Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
14
14
years of professional experience
Work History
Account Manager
Griffin Funding (Remote)
06.2024 - Current
Guide clients in loan documentation
Coordinate with legal and title entities, enhancing client satisfaction and retention
Support loan processing tasks, fostering positive relationships and efficient workflows
Streamlined loan documentation process, optimizing efficiency and reducing approval time, enhancing customer satisfaction
Coordinated cross-functional teams to ensure seamless loan processing, fostering strong partnerships and trust among stakeholders
Achieved high client retention by delivering exceptional service, resulting in significant increase in repeat business and positive reviews
Ensured meticulous compliance with loan protocols, safeguarding client information and minimizing errors throughout the approval process
Driven to exceed client expectations, consistently delivering timely and effective solutions to enhance overall loan experience
Facilitated strategic partnerships with financial institutions, driving consistent growth and enhancing client engagement with innovative solutions.
Setup/Disclosures/Underwrite Submission
Equity Prime Mortgage (EPM, remote)
01.2021 - 02.2024
Top Account Manager for two years
Submitted loans to underwriting for FHA, USDA, VA, CONV, and RENO
TPO Wholesale and Correspondent Loans, NON-QM
Managed a Pipeline of over 100+ loans daily
Proficient with Encompass
Reviewed and Indexed all documents for the initial submission to underwriting
Fixed AUS/LP/DU errors
Ordered FHA Case number
Pulled CAVIRS, FRAUD report, Flood Report
Reviewed Purchase Contracts for compliance
Sent out initial disclosures on new loan registrations when needed
Called brokers to discuss what is needed for underwriting submission and assisted with fixing issues with qualifying the loan
Trained new hires and allowed them to job shadow.
OS&D Clerk
Fedex Freight
02.2019 - 04.2020
Dispatch Road Drivers
Scheduled appointments for delivery
Researched missing packages/freight
Answering incoming calls from customers
Helped to advocate for customers to make sure freights was delivered timely and efficiently
Processed paper work for road drivers
Printed and verified manifest/deliveries for drivers
Maintained and updated customer account information.
Handled day-to-day shipping and receiving overseeing more than 1000 packages per day.
Operations/Office Administrator
FedEx Ground
01.2011 - 05.2015
Oversaw the night time operations of the outbound sort for over 1500 packages
Delegated responsibilities and monitored 3 employees while helping unload trucks
Day to day operations of the office including helping drivers, ensuring excellent customer service, and answering over 100 phone calls daily
Assessed the stations needs and advocated for the utilization of tools not previously used
Managed the billing for all the vendors for the facility
Executed the internal audit that was done monthly and quarterly; addressed issues with paperwork
Moved the facilities internal audit rating from the bottom to #1 and #2 in the district
Dispatched delivery drivers using proprietary software; high paced and time sensitive
Inspected and maintained line haul and driver files; resolved any issues to maintain DOT standards and regulations.
Education
Associates of Science -
Colorado Mesa University
Grand Junction, CO
01.
Leadership Training - undefined
Rapport Leadership International
Personal Training Certification - undefined
International Sports Science Association
Skills
Technical Proficiency: Adept at understanding and navigating complex technical systems, ensuring effective operation and troubleshooting within diverse environments
Rapid Learning & Adaptability: Proven ability to quickly assimilate new concepts and technologies, demonstrating flexibility and resilience in high-pressure situations
Effective Communication: Strong communicator with a talent for articulating ideas clearly and persuasively, fostering collaboration and understanding among team members and clients
Customer Service Excellence: Over 20 years of experience in customer service, skilled in resolving complaints and concerns with empathy and professionalism, enhancing customer satisfaction and loyalty
Critical Decision-Making: More than 8 years of experience in fast-paced roles requiring prompt, informed decision-making and the ability to multitask effectively while maintaining operational efficiency
Administrative Expertise: Over 15 years in administrative roles, thriving as a self-starter with minimal supervision, efficiently managing tasks and projects to support organizational goals
Organizational Skills: Highly organized with a keen attention to detail, ensuring accuracy and precision in all work, leading to improved operational processes and outcomes