Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Alicia Smith

League City,TX

Summary

Dedicated office professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand and deliver service that exceeds expectations.

Overview

20
years of professional experience

Work History

Homepoint Financial
Remote Employee

Funder & Funding Lead
06.2020 - Current

Job overview

  • Coached team members in techniques necessary to complete job tasks accurately and efficiently.
  • Trained new team members by relaying information on company procedures and policy requirements.
  • Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Researched and assisted in resolving accounting issues to minimize financial losses.

Piton Wealth
Kennewick, WA

Marketing Coordinator & Associate Wealth Assistant
01.2018 - 05.2020

Job overview

  • Planned and executed internal and external marketing events.
  • Composed frequent posts for social media and helped build corporate presence on Facebook and Instagram.
  • Worked closely with owners and developers to launch practice's website.
  • Maintained client databases and system workflows.
  • Created and submitted account applications and followed up throughout the process.
  • Input data for financial plans and tracked payments for planning services.

Westway Feed Products
Burbank, WA

Administrative Assistant
09.2017 - 12.2018

Job overview

  • Input orders accurately and efficiently and arranged truck schedule for daily product deliveries
  • Completed billing in a timely manner and communicated with sales team to avoid billing errors
  • Completed transactions for inventory daily to ensure accuracy of records
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Executed record filing system to improve document organization and management.

Play World Toys
Snoqualmie, WA

Co-Owner
01.2011 - 01.2014

Job overview

  • Tracked sales and ordered product to replenish online stock as needed.
  • Built and maintained good relationships with vendors and sales representatives.
  • Completed monthly sales tax reporting to WA State DOR in a timely manner to meet state requirements.

First American Title, Lenders Advantage
Renton, WA

Escrow Assistant
06.2007 - 12.2011

Job overview

  • Cleared conditions and worked with lenders to fund a high volume of loans in fast-paced office.
  • Checked signatures and legal descriptions for accuracy and integrity.
  • Returned executed loan packages to lender for review and approval in accordance with lender instructions.
  • Forwarded title clearing documentation to title officer for approval.

American Brokers Conduit
Bellevue, WA

Lock Desk & Underwriting Assistant
09.2005 - 06.2007

Job overview

  • Managed conditions workflow and assisted underwriters as necessary.
  • Kept brokers and inside staff informed of loan status and branch policies.
  • Initiated procedures to improve turn times throughout underwriting process.
  • Copied, logged, and scanned supporting documentation and placed all information in client files.
  • Manually calculated pricing quotes using rate sheets and borrower information.

Wells Fargo Financial
Shoreline, WA

Loan Processor
01.2001 - 08.2005

Job overview

  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Provided quick turnaround times to maintain fast-paced schedule.
  • Set up and completed loan submission packages.

Education

Bellevue Community College
Bellevue, WA

Certificate in Human Resources Management

Edmonds Community College
Lynnwood, WA

Associate of Arts

Skills

  • Microsoft Office
  • Administrative Duties
  • Customer Service
  • Proofreading and Editing
  • Verbal and Written Communication
  • Computer Proficiency
  • Event Planning and Logistics
  • Work Planning and Prioritization
  • File and Recordkeeping
  • Team Leadership
  • Analytical Thinking

Timeline

Funder & Funding Lead

Homepoint Financial
06.2020 - Current

Marketing Coordinator & Associate Wealth Assistant

Piton Wealth
01.2018 - 05.2020

Administrative Assistant

Westway Feed Products
09.2017 - 12.2018

Co-Owner

Play World Toys
01.2011 - 01.2014

Escrow Assistant

First American Title, Lenders Advantage
06.2007 - 12.2011

Lock Desk & Underwriting Assistant

American Brokers Conduit
09.2005 - 06.2007

Loan Processor

Wells Fargo Financial
01.2001 - 08.2005

Bellevue Community College

Certificate in Human Resources Management

Edmonds Community College

Associate of Arts
Alicia Smith