Danielle Shafer
Suffolk,VA
Summary
Performance-driven training specialists with 8+ years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to all aspects of the job. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
11
11
years of professional experience
Work History
AVP, Corporate Training Specialist
TowneBank Mortgage
01.2018 - Current
- Responsible for all outgoing, company-wide communications from the training team regarding training updates or opportunities
- Responsible for daily monitoring of incoming communications to the training team
- Assist trainers in production of training materials
- Work closely with outside consultants to build and maintain a central library of policies and procedures on SharePoint
- Work closely with SME's to document procedures within the loan operating system and for other various company operations
- Responsible for maintenance of company library on AllRegs
- Assign regulatory compliance courses in Cornerstone as well as review reports to ensure past dues are promptly resolved
- Assign SAFE Act course in Cornerstone to newly NMLS registered users
- Work closely with training department manager to produce a monthly learning & development newsletter to send out to the business.
Compliance Analyst
TowneBank Mortgage
01.2016 - 01.2018
- Responsible for management of vendor databases within Encompass
- Ensured database was aligned with approved vendors, vetted through third party service
- Monitored tickets daily to add, modify and delete vendors based on requests and reviews
- Responded to an average of 250 email requests per month to confirm selected Settlement Agents were approved prior to closing
- Managed an Excel spreadsheet of over 3000 settlement agents and compared daily to changes in third party vendor's database
- Scrubbed investor exclusionary lists monthly for ineligible settlement agents and alerted secondary to any findings
- Assisted compliance team with regulatory compliance assignments through BVS
- Worked closely with software support to onboard new vetting service provider.
Compliance Database Administrator
Monarch Mortgage
01.2015 - 01.2016
- Created a database of over 8000 realtors to upload to LOS
- Managed settlement agent vetting process in conjunction with third part vetting service provider
- Provided support to Compliance team where needed to include tasks such as neighborhood Watch, and NMLS functions as well as monitoring the compliance inbox for support tickets.
Vice President
Symbiotic, Inc.
01.2019 - Current
- Create engaging online content across a variety of social media platforms with the goal of growing an audience of donors and supporters
- Utilizing photos from foster families or ones taken personally, edit in Adobe Photoshop, VideoLeap or Photoleap and upload to Canva to add interest by way of banners, text, or additional content
- Create copywrite which draws the reader in and results in an emotional investment in the group's mission
- Maintain constant Stories in Instagram to increase follower engagement by supplementing the daily posts
- Create engaging reels by following trends while maintaining a sophistication, which speaks to the character of the group
- Create fundraisers in both Instagram and Facebook
- Create events in Facebook.
Education
OLD DOMINION UNIVERSITY
01.1996
RADFORD UNIVERSITY
01.1995
Skills
- New Hire Onboarding
- Office Administration
- Presentation Creation
- Technical Documentation
- Attention to Detail
- Administrative Support
- Document Control
- MS Office
- Effective communication
- Training and development
Hobbies and Interests
- ANIMAL WELLFARE
- GRAPHIC DESIGN
- MARKETING
- COOKING
Timeline
Vice President
Symbiotic, Inc.
01.2019 - Current
AVP, Corporate Training Specialist
TowneBank Mortgage
01.2018 - Current
Compliance Analyst
TowneBank Mortgage
01.2016 - 01.2018
Compliance Database Administrator
Monarch Mortgage
01.2015 - 01.2016
OLD DOMINION UNIVERSITY
RADFORD UNIVERSITY