Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dana Smith

Bradford ,PA

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Office Manager/HR Manager

Gleason Construction, Inc.
Bradford, PA
09.2023 - Current
  • Developed and implemented office policies and procedures.
  • Assisted with the preparation of budgets, forecasts and financial statements.
  • Supervised staff members, organized schedules and delegated tasks.
  • Coordinated meetings, conferences, travel arrangements and department activities.
  • Maintained filing system for records, correspondence and other documents.
  • Ordered supplies and equipment to maintain adequate inventory levels.
  • Provided administrative support to management team including preparing reports and presentations.
  • Created spreadsheets in Excel to track data such as vacation requests, sick days .
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Processed payroll accurately ensuring all employees were paid on time.
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Organized company events including holiday parties, team building activities .
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Ensured compliance with applicable laws regarding employment practices.
  • Reviewed contracts for accuracy prior to signing off on behalf of the company.
  • Managed office inventory and placed new supply orders.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Administered payroll and maintained proper documentation of employee personnel.
  • Reviewed files and records to obtain information and respond to requests.
  • Managed, scheduled and coordinated office functions and activities for employees.
  • Delegated work to staff, setting priorities and goals.

Disclosure Desk Specialist

Intercoastal Mortgage, LLC
Fairfax, VA
05.2020 - Current
  • Manage company pipeline for initial disclosure and final disclosure sets, change of circumstances, and notices, and making sure proper disclosures are sent out within the proper time frame
  • Provide input on areas for improvement in the disclosure function to the Loan Officers
  • Keep Loan Officer updated on expiration dates and status on loans currently in the pipeline
  • Read and interpret documents such as promissory notes, contracts, legal directives and other loan documents
  • Ensure that all files that are due to go out a certain day are fully prepared and ready to be disclosed with no errors
  • Use basic math: compute loan amounts, income and other mortgage related calculations
  • Produced in-depth reports outlining findings and recommendations for improvement
  • Documenting and tracking errors and omissions in disclosures and disclosure packages for remediation
  • Pulling internal compliance reports from loan origination systems and ensuring that all issues are addressed before the release of the disclosure packages
  • Prepared monthly reports showing employees monthly numbers for Vice President
  • Prepared schedules (late days, vacations, printing calander) for our employees
  • Monitored department email daily by assisting Loan Officers and other employees in the company, letting Loan Officers know specific due dates & times
  • Assist customers on how to e-sign and e-consent when needed
  • Answering incoming calls when Loan Officer is busy
  • Rerunning Certs and updating Encompass when needed

YMCA School-Age Director

Bradford YMCA
Bradford , PA
08.2016 - 05.2020
  • Under the supervision of the Regional Director, i would help administer day-to-day operations, including being available to address parents, children, and staff issues
  • Ability to open and/or close throughout the week and assist with room needs due to staff absences.
  • Ability and willingness to assume lead teacher responsibilities in any of the infant, toddler or preschool rooms until such time a new lead teacher can be named
  • Work with Regional Director to plan both long- and short-range activities in accordance with curriculum objectives, developmentally appropriate practice.
  • Ensure all lead teachers are provided the support necessary to create a positive daily environment in accordance to program goals
  • Work with the Regional Director to maintain all appropriate records and meet all applicable licensing regulations.
  • Train new staff
  • Oversaw daily activities and programs to educate and socialize participants.
  • Communicated with parents and fostered strong professional relationships.
  • Monitored compliance with state, federal and company regulations, standards and requirements.
  • Collaborated with various departments to support and establish programs, lessons and student activities.

Education

Bachelor of Science - General Studies

University of Pittsburgh - Bradford
Bradford, PA
05.2020

Skills

  • Procedure Optimization
  • Project Oversight
  • Team Management
  • Computer Skills
  • Organizational Skills
  • Basic Math
  • People Skills
  • Supervision & Leadership
  • Reliable & Trustworthy
  • Good Work Ethic
  • Customer Service
  • Friendly, Positive Attitude
  • Planning & Organizing
  • Excellent Time Management
  • Ability to work in fast-paced environment

Certification

  • Certified Notary Public - Commission Date 11/21/23, Commission Expiration Date 11/21/2027

Timeline

Office Manager/HR Manager

Gleason Construction, Inc.
09.2023 - Current

Disclosure Desk Specialist

Intercoastal Mortgage, LLC
05.2020 - Current

YMCA School-Age Director

Bradford YMCA
08.2016 - 05.2020

Bachelor of Science - General Studies

University of Pittsburgh - Bradford
Dana Smith