Pragmatic Assistant well-known for being hands-on dynamo with boundless energy to fulfill various tasks. Detailed team player with history excelling in fast-paced environments with little oversight and challenging goals. Offers top technical abilities and relationship-building skills.
Overview
14
14
years of professional experience
Work History
Post Closer
Hometown Equity Mortgage
12.2021 - 09.2022
Review & obtain conditions to clear loans for purchase with investors in a timely manner.
Communicate between various departments, vendors, investors, and borrowers.
Responsible for daily tracking and maintaining the accuracy of post- closing dates, reporting, and quality control review and reconciliation of each loan.
Utilize multiple online systems and other database management systems to process and prioritize work queue.
Maintain communication of collateral packages delivered, reallocated, or issue loans with the Post Closing Team
Request updated Purchase Advice from Investors as necessary
Access findings. Uploading any missing documents and or completing documents
Creating and delivering FNMA and FHLMC packages to the allocated portal within 3 business days of the loan(s) being purchased
Complete FNMA/ FHLMC CDs on Conventional loans as necessary. This includes requesting the Final
Auditing and delivering Conventional Loans during Mid-Mont and/or Month-End, depending on volume
Knowledgeable in Encompass
Other post closing duties as needed
Post Closer
Sovereign Lending Group
09.2019 - 11.2021
Checked accuracy and completeness of all paperwork.
Completed post-closing quality control evaluations of originated mortgage loans.
Prepared and reviewed buyer, seller, HUD and other transaction documents.
Reviewed and validated details of loan applications and closing documentation.
Prepared loan packages and closing instructions for bank employees.
Manager overall closing process, providing status of the transaction throughout the closing to the appropriate parties.
Resolved post-closing reconciliation issues including company reports and timelines.
Verified receipt of payment and payment approvals.
Distributed funds and backup/ accompanying documentation to Client, Lien Holders, and firm.
Proactively managed customer relationships by monitoring customer timeline, needs, and issues.
Cashier Team Lead (2nd Job)
Ulta Salon And Cosmetics
08.2018 - 03.2021
Communicated with customers and team members to solve problems.
Worked extra shifts during busy periods and covered for call-in employees to maintain service levels.
Assisted customers by answering questions and fulfilling requests.
Processed both cash and card purchases and returns.
Restocked and organized merchandise in front lanes.
Quickly and accurately counted drawers at start and end of each shift.
Helped customers complete purchases, locate items, and join reward programs.
Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
Taught employees fundamentals of register use, merchandise scanning and customer service.
Reconciled daily totals to maintain balanced and compliant ledgers.
Maintained and updated security protocols for front desk operations.
Handled cash with high accuracy and took care to check bills for fraud.
Set up new sales displays each week with fresh merchandise.
Conducted inventory counts by adding each item in stock and documenting in computer system.
Identified and resolved discrepancies and errors in customer accounts.
Charter Sales Assistant
Lux Bus America
09.2018 - 08.2019
Assisted customers with prompt and polite support in-person and via telephone.
Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
Fielded customer questions to share information about products, availability, and pricing.
Gathered and prepared sales materials in preparation for sales meetings.
Provide sales vs. projection results by preparing and forwarding sales tracking reports.
Maintain customer database by inputting customer profile and updates; preparing and distributing daily, weekly and monthly reports.
Review sales orders, ensuring payment, contracts and itineraries have been received.
Proof travel itineraries and contact information to ensure accuracy.
Oversee the day-to-day subcontracting process for the charter department.
Manage inbound phone calls, emails, and quote activity.
Assist sales team with quote follow up activities.
Respond promptly to managers' queries.
Receptionist/HR Assistant
United Sports Brands
08.2017 - 07.2018
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Kept reception area clean and neat to give visitors positive first impression.
Responded to inquiries by answering telephone calls, in-person questions and emails.
Documented human resources records and maintained confidentiality of sensitive personal information.
Maintained office supplies, distributed mail and processed invoices for payment.
Coordinated and set up meeting materials, presentations and audiovisual systems.
Filed paperwork, sorted, and delivered mail and maintained office organization.
Organized new employee orientation schedules for new hires.
Managed multiple tasks and met time-sensitive deadlines.
Provided clerical support to company employees by copying, faxing, and filing documents.
Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
Helped office staff prepare reports and presentations for internal or client-related use.
Temp Worker
Kimco Staffing
05.2016 - 08.2017
Completed clerical tasks such as filing, copying, and distributing mail.
Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
Interacted with customers by phone, email, or in-person to provide information.
Executed record filing system to improve document organization and management.
Freed up staff to focus on advanced work by answering basic telephone calls, emails and letter inquiries.
Ordered and restocked office supplies to keep staff efficient and on-task.
