Summary
Overview
Work History
Education
Skills
Career Experience
Licenses Training
Qualifications Summary
Work Availability
Affiliations
Work Preference
Quote
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Timeline
AdministrativeAssistant
Ashley Kollmorgen

Ashley Kollmorgen

Woodbridge,VA

Summary

Experienced management professional with strong analytical and problem-solving skills, dedicated to driving organizational efficiency. Demonstrated success in strategic planning, data analysis (including financial analysis), and process improvement. Known for fostering team collaboration and adaptability to changing needs, resulting in reliable and impactful outcomes. Highly skilled in stakeholder engagement, project management, and performance metrics.

Overview

30
30
years of professional experience

Work History

Management Analyst II

City of Alexandria
06.2024 - Current
  • Serve as the project manager for recurring operational assessments and budget management software initiatives, focusing on data collection and analysis
  • In my role, I manage the processing of budget requests, track expenditures, and provide regular updates to senior leadership, including the City Manager and City Council
  • I oversee the management of operational software and database programs, ensuring proper access control, maintaining data structure integrity, and managing data entry, closeout procedures, and data archiving strategies
  • I also ensure strict quality control and conduct audits on all operational data to maintain high standards of data integrity, including overseeing annual updates for the department
  • Additionally, I coordinate and deliver training on operational software and database programs for both internal staff and external partners, enhancing system proficiency and utilization
  • I will determine reporting requirements and prepare specialized reports, spreadsheets, and statistical analyses for internal and external stakeholders, including the City Manager's Office and City Council, ensuring the clear communication of essential data insights
  • Lead analysis and management of all Board and Commission business, department budgetary items, and financial account reconciliations, ensuring accuracy and compliance with organizational policies
  • Serve as the primary point of contact for managing the department's budget, processing budget requests, tracking expenditures, and providing regular financial updates to senior leadership, including the City Manager and City Council
  • Oversee financial software and databases, ensuring data integrity, access control, accurate data entry, and overseeing closeout procedures and record archiving
  • Ensure strict adherence to financial data integrity standards, conducting regular audits, and coordinating updates and training for department staff
  • Serve as a super user for the Case Management System (CMS) used in internal investigations, providing support and guidance to staff, troubleshooting issues, and collaborating with IT for system upgrades and maintenance
  • Research, procure and implement special projects
  • Ensure accurate and compliant case data entry into the CMS to support internal investigations, and deliver timely reporting and analytics to relevant stakeholders
  • Create and manage Standard Operating Procedures (SOPs) for the department, ensuring consistency, efficiency, and compliance with organizational policies and best practices
  • Analyze departmental data from various software systems, utilizing advanced analytics tools to generate insights, identify trends, and inform decision-making processes
  • Prepare specialized financial reports, spreadsheets, and statistical analyses for internal and external stakeholders, including the City Manager's Office and City Council
  • Coordinate training sessions on financial management software, CMS, and department systems, enhancing staff proficiency and system utilization

Management Analyst II

City of Alexandria
01.2023 - 03.2024
  • Serve as project manager for recurring facility assessments and capital budgeting software projects, focusing on data collection and analysis
  • Perform duties as the capital budget administrator for the facility group, processing capital requests, tracking budgets, and providing regular updates to the City Manager and City Council
  • Manage both current and legacy facility software and database programs, overseeing access management, data structure integrity, data input, closeout procedures, and data archiving strategies
  • Ensure stringent quality control and audits of all facility data to maintain high standards of data integrity, including annual updates for facility staff
  • Coordinate and deliver training on facility software and database programs to both internal and external staff, enhancing user competency and system utilization
  • Determine reporting requirements and prepare specialized reports, spreadsheets, and statistical activity reports for internal and external stakeholders, including the City Manager's Office and City Council
  • Developed and analyzed administrative and operational work control, along with project request and closeout procedures, to enhance facility accountability and operational efficiency
  • Recommended new software and databases based on operational needs, aligning technology solutions with organizational needs
  • Developed, reviewed, and reported yearly performance measures for the facilities group, presenting findings to department senior staff and the Office of Performance and Accountability
  • Created and maintained internal performance measures and analysis dashboards, providing department senior staff with critical insights for decision-making
  • Functioned as project controller for capital projects, ensuring proper management and execution, contributing to project success and alignment with strategic goals

Mortgage Consultant

Guaranteed Rate
08.2020 - 10.2022
  • Conducted in-depth operational analyses of customer financial information, playing a crucial role in underwriting analysis and loan decision-making processes
  • Engaged directly with customers to collect essential data for transaction analysis, providing critical insights to the underwriting team for informed loan decisions
  • Managed the review of upfront loan fees for various loan products, effectively overseeing the collection of payments from clients and maintaining financial accuracy
  • Meticulously reviewed and analyzed customer information during loan setup, ensuring the accuracy and compliance of federally required loan disclosures before distribution to clients
  • Recorded client payments in the system and issued payment receipts, ensuring a transparent and efficient process before forwarding loans to underwriting for further review

