Meet the Expert Behind Ello
Casey Finn
Founder • Mortgage Operations & Training Consultant
Licensed mortgage professional and operations trainer with a decade of experience originating, processing, and closing loans. From growing an independent brokerage to acting as a subject matter expert for a national operations team, Casey pairs deep industry knowledge with a passion for process improvement and technological innovation to help mortgage brokers and small businesses scale efficiently and deliver standout customer experiences.
Professional Experience
Operations Trainer & Subject Matter Expert
UMortgage • Apr 2024 – May 2025
Managed pipelines of 25-35 loans while meeting strict SLAs and delivering exceptional client experience. Supported operations as the loan process SME, implemented tools and processes that reduced turn-times and boosted stakeholder satisfaction. Recruited, onboarded, and trained processors on Arive LOS, lender portals, and best-practice workflows.
Mortgage Loan Originator
UMortgage • May 2023 – May 2025
Guided first-time homebuyers and refinance clients through the lending process with a focus on education, transparency, and top-tier customer service, resulting in strong referral and repeat-business pipelines.
Broker / Owner & Licensed MLO
Finnlend Home Loans LLC • Jul 2017 – May 2024
Built and led an independent brokerage centered on client-first service, strategic marketing, and realtor partnerships. Oversaw compliance, loan lifecycle, and business operations while leveraging technology to scale growth.
Mortgage Loan Processor / Originator
First Trust Mortgage • Mar 2016 – Apr 2017
Supported loan officers by coordinating documentation, satisfying underwriter conditions, and collaborating with affiliates to expedite closings for purchase and refinance transactions.
Expertise & Skills
Mortgage Operations & Processing
Expertise in managing pipelines, meeting SLAs, and ensuring compliance across the full mortgage lifecycle.
Operations Training & Team Development
Experienced in recruiting, onboarding, and up-skilling loan processors and operations staff to elevate performance.
Loan Origination & Client Education
Licensed MLO with a consultative approach that emphasizes transparency and best-in-class customer service.
Process Optimization & LOS Expertise
Proficient with Arive LOS and other lender portals; adept at implementing tools & workflows that cut turn-times and boost accuracy.
Customer Experience & Relationship Management
Proven ability to foster loyalty and referrals through clear communication and all-hours accessibility.
Sales & Strategic Growth
Certified Counselor Sales Person with a track record of driving revenue and building strategic partnerships.
Ready to Transform Your Business?
Let's discuss how my expertise can help you achieve your business goals.