Connie Boman
Grand Haven,MI
Summary
Resourceful problem solver with over 15+ years of customer service and front office experience, committed to balancing company goals while ensuring customers and clients receive full satisfactory solutions. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
12
12
years of professional experience
Work History
Indirect Loan Processor
Lake Michigan Credit Union Headquarters
10.2023 - Current
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
- Reduced errors in loan applications by meticulously reviewing all documentation for accuracy and completeness.
- Maintained a high level of industry knowledge by staying informed about changes in regulations, guidelines, and best practices within the indirect lending space.
- Provided quick turnaround times to maintain fast-past schedule.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Reviewed and validated details of loan applications and closing documentation.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process.
- Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
- Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.
Administrative Assistant / Receptionist
DERSE, INC.
12.2022 - 10.2023
- Job Master updates to initiate billing process / AP invoicing
- Enter divisional timecards into ERP system
- Reconcile time entry reports
- Produce billing reports out of ERP system
- Answering all incoming calls professionally, routing to appropriate employee/voicemail
- Greet and assist visitors, customers, and vendors, ensure sign-in & provide ID badges and safety glasses if needed
- Maintain conference/meeting room schedules
- Coordinate divisional hospitality including assistance with setting up conference rooms, with food and beverage ordering when needed
- Assist Administrative departments & other divisional personnel under the direction of the Office Manager
- Key collaboration with all divisional staff, including corporate staff with Marketing, Human Resources, and Accounting Department needs
Administrative Assistant
FUEL POWERSPORTS
08.2022 - 12.2022
- Carried out receptionist duties such as answering phones, greeting and directing customers
- Cash box and cash register balance and reconciliation for all departments
- Completed clerical tasks including faxing and filing, creating invoices, accounts payable
- Review & process packing slips, stock in new and used vehicle inventory
- Process MSOs for new vehicles and create deal jackets
- Review and process miscellaneous invoices
- Complete product logs in Excel using monthly remittance statements
- Daily use of Excel, Microsoft Word, and Lightspeed software
Business Development Representative
ARTESIAN BOTTLESS WATER
07.2020 - 02.2022
- Responsible for generating appointments for the sales representatives by cold calling business to business in order to generate leads by prospecting and qualifying the potential leads
- Set meetings for sales representatives
- Schedule appointments and maintain sales representatives’ daily schedules
- Received the Artesian BDR Rookie of the Year Award 2020
Front Desk Customer Service Representative
WISCONSIN ATHLETIC CLUB
07.2019 - 03.2020
- First friendly contact with incoming members and new guests
- Work directly with all departments to ensure a flawless member experience
- Administered appointment scheduling for personal training and massage therapy, via computer scheduler, including phone or in-direct contact with members & non-members
annuity customer service
TRANSAMERICA (Aerotek)
09.2018 - 12.2018
- Answered high volume incoming client calls regarding information on their annuity retirement accounts
- Provided needed documentation to client, via email, fax or US postal mail
account specialist
LODESO, INC. (bought out by Schneider National Trucking)
12.2012 - 03.2017
- Answered incoming vendor & customer calls, via telephone, email and other modes of communication, to provide updates on the location of merchandise once leaving the manufacturers plant
- Review customer orders for accuracy to ensure all product / order information is accurate
- Maintained concise system documentation to vendors & customers to help them understand the tracking system in place
- Monitored multiple delivery terminals to resolve any issues or delays while in transit
- Monitored multiple delivery terminals to track and ensure the customer is receiving the correct type of delivery
Education
Associate of Science - Business Management
CORNERSTONE UNIVERSITY
Grand Rapids, MI01.2011
Skills
- Goal-Oriented
- Loan Closing Procedures
- Document Verification
- Customer Service
- Attention to Detail
- Dedicated Work Ethic
- Data Entry
- Deadline Management
- Generating Reports
- Verifying information
- Production leadership
- Multitasking
- Reliability
BDR Rookie of the Year 2022
Voted by my Supervisor and General Manager for BDR Rookie of the Year. It was my first year/ job cold calling B2B in the State of Wisconsin. It is a award given out yearly to new employees.
Timeline
Indirect Loan Processor
Lake Michigan Credit Union Headquarters
10.2023 - Current
Administrative Assistant / Receptionist
DERSE, INC.
12.2022 - 10.2023
Administrative Assistant
FUEL POWERSPORTS
08.2022 - 12.2022
Business Development Representative
ARTESIAN BOTTLESS WATER
07.2020 - 02.2022
Front Desk Customer Service Representative
WISCONSIN ATHLETIC CLUB
07.2019 - 03.2020
annuity customer service
TRANSAMERICA (Aerotek)
09.2018 - 12.2018
account specialist
LODESO, INC. (bought out by Schneider National Trucking)
12.2012 - 03.2017
Associate of Science - Business Management
CORNERSTONE UNIVERSITY
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