Senior Loan Processor/Conventional Underwriter

Atlantic Coast Mortgage
02.2019 - 08.2020
  • Managed and organized workload using ACM resources, enhancing workflow processes for efficiency and effectiveness
  • Actively progressed loans through the pipeline, ensuring timely processing and closings, contributing to customer satisfaction and operational success
  • Reviewed and analyzed customer financial information with diligence to ensure adherence to lender and investor guidelines in loan processing, maintaining high standards of compliance
  • Facilitated effective communication with loan officers, managers, and customers regarding loan status and documentation requirements, prioritizing and addressing high-priority items efficiently
  • Maintained up-to-date knowledge of lender underwriting guidelines, Consumer Financial Protection Bureau (CFPB) regulations, and TILA-RESPA Integrated Disclosure (TRID) changes, ensuring all loan processing activities were compliant and accurate
  • Completed annual compliance training with 100% accuracy, demonstrating a strong commitment to regulatory adherence and continuous professional development
  • Underwrote loans for approval or denial based on investor guidelines and company overlays, displaying expertise in decision-making and risk assessment

Senior Loan Processor

Fidelity Bank Mortgage
07.2016 - 02.2019
  • Conducted comprehensive written operational analyses of customer financial information, providing essential support for underwriting assessments and loan decision-making processes
  • Collaborated directly with customers to gather critical data required for in-depth transaction analysis, ensuring thorough preparation before submission to underwriting
  • Collected and organized necessary documentation to support loan files, contributing to favorable results for clients
  • Demonstrated strong problem-solving skills by effectively resolving issues in loan files and optimizing them for underwriting submission, thereby enhancing client outcomes
  • Efficiently managed and organized individual workload, prioritizing tasks to ensure timely processing of loans in the pipeline and adherence to on-time settlement schedules

Senior Processor/Processing Supervisor

NVR Mortgage/NVR Inc.
10.2012 - 07.2016
  • Served as the primary liaison for high-profile cases requiring in-house loan committee approval
  • Demonstrated strong problem-solving skills by troubleshooting loan files and collecting necessary documentation before underwriting submission, ensuring optimal outcomes for clients
  • Conducted operational analyses of customer financial information to support underwriting and loan decision-making processes
  • Supervised loan approvals, directed products of direct reports, assessed credit risks and collaborated with high-risk borrowers to identify suitable loan products
  • Maintained and monitored employee workloads to ensure progress toward goals and expectations
  • Conducted performance appraisals, recognized achievements, and provided necessary support and guidance
  • Played a pivotal role in branch operations management, which included strategic planning, budgeting, policy implementation, and marketing activities
  • Managed, developed, and monitored the performance of a team of 20 employees, including 6 direct hires, by assigning work, adjusting schedules, setting goals, and creating action plans
  • Maintained effective communication with branch managers, processors, and loan officers, delivering briefings, branch updates, and training on new CFPB regulation changes

Education

Bachelor of Business Administration - Data Analytics

Liberty University

Skills

  • Project Management
  • Data Analysis and Integrity
  • Capital Budget Administration
  • Software & Database Management
  • Quality Control & Data Auditing
  • Training & Development
  • Operational Analysis & Efficiency
  • Procurement Processes
  • PCard Reporting & Reconciliation
  • Customer Relations Management
  • Regulatory Compliance
  • Performance Measurement
  • Client relationship management
  • Policy analysis
  • Business process improvement
  • Business analysis

