Jamie Potter-Boyd

Experience

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  Eastern Research Services Inc

  Aug 2004 - Mar 2008

  Executive Interviewer

  Telephone interviewer for nationwide companies working to achieve information on customer satisfaction, as well as medical equipment and political studies. Responsible for reviewing co-workers survey completion and accuracy.

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  Medical Recruiting

  Aug 2006 - Mar 2008

  Medical Recruiter

  Coordinated with president throughout all daily activities, including but not limited to; scheduling of conference calls and meetings, streamlining data entry forms, training, assisted in medical recruiting positions, screened applicants, and assisted in invoicing and financial operations.

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  Potter-Boyd Staffing Solutions, Inc.

  Sept 2008 - Jun 2013

  Owner/ Medical Recruiter

  Independently owned medical recruiting firm. Responsible for all accounting, invoicing, scheduling, staffing and recruiting of new medical centers. Worked with well-known medical centers nationwide to assist in filling their permanent placement opportunities.

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  Century 21 East Lake

  Aug 2013 - Jan 2015

  Real Estate Agent

  Work closely with customers, lenders and title to assist in the sale or purchase of real property. Execute contracts, negotiate contract terms and assist in closing packages. Network with small businesses to build centers of influence. Deepen customer relationships to better fit their needs with their wants.

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  Fifth Third Bank

  Jan 2015 - Jun 2016

  Personal Banker II

  Personal banker working to open accounts, take consumer loan applications, refer customers to investment advisors, compile loan documentation, and assist in daily maintenance activities for both business and consumer customers. Promoted within first year. Experience with home refinance, home equity lines of credit, auto loans, and unsecured loans. Working with underwriting to compile all documentation and with customers to help them through the lending process.

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  American Equity Mortgage

  Jun 2016 - Sept 2017

  Loan Assistant

  Worked as a loan assistant for multiple regions setting up loans, cooperating with Underwriting and Processing. Worked to build new set up forms and first time home buyer presentations.

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  USA Mortgage

  Sept 2017 - Nov 2017

  Processing Assistant

  Assisted both loan officers and processors in the daily submissions and closing of loans. Worked with government and conventional loans.

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  Supreme Lending

  Nov 2017 - May 2018

  Processor

  Currenlty working with FHA, VA, USDA and conventional mortgages. Experience with LP, DU, DO and GUS. Training fellow processors. Working with over 10 loan officers in multiple locations. Averaging under company average for close times.

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  Patriot Lending Services, Inc.

  Jun 2018 - Mar 2019

  Mortgage Loan Processor

  Working as both processor and assistant. Working with loan officers to build files and process loans. Experience with renovation, new construction, weekly meetings, non QM, DPA including Bond, conventional and government. Using Encompass, currently running LP, GUS, and DO. Also creating marketing campaigns, adding borrowers and agents to CRM's, managing LO's social media platforms, and producing training materials for agents.

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  GERSHMAN MORTGAGE

  Mar 2019 - now

  Operations Manager

  Reviewing applications and following up on applications for pre-approval. Licensed to send out pre-approvals. Completing initial consults. Attending to suspended files. Pipeline review. Working on manual underwrites. Utilizing Encompass LOS. Training, annual reviews, interviewing employee prospects. Approving time cards and PTO. Providing loan status to agents and title. Jumbo and alternative financing options. Manage branch processors and handle escalated customer service items. Test new vendors and provide feedback. Show less