Dawn-Marie Schell
Jefferson,GA
Summary
Dynamic professional with a proven track record in driving operational efficiency, advisor enablement, and scalable business growth while providing high-level executive support to the President & CEO and management team. Expertise in managing logistics for internal and client-facing events, overseeing pipeline and marketing reporting, ensuring compliance, and collaborating with senior leadership to align operations with strategic objectives. Strong organizational, operational, and client-focused leadership skills developed in high-performing team environments. Committed to delivering exceptional service and excellence, ready to contribute to the success and growth of the organization.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Executive Assistant to President & CEO, Client Experience & Office Manager
Elevate Wealth Advisory
01.2019 - 12.2025
- Provide high level Executive Administrative support, managing complex calendars, multiple email boxes, and confidential correspondence with utmost discretion.
- Enable advisors by coordinating client meetings, follow-ups, and service reviews to strengthen relationships and ensure compliance.
- Onboarding, communication, CRM updates, and new inquiry tracking, proactively following up to ensure all leads are reached, allowing adviser teams to focus on delivery.
- Manage pipeline and marketing reporting to support business development and strategic decisions.
- Serve as a first point of contact for referrals and client onboarding, ensuring accurate account setup and seamless client experiences.
- Coordinate logistics for internal team and client-facing events, promoting team building, engagement, brand consistency, and client satisfaction.
- Act as a liaison between advisors, clients, and internal teams to streamline service delivery and enhance client experience.
- Optimize workflows and operational processes across client services, advisor support, and internal teams to improve efficiency.
- Support compliance and documentation standards across all client communications and protocols.
- Identify recurring client concerns and recommend process improvements to enhance satisfaction and retention.
- Provide comprehensive executive support to the CEO, coordinating vendor partnerships, financial operations, managing complex calendars, multiple email boxes and new hire onboarding. While ensuring operational continuity, confidential correspondence with utmost discretion, streamlining processes, and supporting advisors and teams, allowing leadership to focus on strategic initiatives and growth.
Client Services Advisor
Vickery Financial Services
01.2019 - 07.2021
- Facilitated client engagement by swiftly responding to inquiries and effectively troubleshooting concerns.
- Managed documentation of client interactions and updates within CRM system for streamlined operations.
- Led initiatives to enhance operational efficiency, resulting in reduced response times and increased client retention.
- Evaluated client feedback to pinpoint service enhancement opportunities and executed targeted solutions.
- Executed thorough preparation of application forms and documents to ensure compliance with processing standards.
Licensed Loan Partner NMLSR #949236
HomeBridge Financial Services
05.2015 - 12.2018
- Provided administrative and business support to top-performing managers and sales team members at one of the nation’s largest non-bank lenders.
- Maintained executive calendars, scheduled meetings, coordinated events, and prepared reports, correspondence, and marketing materials.
- Acted as a liaison between managers, sales teams, and operational units to resolve daily administrative tasks and address potential issues.
- Analyzed financial documents and client data for accuracy, completeness, and potential concerns, including credit reports, IRS transcripts, payroll documentation, bank statements, divorce decrees, and government clearance reports.
- Managed loan pipelines to meet close dates and support individual and team revenue goals.
- Processed Conventional, FHA, USDA, and VA loans, including purchase, refinance, and renovation transactions.
- Oversaw office operations, inventory, and supplies to ensure efficient team performance and workflow continuity.
Financial Consultant
PNC Bank
09.2014 - 05.2015
- Maintained sales logs, vault/ATM management, cash handling standards, wire transfers, new accounts, safe deposit boxes, and relationships with bankers and sales partners.
- Achieved Gold level and exceeded minimum sales goals; by evaluating and recognizing customer needs while cross selling the banks products and services.
- Prospect and organize marketing projects and sponsorship events creating new business relationships.
- Increased product knowledge through e-learning and peer relationships driving sales performance. Generated high referrals assisting the branch in meeting sales goals.
- Performed initial client assessment, processed applications for loans, opening and closing accounts. Ensured compliance with internal controls.
- Made customers feel welcome and develop rapport while processing banking transactions, researching discrepancies, and recognizing red flags.
Licensed Mortgage Sales Associate & Administrative
Wells Fargo Home Mortgage
08.2010 - 06.2014
- Engaged with prospective and current clients to ensure effective communication and support.
- Conducted research, compiled data, and prepared reports for management as well as created effective memos for team members and clients.
- Recognized for being diligent in sales and service received Team Excellence Award for NE Georgia. Strong knowledge of real estate transactions and loan processing allowed reduced underwriting requirements.
- Executed office audit reviews and contributed to team member training programs, reinforcing adherence to compliance protocols.
- Secured S.A.F.E. license registration NMLSR 949236 by successfully passing FBI background checks, ensuring adherence to regulatory requirements.
- Enhanced customer satisfaction through dedicated service, contributing to positive survey outcomes.
Senior Mortgage Process Account Manager
JP Morgan Chase
10.2005 - 09.2008
- Managed sales pipeline, prospect calling, processed applications, and reviewed loan documents including titles, income, appraisal and insurance.
- Ensured files meet compliance policies and company guidelines.
- Adhered to safeguarding all records providing strict level confidentiality.
- Advocated on behalf of homeowners through the mortgage loan modification process, credit card settlements and settlements of second mortgages. Recognized for proven analytical, research skills resulting in reduced fraud.
- Create customer loyalty with new accounts by cross selling and partner referrals.
- Ranked Top 10 National Account Manager and Top Sales 2006, 2007, 2008.
Senior Loan Processing Manager
Lehman Brothers
01.2000 - 10.2005
- Implemented strategies to strengthen team unity and motivation, creating an uplifting atmosphere.
- Assisted with processor scheduling for new hires. Supported onboarding processes for new employees. Maintained accurate sales reports and pipelines. Set achievable goals and developed timelines for projects. Aided in recruiting efforts and coordinated trade shows. Conducted audits to verify accuracy and compliance with company standards.
- Designed and implemented systematic processing logs to optimize turnaround efficiency in operations.
- Managed survey processes and effectively resolved consumer inquiries to support customer satisfaction initiatives.
- Achieved designation of Regional Account Manager by corporate headquarters, reflecting excellence in account management during 2004 and 2005.
Education
Business Management -
Broward College
Coconut Creek, FLMedical Assistant, LPN - Nursing
FL College
Ft. Lauderdale, FLSkills
- Workplace efficiency management
- High-level administrative coordination
- Client Experience Specialist
- Effective problem solver
Certification
- NMLSR #949236
- Notary Public
Languages
English
Full Professional
Timeline
Client Services Advisor
Vickery Financial Services
01.2019 - 07.2021
Executive Assistant to President & CEO, Client Experience & Office Manager
Elevate Wealth Advisory
01.2019 - 12.2025
Licensed Loan Partner NMLSR #949236
HomeBridge Financial Services
05.2015 - 12.2018
Financial Consultant
PNC Bank
09.2014 - 05.2015
Licensed Mortgage Sales Associate & Administrative
Wells Fargo Home Mortgage
08.2010 - 06.2014
Senior Mortgage Process Account Manager
JP Morgan Chase
10.2005 - 09.2008
Senior Loan Processing Manager
Lehman Brothers
01.2000 - 10.2005
Business Management -
Broward College
Medical Assistant, LPN - Nursing
FL College