Alicesen Point
Royse City,TX
Summary
Over ten years of a highly successful business background. Consistently meet/exceed challenging business objectives. Extensive background in client relations and account management. Comprehensive understanding of business and operations management. Exceptional ‘people’ skills. Proficient in advanced business software applications.
Knowledgeable Tenant Services Coordinator with expertise in handling a multitude of daily issues with exceptional poise. Tactful individual liaising with vendors, tenants, management staff and outside contractors. Promoting exemplary skills in preparing in-depth reports, writing memos and scheduling services.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Tenant Services Coordinator
Billingsley Company
03.2023 - Current
- rovide full administrative support to Property Management team
- Handle all front desk responsibilities, including answering phones and greeting guests
- Answers and dispatches incoming property management calls to appropriate team members
- Tracks certificates of insurance documents for tenants and building contractors
- Assist with accounts payable’s invoice processing as directed by manager
- Ensures that tenant reimbursement billings are sent out and collected
- Assists with follow up calls to tenants after work orders are complete
- Schedule and coordinate meetings and special events as requested
- Handle tenant work orders and follow up to make sure tenants are satisfied
- Create and distribute monthly Tenant Newsletter
- Maintain and update Tenant Contact lists
- Coordinate tenant events including welcome and holiday events and tenant lunches
- Handle reservations for taking tenants to lunch
- Track all events hosting tenant decision makers
- Create community service programs including building events in addition to partnering with tenants on their community service events
- Connect with tenants on a monthly basis
Mortgage Processing Team Lead
Pentagon Federal Credit Union
08.2021 - 11.2022
- Serve as a workflow leader for a team of 9 processors, monitor pipeline progression, key milestones, control tower performance, rate lock expirations, turn times, and handle member service breaks and service recovery
- Coach and assist all processors with complex transactions or during learning for new processes or products
- Manage and assist all processors workload and desk when they are out of the office
- Serve as coverage for Management when they may be out of the office or unavailable due to meetings
- Serve as a resource to resolve issues and answer questions from clients, team members, sales partners, and or leadership teams
- Restructure loan request and or recommend adverse action as needed
- Maintain a working knowledge of both originating systems for home loans and equity lines of credit
- Manage and cure any Quality Control loan issues before and after funding that may require any and all borrower and or third-party communication
Senior Mortgage Processor
First United Bank
07.2020 - 08.2021
- Review mortgage applications for approval; evaluating financial strength and credit worthiness of clients
- Analyze financial data of current clients and work with internal departments to make certain that all required documentation was evaluated, updated and recorded correctly as applicable
- Negotiate and adjust mortgage loan application terms to best fit the client’s needs
- Process residential mortgage loans (Conventional, FHA, Employee loans, Conforming and Non-conforming, HELOC, USDA, VA, 203K, Bond loans, Purchase and or Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements
- Cleared standard loan conditions such as Fraud Alerts on Credit, Verification of Employment, Title Work, Homeowner’s Insurance, and Letters of Explanations
- Calculate various types of income including but not limited to salary and self-employed
- Calculate debt to income ratios to ensure investor guidelines are met
- Maintain a high level of teamwork and customer service skills by being proactive in communication with customers, including banking center associates, appraisers, realtors, title offices, and other third-party vendors
Senior Mortgage Processor
Bank of America
06.2019 - 07.2020
- Review mortgage applications for approval; evaluating financial strength and credit worthiness of clients
- Analyze financial data of current clients and work with internal departments to make certain that all required documentation was evaluated, updated and recorded correctly as applicable
- Negotiate and adjust mortgage loan application terms to best fit the client’s needs
- Process residential mortgage loans (Conventional, FHA, Employee loans, Conforming and Non-conforming, HELOC, USDA, VA, 203K, Bond loans, Purchase and or Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements
- Cleared standard loan conditions such as Fraud Alerts on Credit, Verification of Employment, Title Work, Homeowner’s Insurance, and Letters of Explanations
- Calculate various types of income including but not limited to salary and self-employed
- Calculate debt to income ratios to ensure investor guidelines are met
- Maintain a high level of teamwork and customer service skills by being proactive in communication with customers, including banking center associates, appraisers, realtors, title offices, and other third-party vendors
Senior Mortgage Processor
HomeBridge Financial Services, Inc.
