Allison Young

• Conduct detailed risk assessments and compliance reviews of loan-related and operational processes
• Analyze documentation and case data to identify discrepancies, exposure, and regulatory concerns
• Partner with legal counsel on escalated matters involving contractual and compliance risk
• Develop reports and corrective action plans to address deficiencies and improve process integrity
• Maintain accurate records in compliance with data privacy and regulatory standards

• Processing contracts for sales reps when they make a sale on solar.
• Changing the rate for the account and getting both contract and interconnection documents out.
• Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
• Responsible for customer signoff to SRA conversion.
• Assist sales reps with deals by maintaining strong communication skills through text, and phone calls.
• Support all Deal Desk Agents during peak times of the month for pending tasks.
• Manage and maintain WIP to make sure deals are being reviewed and approved in a timely manner.
• Provide feedback on new projects being launched.
• Remained calm and professional in stressful circumstances and effectively diffused tense situations.
• Answered inbound calls, chats and emails to facilitate customer service.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

• Assist the Loan Manager in closing loans
• Reconfirm files are complete and compliant
• Maintain consistent, clear communication with Loan Manager every day to ensure “One and Done” approvals resulting in on time or early closings
• Exhibit 5 Star customer service to internal and external parties at all times
• Proactively communicate any potential red flags to Loan Manger
• Ensure loan application is complete along with necessary disclosures before initial/revised LE disclosure packages are sent within the required timeframe.

• Responsible for a variety of activities to support the fulfillment of mortgage loans
• Expectations were to complete work in a timely, accurate, and thorough manner, be conscientious about assignments and deadlines, communicate effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the Company, and exhibit a professional manner in dealing with others and work to maintain constructive working relationships
• Duties consisted of enter all licensing and contact information in the system, ordering mortgage insurance, research employers and obtain verification of employment, monitoring specific reports, and other duties assigned when necessary.

• Opened claims and kept them organized; document actions; input information into file database and case management software; confirm case status with homeowners and contractors; kept homeowners informed by maintaining contact; communicating case progress; submissions and verifying coverage; work up cash out or replacement options for the homeowners; research contactors; approve trip fees and labor; assist the contractor relation representatives on assistance that they need.

• Managed home damage claims by researching contractors and getting bids; documenting actions; trained new hires in the department; confirming claim status with the contractor; kept homeowners informed by maintaining contact; communicating claim progress and meeting deadlines.

• Performed audits of financial and operational records to ensure compliance with internal and regulatory requirements
• Evaluated accuracy and completeness of documentation, identifying inconsistencies and potential risk
• Collaborated with internal teams to resolve audit findings and improve workflows
• Supported implementation of process improvements to increase efficiency and compliance

• Managed high-volume case pipeline, ensuring timely resolution and adherence to service-level agreements
• Acted as escalation point for complex issues requiring advanced problem-solving
• Documented case activity and identified trends impacting customer and operational outcomes

• Kept cases organized by establishing and organizing files, monitoring calendars, meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney and the client, preparing and forwarding summonses and subpoenas; kept clients informed by maintaining contact; communicating case progress
• Enhanced hearing process by organizing evidence and preparing exhibits
• Research medical facility's and client information.

• Event organization; product purchaser and negotiator; payroll manager; delegated appointments and returned phone calls.