Aimee K. Singh

• Set up and completed loan submission packages
• Served as the liaison between sales, underwriting, and borrowers
• Managed an average pipeline of 60 loans
• Communicated with originator and applicant concerning loan file progress
• Handled any conditions sent from underwriting departments
• Recorded meeting minutes
• Team Lead - Supported 10 teammates with process and tech issues

• Opened new advisory and brokerage accounts for clients
• Processed client deposits and distributions daily
• Coordinated client meetings for all advisors
• Filled in for Operations Manager During Parental Leave
• Performed all new client onboarding
• Maintained all company communications to ensure compliance
• Worked with Marketing to Plan Client Educational Events
• Assisted clients in trouble-shooting account issues

• Responded to client calls/emails providing account support
• Assisted executives with business and personal appointments
• Created more efficient workflows for daily tasks
• Prepared conference room and presentation materials
• Maintained all company communications to ensure compliance
• Worked Directly with HR Manager in Hiring New Employees
• Organized travel arrangements and itineraries for advisors
• Implemented new scheduling procedures to streamline client contact
• Planned Lunch and Learns, Team Building, and Client Appreciation Events
• Communicated with vendors to ensure timely product delivery
• Created forms and information packets for clients

• Guided with borrowers throughout loan process
• Supported sales teams with timely and accurate processing
• Reviewed borrowers' info to prepare loan applications
• Ensured compliance with company and program policies

• Onboarded all New Hires
• Created Credentials and Reset Passwords for All Systems
• Worked with Trainers to Plan Onboarding Training Sessions
• Completed Verifications of Employment

Transitioned to Processing Department

• Served as primary borrower contact
• Aided borrowers with completing their application
• Gathered necessary documents from clients
• Directly supported highest producing loan advisor

• Managed business and personal schedules for company executives
• Worked closely with directors to coordinate daily operations
• Established study guides and implemented training for staff to learn new products
• Served as a direct contact for the 10 largest clients
• Assisted HR Manager with onboarding new hire

• Assisted property managers as the point of contact for over 50 properties
• Contacted vendors to solicit proposals for services and follow-up
• Created notes and type minutes for Board of Directors meetings

• Called website generated leads to schedule appointments
• Advised clients on services available
• Supported 10 agents with scheduling showings and writing contracts