Production Assistant, Property Management, Admin.
Open To Work
ANNMARIE TALIERCIO
CMG Financial
Norwalk,CT
Work Preference
Job Search Status:
Open to work
Work Type
Full TimeContract WorkSeasonal Work
Location Preference
Hybrid
Location:
Norwalk, CT
Open to relocation:
No
Minimum Desired Compensation
$60000/yr
Important To Me
Work-life balanceCompany CultureHealthcare benefitsWork from home optionPaid time offCareer advancement
30
Years of experience
Production Assistant/Administrative Support/ Property Management & Real Estate/ Tenant Coordination/Client Relations
Work History
Loan Production Assistant/Office Administrator
4 Years 11 Months- Organized and readied submission files to support timely delivery.
- Conducted comprehensive application audit for all borrowers and completed QC call to confirm borrower-provided information.
- Performed DU/LP execution to support operational processing workflows.
- Collected and uploaded all required documents for review.
- Executed end-to-end credit/appraisal and title workflow: submitted disclosure requests, retrieved e-signed documents, and confirmed intent to proceed.
- Verified employment information for internal processing and documentation.
- Prepared and managed loan disclosures to maintain compliance with lending regulations and internal standards.
- Provided exceptional customer service through prompt communication and personalized support throughout the loan process.
- Reduced errors in documentation by implementing rigorous quality control measures, leading to smoother loan approvals.
- Increased loan application processing efficiency by streamlining document collection and verification procedures.
- Developed rapport with clients through effective relationship-building techniques, fostering trust and confidence in our services.
- Maintained up-to-date knowledge of industry regulations, staying compliant with all federal and state lending guidelines.
- Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.
- Demonstrated exceptional multitasking abilities while juggling diverse responsibilities, including reception duties and ad-hoc administrative tasks.
- Facilitated smooth operations by maintaining updated inventory records, anticipating supply needs, and placing timely orders for essential materials.
- Monitored front areas so that questions could be promptly addressed.
Field Administrative Assistant/Tenant Coordinator
1 Year 10 Months- Administrative support for the on-site Coordination Mangers and team
- Preparation of correspondence, creating and updating tracking reports, distributing and managing all mailings
- Initiate organizing and maintaining all pre-construction meetings and documents
- Update all tenant coordination status reports with key dates and other information as required to maintain accurate records for tenant construction progress
- Maintain and input contracts and change orders
- Set up on-site TC office, maintained and ordered office supplies, managed on-site office including Printer, copier maintenance and repair, telephone systems, etc.
- Temp position
- Coordinated tenant communications, directing inquiries to appropriate property management contacts.
- Processed invoices, purchase requests, and supporting documents with accuracy.
- Maintained filing systems for permits, contracts, and operational records.
- Scheduled meetings, inspections, and vendor visits across property operations.
- Tracked work orders and followed up on completion status with internal teams.
- Prepared correspondence, reports, and meeting materials for management review.
- Supported onsite administrative tasks using property management systems and shared office tools.
- Increased managers' productivity by screening calls, interacting with vendors and clients and corresponding to messages via email.
- Maintained effective communication between field staff and management, facilitating smooth project execution.
- Managed complex scheduling tasks, ensuring optimal allocation of resources and manpower in the field.
- Assisted with the preparation of comprehensive reports on project status, contributing to informed decision-making by management.
- Collaborated with cross-functional teams to gather necessary data for proposals and bids, increasing win rates on potential projects.
- Managed incoming correspondence and inquiries from various sources effectively, ensuring timely responses to matters requiring urgent attention.
Assistant to President
1 Year- Updated and maintained outlook and all marketing sites, material and correspondence with current, past and potential clients
- Worked with all clients from start of application, originated and completed file through processing to close
- Worked with all vendors to match the best product with the client
- Created sales flyers, compiled all necessary packets and marketing materials for all
- Events
- Purchased, wrapped and mailed all gifts and required outgoing mail communication
- Coordinated details and food for events
- CRM
- (laid off)
Home Mortgage Consultant
2 Years- Responsible for discussing client's needs, recommending the best products, helping customers put together a complete loan package and working with all parties involved throughout the process to close
- Utilizing professional judgment to determine which potential borrowers represent good risk opportunities for the organization
- Partnering with Personal and Private Bankers
- Partnering with local attorneys, real estate agents, CPA's
- Customers.
- Actively engaged in business development and civic initiatives with contracts throughout the community, including current and prospective customers, builders and real estate brokers to achieve defined goals.
- Counseled customers on actions that may improve their current and future financial goals
- Originate all loan applications using appropriate software
- Ensured that all loan packages were complete and accurate prior to submission
- (laid off)
Mortgage Loan Officer
11 Months- Guided borrowers through mortgage options, aligning loan structures with credit profiles and homeownership goals.
- Analyzed credit reports, income documentation, and asset records to determine loan eligibility and risk.
- Coordinated with underwriters, processors, and real estate partners to advance applications through closing.
- Ensured compliance with lending regulations, disclosure requirements, and internal mortgage procedures.
Assistant Property Coordinator
2 Years 6 Months- Acted as first point of contact for tenant inquiries and concerns
- Directed calls to appropriate department to address issues
- Responded to requests for repairs or issues for properties
- Was responsible for ACT, the system used to record all calls, faxes and/or e-mails that required action or pertained to any property
- Reviewed, tracked and approved all snow contract invoices
- Approved invoices for all recurring monthly maintenance costs
- Provided and organized all new vendor forms for new contractors
- Coordinated proposals and onsite meetings for projects
- Developed and maintained tenant correspondence, property contract and contact information
- (laid off)
Mortgage Specialist
11 Years- Built, maintained and managed 30+ accounts
- Built a book of business through referrals and social media
- Completed the financial packages for the processor to finalize and deliver to Underwriter
- Discussed current and future financial plans with clients
- Stayed abreast of the ever-changing market trends and industry guidelines
- Achieved a 98% success rate of closing deals from initiation to closure
- (laid off)
Skills
Result oriented with strong interpersonal skills
Committed
Dependability and Reliability
Confidentiality
Ability to multi-task
thrive in team environment
Work well independently as well as on specific projects and tasks
Client focused and expertise in developing client relations
Communication Skills - Organizational Skills and Time Management
Seasoned and detail-oriented with excellent problem-solving skills
Organize and maintain online documents
files
records and shared drives
Organize all facility operations and procedures
Timeline
Loan Production Assistant/Office Administrator
CMG Financial
11.2021 - 10.2026Read More
Field Administrative Assistant/Tenant Coordinator
Brookfield Properties at The SoNo Collection
03.2019 - 01.2021Read More
Assistant to President
Westport Mortgage
11.2017 - 11.2018Read More
Home Mortgage Consultant
Wells Fargo Home Mortgage
09.2015 - 09.2017Read More
Mortgage Loan Officer
Patriot National Bank
10.2013 - 09.2014Read More
Assistant Property Coordinator
Urstadt Biddle Properties
08.2010 - 02.2013Read More
Mortgage Specialist
Charter Oak Lending Group
01.1997 - 01.2008Read More