Work History
Skills
Education
Summary
Licensing
Additional Information
Timeline
Brandi Parrish

Brandi Parrish

Aubrey,TX

Work History

Loan Processor

Whittle Boats Inc
02.2021 - Current
  • Responsible for closing all new, pre-owned and brokerage transactions while ensuring compliance with all company, state and federal laws and regulations.
  • Responsible for collecting all forms of customer payment in accordance with company policy.
  • Responsible for utilizing the menu selling system to present customers with financing and warranty options to achieve targeted sales goals.
  • Responsible for collecting all necessary trade-in vessel documents and ensuring trade-in evaluation process is completed thoroughly by products and the Service Department.
  • Responsible for assisting Accounting Department in all aspects of closing and posting new, pre-owned and brokerage sales. responsible for ensuring that all work orders are completed and forwarded to Service Department.
  • Responsible for preparing loan package for lender funding within 5 business days.
  • Be responsible for building lender and other vendor relationships; ensuring proper lender mix. Be responsible for maintaining knowledge on all current lender, insurance and warranty programs.
  • Responsible for projecting a professional and service-oriented image to all customers.
  • Be responsible for actively participating in boat shows, selling events and other off-site promotions.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Set up and completed loan submission packages.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
  • Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.

Project Coordinator

Greystone Roofing & Construction
06.2019 - 08.2020
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.

DOT COMPLIANCE MANAGER

RPM XCONSTRUCTION, LLC
01.2017 - 06.2019
  • Administered, managed and coordinated DOT Driver Files, Equipment files and Maintenance Files.
  • Coordinate the licensing, insurance coverage, and registration of all fleet in accordance with the affected State's Law and DOT / Non-DOT regulations.
  • Processed and maintained all necessary legal files for DOT/FMCSA.
  • Processed all filings for IFTA, IRP, 2290's, UCR's, Hazmat Certification, Annual Overweight Permits, Over Axle Permits.
  • Managed and maintained all files, GPS tracking for light fleet, commercial and heavy equipment.
  • Managed compliance efforts, reporting and audits.
  • Reduced risk exposure for the company by identifying and addressing areas of noncompliance.
  • Reviewed documents, files, transcripts, and other records to assess compliance and potential risk.
  • Prepared records and data for regular audits.
  • Streamlined compliance processes by implementing efficient monitoring systems and tools.
  • Collaborated with cross-functional teams to establish clear compliance guidelines and expectations for all departments.
  • Evaluated third-party vendors'' adherence to applicable laws/regulations before engaging them as partners or service providers for the company''s projects.

SALES

DISPATCH
08.2016 - 02.2017
  • Coordinate with customers to provide a timely service.
  • Build new clientele and maintain existing relationships with customers.
  • Accounts Receivable
  • Accounts Payable
  • Payroll for subcontractors.
  • Boosted sales revenue by implementing effective sales strategies and streamlining the sales process.

DOT COORDINATOR

DISPATCH
08.2016 - 10.2016
  • Administered, managed and coordinated DOT Driver Files, Equipment files and Maintenance Files.
  • Coordinate the licensing, insurance coverage, and registration of all fleet in accordance with the affected State's Law and DOT / Non-DOT regulations.
  • Coordinate with customers to provide a timely and accurate service.

DOT MANAGER/OWNER /OFFICE MANAGER

PARRISH ENERGY SERVICES
02.2007 - 01.2015
  • Administered, managed and coordinated DOT Driver Files, Equipment files and Maintenance Files.
  • Coordinate the licensing, insurance coverage, and registration of all fleet in accordance with the affected State's Law and DOT / Non-DOT regulations.
  • Title all equipment in fleet and process renewal registrations.
  • Coordinate with customers to provide a timely and accurate service.
  • Managed all insurance claims.
  • Managed all payroll, payroll liabilities and employee benefits.
  • Oversee all office staff and trained new employees.
  • Adhered to company policies and procedures.

Skills

  • Account management
  • Typing speed
  • Administrative support
  • QuickBooks knowledge
  • Sales techniques
  • Customer service focus
  • Project leadership
  • Roofing sector experience
  • Outlook proficiency

Education

Diploma - undefined

Aubrey High School
01.1997

Summary

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.

Licensing

Active Life and Health Insurance License

Additional Information

  • My 12 years' experience has allowed me to pass the New Entrant Safety Audits, the passing rate is 30%. I have been involved and helped several different companies implement and maintain their DOT files so they are compliant. All of these companies were able to pass their New Entrant Audits as well. I am very fluent in Driver Qualification Files, Equipment Files, DOT Registered Accident Logs, Licensing and Permitting including IFTA, UCR, 2290's and applicable permits.

Timeline

Loan Processor - Whittle Boats Inc
02.2021 - Current
Project Coordinator - Greystone Roofing & Construction
06.2019 - 08.2020
DOT COMPLIANCE MANAGER - RPM XCONSTRUCTION, LLC
01.2017 - 06.2019
SALES - DISPATCH
08.2016 - 02.2017
DOT COORDINATOR - DISPATCH
08.2016 - 10.2016
DOT MANAGER/OWNER /OFFICE MANAGER - PARRISH ENERGY SERVICES
02.2007 - 01.2015
Aubrey High School - Diploma,

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