Amy S. Lee

Office Coordinator / Lead Scheduler

Managed scheduling operations, lead coordination, and client communications for a high-volume construction company. Coordinated daily appointments for project managers, maintained CRM and Leap platforms, and managed customer follow-ups and organizational tracking through Google Sheets. Oversaw multiple lead generation sources including Google, Thumbtack, Yelp, Houzz, BBB, Networx, and Google Local Services while maintaining business-to-business relationships, supporting workflow efficiency, operational organization, and professional client relations through strong communication and structured follow-up processes.

• Greeted potential tenants and provided information about the property.
• Conducted tours of available apartments, highlighting features and amenities.
• Maintained accurate records of prospective renters, applications and leases.
• Weekly tasks included walking vacant units, market surveys, coding AP billing.

• Manage Quickbooks for accounts payable, receivable, and payroll.
• Schedule meetings with tree companies for partnerships.
• Manage business website, 3rd party website, social media accounts.
• Answer lead calls, schedule each arborist accordingly by map and location.
• Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
• Machine maintenance management for all operating equipment.

• Review and submit new loans to underwriting after a thorough assessment of 1003 application
• Manage files in Encompass documentation for; signed disclosures, all 3rd party orders out, CD prep
• Review Title, Insurance Dec, Transcripts, Appraisals, FHA Case number, Flood Certifications, and LDP/
• GSA's
• Income, W2, business and personal tax return calculation of income and run AUS
• Facilitate docs out screen to doc prep closer

• Review and submit new loans to underwriting after a thorough assessment of 1003 application
• Calculated income, reviewed credit, flood, titles and insurances, then ran LDP/GSA, MERS, LPA, DU or LPA findings
• Worked between Loan Officers and Borrowers to ensure loan file has cleared conditions and has been approved by underwriting and submitted to closing
• Processed 30 loans per month for FHA, VA, Jumbo and Conventional through Encompass

• Process draw requests for all lenders
• Balance budgets, enter transfer funds requests, and final draws
• Create a CLA recommendation to the center for each draw
• Cutback draws per inspection results and amendments, update draw and balance to complete
• Order all inspections, title docs, insurance docs, missing docs from lender, etc
• Process between 10-15 files daily.