JAIMIE DEVITA

As a Production Assistant and Loan Officer Assistant, I provide high-level operational and administrative support to a top-producing Loan Officer, helping manage a $10M+ loan pipeline. I oversee the Loan Officer’s email inbox, calendar, cell phone, team inbox and daily priorities to ensure responsiveness and efficiency. I handle all lead management and scheduling, coordinating client meetings, follow-ups, and application intake to maintain a consistent pipeline flow. Acting as a liaison between realtors, the Loan Officer, and operations staff, I ensure loans move smoothly from origination through closing. I also manage the software platform, Airtable, used by our team, building streamlined workflows and operational processes that enhance overall productivity.

• Manages large-scale projects and initiatives including, introducing new systems, tools, and processes to support attainment of challenging objectives.
• Responsible for project and process management as it pertains to campaign lifecycles, rollout and execution of all projects to marketing department, in addition to formalizing all Marketing processes and ensuring their documentation and roll out.
• Responsible for Marketing Automation including Pardot, Salesforce, ChiliPiper, Monday.com and oversight of all other Marketing utilized platforms.
• Oversees projects and deliverables for a team of 7 and budget of $220,000
• Oversees reporting functions to executive leadership as well as weekly status reports to the team
• Oversee and execute on priorities and policies for entire Marketing Department
• Responsible for metrics that provide insight to make data driven decisions on project projections as it pertains to the marketing plan and KPI's.

• Developed and implemented Monday.com as marketing project management system of record when none was in currently in place.
• Oversaw event planning of all Trade shows and event calendar in addition to the annual user conference
• Set Deadlines, Service Level Agreements and Implemented a Marketing Request Form to streamline and report on all incoming projects and to track their progress and completion rates.
• Ran Bi-Weekly status meetings for a team of 8 and managed each individual member's capacity and workload
• Managed all reporting and tracking of Marketing Work in Salesforce in regards to campaign creation and lifecycle
• Planned large-scale events such as an annual user conferences, corporate meetings, and departmental retreats while focusing on delivering superior customer service.
• Supervised onsite team of 35, including caterers, audio-visual technicians, and facility management team.
• Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing and proposal development for various campaigns and events.

• Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
• Coordinated schedules and timelines for all events.
• Solicited feedback from clients to assess event success and uncover opportunities for improvement.
• Accurately calculated and processed expenses during and after events.
• Fulfilled contractual obligations, including communications, vendor coordination, schedule creation, budget administration and rehearsal and day of event coordination.
• Executed on all email communication to database through the administration of our CRM Platform
• Worked closely with Inside Sales team Creative and Content teams to ensure all campaign related events were delivered on time