02.2018 - 12.2018
- Review mortgage applications for approval; evaluating financial strength and credit worthiness of clients
- Analyze financial data of current clients and work with internal departments to make certain that all required documentation was evaluated, updated and recorded correctly as applicable
- Negotiate and adjust mortgage loan application terms to best fit the client’s needs
- Process residential mortgage loans (Conventional, FHA, Employee loans, Conforming and Non-conforming, HELOC, USDA, VA, 203K, Bond loans, Purchase and or Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements
- Cleared standard loan conditions such as Fraud Alerts on Credit, Verification of Employment, Title Work, Homeowner’s Insurance, and Letters of Explanations
- Calculate various types of income including but not limited to salary and self-employed
- Calculate debt to income ratios to ensure investor guidelines are met
- Maintain a high level of teamwork and customer service skills by being proactive in communication with customers, including banking center associates, appraisers, realtors, title offices, and other third-party vendors
Senior Mortgage Processor
Capital One
03.2015 - 02.2018
- Review mortgage applications for approval; evaluating financial strength and credit worthiness of clients
- Analyze financial data of current clients and work with internal departments to make certain that all required documentation was evaluated, updated and recorded correctly as applicable
- Negotiate and adjust mortgage loan application terms to best fit the client’s needs
- Process residential mortgage loans (Conventional, FHA, Employee loans, Conforming and Non-conforming, HELOC, USDA, VA, 203K, Bond loans, Purchase and or Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements
- Cleared standard loan conditions such as Fraud Alerts on Credit, Verification of Employment, Title Work, Homeowner’s Insurance, and Letters of Explanations
- Calculate various types of income including but not limited to salary and self-employed
- Calculate debt to income ratios to ensure investor guidelines are met
- Maintain a high level of teamwork and customer service skills by being proactive in communication with customers, including banking center associates, appraisers, realtors, title offices, and other third-party vendors
Senior Mortgage Processor
The Lending Partners, LLC
05.2012 - 03.2015
- Review mortgage applications for approval; evaluating financial strength and credit worthiness of clients
- Analyze financial data of current clients and work with internal departments to make certain that all required documentation was evaluated, updated and recorded correctly as applicable
- Negotiate and adjust mortgage loan application terms to best fit the client’s needs
- Process residential mortgage loans (Conventional, FHA, Employee loans, Conforming and Non-conforming, HELOC, USDA, VA, 203K, Bond loans, Purchase and or Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements
- Cleared standard loan conditions such as Fraud Alerts on Credit, Verification of Employment, Title Work, Homeowner’s Insurance, and Letters of Explanations
- Calculate various types of income including but not limited to salary and self-employed
- Calculate debt to income ratios to ensure investor guidelines are met
- Maintain a high level of teamwork and customer service skills by being proactive in communication with customers, including banking center associates, appraisers, realtors, title offices, and other third-party vendors
Mortgage Processor
Bank of America
08.2009 - 05.2011
- Review mortgage applications for approval; evaluating financial strength and credit worthiness of clients
- Analyze financial data of current clients and work with internal departments to make certain that all required documentation was evaluated, updated and recorded correctly as applicable
- Negotiate and adjust mortgage loan application terms to best fit the client’s needs
- Process residential mortgage loans (Conventional, FHA, Employee loans, Conforming and Non-conforming, HELOC, USDA, VA, 203K, Bond loans, Purchase and or Refinance) under various programs in a quality consistent with all company policies and procedures as well as meeting all regulatory requirements
- Cleared standard loan conditions such as Fraud Alerts on Credit, Verification of Employment, Title Work, Homeowner’s Insurance, and Letters of Explanations
