Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Administrative Assistant-Business Consultant
Tips312
06.2023 - 09.2025
Maintained all customer service issues
Provided recommendations
Assisted with business plans to expand business
Provided financial advice
Maintained business documents
Assisted with information to help the areas for growth within the business
Maintained the daily work flows for the employees
Performed as consultant for startup business in areas of marketing, logistics, and training to various behavioral healthcare service professionals.
Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
Streamlined client operations with integration of new technological solutions, enhancing overall efficiency.
Led process improvement initiatives that resulted in streamlined workflows and increased overall efficiency within the organization.
Established strong client relationships through excellent communication and negotiation skills to secure long-term contracts.
Analyzed financial data to identify cost-saving opportunities for clients.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Syndicated Loan Analyst
Wipro
04.2022 - 06.2023
Initiated loan activity (fundings, repricing, payments) as instructed by the client in accordance with credit agreements
Responsible for Syndicated loans, Airplane deals, Floating and Interim Loans, Fixed rate loans
Reconciled daily funding and payment activity to account for all daily cash transactions
Calculated and tracked complex interest and fee accruals at various rate levels across changing lender distributions
Read and interpreted complex legal credit agreements and related documentation collaborating with attorneys when applicable
Initiated and reconciled automated funds movement in accordance with client/lender instructions
Monitored and escalated past due principal, interest, and fees to ensure that the loan accounting system is accurate and provide clients timely and accurate invoices
Maintenance of margin changes and proper communication to bank group and managed wire allocations
Coordinated information with Clients, Business Partners, Middle Office, or Lenders
Assisted with any administrative tasks associated with the terms of a Credit Agreement
Performed quality control on new deals, restructures, and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
Compared booking package documentation & closing checklists against internal credit systems & proposals timely attestation/correction of Quality errors and Service Level breaches
Maintained prompt and initiative-taking communication with business partners as to the status of their booking case
Minimized credit and business risk through awareness of procedure, compliance, and bank policy
Assisted in high priority regulatory ad hoc projects across their lifecycle by identifying and structuring problems, analyzing root causes, developing solutions, communicating project results, and obtaining buy-in for change
Drove tactical and strategic planning to ensure the program corrective actions plans are in place, which included identifications, documentation, reviews of multiple deliverables (ICG businesses, Internal Audit, Risk etc.) before distributing to Regulators on a regular basis
Identified, prioritized, and owned execution of opportunities, end to end, to drive operational efficiency including Data Quality, completeness, data linage and data coverage
Demonstrated ability to identify potential risk issues that need escalation and escalates them promptly
Jr Underwriter
Interfirst Mortgage
10.2021 - 02.2022
Calculation of income (Pre-underwriting), analyzed debt and assets and using automated underwriting system to determine approval and cleared conditions for final approval FHA, VA, USDA, FNMA, GNMA
Developed a new process checklist for each new loan that helped to streamline and increase new loan submissions to from 30 - 90 loans per month
Worked with borrowers, brokers, underwriters, quality control, appraiser, title, insurance and other applicable parts to complete processing files
Knowledge of RESPA, TRID, and TILA Responsible for loan setup to closing analyzed, interpreted complex multifamily (FHA, VA, USDA, GNMA) real estate, commercial and business transactions in compliance with respective government agency guidelines
Financial Analysis of all financial statements & Income to establish credit worthiness and determine risk
Responsible for fielding incoming calls from current clients and prospects looking for more information
Mortgage Loan Processer
Examined documents for credit worthiness, income, quality assurance, appraisal, and title to meet all guidelines and compliance
Performed review HAMP/HARP guidelines, refinances and repayment options including all Modification programs
Analyzed, reviewed, identified, investigated, and determined inconsistencies, discrepancies, negative trends and policy misinterpretation in the pre-funding process
Enhanced strategy for pipeline management
Supported initiatives by working with project team to clearly define a document the business requirements and test cases
Diverse experience within the mortgage industry, preferably loan application, verification, processing, compliance, funding, closing, and post-closing
Knowledge of mortgage industry concepts, practices, and procedures; knowledge of mortgage loan documentation
Compliance and control management experience
Participated in ongoing professional development opportunities to stay current on industry trends and regulatory changes affecting underwriting practices.
