Ashton Connelly

Currently the head of all licensing processes and procedures within the Compliance Department at First Home. This covers 22 company licenses, 32 branch licenses, 175 mortgage loan originator licenses, various business and desk rental licenses

• Assist Loan Officers and LPAs in signing up for 20-hour National Course, scheduling National Exam, and obtaining new state MLO licenses. Troubleshoot any complex licensing scenarios
• Utilize the NMLS website to apply for MLO, branch, and new company licenses. Address any license items that are added to pending license applications
• Update First Home website with any new license approvals or surrenders. Add and remove any onboarding or leaving LOs and Branch Managers. Add or remove branch locations
• Handle onboarding of new Licensed Production Assistants, Loan Officers, and Branch Managers
• Assist all 175 licensed individuals with continuing education requirements and annual license renewal applications. Prepare and execute all company license and branch license renewals
• Apply for business licenses and annual renewals
• Track and approve renewals for company surety bonds. Check for any necessary increases or decreases in policy amount
• Allocate Compliance Department invoices and submit for monthly report in Concur.
• Enhanced compliance procedures by conducting risk assessments and implementing updated policies.

Worked 1:1 with 77 kindergarten students (currently across four classrooms) to bring them up to reading level by first grade, utilizing the Innovations for Learning proprietary program

• Completed BOY/EOY ORF assessments and initial Reading Foundation Stage conferences for each student
• Trained children and staff to use IFL Student Portal; an invaluable part of the program where students accessed daily games to practice letter identification/sounds/CVT/CVC/CVCe words that were assigned through Teacher Portal
• Completed daily instructional conferences with 36-40 students, with an average of 180 (6-minute average) conferences weekly
• Completed weekly teacher reports and monthly principal reports to track student progress.
• Improved student engagement by implementing targeted intervention strategies and personalized learning plans.

Worked 1:1 with adolescent and adult patients (ages 5 years-60 years of age) based off of prescribed treatment plan recommended by the pediatric optometrist, Dr. Philip Bugaiski, OD, FCOVD

• Completed Programming for activity-based therapy sessions (2x/weekly per patient) for an average of
  Created activities; utilized art as an aid for therapy Coached parents and children on activities, and trained
• Quickly mastered Crystal CRM software and improved patient outcomes through accurate assessment of visual skills and customized treatment plans.
• Streamlined patient management by maintaining detailed records and tracking individual progress throughout therapy sessions.
• Promoted a positive therapeutic environment through effective communication and empathetic patient interactions.

Excelled in a role that began in sales/database management and grew into a position of leadership, training, and improving workplace efficiency.

• Scheduled appointments, maintained customer records and database
• Quickly mastered Servicom and Masterbuilder CRM and Dispatching software
• Created a new filing/data storage system for permitting paperwork and procedures
• Created training materials for new hires and promoted to lead trainer within 6 months of hire date
• Streamlined office processes by implementing efficient organizational systems and digital tools.
• Reduced administrative errors by diligently proofreading office documents and maintaining accurate records.