Triss Drake has over 20 years of experience in financial services and mortgage lending. She has held various roles such as executive assistant, loan officer assistant, financial analyst, broker compliance manager, audit assistant manager, and senior underwriter. She has a proven track record of streamlining processes, reducing errors, managing staff, and ensuring regulatory compliance. Drake is skilled in prioritization, organization, and providing high-level support to senior leadership.

1. 1
Triss Drake/P.O Box 12265, Mill Creek, WA 98082
dtriss@yahoo.com, ▪ (425) 501-7723
Seasoned financial service professional in mortgage lending. Expertwith new process developmentand documentation. Leader
with proved staffmanagement, training, and developmentskills. Superior organizer with top-notch prioritization and time and
managementskills. Practiced quality assurance profession with a history of reducing errors and increasing efficiency. Operation
manager adoptwith seeing the “big picture” while managing daily tactical issues.
TheFederal SavingsBank,SeattleWA 6/2015-current
Loan OfficerAssistant
Assist with obtainingdocumentsfrom originationtoclosingonallLoanOfficerProduction.
HomeStreetBank,Seattle,WA 2012-2015
ExecutiveAssistant
Provide highlevel support to SeniorVP of RetailMortgage,andsupport Regional’sandBranchManager’swhichconsistof5 regionsand60
branches.
KeyAchievements:
 Ensure all commissions are completed and executed for payroll. Research and resolve any commission that may arise.
 Document retention for MSA and desk rentals and complete quarterly audits and renewals. Work with MLinks and Legal dept. to ensure MSA and
desk rentals are completed accordingly.
 Track and pay all vendors associated with Single Family Lending.
 Coordinate monthly meetings for all Single Family Lending
 Monitor Regulatory University to insure all employees complete required courses and correct passwords if locked out.
 Track, approve vacation and FMLA for regionals.
 Execute and track all Loan Officer Assistant contracts with new employees.
 Complete transfer and salary change with payroll and HR.
 Compile expenses and any IRS reporting. Arrange travel, car, and hotel. For new hires coordinate hotel, shuttle, and travel arrangements.
 Plan all events for regions which consist of quarterly breakfast, Branch Manager and Operations retreats. Schedule meetings, conference calls, and
lunches. Arrange and plan new hire dinners for employees and regional’s to attend.
 Provide and gather twice a month our monthly projections for Single Family Lending from all branches and distribute to Corporate, Regional’s,
Operations, and all Branch Managers.
 On planning committee for new programming for commission which involves Payroll, IT, and Finance.
MetLife Home Loans, Lynnwood, WA 2007-2012
Executive Assistant/Financial Analyst
Provide high level support to the Regional Sales Manager and team by conducting statically reports, schedule meetings, special projects, and travel
arrangements, complete expense reporting, pay vendors, liaison between Regional’s and Branch managers, and attendance tracking.
Key Achievements:
 Maintain Business Continuity plans.
 Complete requisitions forms for departing employee’s and maintained all employees’ files.
 Record and maintain all time and labor for sales staff.
 Approve pay and facilitate all temps’ paperwork.
 Assistant with Financial Analyst and Payroll Specialist with all pay for sales and maintain new or revised contracts.
 Plain and budget events for staff and vendors.
 On board all new hire’s.
 Assisted in open and closing down branches with specific checklist.
 Provide projections and applications reports to Corporate, Regional, and Branch Managers.
 Maintain termed report for Region.
Financial Analyst 2007-2011
Provide analysis to branch managers on P&L’s and seek ways to cut or improve cost. Maintained a point bank system for all commissions’ sales and
performed a checkpoint system on all loans that are going to fund. Reviewed and approved all pay for sales, and operational staff.

2. 2
Key Achievements:
 Maintained new or revised contracts for sales.
 Analyzed P&L’s.
 Managed commissions for sales and provided numbers for bonuses for payroll for operation staff.
 Provided projections and applications reports to District, and Branch Managers.
Dream Dinner Inc., Snohomish WA 2004-2007
Financial Analyst
Provide analysis to controller and owners to improve bottom-line cost to owning a store. Review and approve business credit reports. Interview
potential new owners for store and provide feedback and recommendation to management.
Key Achievements:
 Review and analyze all profit and loss and tax returns from owners and trend performance.
 Provide benchmarks for owners as to where they should per their store with in costs.
 Implemented a process for reviewing and approving business credit cards from vendors.
 Maintain and manages all Discover cards from owners and coordinate with merchants all correspondence.
MILA Inc., Mountlake Terrace, WA 2004-2006
Broker Compliance Manager 2005-2006
Manage team of 10 responsible for facilitating the approval and renewal process of mortgage broker relationships. Prepare budget,
create periodic reports, analyze and trend performance data, train and mentor new hires, evaluate staff performance, and supervisor departmental
payroll. Establish and track departmental goals, monitor regulatory changes to broker licensing, and resolve escalated issues. Lead
monthly staff meetings to evaluate progress.
Key Achievements:
 Drafted and established policies surrounding broker approval, including scripts to ensure regulatory compliance.
 Coordinated weekly goals with regional Managers, Area Sales Managers and Departmental Managers.
 Implemented new phone system s allowing more efficient access to team resources.
 Revamped broker application and log sheets resulting in streamlines paperwork processing.
AuditAssistantManager 2005-2006
Supervised team of 17 associates and leads responsible for auditing approved loans. Trained staff in auditing procedures. Managed payroll, evaluated
staff performance, and provided coaching and feedback, and tracked team performance. Resolved escalated client issues.
Key Achievements:
 Developed tracking systems to monitor and report audit status.
 Created standard audit policies and practices.
 Improved audit file processing rate from 12 to 18 per day.
 Devised process that tracked all financial data (i.e. title work, appraisals) associated with loan approval to ensure timely competition
of required steps.
 Improved overall quality and compliance of loan processing resulting in improved timeliness and efficiency and reduce costs.
Sr. Underwriter 2004-2005
Process and approved/declined loan applications. Reviewed title, appraisal, verified income and insurance, evaluated credit worthiness,
and cleared required documents to move loans to closing. Trained and mentored new hires. Performed research with manager’s processors,
and closing coordinators as necessary.
ChaseManhattan Mortgage,Bellevue,WA 2001-2004
Senior Loan Processor
Facilitated approval process between borrower and loan officer. Gathered required documentation including title, appraisal,
credit bureau reports, and insurance verification. Coordinated escrow and credited daily Reg B and HMDA reports. Ran periodic compliance reports.
Cross-sold Visa and Home Equity accounts to borrowers.
Eagle Home Mortgage, Kirkland, WA 1999-2001
Construction Finance Officer
Developed polices and process for new department. Coordinated efforts with FNMA and Freddie MAC for new condominium projects.
Served as time management and prioritization export to management team
** ** **
Additional experience includes Underwriter for Emerald Mortgage of Kirkland, WA; Underwriter/Loan Specialist for Seattle Postal Employee’s
Credit Union of Shoreline WA; and Loan Processor for First Interstate, and Abbey Financial.