Joshua Helgeson

Experience

• 

  U.S. Bank

  Aug 2000 - Feb 2019

  With this role, I spearheaded internal teams through daily operations, guiding callers on application processes and requirements; responded to 70+ calls over 26 states daily. I maintained accountability for call escalation and expeditions.Some of my key achievements include:• Consistently met and exceeded weekly communication requirements and objectives. With this role, I led multiple virtual and in-person presentations to retail banking leadership in five markets across four business lines. I acted as subject matter expert in lending and underwriting support for branch employees in 26 states.Some of my key achievements include:• Collaborated with a district to lower calls to the site and to streamline loan progress through queues. With this role, I oversaw a team of 12 underwriters in data compilation and reporting. I monitored loan volume and task delegation/resource allocation. I facilitated monthly department meetings and branch communications.Some of my key achievements include:• Provided on-going team leadership and professional development opportunities, resulting in three team member promotions to manage positions.• Continuously met quarterly objectives.

  • Direct Lending Specialist

    Jan 2017 - Feb 2019

  • Direct Lending Branch Liaison

    Jan 2013 - Jan 2017

  • Direct Lending Operations Manager

    Jan 2010 - Jan 2013

  • Direct Lending Credit Analyst

    Aug 2000 - Jan 2010
• 

  Homepoint

  Sept 2020 - Jun 2021

  Business Operations Performance Specialist

  With this role, I conducted detailed analysis of operations to compile and distribute daily, weekly, monthly, and quarterly production reports. I communicated with senior leadership to provide queue updates, facilitating task prioritization and effective schedule coordination.Some of my key achievements include:• Supported underwriting managers in monitoring loans to achieve established monthly objectives and quotas.