CECILIA KERN
Atlanta,GA
Summary
Highly competent professional, fast learner, and self-starter. Can work independently to manage workload. Excels in turning disorganized environments into smooth-running operations and overhauls administrative processes to improve accuracy, efficiently.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Funding Solutions LLC
Roswell, G
05.2024 - Current
- Educated customers on various aspects of mortgage financing options available.
- Attended industry events and seminars in order to stay abreast of changes in the mortgage banking industry.
- Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
- Participated in team meetings, trainings conducted by management staff regarding updates on products, services offered by the company.
- Stayed abreast of lending regulations, industry trends and market rates.
- Developed and maintained relationships with local real estate agents.
Independent Life Insurance Agent
Georgia
Atlanta, Georgia
04.2023 - Current
- Pursuing continued professional development through insurance workshops, course and webinars.
- Communicate with clients to understand needs and identify best policies for each case.
- Create coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Independent Tax Specialist
CJK Tax Express
Atlanta, Georgia
08.2020 - Current
- Researched complex tax issues using various resources.
- Performed in-depth analysis of financial records to ensure compliance with applicable regulations.
- Identified potential areas of non-compliance with IRS regulations and recommended corrective action plans.
- Collaborated with other professionals to develop customized solutions for client's needs.
- Reviewed prior year returns for accuracy and completeness.
- Analyzed financial data from a variety of sources including bank statements, invoices, and receipts.
- Assisted clients with filing amended returns when necessary.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Provided expert advice to clients on tax planning and filing strategies.
Mortgage Loan Officer
Motto Mortgage
Norfolk, VA
09.2023 - 05.2024
- Educated customers on various aspects of mortgage financing options available.
- Attended industry events and seminars in order to stay abreast of changes in the mortgage banking industry.
- Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
- Participated in team meetings, trainings conducted by management staff regarding updates on products, services offered by the company.
- Stayed abreast of lending regulations, industry trends and market rates.
- Developed and maintained relationships with local real estate agents.
Account Manager
EnableComp
Franklin, Tennessee
01.2021 - 06.2023
- Managed internal coordination, communication, and messaging for external client requests and reports issues.
- Served as primary contact for clients, managing day-to-day interaction.
- Provided daily updates to the Supervisor and Director, while escalating issues, internally.
- Facilitated internal and external meetings to achieve necessary goals, resolved client issues, and/or internal issues.
- Worked to support the overall production process of assigned team(s) and provided additional management support for upper management.
- Responded and communicated with external clients regarding topics such as: remote system access, document requests, payment research requests, coordination of end-user training, and others.
- Motivated and worked with onboarding team members to successfully integrate new employees into organization.
- De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
Freight Broker
Universal Capacity Solutions
Antioch, Tennessee
09.2018 - 01.2021
- Oversaw movement of vendor materials.
- Collaborated with carrier, dispatcher, and vendor; to manage transportation of freight.
- Provided quotes for market pricing during negotiation.
- Developed excellent rapport with carriers to expand opportunities for growth.
- Created and maintained large client base by meeting needs and delivering exceptional customer service.
- Trained and developed agents to maximize customer service techniques while assessing needs of our carriers.
Sales Support Manager
Action Auto, LLC
Starkville, Mississippi
04.2017 - 08.2018
- Performed all administrative duties and served as the primary point of contact.
- Created effective organization and filing system for quick and thorough indexing, for easy access to critical information.
- Managed Accounts Payable and A/R reports.
- Orchestrated timely and accurate resolution of complex customer issues to enhance customer relationships.
- Organized efficient daily work plans based on oral instructions and written directions to meet challenging objectives.
Child Support Enforcement Specialist
Mississippi Department of Human Services
Columbus, Mississippi
02.2015 - 04.2017
- Reviewed applications for service and interviewed custodial and non-custodial parents.
- Assisted Attorney in establishing and modification of legal case(s) to enforce child support orders.
- Kept an abreast knowledge of child support policies and procedures, Mississippi family law, and federal regulations.
- Conducted detailed investigations to locate individuals and verified employment to determine assets.
- Coordinated paperwork to establish paternity, child support requirements, and medical support obligations.
- Reviewed and monitored support order(s) to determine eligibility for closure on a case-by-case basis.
- Referred delinquent cases to appropriated departments.
Dental Front Office Coordinator
Starkville Smiles
Starkville, Mississippi
04.2012 - 02.2015
- Managed front office by providing excellent customer service.
- Demonstrated proficiencies in telephone, e-mail, fax and front-desk reception in a high-volume environment.
- Collected payments from patients and arranged payment schedules.
- Completed insurance verification.
- Arranged documents for insurance claims.
- Maintained master calendar and scheduled new appointments based on provider availability.
- Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
Education
Associate of Applied Science - Healthcare Data Technology
East Mississippi Community College
Scooba, MS05.2013
High School Diploma -
Starkville High School
Starkville, MS05.2003
Skills
- 18 Years of Administrative Skills
- 18 Years of Customer Service
- 6 Years of Portfolio Management
- EPIC Software System
- Microsoft Office
- Attention to Detail
- Planning Events and Meetings
- Financial Planning
References
Upon Request
Certification
- NMLS #2472450
- GA Life Insurance License #3601349
Timeline
Mortgage Loan Officer
Funding Solutions LLC
05.2024 - Current
Mortgage Loan Officer
Motto Mortgage
09.2023 - 05.2024
Independent Life Insurance Agent
Georgia
04.2023 - Current
Account Manager
EnableComp
01.2021 - 06.2023
Independent Tax Specialist
CJK Tax Express
08.2020 - Current
Freight Broker
Universal Capacity Solutions
09.2018 - 01.2021
Sales Support Manager
Action Auto, LLC
04.2017 - 08.2018
Child Support Enforcement Specialist
Mississippi Department of Human Services
02.2015 - 04.2017
Dental Front Office Coordinator
Starkville Smiles
04.2012 - 02.2015
Associate of Applied Science - Healthcare Data Technology
East Mississippi Community College
High School Diploma -
Starkville High School
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