- Calculate various types of income including but not limited to salary and self-employed
- Calculate debt to income ratios to ensure investor guidelines are met
- Maintain a high level of teamwork and customer service skills by being proactive in communication with customers, including banking center associates, appraisers, realtors, title offices, and other third-party vendors
Customer Service Representative
Selkirk Corporation
10.2006 - 05.2009
- Assisted customers and multiple companies nationwide with purchase orders and technical questions regarding Residential and Commercial HVAC vents, flues, pipes and liners for stoves, chimneys, furnaces, and other applications
- Completed order entry for Residential Chimney Stove Pipe, Chimney Liner, Direct Vent, Pellet Vent, Type B Gas Vent, High Efficiency Appliance Venting - Condensing Applications, Grilles, Registers and Diffusers
- Received inbound and made outbound calls regarding purchase orders and technical questions
- Managed and maintained emails hourly along with client and company phone calls
- Managed and maintained reporting and files for all client companies daily
- Complied with corporate regulations and training
- Assisted with setting up and working trade shows pertaining to the industry
- Maintained office supply ordering and receiving
- Was responsible for relieving and backing up the Corporate Receptionist during all absences to include breaks, personal and or sick time
Sales Associate
First Cash Financial
06.2003 - 10.2006
- Greet and interact with all customers to determine their individual needs and recommend appropriate financial solutions
- Perform non-management open/close procedures
- Keep sales floor clean and stocked; maintain display of merchandise
- Perform sales and loan transactions
- Handle all cash and negotiable items in accordance with established policies, procedures and practices
- Answer incoming calls per company standards
- Make collection calls and send out collection notices for delinquent customers
- Effectively communicate to customers the legal aspects of their transactions
- Communicate effectively with fellow employees and managers, display respect, and use effective communication tools
- Partner with all employees to create a positive and memorable customer experience
Education
High School Diploma Equivalent -
The University of North Texas
Denton, TX08.2009
Skills
- Property management
- Facilities management
- Event planning experience
- Marketing and promotions
- File maintenance and updating
- Certificates of insurance
- Appraisal compilation
- Tenant relationship cultivation
- Appraisals
- Vendor relationship building
- Application preparation
- Document review
- Legal compliance
- Credit evaluation
Certification
- FHA/VA Underwriting Training Certificate Program – Federal Housing Administration & U.S Department Veterans Affairs-approved providers.
- NMLS Certified
Timeline
Tenant Services Coordinator
Billingsley Company
03.2023 - Current
Mortgage Processing Team Lead
Pentagon Federal Credit Union
08.2021 - 11.2022
Senior Mortgage Processor
First United Bank
07.2020 - 08.2021
Senior Mortgage Processor
Bank of America
06.2019 - 07.2020
Senior Mortgage Processor
HomeBridge Financial Services, Inc.
02.2018 - 12.2018
Senior Mortgage Processor
Capital One
03.2015 - 02.2018
Senior Mortgage Processor
The Lending Partners, LLC
05.2012 - 03.2015
Mortgage Processor
Bank of America
08.2009 - 05.2011
Customer Service Representative
Selkirk Corporation
10.2006 - 05.2009
Sales Associate
First Cash Financial
06.2003 - 10.2006
High School Diploma Equivalent -
The University of North Texas
Similar Profiles
Jose GarciaJose Garcia
Make Ready Manager at Billingsley CompanyMake Ready Manager at Billingsley Company
Christopher HachemChristopher Hachem
IT Intern at Billingsley CompanyIT Intern at Billingsley Company
Lauree TomsonLauree Tomson
Events Marketing Coordinator at Billingsley CompanyEvents Marketing Coordinator at Billingsley Company
Amber Venable SmithAmber Venable Smith
Registered Nurse- Pediatric Multi-Specialty Ambulatory Clinic at Children's Health DallasRegistered Nurse- Pediatric Multi-Specialty Ambulatory Clinic at Children's Health Dallas
Kaytlyn SchmidtKaytlyn Schmidt
Sunnyvale ISD - 3rd Grade Math, Science and S.S. at Sunnyvale ISDSunnyvale ISD - 3rd Grade Math, Science and S.S. at Sunnyvale ISD