Detail-oriented administrative professional skilled at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
Work History
Executive Assistant to Senior Vice President/Team Lead
Hometown Lenders, Inc.
08.2021 - Current
Manage executive calendar: this includes scheduling and coordinating meetings, appointments, and events.
Screening and managing communication: Filter incoming calls, emails, and prioritizing them based on importance and urgency. Draft and respond to correspondence on behalf of executive.
Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
Manage travel arrangements: booking flights, accommodations, transportation. Create travel itineraries, and provide necessary information and documents for travel.
Created departmental instructional guides along with training and job aids.
Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
Complete daily staff time keeping and minor HR tasks.
Administrative tasks: managing expense reports, maintaining files and records, placed purchase orders to maintain adequate office supplies, planned and coordinated department events.
Maintain thorough knowledge of all applicable lending regulations and ensure all documentation is complete prior to submission to underwriting department.
Updated spreadsheets and databases to track, analyze, and report on performance and loan data.
Conducted research and analyzed data to provide detailed reports on various business topics.
Mortgage Loan Closer
Angel Oak Mortgage Solutions, LLC
04.2018 - 08.2021
Expertly managed and closed all assigned loans, enabling fast closings that were free from errors and issues.
Communicated closely with inter-company staff members to promote quick and effective loan workflow.
Prepared all paperwork for loan package and arranged final closing meeting.
Provided highest level of service and support to customers, closing agents and realtors.
Worked with Settlement Agents to balance closing disclosure for accurate figures.
Ensured updates were communicated between all parties, including loan officers, processors, and settlement agents.
Reviewed mortgage documents for accuracy, which included title abstract and insurance forms.
Expert experience with Non-QM programs.
Worked with underwriters to fix application problems and resolve issues.
Pleasantly answered questions from customers, typically returning calls within 1 hour.
Mobile Veterinary Clinic Supervisor/Clinic Assistant
VIP Petcare
09.2016 - 07.2018
Collect payment, dispense and label medication, and reviewed discharge paperwork with pet parents.
Safely restrained pets for wellness procedures including vaccines, nail trims and microchipping.
Maintained clean and sanitary work environment by disinfecting surfaces and equipment between each pet
Responsible for all aspects (outside of medical decisions) of clinic, including recording accurate and detailed pet records and bio notes, reporting all incidents to correct parties, and being timely in submitting any paperwork to their leadership team.
Executed inventory processes, including maintaining accurate product counts, and understanding expiration dates for vaccines, medication, products, and diagnostic supplies.
Ability to direct clinic flow by utilizing effective communication, organization, and time management skills.
Provided customer service to pet parents by answering questions and assisting them through clinic process.
Mortgage Closer/Loan Funder
Provadus Home Loans
06.2017 - 04.2018
Facilitated closing and disbursement for conventional, FHA, VA, and RD mortgage loans.
Coordinated with buyers, sellers, settlement agents, and real estate agents to complete loan submissions and set up closing date and time.
Worked closely with Underwriting, Closing, and Compliance/Audit Departments to ensure a smooth transition throughout loan file process.
Maintained and monitored warehouse line capacities.
Worked directly with Investors to strengthen Post-Closing and Purchase turn-times.
Developed strong relationships with customers through high levels of customer service.
Maintained strict confidentiality of bank records and client information.
Loan Coordinator
Primary Capital Mortgage
02.2014 - 06.2017
Completed monthly compliance audits to ensure that teams were meeting regulatory guidelines as mandated.
Superior knowledge of Conventional, JUMBO, FHA, VA and USDA loan products, underwriting procedures, Investor requirements and escrow/title practices, as well as regulatory compliance laws as they apply to mortgage transactions.
Performed proactive and timely communication to customers and business partners on loan decisions and underwriting guidelines resulting in consistently high customer service satisfaction ratings.
Gathered and examined all financial and credit information with a focus on income and credit quality and overall risk management to accurately determine a client’s eligibility and payback capacity.
Aimed to reduce financial risks by carefully analyzing all document and cross-checking for fraud.
General Accountant
First Option Mortgage, LLC
10.2011 - 01.2014
Processed bi-weekly payroll in ADP and maintained time records including edits, corrections, and adjustments for 300+ employees.
Processed tax changes, loans, medical deductions, commissions, and bonuses.
Completed month-end reporting and reconciliations.
Supported coordination of benefits open enrollment activities and process.
Responded to inquiries by answering telephone calls, in-person questions and emails.
Updated Human Resources Information System (HRIS) database, maintained data accuracy and assisted with system changes.
Conducted new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.
Team Lead Loan Closer
10.2009 - 10.2011
Trained new team members by relaying information on company procedures and safety requirements.
Compiled reports that provided support loan processing team.
Coached team members in techniques necessary to complete job tasks.
Managed pipeline of both document draws and fundings.
Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Reviewed loans while following proper federal regulations and guidelines.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Assisted Loan Officers in gathering pre-qualification documents.
Education
Physics
Western Kentucky University
Bowling Green
08.2008
Skills
MS Office Suite
Canva
Adobe
Executive Support
Calendar Management
Remote Support
Confidentiality and Discretion
Departmental Support
Employee Training
Office Procedures
Office Supplies and Inventory
Accomplishments
Developed the departmental "How to" instructional guide currently used as a recruitment tool by senior executive team.
Created training material and job aids for department.
Created and managed companywide departmental newsletter.
Used Microsoft Excel to develop department Frequently Asked Question and Education resource tool.
Collaborated with team of 3 in the development of department intranet site.
Timeline
Executive Assistant to Senior Vice President/Team Lead
Hometown Lenders, Inc.
08.2021 - Current
Mortgage Loan Closer
Angel Oak Mortgage Solutions, LLC
04.2018 - 08.2021
Mortgage Closer/Loan Funder
Provadus Home Loans
06.2017 - 04.2018
Mobile Veterinary Clinic Supervisor/Clinic Assistant