Received, sorted and distributed incoming mail to staff members and coordinated outgoing parcels.
Scheduled and coordinated office meetings, set up spaces and prepared materials for distribution.
Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Filling in for office positions.
Working with companies in need of extra hands.
Providing a good way to get experience in different work environments.
Service Center Representative
Pinnacle Inc.
03.2015 - 05.2016
Offered advice and assistance to customers, paying attention to special needs or wants.
Answered constant flow of customer calls with minimal wait times.
Updated account information to maintain customer records.
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Participated in team meetings and training sessions to stay informed about product updates and changes.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Exhibited high energy and professionalism when dealing with clients and staff.
Met customer call guidelines for service levels, handle time and productivity.
Receptionist/ Administer Assistant
Premium Asset Services
06.2013 - 03.2015
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Resolved customer problems and complaints.
Organized electronic and hard copy filing systems for easy retrieval of documents and information.
Maintained order and cleanliness of reception area for professional and inviting atmosphere.
Managed multiple tasks and met time-sensitive deadlines.
Answered central telephone system and directed calls accordingly.
Prepared, collected and distributed outgoing and incoming mail and packages.
Managed multi-line telephone system and greeted claimants during office visits.
Corresponded with clients through email, telephone, or postal mail.
Provided clerical support to company employees by copying, faxing, and filing documents.
Organized, maintained and updated information in computer databases.
Scheduled office meetings and client appointments for staff teams.
Certified Nursing Assistant
Chapman Healthcare Skilled & Subacute Center
07.2010 - 03.2013
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Utilized therapeutic communication, empathy and active listening skills to encourage and develop positive relationships with patients.
Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
Participated in fun group activities with patients to boost mood, improve overall memory, and provide light entertainment.
Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.
Helped patients with self-feeding and assisted feeding, based on individual needs.
Upheld infection control and prevention policies across different patient-facing areas.
Reduced risks of patient infection and cross-contamination by cleaning and sterilizing equipment.
Worked well along with Respiratory Therapists, Register Nurses and other healthcare team
Repositioning and changing patients every 2-3 hours
Followed directions of licensed nurses to administer medications and treatments.
CNA - Certified Nursing Assistant
Palm Terrace Care Center
05.2008 - 06.2010
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Utilized therapeutic communication, empathy and active listening skills to encourage and develop positive relationships with patients.
Delivered individualized patient care by recording vital signs, documenting observations, administering treatments, and evaluating patient needs.
Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
Evaluated patients to identify and address wounds, behavioral concerns, and medically relevant symptoms.
Supported ambulation and physical therapy needs by conducting planned exercise routines.
Completed activities of daily living for patients unable to self-care, and assisted those with limited mobility in completing tasks.
Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.
Documented patient information and care activities in electronic health record.
Assisted nursing staff with completing daily rounds, documenting vital signs and answering calls.
Helped patients with self-feeding and assisted feeding, based on individual needs.
Followed directions of licensed nurses to administer medications and treatments.
Monitored patient specimen samples and test results to effectively alert supervisors of potentially unhealthy changes.
Education
High School Diploma -
Vista Murrieta High School
Murrieta, CA
06.2007
Skills
Customer Accounts Management
Customer Service and Assistance
Order Entry
Mortgage Loan Closing
Customer Relations
Telephone Skills
Sorting and Labeling
Time Management
Data Inputting
Organization and Efficiency
Answer Telephone Calls
Mail Handling
Administrative Support
Customer Service
Data Entry Documentation
Inpatient Care
Timeline
Post Closer
Hometown Equity Mortgage
12.2021 - 09.2022
Post Closer
Sovereign Lending Group
09.2019 - 11.2021
Charter Sales Assistant
Lux Bus America
09.2018 - 08.2019
Cashier Team Lead (2nd Job)
Ulta Salon And Cosmetics
08.2018 - 03.2021
Receptionist/HR Assistant
United Sports Brands
08.2017 - 07.2018
Temp Worker
Kimco Staffing
05.2016 - 08.2017
Service Center Representative
Pinnacle Inc.
03.2015 - 05.2016
Receptionist/ Administer Assistant
Premium Asset Services
06.2013 - 03.2015
Certified Nursing Assistant
Chapman Healthcare Skilled & Subacute Center
07.2010 - 03.2013
CNA - Certified Nursing Assistant
Palm Terrace Care Center
05.2008 - 06.2010
High School Diploma -
Vista Murrieta High School
Similar Profiles
Marilyn SanchezMarilyn Sanchez
Senior Account Executive at Hometown Equity Mortgage, LLC Dba TheLenderSenior Account Executive at Hometown Equity Mortgage, LLC Dba TheLender