Amanda Perez

Experience

• 

  PMC Funding

  Oct 2003 - Oct 2010

  Senior Loan Processor

  Detail-oriented Loan Processor within Home Lending, specialized in meticulously reviewing financial data, ensuring accuracy, and adhering to regulatory guidelines. Proficient in collaborating with clients, sales, underwriters, closers and other stakeholders to expedite processes while maintaining a client-centric approach. Skilled in leveraging loan application software to streamline workflows and enhance overall efficiency. Committed to delivering exceptional service, driving successful loan closings, and contributing to the smooth operation of the lending process. Show less

• 

  Wells Fargo

  Oct 2010 - Mar 2024

  Dedicated Divisional Escalations Operations Manager leveraging extensive expertise in Home Lending to drive operational excellence, mitigate risks, and optimize customer experiences. Proficient in overseeing complex escalations, implementing strategic solutions, and leading high-performing teams to achieve and exceed divisional goals. Expertise in overseeing end-to-end project lifecycles. I possess a strong track record of spearheading initiatives that drive efficiency, innovation, and operational excellence. Proficient in strategic planning, resource allocation, to ensure project success. Skilled in navigating complex regulatory landscapes while implementing solutions that streamline processes and elevate customer experiences. Committed to owning and executing projects with precision, delivering tangible results, and contributing to the advancement of home lending practices in an ever-evolving market. Show less Accomplished Regional Senior Loan Processing Manager with a proven track record in Home Lending. Experience adeptly managing end-to-end loan processes, ensuring seamless operations and exceptional client service. Proficient in navigating complex regulatory frameworks while optimizing workflow efficiencies. Skilled in team leadership, fostering collaboration, and driving high-performance outcomes in dynamic, fast-paced environments. Delievered top-tier results while maintaining a keen focus on compliance and customer satisfaction. Show less Seasoned Retail and Operations Performance Coach specializing in Home Lending, driving excellence in team performance and operational efficiency. I've honed expertise in developing tailored coaching strategies that optimize sales, customer service, and operational processes. Proficient in identifying and addressing performance gaps, implementing training initiatives, and fostering a culture of continuous improvement. Skilled in empowering teams to exceed targets, enhance customer experiences, and navigate industry complexities with finesse. Proficient in developing tailored curriculum, I leverage industry insights to educate on lending practices, compliance, and customer-centric approaches. Skilled in utilizing innovative instructional methods and technologies to engage learners and foster continuous improvement. Committed to empowering teams, enhancing performance, and contributing to organizational excellence in the ever-evolving field. Committed to driving measurable results and elevating standards in the dynamic landscape of home lending. Show less Dynamic Senior Loan Processor with a solid background in Home Lending. Expertise in efficiently managing the loan application process. Proficient in handling documentation, coordinating with clients and underwriters, and ensuring compliance with industry regulations. Adept at navigating complex financial systems and leveraging technology to streamline processes, resulting in expedited approvals and client satisfaction. Skilled in maintaining meticulous attention to detail while orchestrating a smooth, end-to-end loan processing cycle. Committed to delivering high-quality service, facilitating successful closings, and contributing to the seamless functioning of the lending process. Show less

  • Senior Operations Manager, AVP

    Jun 2021 - Mar 2024

  • Lending Operations Associate Manager, AVP

    Nov 2016 - Jun 2021

  • Sales and Operations Performance Coach, AVP

    Jan 2015 - Nov 2016

  • Senior Loan Processor

    Oct 2010 - Jan 2015
• 

  Esri

  Mar 2024 - now

  Senior Change Management Specialist

  Dynamic Change Management Specialist with a proven track record of implementing structured methodologies to drive organizational transformation. Experienced in leading change management activities, strategies, and plans to maximize employee adoption while minimizing resistance. Adept at mapping, assessing, documenting, and optimizing marketing processes to provide best practices, empowering marketing teams for success. Skilled in designing and developing communication plans to support effective project communication and inform teams of updates and plans throughout project lifecycles. Proficient in conducting impact analysis and assessing change readiness to effectively manage change impact. Collaborative approach in supporting project managers and campaign owners in integrating change management activities into project plans. Experienced in training teams on various products and processes, with a focus on building comprehensive training plans, guides, and videos. Dedicated to evaluating and ensuring user readiness and defining success metrics to monitor change progress. Show less