Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Jacquelyn Wyatt

Charlottesville

Summary

Mortgage lending professional prepared for demands of mortgage loan coordination roles. Proven ability to manage loan applications and navigate regulatory landscapes effectively. Collaborative team player focused on achieving results while adapting to changing needs, showcasing strong organizational and analytical skills.

Overview

14
14
years of professional experience

Work History

Senior Executive Assistant

ReAlta Life Sciences
Remote
07.2024 - 01.2026
  • Coordinated complex calendar schedules for executives, optimizing time management and meeting efficiency.
  • Managed travel arrangements and logistics, ensuring seamless itineraries for executive team members.
  • Developed and maintained filing systems, improving document retrieval speed and organization.
  • Facilitated communication between Board of Directors and Executive Team
  • Assisted with Series A and Series B financing rounds
  • Maintained professionalism while handling sensitive information by adhering to strict confidentiality protocols at all times.

Senior Executive Assistant

TTEC
Remote
09.2022 - 07.2024

*** Faneuil was acquired by TTEC and I was let go with everyone from Faneuil.

  • Assisted in the preparation of reports and presentations, ensuring clarity and professionalism in deliverables.
  • Implemented process improvements for office operations, increasing overall productivity of administrative functions.
  • Supported event planning efforts, coordinating logistics for internal meetings and external conferences.
  • Processed travel expenses and reimbursements for executive team and senior management in Concur.
  • Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.

Senior Executive Assistant

Faneuil
Remote
08.2022 - 09.2022
  • Facilitated communication between departments, enhancing collaboration on key projects and initiatives.
  • Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for the CEO.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Prepared meeting agendas and briefing papers for members of board of directors and executive team.
  • Coordinated and executed special projects.
  • Transcribed, formatted, input and edited text, data, and graphics.

Senior Executive Assistant

Omni Hotels & Resorts
Charlotte, NC
05.2022 - 08.2022

*** I left this position after being required to work multiple weekend events.

  • Trained new administrative staff on company policies and procedures, fostering a cohesive team environment.
  • Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for 5 executives.
  • Managed complex calendar scheduling with focus on proper allocation of executive availability.
  • Contributed to smooth business operations by planning and organizing meetings and conferences.
  • Assisted senior management with major initiatives and projects.
  • Screened personal and business calls and directed to appropriate party.

Mortgage Account Executive

Success Mortgage Partners Inc.
Remote
01.2021 - 04.2022

*** Laid Off Due to Rate Hikes

  • Facilitated mortgage loan applications, ensuring compliance with regulatory standards.
  • Developed strong client relationships to enhance customer satisfaction and retention.
  • Evaluated financial documents for accuracy and adherence to lending policies.
  • Collaborated with underwriting teams to expedite loan processing timelines.
  • Provided training and support to junior staff on mortgage products and procedures.
  • Stayed current on industry trends, market conditions, and competitor offerings to continuously refine sales approach for maximum effectiveness.

Mortgage Pipeline Manager

Success Mortgage Partners Inc.
Remote
08.2020 - 01.2021

*** Promoted to Account Executive

  • Led team to achieve operational efficiency through process improvements and streamlined workflows.
  • Coordinated cross-departmental projects, facilitating collaboration and timely project completion.
  • Monitored team performance metrics, identifying areas for improvement and driving accountability.
  • Accomplished multiple tasks within established timeframes.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.

Mortgage Loan Coordinator

Regions Bank
Charlotte, NC
09.2017 - 08.2020
  • Coordinated loan documentation to ensure compliance with regulatory requirements.
  • Streamlined communication between borrowers and loan officers to enhance workflow efficiency.
  • Managed loan processing timelines, ensuring timely completion of all steps in the mortgage process.
  • Reviewed loan applications for accuracy and completeness, minimizing errors in submissions.
  • Led initiatives to enhance customer service experience throughout the loan application journey.
  • Maintained strong relationships with clients, resulting in increased referral business for the company.

