Janie Davidson
Lakewood,United States
Summary
Training and Compliance Coordinator with documented success in developing policies and checklists, leading training programs and managing reporting to achieve compliance.
Overview
10
10
years of professional experience
Work History
Owner
Paws N Claws Petsitting
2022.08 - Current
- Manage day-to-day business operations; first 6 months resulted in 300% increase in profits.
- Consult with customers to assess needs and customized pet care.
- Schedule, organize and monitor all confirmed jobs and details of each. Regularly have 3-6 jobs scheduled simultaneously.
- Control and maintain books, finances, expenditures, invoices and accounting.
- Up to date on certifications, including CPR and First Aid; maintaining insurance.
Regional Trainer/Regulatory Compliance Coordinator
Caliber Home Loans
2016.05 - 2022.08
- Prepared and presented reports, checklists, and manuals for training; recommended, developed and established processes and procedures.
- Training administration including onboarding non-employees or new members, providing training sessions to learn concepts.
- Coordinated and resolved day to day issues while maintaining a standard of principles and practices.
- Played instrumental role in document collection and review, crisis management and timely closings.
- Quick adaptation to ever-changing issues and solutions, staying focused, controlled and efficient.
- Management of incredibly high volume of communications with multiple parties with excellent prioritized organization.
- Handled 400% increase in client files from Q1 2020 through Q4 2021.
Loan Processor & Originator
Wells Fargo
2014.07 - 2016.05
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Worked with customers in person and via telephone & email to answer questions, process transactions and resolve issues. Managed 200-250 emails and calls per day.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Followed strict timelines and guides per DORA and other regulatory agencies for compliance purposes.
Education
Bachelor of Science - Biology
Colorado State University
Fort Collins, CO05.2005
Bachelor of Science - Psychology
Colorado State University
Fort Collins, CO12.2000
Skills
- Professional Development-Started branch compliance team shortly after hire and developed efficient training processes for onboarding employees.
- Standard Operating Procedure-Made sure accurate checklists and guidelines were in place to ensure all documents met regulations and required timelines and SLAs.
- Personalized matrix for keeping organized and prioritized while balancing 80-100 individual projects simultaneously.
- Regulatory Documents-Reviewed and submitted (or requested) accurate and legible documentation to meet needed conditions for full approval.
- Administrative Oversight-Strong and articulate communication required to successfully guide processes.
Timeline
Owner
Paws N Claws Petsitting
2022.08 - Current
Regional Trainer/Regulatory Compliance Coordinator
Caliber Home Loans
2016.05 - 2022.08
Loan Processor & Originator
Wells Fargo
2014.07 - 2016.05
Bachelor of Science - Biology
Colorado State University
Bachelor of Science - Psychology
Colorado State University
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