Well-versed in managing communication and maintaining accurate records. Detail oriented professional offering solid communication, presentation, organization, and problem-solving skills.
Overview
15
15
years of professional experience
Work History
DF Aftercare Coordinator
Texas Organ Sharing Alliance
02.2023 - Current
Case correspondence: generate post-case correspondence to donor families
Case Communication: Provide immediate follow-up as needed to families of organ donors to address requests, questions or comments
Coordinate efforts of DFS with Community relations
Ensure mailings and materials are generated, proofed and mailed
Facilitates special events/projects
Carries out Administrative responsibilities
Facilitates public and professional education.
Processing Coordinator
Angel Oak Home Loans
04.2019 - 07.2022
Improved processing for required tasked within the designated timeframes
Performed an initial pre-underwriting review of the loan file
Followed up on all outstanding orders to third parties to meet deadline
Managed pipeline to ensure system data is correct, turn-times met and all compliance requirements fulfilled
Streamlined communication to designated team members
Lead Specialist/PA3
Legacy Mutual Mortgage
03.2018 - 04.2019
Improved team focus on converting leads to clients
Implemented credit and application reviews
Interview applicants to evaluate their eligibility for loans
Generate communication to designated team members regarding applicable tasks
Main point of contact for clients and originators regarding loan file status
Managed pipeline
Sr. Branch Office Administrator
Edward Jones Investments
05.2009 - 12.2017
Implemented daily branch office operations
Managed client accounts
Strategized on branch efficiency while delivering excellent customer service
Lead administrator training peers
Implemented business development and event planning
Managed multi-line phone system
Education
AAS Business Management -
College of DuPage
Glen Ellyn, IL
Skills
Event Planning
Organizational abilities
Critical Thinking
Empathy Development
Documentation and Recordkeeping
Professional Highlights
Increased client retention by being a 3 time Client Service and BOA MPC award recipient for customer care and outstanding client satisfaction
Directly assisted team in exceeding client retention goal and increasing referrals
Timeline
DF Aftercare Coordinator
Texas Organ Sharing Alliance
02.2023 - Current
Processing Coordinator
Angel Oak Home Loans
04.2019 - 07.2022
Lead Specialist/PA3
Legacy Mutual Mortgage
03.2018 - 04.2019
Sr. Branch Office Administrator
Edward Jones Investments
05.2009 - 12.2017
AAS Business Management -
College of DuPage
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