Sales Assistant

Regions Bank
Charlotte, NC
04.2015 - 09.2017

*** Promoted to Mortgage Loan Coordinator

  • Implemented process improvements to streamline workflows and reduce transaction times.
  • Mentored junior team members, fostering a collaborative environment and enhancing team performance.
  • Increased sales by building strong customer relationships and providing excellent service.
  • Assisted loan officers in preparing and processing mortgage applications efficiently.
  • Maintained organized records of loan files, improving retrieval efficiency for team members.
  • Conducted thorough research on potential borrowers to verify creditworthiness before initiating the application process.

Retail Sales Key Holder

The Sporting Gent
Charlotte, NC
03.2014 - 03.2015
  • Supervised daily operations and staff performance to ensure optimal customer service standards.
  • Trained and mentored new sales associates on product knowledge and sales techniques.
  • Managed inventory control processes, optimizing stock levels and reducing shrinkage.
  • Developed promotional displays to enhance product visibility and drive sales initiatives.
  • Maintained a clean working environment which led to improved health and safety standards for both staff members and customers.
  • Increased customer satisfaction by providing personalized assistance and recommendations.

Retail Sales Key Holder

Scout and Mollys
Charlotte, NC
03.2014 - 05.2014
  • Collaborated with management to implement store policies and improve operational efficiency.
  • Conducted regular team meetings to reinforce goals, share feedback, and boost morale.
  • Analyzed sales data to identify trends, informing strategic decisions for inventory purchases.
  • Ensured compliance with company standards in merchandise presentation and customer engagement practices.
  • Participated in inventory management to maintain accurate stock levels and minimize shrinkage.
  • Supported loss prevention efforts by adhering to security protocols and reporting suspicious activity promptly.

Scheduling Coordinator

Loving Lawn & Landscape
Charlotte, NC
08.2013 - 04.2014
  • Coordinated scheduling for landscape projects to optimize resource allocation and minimize downtime.
  • Streamlined communication between clients and field teams to enhance service delivery and client satisfaction.
  • Developed efficient scheduling processes to manage multiple project timelines effectively.
  • Implemented a digital scheduling system that improved workflow visibility and accuracy in project planning.
  • Utilized advanced software tools like Excel, Outlook, and scheduling-specific platforms to effectively manage comprehensive appointment calendars.
  • Optimized workflow by prioritizing tasks based on urgency and aligning staff assignments accordingly.

Full Sales Lead /Retail Keyholder

Kate Spade
Charlotte, NC
03.2012 - 08.2013
  • Led sales team to achieve revenue targets through strategic training and coaching initiatives.
  • Developed and implemented visual merchandising strategies to enhance customer engagement and drive sales.
  • Analyzed sales data to identify trends, inform inventory management, and optimize product offerings.
  • Fostered strong relationships with clients to provide personalized service and increase customer loyalty.
  • Trained, coached, and mentored new sales associates for maximum performance.
  • Used POS system to process sales, returns, online orders, and gift card activations.

Education

High School Diploma -

Mooresville Christian Academy
Mooresville, NC
05.2010

Skills

  • High-level confidentiality
  • Administrative skills
  • Professional presentation development
  • Research
  • Budget management experience
  • Human resources

Timeline

Senior Executive Assistant

ReAlta Life Sciences
07.2024 - 01.2026

Senior Executive Assistant

TTEC
09.2022 - 07.2024

Senior Executive Assistant

Faneuil
08.2022 - 09.2022

Senior Executive Assistant

Omni Hotels & Resorts
05.2022 - 08.2022

Mortgage Account Executive

Success Mortgage Partners Inc.
01.2021 - 04.2022

Mortgage Pipeline Manager

Success Mortgage Partners Inc.
08.2020 - 01.2021

Mortgage Loan Coordinator

Regions Bank
09.2017 - 08.2020

Sales Assistant

Regions Bank
04.2015 - 09.2017

Retail Sales Key Holder

The Sporting Gent
03.2014 - 03.2015

Retail Sales Key Holder

Scout and Mollys
03.2014 - 05.2014

Scheduling Coordinator

Loving Lawn & Landscape
08.2013 - 04.2014

Full Sales Lead /Retail Keyholder

Kate Spade
03.2012 - 08.2013

High School Diploma -

Mooresville Christian Academy