Career Experience

  • Management Analyst II, City of Alexandria - Office of the Independent Policing Auditor, Alexandria, VA, Hybrid, 06/01/24, Present, Kim Neal, Director, 703.746.3993, Serve as the project manager for recurring operational assessments and budget management software initiatives, focusing on data collection and analysis., Manage the processing of budget requests, track expenditures, and provide regular updates to senior leadership, including the City Manager and City Council., Oversee the management of operational software and database programs, ensuring proper access control, maintaining data structure integrity, and managing data entry, closeout procedures, and data archiving strategies., Ensure strict quality control and conduct audits on all operational data to maintain high standards of data integrity, including overseeing annual updates for the department., Coordinate and deliver training on operational software and database programs for both internal staff and external partners, enhancing system proficiency and utilization., Determine reporting requirements and prepare specialized reports, spreadsheets, and statistical analyses for internal and external stakeholders, including the City Manager's Office and City Council.
  • Management Analyst II, City of Alexandria - Department of General Services, Alexandria, VA, Hybrid, 01/09/23, 03/29/24, Donna Poillucci, Deputy Director, 571-429-1393, Serve as project manager for recurring facility assessments and capital budgeting software projects, focusing on data collection and analysis., Perform duties as the capital budget administrator for the facility group, processing capital requests, tracking budgets, and providing regular updates to the City Manager and City Council., Manage both current and legacy facility software and database programs, overseeing access management, data structure integrity, data input, closeout procedures, and data archiving strategies., Ensure stringent quality control and audits of all facility data to maintain high standards of data integrity, including annual updates for facility staff., Coordinate and deliver training on facility software and database programs to both internal and external staff, enhancing user competency and system utilization., Determine reporting requirements and prepare specialized reports, spreadsheets, and statistical activity reports for internal and external stakeholders, including the City Manager's Office and City Council.
  • Mortgage Consultant, Guaranteed Rate, Fairfax, VA, Remote, 08/01/20, 10/06/22, Lisa Hauck, Regional Operations Manager, 443-618-8467, Conducted in-depth operational analyses of customer financial information, playing a crucial role in underwriting analysis and loan decision-making processes., Engaged directly with customers to collect essential data for transaction analysis, providing critical insights to the underwriting team for informed loan decisions., Managed the review of upfront loan fees for various loan products, effectively overseeing the collection of payments from clients and maintaining financial accuracy.
  • Senior Loan Processor/Conventional Underwriter, Atlantic Coast Mortgage, Fairfax, VA, 02/01/19, 08/01/20, Mayra Foster, VP of Processing, 240-286-2123, Managed and organized workload using ACM resources, enhancing workflow processes for efficiency and effectiveness., Actively progressed loans through the pipeline, ensuring timely processing and closings, contributing to customer satisfaction and operational success., Reviewed and analyzed customer financial information with diligence to ensure adherence to lender and investor guidelines in loan processing, maintaining high standards of compliance.
  • Senior Loan Processor, Fidelity Bank Mortgage, Fredericksburg, VA, 07/01/16, 02/01/19, Michelle Slattery, Operations Manager, 703-928-3694, Conducted comprehensive written operational analyses of customer financial information, providing essential support for underwriting assessments and loan decision-making processes., Collaborated directly with customers to gather critical data required for in-depth transaction analysis, ensuring thorough preparation before submission to underwriting., Collected and organized necessary documentation to support loan files, contributing to favorable results for clients.
  • Senior Processor/Processing Supervisor, NVR Mortgage/NVR Inc., Fairfax, VA, 10/01/12, 07/01/16, Beth Silver, Regional Branch Manager, 703-864-5727, Served as the primary liaison for high-profile cases requiring in-house loan committee approval., Demonstrated strong problem-solving skills by troubleshooting loan files and collecting necessary documentation before underwriting submission, ensuring optimal outcomes for clients., Conducted operational analyses of customer financial information to support underwriting and loan decision-making processes.

Licenses Training

  • Smartsheet's CoreApp Certified, 05/01/23, no expiration
  • Tableau Training
  • Salesforce Training
  • Microsoft Office - Advanced
  • SharePoint - Proficient
  • Munis & Questica Budgetary Systems

Qualifications Summary

A highly experienced and dynamic professional with over 10 years of extensive experience in banking and financial services, specializing in project management, facility assessments, capital budgeting, and loan processing. Expertise in managing large-scale software projects, ensuring data integrity, and developing effective operational strategies. Demonstrated proficiency in capital budget administration, with a strong focus on maintaining high standards in data quality control and auditing. Proven record in developing and analyzing administrative and operational controls to enhance facility accountability and operational efficiency. Skilled in underwriting analysis, loan decision-making processes, and managing customer financial information with a meticulous approach to accuracy and compliance. Adept at supervising loan approvals, assessing credit risks, and managing high-profile cases. Known for exceptional problem-solving skills and the ability to optimize outcomes for clients.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations

  • Tau Sigma Honor Society

Work Preference

Work Type

Part TimeFull Time

Work Location

Remote

Important To Me

Work-life balanceFlexible work hours

Quote

Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.
John R. Wooden

Languages

English
Native or Bilingual

Timeline

Management Analyst II

City of Alexandria
06.2024 - Current

Management Analyst II

City of Alexandria
01.2023 - 03.2024

Mortgage Consultant

Guaranteed Rate
08.2020 - 10.2022

Senior Loan Processor/Conventional Underwriter

Atlantic Coast Mortgage
02.2019 - 08.2020

Senior Loan Processor

Fidelity Bank Mortgage
07.2016 - 02.2019

Senior Processor/Processing Supervisor

NVR Mortgage/NVR Inc.
10.2012 - 07.2016

Bachelor of Business Administration - Data Analytics

Liberty University
Ashley Kollmorgen