Reduced errors in loan approvals by meticulously verifying applicant information before submission to senior underwriters.
Managed a high volume of loan applications, maintaining accuracy and timeliness in the underwriting process, leading to increased customer satisfaction.
Ensured accuracy of borrower documentation through rigorous attention to detail during the verification process.
Conducted thorough research on applicants'' financial history, enabling accurate evaluation of their creditworthiness.
Assisted senior underwriters in evaluating loan applications, resulting in improved risk assessment accuracy.
Enhanced underwriting efficiency by organizing and prioritizing daily tasks and responsibilities.
Mortgage Loan Processor/Jr Underwriter Consultant
New Bold Advisors
09.2018 - 10.2021
Responsible for starting all new customer files and maintaining files for active loan transactions
Assisted loan officer with reviewing loan documents and checking for any inaccuracies
Responsible for fielding incoming calls from current clients and prospects looking for more information
Gathered all finalized loan materials and put them into the final transaction file
On hand for closings and responsible for making sure loan checklist was satisfied
Conclude on all applicable financial and no-financial criteria and develop loan repayment plans
Financial analysis of income, credit, assets, verified compliance underwriting criteria and input new loan in designated software
Work with established regulations and always adhere to law requirements
Coordinate with closing departments to ensure a timely and effective closing process
Processed & pre-underwrote commercial loans submitting files to underwriting, financials, credit reports, updating commercial loan checklist for each new loan file received, reviewing loans on a weekly basis, updating the pipeline report, accordingly, established and audit any new loan files to determine any deficiency items
Established and participated in regular performance reviews and issued resolution meetings with vendors, served as a primary liaison between business partners and operations team
Understand and managed change to Mortgage Disclosures by leveraging knowledge of RESPA-TILA disclosure guidelines
Software knowledge of common LOS, LAS, and bank core systems
Strong knowledge of all loan operations functions especially with mortgage lending and syndicated commercial loans
Review and analyze process data to understand driving factors and perform root cause analysis
Commercial Loans: underwriting / Processing Collecting and analyzing financial and related data to determine general creditworthiness, Structuring loan terms and conditions that meet the client's needs and the Bank's lending guidelines
Recommend approval or declination of loans within established Bank policies and informing prospective borrower of decision
Reviewed financial statements and contacted institutions and customers to clarify details.
Coordinated closing process with attorneys, title companies, and government clerks.
Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase.
Improved loan processing time by streamlining the application review process and enhancing communication with clients.
Improved approval rates with comprehensive background and credit checks on all mortgage applications.
Fostered culture of continuous improvement, suggesting and implementing process enhancements that reduced turnaround times.
Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation.
Pharmacy Technician
North Texas VA Healthcare System
01.2008 - 08.2018
Answered incoming phone calls and addressed questions from customers and healthcare providers.
Streamlined prescription processing with accurate data entry and verification of patient information.
Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
Performed various pharmacy operational activities with strong commitment to accuracy, efficiency, and service quality.
Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
Supported inventory management initiatives through accurate record-keeping of received shipments and expired medications for disposal purposes.
Promoted patient confidentiality by adhering to HIPAA regulations when handling personal information during transactions.
Improved patient satisfaction by efficiently processing prescriptions and managing inventory in a timely manner.
Counted and labeled prescriptions with correct item and quantity.
Collected co-payments or full payments from customers.
Ensured patient safety by strictly following drug storage guidelines, including proper temperature and light exposure control.
Optimized workflow efficiency through participation in regular team meetings discussing areas for improvement within the department.
Assisted in training new team members on standard operating procedures to ensure consistent quality of service across the entire team.
Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
Proactively identified potential issues or discrepancies in medication orders, collaborating closely with pharmacists to resolve them quickly.
Expedited insurance claim resolutions by liaising with healthcare providers and insurance companies on patients'' behalf.
Provided exceptional customer service, resolving queries and concerns with empathy and professionalism.
Engaged in continuous learning to stay updated on pharmaceutical practices and products.
Managed opening and closing duties for pharmacy.
Implemented system for tracking expired medications, ensuring pharmacy compliance with regulations.