Summary
Overview
Work History
Education
Skills
Timeline
Generic

Charles D. Nielsen

Denver

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

23
23
years of professional experience

Work History

Leasing Consultant

Career Strategies
01.2024 - Current

Facilitated resident engagement through community tours, achieving high occupancy rates and leasing goals.

Processed inquiries via phone and email, ensuring prompt responses to all prospective residents.

Monitored local market trends in pricing and amenities to maintain competitive edge.

Conducted apartment tours, effectively highlighting features and amenities to attract potential tenants.

Managed transfer requests from existing tenants within the same building or complex efficiently.

Ensured accurate completion of all paperwork in compliance with company policy.

Performed regular inspections of common areas to uphold safety standards and property upkeep.

Coordinated between management, vendors, contractors, and government agencies for operational efficiency.

Leasing Manager

ParaWest Management
Scottsdale
07.2022 - 04.2023

Facilitated communication between tenants and property management to enhance relations.

Monitored competitor pricing and amenities, adjusting rates to maintain market competitiveness.

Negotiated lease terms with prospective tenants within established budget guidelines.

Managed maintenance issues, including plumbing, electrical, and HVAC repairs.

Conducted regular site visits to assess property conditions and ensure upkeep.

Organized promotional events such as open houses to attract new renters.

Maintained accurate financial records related to rental income and security deposits.

Reviewed tenant applications, conducting background checks and credit history evaluations.

Assistant Manager

NPM/– Bridge Housing
San Diego
08.2019 - 03.2022

Ensured compliance with safety regulations and company policies.

Managed customer service inquiries and complaints promptly to enhance satisfaction.

Conducted regular performance reviews to pinpoint improvement areas for employees.

Coordinated with cross-functional teams to maintain operational efficiency.

Organized training sessions for new hires, facilitating smooth workplace integration.

Monitored attendance records, timekeeping, and payroll information for accuracy.

Created detailed reports on sales trends, inventory levels, and financial performance.

Provided guidance to junior staff on tasks, projects, and objectives.

Outside Account Manager

Nationwide Property & Appraisal Services
Remote
06.2018 - 03.2019

Organized meetings between clients and stakeholders to enhance collaboration.

Updated CRM system with accurate prospect and customer data.

Promoted company products at trade shows and conferences to increase visibility.

Coordinated cross-functional teams to address customer inquiries and resolve issues.

Collaborated with internal teams to ensure timely delivery of products and services.

Identified potential leads and developed strategies for market penetration.

Maintained detailed records of all sales activities in the CRM system.

Cultivated strong relationships with key decision makers at target accounts.

General Manager

Federal Home Loan Center/VA Home Loan Center
San Diego
03.2017 - 09.2017

Established effective communication channels with staff to enhance operational efficiency.

Coordinated employee training activities to ensure adherence to company policies.

Analyzed processes for effectiveness and developed new systems to boost productivity.

Assisted recruitment efforts by interviewing candidates for open positions.

Conducted market research to identify industry trends, opportunities, and threats.

Performed routine audits of internal controls to maintain financial record accuracy.

Monitored financial performance and identified cost-saving and revenue-generating opportunities.

Developed operational strategies to improve efficiency and reduce costs.

Compliance Management Consultant

Strategic Compliance Partners
Remote
09.2015 - 06.2016

Identified areas of risk within existing operations and devised mitigation strategies.

Drafted policies and procedures that promote adherence to standards across all departments.

Developed executive presentations that effectively communicated complex concepts.

Created detailed reports with findings and recommendations for senior management review.

Coordinated activities among multiple vendors to ensure regulatory compliance.

Documented research findings and prepared polished reports highlighting results and potential improvement strategies.

Reviewed established procedures to assess areas in need of improvement.

Researched and led investigations into various areas to drive improvements and devise new processes.

Regional Underwriting Manager/AVP Site Leader

Caliber Home Loans
San Diego
08.2013 - 09.2015

Led a team of 100 direct reports in underwriting conventional, FHA, and VA loan products.

