Experienced Senior Project Manager gifted at meeting tight deadlines, driving business opportunities and working well in team-based environments. Engaging and personable to manage key milestones and deliver exemplary customer service.
Overview
12
12
years of professional experience
Work History
SR. PROJECT MANAGER
GRANTWORKS INC.
05.2019 - Current
Provides training and management to Application Coordinators to understand and apply HAP and HARP program regulations, policies, and procedures and provides oversight to ensure program compliance
Ensures that homeowner applications are being processed according to the contract requirements and following applicable guidelines
In addition, also provides quality assurance oversight on applications and submittals to the GLO
Creates and implemented the Time Blocking Program for Applications, a tool used by Grantworks' Application Coordinators
Promotes the program by making presentations, conducts new hire training, and facilitates meetings and other forums
Conducted new employee onboarding and provided ongoing orientation training.
Developed comprehensive process for new hires and reviewed new hire productivity, optimizing onboarding effectiveness.
Explained employee compensation, benefits, schedules, working conditions, and promotion opportunities.
LOAN OFFICER
BANK OF AMERICA FINANCIAL CENTER
11.2018 - 05.2019
Analyzed credit data and financial statements to determine degree of risk involved in extending credit or issuing loans
Generated financial ratios to evaluate customers' financial status
Completed loan applications, including credit analyses and summaries of loan requests, and submitted these to loan committees for consideration
Evaluated customer records and recommended payment plans based on earnings, savings data, payment history, and purchase activity.
LOAN OFFICER
CREDIT HUMAN FEDERAL CREDIT UNION
11.2016 - 10.2018
Generated financial ratios to evaluate customers' financial status
Consulted with customers to resolve complaints and verify financial and credit transactions
Evaluated customer records and recommended payment plans based on earnings, savings data, payment history, and purchase activity.
LOAN OFFICER
AMERICAN FINANCIAL NETWORK INC.
03.2016 - 10.2016
Prepared loan applications, including credit analyses and summaries of loan requests, and submitted applications to loan committees for approval.
MORTGAGE LOAN PROCESSOR
CROSSCOUNTRY MORTGAGE INC.
07.2015 - 01.2016
Examined information and verified accuracy of loan applications and closing documents
Assembled and compiled documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts
Submitted loan applications with recommendations for underwriting approval
Contacted credit bureaus, employers, and other sources to check applicants' credit and personal references
Filed and maintained loan records and ordered property insurance or mortgage insurance policies to protect against loss on a mortgaged property.
MORTGAGE LOAN PROCESSOR
CMG FINANCIAL
04.2015 - 07.2015
Submitted loan applications with recommendations for underwriting approval
Contacted customers by email, telephone, or in-person concerning the acceptance or rejection of applications
Contacted credit bureaus, employers, and other sources to check applicants' credit and personal references
Filed and maintained loan records.
MORTGAGE LOAN PROCESSOR
USAA
06.2012 - 04.2015
Verified and examined information and the accuracy of loan applications and closing documents
Interviewed loan applicants to obtain personal and financial data and assisted in completing applications
Submitted loan applications with recommendations for underwriting approval
Answered questions and advised customers regarding loans and transactions
Contacted customers by mail, telephone, or in-person concerning acceptance or rejection of applications
Filed and maintained loan records and ordered property insurance or mortgage insurance policies to protect against loss on a mortgaged property.
NEW BUSINESS DEVELOPMENT
BSG CLEARING SOLUTIONS
09.2011 - 11.2012
Negotiated contracts with vendors or distributors to manage product distribution, establishing distribution networks, or developing distribution strategies
Consulted with product development personnel on product specifications such as design, color, or packaging
Coordinated or participated in promotional activities and trade shows, worked with developers, advertisers, and production managers, to market products or services
Selected products or accessories for trade and special production shows.
Education
Bachelor of Arts - Organizational Management
Ashford University
Clinton, IA
10.2011
Skills
Case Management Training
Time Blocking/Process Improvement Expert
Troubleshooting
Document Management
Onboarding coordination
Team collaboration
Relevant Experience
SR. PROJECT MANAGER, GRANTWORKS INC., AUSTIN, TEXAS, 05/01/19, PRESENT, Provides training and management to Application Coordinators to understand and apply HAP and HARP program regulations, policies, and procedures and provides oversight to ensure program compliance. Ensures that homeowner applications are being processed according to the contract requirements and following applicable guidelines. In addition, also provides quality assurance oversight on applications and submittals to the GLO. Creates and implemented the Time Blocking Program for Applications, a tool used by Grantworks' Application Coordinators. She promotes the program by making presentations, conducts new hire training, and facilitates meetings and other forums. Including participates in the hiring process, provides supervisory oversight, and performs employee performance reviews.
Team Lead, Homeowners Assistance & reimbursement Program, Texas General Land Office, Austin, Texas, 21-064-001, 04/01/21, UNTIL FUNDS ARE USED, Provides training and management to Application Coordinators to understand and apply HAP and HARP program regulations, policies, and procedures and provides oversight to ensure program compliance. She ensures that homeowner applications are being processed according to the contract requirements and following applicable guidelines. She also provides quality assurance oversight on applications and submittals to the GLO.
Team Lead, Homeowners Assistance Program, Texas General Land Office, Austin, Texas, 18-304-013, 11/01/18, UNTIL FUNDS ARE USED, Provides training and management to Application Coordinators to understand and apply HAP and HARP program regulations, policies, and procedures and provides oversight to ensure program compliance. She ensures that homeowner applications are being processed according to the contract requirements and following applicable guidelines. She also provides quality assurance oversight on applications and submittals to the GLO.
Timeline
SR. PROJECT MANAGER
GRANTWORKS INC.
05.2019 - Current
LOAN OFFICER
BANK OF AMERICA FINANCIAL CENTER
11.2018 - 05.2019
LOAN OFFICER
CREDIT HUMAN FEDERAL CREDIT UNION
11.2016 - 10.2018
LOAN OFFICER
AMERICAN FINANCIAL NETWORK INC.
03.2016 - 10.2016
MORTGAGE LOAN PROCESSOR
CROSSCOUNTRY MORTGAGE INC.
07.2015 - 01.2016
MORTGAGE LOAN PROCESSOR
CMG FINANCIAL
04.2015 - 07.2015
MORTGAGE LOAN PROCESSOR
USAA
06.2012 - 04.2015
NEW BUSINESS DEVELOPMENT
BSG CLEARING SOLUTIONS
09.2011 - 11.2012
Bachelor of Arts - Organizational Management
Ashford University
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