Karen Lantagne
Gilbert,AZ
Summary
I significantly enhanced loan funding efficiency at Partners Capital Group, Inc. by mentoring staff and streamlining processes. My expertise in due diligence and portfolio management, coupled with a track record of improving operational efficiency, positions me as a valuable asset to any financial team.
Developed robust skill set in fast-paced financial environment. Demonstrates exceptional analytical and decision-making abilities, adaptable to various roles and industries.
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
14
14
years of professional experience
Work History
Senior Funder
Partners Capital Group, Inc.
08.2021 - 01.2025
- Collaborated with sales team to identify opportunities for growth, resulting in a significant increase in funded loans.
- Maintained thorough knowledge of federal regulations, ensuring all loans were compliant with relevant laws and guidelines.
- Mentored junior staff members on best practices within mortgage industry norms leading towards increased productivity and performance.
- Negotiated favorable terms with lenders on behalf of clients, securing better financing options for borrowers.
- Developed training materials for junior funders to improve overall team performance and maintain consistency in company procedures.
- Streamlined communication channels between departments, improving workflow efficiency during the funding process.
- Ensured timely disbursement of funds by diligently reviewing loan documents for accuracy and compliance with company policies.
- Increased customer satisfaction by promptly addressing and resolving any funding-related issues or concerns.
- Maintained strong relationships with clients by providing exceptional customer service throughout the loan funding process.
- Participated in the development of new company policies, ensuring that they were aligned with industry regulations and best practices.
- Managed high-volume pipeline of loans while maintaining strict attention to detail and meeting critical deadlines consistently.
- Conducted regular audits of completed loan files to ensure accuracy and adherence to established guidelines.
- Expedited loan approval process by serving as a liaison between underwriting department and clients to gather necessary documentation quickly.
- Proactively identified potential roadblocks in the funding process, implementing solutions that contributed towards faster turn times.
- Enhanced loan processing efficiency by streamlining funding procedures and implementing new software tools.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
- Monitored pipelines to track and log status of loans.
- Assessed loan portfolios for compliance with underwriting policies.
- Compiled closing packages for drafting and presentation accuracy.
Documentation Manager
Funding Well Capital
04.2011 - 10.2019
- Modeled innovative solutions to respond to organizational needs.
- Interviewed software engineers, support staff and quality assurance personnel to understand functionality for documentation needs.
- Created information architecture to format content and method of distribution.
- Oversaw performance of team of technical writers, assigned resources and updated management on projects
- Verified borrower information against underwriting conditions prior to finalizing loan approvals, mitigating potential risks associated with noncompliance.
- Proactively identified potential bottlenecks in the funding pipeline and devised solutions to overcome challenges, resulting in smoother operations.
- Contributed to the development of new policies and procedures aimed at improving overall operational efficiency within the department.
- Managed a high volume of loan applications simultaneously while maintaining strict attention to detail and accuracy.
- Provided exceptional assistance during peak periods, demonstrating flexibility in adapting to fluctuating workloads while maintaining top performance levels.
- Achieved higher client satisfaction rates with prompt and knowledgeable customer service in resolving funding inquiries.
- Maintained detailed records of all funded loans, ensuring easy retrieval for future reference or auditing purposes.
- Reduced turnaround time on loan applications, ensuring a seamless experience for borrowers and lenders alike.
- Effectively managed relationships with external partners such as title companies, appraisers, and real estate agents, facilitating seamless coordination throughout the loan funding process.
- Improved loan funding efficiency by streamlining processes and enhancing communication between departments.
- Successfully met or exceeded monthly funding goals consistently by efficiently processing loans within established timeframes.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Developed strong relationships with customers through high levels of customer service.
- Processed loan applications and monitored progress from start to finish.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Education
Associate of Arts - Paralegal Studies
Crown College
Tacoma, WA09-2000
Skills
- Cash flow management
- Relationship management
- Due diligence
- Portfolio management
- Loan processing
- Financial statements
Timeline
Senior Funder
Partners Capital Group, Inc.
08.2021 - 01.2025
Documentation Manager
Funding Well Capital
04.2011 - 10.2019
Associate of Arts - Paralegal Studies
Crown College
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