Wade Winston
Coeur d'Alene
Summary
Dynamic Partner Support Specialist with extensive experience in the mortgage industry, excelling in relationship and pipeline management. Proven track record in loan processing and compliance auditing, ensuring timely funding and exceptional broker support. Adept at educating partners and resolving issues, fostering strong connections to drive business growth. Diverse industry exposure enhances rapid skill acquisition and application of newly acquired knowledge.
Overview
19
19
years of professional experience
Work History
Partner Support Specialist
The Loan Store
Coeur d Alene
08.2024 - Current
- Relationship Management: Developed and maintained relationships with mortgage brokers and partners to drive business growth.
- Product Knowledge: Stay informed about loan products, and regulatory changes to provide accurate information and guidance to partners.
- Training and Support: Guided partners and coordinated training sessions with Sales Assistants, Account Executives, Operations partners, and Broker Support for TPO Portal and processes.
- Pipeline Management: Monitored and managed loan pipeline, ensuring timely communication and updates to brokers on submissions, cancellations, and status while facilitating compliance and timely Closing Disclosure release.
- Processing Functions: Oversee the pipeline of loan applications, ensuring accuracy and compliance with company policies and regulatory requirements.
- Condition Authority: Receive, review, clear or move conditions to the Underwriting team timely and with precision. Ensuring that all necessary documentation is collected and verified and appropriate review type is selected for each Underwriting review.
- Problem Solving: Address and resolve any issues or concerns raised by brokers in a timely and professional manner.
- (100% remote)
Senior Loan Coordinator
Homepoint Financial
Coeur d Alene
10.2020 - 04.2023
- Managed a pipeline of up to 250 loans per month funding about 130 loans per month at the height of our activity.
- Coordinated with multiple Account Executives on pipeline and account management, serving as primary contact for brokers to facilitate loan delivery from approval to funding.
- Reviewed incoming documentation to verify compliance with conditions, including income, assets, and credit items for accuracy.
- Advised brokers on outstanding conditions, clarifying reasons for insufficient documentation and guiding them on obtaining correct documents.
- Guided brokers through website and submission processes to resolve difficulties and enhance submission accuracy.
- Built and maintained relationships with all the mortgage brokers that I was assigned to.
- Worked remotely to manage tasks efficiently.
Transaction Specialist/Coordinator
Compass Real Estate
San Diego
11.2018 - 10.2020
- Audited files and purchase contracts for accuracy and compliance, advising real estate agents on necessary corrections.
- Created transaction files in real estate software to support multiple Transaction Coordinators.
- Received Transaction Coordinator certificate while continuing courses for real estate license.
Underwriting Coordinator
Plaza Home Mortgage
San Diego
06.2012 - 08.2018
- Reviewed incoming documentation to verify its accuracy, including income, assets, and credit items.
- Balanced customer service with Plaza’s standards for file flow to expedite process from underwriting to funding.
- Advised brokers on outstanding conditions and educated them on the reasons why the submitted documentation wasn’t sufficient and helped them understand why and how to obtain the correct documents.
- Supported sales executives in pipeline generation and management by training and assisting brokers with loan delivery.
- Cultivated partnerships with assigned mortgage brokers to improve collaboration.
- Educated brokers on our website and submission processes whenever they had difficulty.
Underwriting Assistant
Legacy Group
Bellevue
08.2011 - 06.2012
- Assisted underwriters in evaluating risks and determining policy terms.
- Processed insurance applications and verified submitted documentation for accuracy.
- Organized and submitted loan conditions into the underwriting system to facilitate timely approvals.
- Managed customer inquiries and provided timely responses regarding policy status.
Home Preservation Specialist
Wells Fargo Home Preservation
Bellevue
07.2010 - 07.2011
- Acted as the sole point of contact for Wells Fargo homeowners in home loan modifications.
- Reviewed homeowner applications for loan modifications and assistance programs.
- Assisted homeowners in understanding their mortgage options and preservation solutions.
- Coordinated with internal teams to address client inquiries and concerns effectively.
- Developed checklist and score sheet for HPS phone audits in collaboration with team to enhance audit process.
Market Development Representative
Concur Technologies
Redmond
09.2008 - 06.2010
- Cultivated new business in territory through cold calling and targeted market approaches across 10 states, engaging companies with up to 49,999 employees.
- Educated prospective clients on Concur's travel and expense offerings, identifying pain points to illustrate potential reductions in T&E expenses.
- Implemented SaaS solutions for managing travel and expense services, improving client onboarding and user adoption.
Client Relations
Wells Fargo Home Mortgage
Kirkland
08.2007 - 08.2008
- Supported brokers and account executives in pricing, loan submissions, file flow management, guideline inquiries, and funding processes.
- Managed client relations by providing prompt response to inquiries, resolving conflicts, and escalating issues as needed.
Education
Bachelor of Arts - Criminal Justice, Sociology
Washington State University
Pullman, WA03.2000
Skills
- Loan processing
- Compliance auditing
- Regulatory compliance
- Pipeline management
- Documentation review
- Product expertise
- Account management
- Customer service
- Relationship management
- Sales support
- Attention to detail
Timeline
Partner Support Specialist
The Loan Store
08.2024 - Current
Senior Loan Coordinator
Homepoint Financial
10.2020 - 04.2023
Transaction Specialist/Coordinator
Compass Real Estate
11.2018 - 10.2020
Underwriting Coordinator
Plaza Home Mortgage
06.2012 - 08.2018
Underwriting Assistant
Legacy Group
08.2011 - 06.2012
Home Preservation Specialist
Wells Fargo Home Preservation
07.2010 - 07.2011
Market Development Representative
Concur Technologies
09.2008 - 06.2010
Client Relations
Wells Fargo Home Mortgage
08.2007 - 08.2008
Bachelor of Arts - Criminal Justice, Sociology
Washington State University