JENNY BAUMGARTNER
River Falls,WI
Summary
Motivated business professional with strong communication, organization, and proven customer relation skills with a pronounced understanding of proficient skills and knowledge of good business concepts. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in auditing information, standards and regulations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
38
38
years of professional experience
Work History
POST-CLOSING MORTGAGE SUPPORT SPECIALIST II
LAKE AREA MORTGAGE; A DIVISION OF ROYAL CREDIT UNION
08.2022 - Current
- Manage Pipeline, 30-50 loans per month
- Balance accounts for purchased loans in automated systems
- Balance GL in relation to incoming wires and closed/purchased loans
- Process loans to the system after closed and through purchase/sale
- Manage Loan Pipeline for deficiencies
- Audit and Analyze Information
- Retrieving information to clear conditions
- Work with Mortgage Originator, Title Companies, Processors, Closers to get missing information and update system so loan can be sold to Investors and funded
- Request funding for construction draws; request inspections, balance sworn, balance loan to reflect wires sent out
- Special Project Management
- Training of other employees
- Assist w/ Office Management
- Front desk back up assistance
- Data entry.
- Boosted team morale through active participation in group discussions and offering constructive feedback when necessary; resulting in increased overall productivity within the workplace.
- Managed a diverse portfolio of clients while consistently meeting deadlines for various stages within the loan application process.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
POST-CLOSING MORTGAGE SUPPORT SPECIALIST I
LAKE AREA MORTGAGE; A DIVISION OF LAKE AREA BANK
03.2021 - 08.2022
- Manage Loan Pipeline, 10-50 loan a month
- Process underwriting/Investors conditions
- Work with Mortgage Originator, Title Companies, Processors, Closers to recover missing information and update system, to process loan to Investors to be funded
- Request funding for construction draws; Request inspections, balance sworn
- Assist with other projects as needed
- Scheduling closing with MLO/Closers/Title
- Office Management/Supply ordering/Inventory
- Front desk back up assistance
- Data entry.
- Developed strong relationships with lenders, enhancing communication channels for smoother transactions.
- Managed a diverse portfolio of clients while consistently meeting deadlines for various stages within the loan application process.
- Maintained high levels of accuracy in data entry tasks, contributing to improved departmental efficiency.
- Reviewed and validated details of loan applications and closing documentation.
CLOSING ASSITANT(TEMP)
LAKE AREA MORTGAGE (ROBERT HAFT)
12.2020 - 03.2021
- Manage Loan Pipeline for deficiencies
- Retrieving information to clear conditions
- Process to get to underwriting/Investors conditions cleared
- Work with Mortgage Originator, Title companies, Processors, Closers to get missing information and update system so loan can be sold to Investors and Funded
- Data Entry.
MORTGAGE LOAN PROCESSER(TRAINING)
SECURITY FINANCIAL BANK
08.2020 - 11.2020
- Manage Loan Pipeline
- Learning to update and correct Loan applications following guidelines
- Clearing Underwriting conditions
- Work with Mortgage Originator to get missing information and update system/application
- Process, populate and send out documents to be signed by borrower
- Data Entry.
CLOSING COORDINATOR
CREATIVE HOMES INC.
08.2016 - 04.2020
- Accounts payable/receivable
- Scheduling 10-20 closing a month
- Office Management (ordered and maintained office supplies, directed incoming calls to appropriate parties)
- Managed purchase agreement process, 250 per year
- Communicated with sales team, field team, lenders and buyers to make build process go smoothly from start to finish
- Coordinate with Title company and Lenders for processing of construction loans / Land Loans and Lot loans
- Processing documents needing signatures
- Update all internal LOS systems to reflect up to date information
- Special Project Management, 2-5 per year
- Data Entry.
REVENUE TAX SPECIALIST INTERMEDIATE
STATE OF MINNESOTA; DEPARTMENT OF REVENUE
10.2012 - 08.2016
- Auditor of Business records in relation to sales and use tax, 10 to 20 per month
- Review documentation that represents the purchases and sales for each business
- To ensure the taxpayer is paying no more and no less than the amount of tax due
- Educating the taxpayer on the correct way to file and pay the tax returns in a timely manner according to their filing period
- Direct taxpayer to resources to help them be compliant with the states sales and use tax laws
- Special Project Management
- Data Entry.
- Developed customized payment plans for taxpayers experiencing financial difficulties, minimizing delinquencies and collections actions.
- Improved customer satisfaction by offering timely assistance and clear guidance on taxation matters.
