Dana Hall

Director
20years of work
8years leading teams
5years in AI/ML
30people in the team led

Overview

I have over 20 years of experience in mortgage and financial services, including more than five years in operations management. My background includes leading teams, improving quality and productivity, managing compliance, and resolving operational challenges. I enjoy developing employees and helping organizations meet their goals. I’m open to relocating and bringing my experience to a company where I can make a meaningful impact.
Phone

Timeline

Assistant Operations Manager · Lead
Infosys BPM · Full-Time
Apr 2021 to Present 5 Years 7 Months Houston Partially remote
Led operations and quality activities for a mortgage-related project, coordinating team work across high-volume pipelines. Managed production monitoring, service levels, and file quality checks while supporting compliance and escalation handling. Built and maintained procedures, checklists, and training materials to standardize processes. Used Microsoft Copilot to support document review and exception identification.
Copilot
Senior Closer · Senior
CrossCountry Mortgage · Full-Time
Mar 2020 to Apr 2021 1 Year 1 Month Partially remote
Managed a high-volume mortgage closing pipeline across multiple product types and state coverage. Prepared initial and final disclosures and delivered complete loan packages, while reviewing and clearing underwriting conditions. Resolved closing exceptions related to title and related issues to keep transactions on schedule.
Closing Team Lead · Lead
Keller Mortgage · Full-Time
May 2018 to Mar 2020 1 Year 10 Months Partially remote
Oversaw a mortgage closing pipeline from initial disclosures through final loan packaging and funding readiness. Reviewed underwriting conditions and ensured documentation completeness for investor-ready delivery. Trained and coached closers on compliance requirements and consistent closing processes.
Underwriting Due Diligence Auditor (Part-Time) · Middle
MRN Cubed, LLC · Part-Time
Oct 2014 to May 2018 3 Years 7 Months Partially remote
Performed prefunding and post-closing quality reviews focused on underwriting defects and missing documentation. Checked files for conventional, jumbo, FHA, VA, and USDA compliance against investor and agency guidelines. Identified potential fraud indicators and compliance concerns to support risk-based correction workflows.
Closing Coordinator · Middle
Envoy Mortgage · Full-Time
Oct 2011 to Nov 2014 3 Years 1 Month Houston In office
Coordinated mortgage closings by preparing and sending initial disclosures and managing closing workflows. Reviewed borrower and closing documents including appraisal, title, insurance, taxes, and credit for discrepancies. Supported timely resolution of document issues to move transactions toward funding and completion.
Sr. Post Closing QA Specialist · Senior
Litton Loan Servicing · Full-Time
May 2010 to Oct 2011 1 Year 5 Months Houston In office
Reviewed signed loan packages to identify missing signatures, incorrect dates, notarization defects, and other documentation errors. Coordinated remediation by tracking corrections and validating completeness of electronic loan records. Ensured imaging and indexing accuracy to maintain reliable post-closing documentation.
Escrow Servicing Specialist · Middle
Litton Loan Servicing · Full-Time
Apr 2009 to May 2010 1 Year 1 Month Houston In office
Managed escrow account reviews, including tax and insurance disbursements and payment accuracy. Investigated shortages and surpluses, resolved borrower inquiries, and corrected escrow-related discrepancies. Maintained servicing records and supported account adjustments based on reviewed data.
Real Estate Paralegal · Middle
Robertson and Anschutz, PC · Full-Time
Feb 2006 to Apr 2009 3 Years 2 Months Houston In office
Assisted with real estate transactions by reviewing title and surveys for exceptions. Prepared warranty deeds and related closing documents, including powers of attorney and trust documentation. Supported documentation readiness for successful closings in accordance with transaction requirements.
San Jacinto College
Non-Degree Program · Computational Science (Certificate)
Houston, Texas

Technical skills

AI/ML
Copilot
Analytics
Microsoft Excel

Job preferences

Work permits
United States
Citizenship
United States
Employment type
Full-Time
Locations
Dallas, Denver, Charlotte, Washington
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