Dana Shelly
Levittown,PA
Summary
Proven track record in enhancing customer satisfaction and streamlining processes, as demonstrated at Funding America Mortgage. Expert in database management and relationship building, I significantly improved loan approval rates. Skilled in sales and documentation review, my approach has consistently led to positive outcomes and strengthened client relations. Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
9
9
years of professional experience
Work History
Loan Officer/ Pipeline Manager
Funding America Mortgage
2021.10 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Submitted loan applications to underwriter for verification and recommendations.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Advised clients on mortgage, education and personal loans.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Examined customer loan applications for loan approvals and denials.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Bartender
Maries Kozy Korner
2016.02 - Current
- Served high customer volumes during special events, nights, and weekends.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
- Assisted with staff training, sharing expertise in bartending techniques and customer service best practices.
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
- Handled cash and card transactions accurately, reducing discrepancies and balancing till at end of each shift.
- Contributed to event success, planning beverage menus and efficiently serving large groups.
Project Controller
Stantec Consulting Services
2022.12 - 2024.01
- Validated project and employment information and completed manual adjustments to financial data.
- Improved project efficiency by streamlining processes and implementing time-saving strategies.
- Negotiated contracts with vendors and suppliers, securing favorable terms for the organization while maintaining strong relationships with external partners.
- Implemented change management processes to address scope creep or evolving requirements effectively.
- Collaborated with cross-functional teams to ensure smooth communication and coordination throughout the project.
- Managed budgets effectively, ensuring all projects were completed within financial constraints.
- Reported regularly to managers on project budget, progress, and technical problems.
- Maintained open communication by presenting regular updates on project status to customers.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
Office Manager
Riencheck Construction
2016.02 - 2020.03
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Education
High School Diploma -
Pennsbury High School
Fairless Hills, PA06.1997
Skills
- Database Management
- Documentation Review
- Relationship building and management
- Sales expertise
Timeline
Project Controller
Stantec Consulting Services
2022.12 - 2024.01
Loan Officer/ Pipeline Manager
Funding America Mortgage
2021.10 - Current
Bartender
Maries Kozy Korner
2016.02 - Current
Office Manager
Riencheck Construction
2016.02 - 2020.03
High School Diploma -
Pennsbury High School
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