Summary
Work History
Education
Skills
Affiliations
References
Timeline
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Abigail McFall

Summary

I am collaborative team player known for inspiring and motivating colleagues to achieve a collective goals. My adaptability and capacity to thrive in a fast-paced environment has made me an invaluable asset in dynamic settings. I am dependable and detail-oriented while managing multiple tasks and priorities. My broad experience includes project management, administrative support, training and development, and customer service.

Work History

Workflow Automations Specialist

Freelance
Remote
2023 - Current
  • Identify areas for process improvement, develop automation strategies, and deploy solutions to enhance efficiency and reduce manual intervention.
  • Utilize workflow automation tools such as Zapier and Make.com to implement automated solutions.
  • Write scripts, configure software, and utilize APIs to integrate systems and automate tasks.
  • Provide training and guidance to end-users on utilizing automated workflows effectively, and offer technical support and troubleshooting assistance to resolve automation-related issues.

Operations Administrator

Quire, LLC
Doylestown, PA
2022 - 2023
  • Supported Operations Manager and Chief Operating Officer (COO) in their goal to help Clients throughout their post-sale journey by streamlining processes and procedures to enhance operational efficiency.
  • Manage day-to-day administrative tasks, including email correspondence and scheduling meetings, as well as organizing records, databases, and filing systems for easy access and retrieval of information.
  • Serve as a point of contact for internal and external stakeholders, addressing inquiries and facilitating communication

Mortgage Loan Processor

E Mortgage Capital
Seattle, WA
2021 - 2022
  • Collaborated closely with borrowers, loan officers, underwriters, and other stakeholders to navigate the loan process efficiently and deliver excellent customer service.
  • Prepared and submitted accurate and complete loan files to underwriting for review and approval while ensuring adherence to company policies, as well as state and federal regulations, throughout the loan processing stages.
  • Conducted thorough reviews of loan files to ensure accuracy, completeness, and compliance before submission for underwriting, then assisted in addressing any inquiries or additional documentation requests from underwriters or other stakeholders.

Customer Service Representative

Invesco
Houston, TX
2019 - 2021
  • Interact with customers via phone or email to provide information, resolve inquiries, handle customer complaints, troubleshoot problems, and escalate complex issues to the appropriate departments when necessary.
  • Develop a comprehensive understanding of the company's financial products and services, including mutual funds, retirement accounts, and brokerage accounts.
  • Adhere to confidentiality and security protocols when handling sensitive customer information.

Education

Bachelor of Science - Business Administration

Texas A&M University
College Station, TX

Skills

  • Administrative Management
  • Logistical Planning
  • Customer Relations
  • Business Operations Knowledge
  • Meeting and Appointment Coordination
  • Proficient in Asana, Google Workspace, & Zapier

Affiliations

  • Reading
  • Traveling
  • Tinkering
  • Seeing New Places and Trying New Things

References

References available upon request.

Timeline

Workflow Automations Specialist

Freelance
2023 - Current

Operations Administrator

Quire, LLC
2022 - 2023

Mortgage Loan Processor

E Mortgage Capital
2021 - 2022

Customer Service Representative

Invesco
2019 - 2021

Bachelor of Science - Business Administration

Texas A&M University

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Abigail McFall