed high-volume patient check-ins, demographic updates, insurance verifications, and multi-provider scheduling in outpatient clinic settings.
Administrative Operations: Processed copays, handled incoming multiline phone systems, managed medical record releases (HIPAA-compliant), and triaged urgent patient requests to clinical staff.
Please type up work experience based o. My experience in the mortgage industry. Both retail and wholesale lending. Retail mortgage lending, I was a loan officer and a loan processor. wholesale lending I was an account manager, maniging 30 account executives who each had around 150 broker shops each and also was a junior underwriting analyst.
Then also type up work experience based on my medical experience, which was clerical at the front desk at Dr. Offices n also medical assisting and phlebotomy and med certified to pass meds
Take out fha out of junior underwriting analyst n type again leaving that part out pls
Wholesale Lending Operations Manager & Senior Underwriting Support
Account Management Lead: Managed operations for a team of 30 Wholesale Account Executives, supporting a network of ~4,500 active broker shops (~150 broker accounts per AE). Standardized pipeline tracking, resolved complex scenario escalations, and optimized file turn times across the region.
Junior Underwriting Analyst: Conducted initial file reviews for VA and conventional loan submissions. Evaluated borrower credit profiles, income documentation, tax returns, and asset verifications to ensure compliance with agency and investor guidelines prior to final underwriting review.
Retail Mortgage Loan Officer & Senior Processor
Loan Originator: Counseled borrowers through the end-to-end mortgage process, analyzing financial backgrounds to match clients with appropriate home purchase or refinance solutions. Built local referral networks with real estate agents and financial planners.
Loan Processor: Managed full-cycle file processing from application to clear-to-close. Handled title work, appraisals, VOEs/VODs, conditions clearing, and coordination between borrowers, underwriters, and closing agents.
Medical & Clinical Operations Experience
Clinical Medical Assistant & Certified Medication Technician (CMT)
Direct Patient Care & Medication Administration: Certified to administer oral, topical, and routine medications in accordance with physician orders and state regulatory standards. Monitored vital signs, documented patient charts in EHR, and assisted providers during clinical exams and minor procedures.
Phlebotomy & Lab Prep: Performed routine and difficult venipunctures, capillary punctures, and specimen collections. Handled proper labeling, centrifugation, storage, and processing of lab specimens while maintaining strict aseptic technique and OSHA guidelines.
Medical Front Desk Specialist / Receptionist
Patient Access & Scheduling: Managed high-volume patient check-ins, demographic updates, insurance verifications, and multi-provider scheduling in outpatient clinic settings.
Administrative Operations: Processed copays, handled incoming multiline phone systems, managed medical record releases (HIPAA-compliant), and triaged urgent patient requests to clinical staff.
GED, COMMUNITY COLLEGES COURSES IN NURSING, PHLEBOTOMY, PATIENT CARE TECH, CNA, MED CERTIFIED, 5 YEARS EXPERIENCE IN FINANCE AND 5 YEARS EXPERIENCE IN THE MEDICAL FIELD,