Developed and implemented underwriting strategies to ensure timely, high-quality loan decisions.

Executed staffing models to meet service level agreements while maintaining production standards.

Created and managed departmental metrics to track performance and efficiency.

Partnered with sales team to achieve goals through effective communication and monitoring credit quality.

Ensured compliance with regulatory requirements and recommended efficiency improvements in underwriting processes.

Participated actively in projects and meetings related to underwriting and operational support.

Provided technical expertise to internal and external customers regarding underwriting guidelines.

Reviewed, evaluated and approved and declined applications for credit insurance policies.

Chief Compliance Officer / Director of Operations

California Mortgage Advisors, Inc.
San Rafael
12.2010 - 08.2013

Managed daily operations and personnel to ensure efficient on-site performance.

Developed and implemented company-wide Loan Operating system to enhance productivity.

Oversaw secondary marketing and underwriting divisions to support overall business objectives.

Conducted training and ensured regulatory compliance across all operations.

Promoted to Chief Compliance Officer in July 2012 to lead compliance initiatives.

Implemented effective strategies to maintain adherence to regulatory requirements.

Developed and implemented a comprehensive compliance program to ensure organizational adherence to applicable laws, regulations, and standards.

Acted as a liaison between the organization and outside agencies such as government regulators or law enforcement entities when needed.

Senior Vice President

Gateway Bank F.S.B.
San Leandro
12.2003 - 11.2010

Managed Loan Servicing Division, ensuring compliance with FNMA and FHLMC requirements.

Oversaw servicing agreements with small to mid-sized institutions to enhance operational efficiency.

Led Correspondent Lending Division for residential and commercial lending initiatives.

Prepared and delivered reports to Board of Directors, maintaining transparency and accountability.

Actively participated in bank’s internal asset committee, ALCO committee, Executive Loan committee, compliance committee, and IT steering committee.

Collaborated with senior management on long-term planning initiatives that aligned with corporate goals.

Directed annual budgeting process and oversaw financial performance of departmental operations.

Developed new policies and procedures to increase efficiency in all departments.

National Underwriting Manager, Regional Production Manager

CMG Mortgage
San Ramon
05.2002 - 12.2003

Developed and implemented loan programs and guidelines, providing training for underwriters.

Served as Corporate Underwriter for confidential or exception approval requests.

Reviewed underwriting team performance and assigned approval authority levels.

Collaborated with investors to resolve settlement issues related to underwriting guidelines.

Conducted on-site audits and reported findings to enhance compliance.

Partnered with Regional Managers to address audit findings and implement necessary changes.

Managed wholesale production and operational oversight in Northwest region.

Oversaw third-party originations across California, Oregon, and Washington, ensuring seamless operations.

Education

Bachelors - Social Work

Concordia University
Portland, Oregon

Skills

  • Underwriting procedures
  • Regulatory compliance
  • Credit analysis
  • Risk assessment
  • Data analysis
  • Team leadership
  • Customer service
  • Lease negotiation
  • Tenant relations
  • Property inspections
  • Conflict resolution
  • Training and development
  • Property management

Timeline

Leasing Consultant

Career Strategies
01.2024 - Current

Leasing Manager

ParaWest Management
07.2022 - 04.2023

Assistant Manager

NPM/– Bridge Housing
08.2019 - 03.2022

Outside Account Manager

Nationwide Property & Appraisal Services
06.2018 - 03.2019

General Manager

Federal Home Loan Center/VA Home Loan Center
03.2017 - 09.2017

Compliance Management Consultant

Strategic Compliance Partners
09.2015 - 06.2016

Regional Underwriting Manager/AVP Site Leader

Caliber Home Loans
08.2013 - 09.2015

Chief Compliance Officer / Director of Operations

California Mortgage Advisors, Inc.
12.2010 - 08.2013

Senior Vice President

Gateway Bank F.S.B.
12.2003 - 11.2010

National Underwriting Manager, Regional Production Manager

CMG Mortgage
05.2002 - 12.2003

Bachelors - Social Work

Concordia University
Charles D. Nielsen