Professional with robust experience in intake coordination, adept at managing high-volume caseloads and streamlining processes. Known for fostering strong team collaboration and adapting seamlessly to evolving priorities. Skilled in client assessment, conflict resolution, and effective communication, ensuring optimal outcomes. Consistently delivers results by leveraging organizational skills and proactive approach.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Information Intake Supervisor (IIG)
Equal Employment Opportunity Commission
07.2020 - Current
I serve as a source of information in answering questions, assigning tasks, taking follow-up action, and providing instruction to Contact Representatives
In my position, I monitor calls to review customer service delivery performance regarding the accuracy of the information provided and customer satisfaction
I monitor attendance, schedules, shifts, and breaks to ensure the call center is fully available during core hours
As a supervisor, I provide coaching, training, and feedback to the Contact Representatives as call monitoring and report analysis results
Meet with employees to address misconduct or performance management concerns
Gather documentation to present to management when addressing performance concerns, which will be used as a reference in preparation for addressing misconduct or performance concerns
Consult with management to determine appropriate actions when reprimanding an employee for misconduct or performance concerns
I review job applications, select the candidates to be interviewed, and interview candidates
Periodically, I handled supervisor calls and emails
Onboarding new hires and training on call center procedure
Work with HR to update job announcements and assessments for the Information Intake unit vacancies
Review and approval of FMLA documents for employees
Program Housing Assistant
Department of Housing and Urban Development (HUD)
12.2016 - 07.2020
Handle closed mortgage legal agreements for Washington Docket court proceedings
Screen lender applications for mortgage insurance refinance submissions, acquisitions, new construction, and sub-rehabilitation applications
Answer applicant questions about the HUD application process by phone and written communication
Schedule meetings and arrange a conference call for HUD staff/lenders
Organize and analyze data on spreadsheets, charts, and A-MAP/DAP database application systems to update information
Input target date data for computer tracking systems processing to ensure compliance with environmental/government official comments
Keep management informed of application processing delays or changes
Review Multifamily mortgage concept plans to align prospective developers and investors with project goals
Attend concept meetings to discuss the housing application process with the lender, developer, and Branch Chief
Collaborate with a team of Multifamily underwriters to coordinate lender applications, evaluate risk, and conduct on-site property inspections
Provide Initial Cursory Review, HUD-2530 Previous Participation Certificate for new Multifamily mortgage applications
Request approval for the Affirmative Fair Housing Marketing Plan to determine program eligibility
Assess files for National Record Archives Center shipment
Distribute department mail to co-workers
Offer technical support to team members for Laser Fiche document management, statutory/regulatory requirements, and administrative directions
Process Site Visits for current properties with pending mortgage applications
Perform financial analysis on newly submitted loan applications to ensure the mortgagor is financially stable enough to qualify for a mortgage loan on Multifamily property
Processed Credit Reviews on new Multifamily mortgage applications
Process and request signatures for escrow draw requests from developers and contractors
Maintain Excel Spreadsheets logging construction monitoring schedules and tracking required tasks completion for technical staff weekly to help with Financial analysis
Process (1) new 223(a)(7) mortgage applications for Multifamily independently and worked on (6) new 223(a)(7) mortgage applications for Multifamily as a support liaison to the underwriters on the new mortgage applications
Attend site visits with underwriters and tech team to evaluate properties for loan applications
Benefit Authorizer
Social Security Administration (SSA)
09.2003 - 12.2016
Examined, processed, and corrected errors in disability/retirement claims
Prioritized cases for Congressional members and terminally ill beneficiaries
Regularly updated beneficiary information in the database mainframe system to monitor accurate and timely changes
Investigated representative payee complaints and benefit misuses
Created spreadsheets/charts to organize overpayment and underpayment cases
Collected beneficiary financial information to perform quantitative analysis and approve hardships
Protected beneficiary privacy through caller verification
Provided feedback on cases for performance evaluation, continual training, and procedure compliance
Assembled written notifications to clients about benefit changes
Delivered national customer service technical support by phone, email, and fax to resolve online account problems
Discussed benefit eligibility for immigrant cases with local offices and agencies
Trained co-workers on the best procedures for the national calling system
Collaborated with upper management, co-workers, and local agencies to obtain relevant information to process cases
Human Resources Specialist
UMB Bank
04.2001 - 09.2003
Handled private Human Resource policies, including employee relations, organizational changes, performance evaluations, appraisals, and confidentiality reports
Reviewed Human Resources policies, guidelines, and regulations to supply feedback to upper management
Performed employee training and conducted new hire orientations
Researched Human Resources and Employment Law practices to provide accurate summaries for specialized teams
Wrote and edited job announcements/positions to post on the popular Monster job board and the company's Intranet page
Submitted job applications for processing
Distributed inbound communication to appropriate departments
Developed survey questions for department managers to evaluate the performance
Used Microsoft and Adobe to input Human Resource data
Incorporated data analysis into reports and flyers
Provided data reports addressing staffing requirements
Scheduled drug test appointments for new hires and discussed applicant results
Used Transunion to complete further talent background checks
Attended local job fairs with the recruitment team to select candidates
Answered routine Human Resource questions for staff/employees
Updated, filed, and printed files, records, correspondence, documents, and charts to maintain daily office operations
Scheduled meetings and interviews as part of the recruitment process
Ordered and managed supplies ordered office-staff lunches, and handled phone calls and messages, incoming as well as outgoing
Coordinated travel and reservations for management
Education
Master of Business Administration (M.B.A.) - Human Resources Management
Park University
Parkville, MO
11.2020
Bachelor of Science (BS) - Human Resources Management
Central Missouri State University
Warrensburg, MO
12.2001
Skills
Program Management
Employment Laws
Human Resources Administration
EEO Policies
Compliance
Recruitment
Data Organization
Customer Service
Written/Verbal Communication
Investigation
Inclusion
Discrimination
Construction Monitoring
Application Intake
Financial Analysis Review
Technical Analysis
Mortgage Credit Review Analysis
Call Center Operations
Microsoft Office
New Windows 10
One Drive File Sharing
Adobe
Certification
Certified Occupancy Specialist, 06/01/17, National Center for Housing Management
The Indispensable Assistant Training, 04/01/18, National Seminars Training
Underwriter Valuation Training, 06/01/18, Department of Housing and Urban Development
Awards
Employee Monetary Award – Contribution to Target Goals, 2006 – 2011, 2014
On the Spot Award – Pending Case Reduction, 2015
Employee Monetary Award - Contribution to Pending New Claims, 2016
Employee Cash Award, 06/01/17
Employee Cash Award, 06/01/18
Employee Cash Award, 06/01/19
Individual Cash Award, 08/01/21
Individual Time-Off Award, 08/01/21
Individual Cash Award, 11/01/21
Timeline
Information Intake Supervisor (IIG)
Equal Employment Opportunity Commission
07.2020 - Current
Program Housing Assistant
Department of Housing and Urban Development (HUD)
12.2016 - 07.2020
Benefit Authorizer
Social Security Administration (SSA)
09.2003 - 12.2016
Human Resources Specialist
UMB Bank
04.2001 - 09.2003
Bachelor of Science (BS) - Human Resources Management
Central Missouri State University
Master of Business Administration (M.B.A.) - Human Resources Management
Park University
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