Summary
Overview
Work History
Education
Skills
Timeline
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Emily Williams

Emily Williams

Sun Prairie,WI

Summary

Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.

Overview

7
7
years of professional experience

Work History

Business Owner

Madison Dance Academy
07.2017 - Current
  • Prepared bank deposits and handled business sales, returns and transaction reports.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
  • Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
  • Trained and motivated employees to perform daily business functions.
  • Promoted business via social media to generate leads and maximize brand identity.
  • Advertised products and services online, social media and through traditional campaigns to target ideal consumers.
  • Designed business plan to define concept, short-term and long-term goals and strategies.
  • Researched trends and current innovations to determine competition and develop competitive pricing points.
  • Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
  • Participated in business events, conferences and trade shows to promote products and network with business owners and prospective clients.
  • Interacted well with customers to build connections and nurture relationships.
  • Trained new employees on proper protocols and customer service standards.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Planned routines for recitals and performances.
  • Taught and explained choreography by breaking down steps and demonstrating moves.
  • Created healthy and safe learning environment for all students by implementing class rules and promoting mutual respect and gentle discipline.
  • Planned, prepared, and delivered lesson plans introducing students to dance techniques and ballet positions.
  • Promoted creative expression to encourage students to explore dance as art and self expression through movement.
  • Tailored each class to meet student needs and abilities and allow dancers to progress at comfortable pace.
  • Motivated and encouraged students to practice dance routines to work toward set goals.
  • Provided constructive corrections to encourage students to learn steps and improve dancing.
  • Covered safety and health guidelines to avoid injury and inform students fully on risks associated with dance.
  • Adhered to studio guidelines and legal requirements.

Loan Setup Coordinator

Highlands Residential Mortgage, LTD
05.2023 - 08.2023
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Worked with underwriters to fix application problems and resolve issues.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Checked loan documents for accuracy prior to closing.
  • Reviewed loan files and updated to match current standards.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Processed loan applications and monitored progress from start to finish.
  • Monitored pipelines to track and log status of loans.
  • Communicated with originator and applicant concerning progress of loan file.
  • Handled any conditions sent from underwriting departments.
  • Set up and completed loan submission packages.
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Maintained accurate records of loan processing activities and documents in CRM system.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Updated account information to maintain customer records.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.

Assistant Loan Processor

Fairway Independent Mortgage Corporation
06.2016 - 05.2023
  • Monitored key dates to obtain information by deadlines.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Communicated with customers daily to request information and complete paperwork.
  • Assembled important paperwork and disclosures for borrower.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Processed loans within various departments to achieve timely, accurate, and fair proceedings.
  • Coordinated closing process with attorneys, title companies, and government clerks.
  • Set up and completed loan submission packages.
  • Handled any conditions sent from underwriting departments.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Developed and maintained relationships with customers and loan officers to establish smooth loan process.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
  • Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Communicated with originator and applicant concerning progress of loan file.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Maintained accurate records of loan processing activities and documents in CRM system.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Reviewed and validated details of loan applications and closing documentation.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Consulted with outside vendors to identify and resolve loan closing issues.

Education

No Degree - Business Administration And Management

Herzing University
Madison

Skills

  • Balanced Work Ethic
  • Articulate Communication
  • Office Systems Management
  • Staff Management
  • Coaching and Mentoring
  • Task Delegation
  • Office Supplies and Inventory
  • Ability to Work Independently
  • Customer Information Databases
  • Microsoft Office
  • Business Correspondence
  • Excellent Written and Oral Communication

Timeline

Loan Setup Coordinator

Highlands Residential Mortgage, LTD
05.2023 - 08.2023

Business Owner

Madison Dance Academy
07.2017 - Current

Assistant Loan Processor

Fairway Independent Mortgage Corporation
06.2016 - 05.2023

No Degree - Business Administration And Management

Herzing University

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Emily Williams