- Managed a portfolio of high-priority accounts, maintaining strong relationships with stakeholders while ensuring timely payments were made according to agreed-upon terms.
- Evaluated complex tax issues, applying expert knowledge of tax law and regulations to resolve disputes.
- Maintained detailed records of all case files, ensuring accurate documentation for future reference or legal proceedings.
- Assisted businesses in understanding their tax obligations, promoting voluntary compliance and reducing the risk of audits.
- Upheld high standards of professional ethics in all interactions with taxpayers, colleagues, and other stakeholders within the industry.
ASST. DEPARTMENT MANAGER - MILLWORK
MENARDS (MAPLEWOOD, MN)
04.2012 - 10.2012
- Department head for busy retail location
- Scheduled department employees for shifts
- Managed payroll for department
- Maintained inventory and special orders daily
- Working as team, and independently to give all customers pleasant experience and great customer service.
MANAGEMENT TRAINEE
MENARDS (HUDSON, WI)
10.2011 - 04.2012
- Trained in all Departments; 2-3 weeks in each area of the Store
- Learned to Scheduled employees for shifts
- Learned to Managed payroll for departments
- Maintained inventory and special orders
- Working as a team, and independently to give all customers a pleasant experience and great customer service.
- Improved management skills by participating in rigorous training programs and workshops.
- Assisted supervisors in setting clear goals, establishing priorities, and monitoring progress to ensure successful completion of tasks.
- Gained knowledge of company policies, protocols and processes.
DENTAL TECHNICIAN
SABO DENTAL LAB
03.2005 - 08.2011
- Manage preparation department, 20-50 case daily
- Oversee inventory and purchasing for department
- Process materials from start to finish expediting on to next department
- Independent working environment with some training and development work.
- Maintained high-quality standards for all completed work, resulting in increased client retention.
- Participated in team meetings to discuss case challenges, share knowledge, and collaborate on best practices for improved laboratory efficiency.
- Developed strong relationships with dental practices, fostering a collaborative atmosphere and timely communication regarding case status updates.
- Completed detailed models of patients' mouths to create accurate devices.
DENTAL TECHNICIAN
AFTON DENTAL ARTS INC.
01.1987 - 01.2004
- Managed multiple departments
- Trained new employees
- Worked traded shows and conventions
- Communicated information between clients and employees
- Handled and explained employee expectations, complaints, and needs
- Inventory and purchasing of materials
- Office Management.
- Maintained high-quality standards for all completed work, resulting in increased client retention.
- Contributed to a safe working environment by adhering to infection control protocols and maintaining a clean workspace.
- Participated in team meetings to discuss case challenges, share knowledge, and collaborate on best practices for improved laboratory efficiency.
- Developed strong relationships with dental practices, fostering a collaborative atmosphere and timely communication regarding case status updates.
- Regularly communicated with clients to clarify prescription instructions when necessary, minimizing errors and avoiding delays in completion of cases.
- Optimized material utilization, improving cost-efficiency in the dental lab.
- Exhibited exceptional manual dexterity in handling delicate materials such as porcelain veneers and implant-supported prostheses.
- Reduced remake rates with meticulous attention to detail during model and die preparation.
- Effectively managed time to prioritize and complete multiple cases simultaneously, allowing for consistent workflow and timely delivery of products.
Education
Bachelor of Science - Business Management, Finance
RASMUSSEN COLLEGE
Lake Elmo, MN09.2011
Skills
- Knowledge of Sales and Use Tax laws and procedures within the State of MN
- Knowledge of Real Estate contracts processes and procedures
- Experience in construction loans and title work in relation to new construction
- Proficient in Construction Draws- Lender side and Builder side
- Productive in researching compliance issues
- Proficient with office-oriented collaboration software (Microsoft 360 Office Suite Adobe/Nitro)
- Excellent communication skills, adept at understanding business flow
- Development and documentation of processes and procedures
- Experienced in scheduling duties and tasks in a fast-paced environment
- Possess excellent written and verbal communication skills
- Demographic specific marketing collateral development and trade show experience
- Managed projects through all aspects; inception to completion
- Training and Education
Activities
- Golf
- Swimming - Swam competitively through college, now for exercise.
- Family & Friends is a very important part of my life need to have a work/home balance.
Timeline
POST-CLOSING MORTGAGE SUPPORT SPECIALIST II
LAKE AREA MORTGAGE; A DIVISION OF ROYAL CREDIT UNION
08.2022 - Current
POST-CLOSING MORTGAGE SUPPORT SPECIALIST I
LAKE AREA MORTGAGE; A DIVISION OF LAKE AREA BANK
03.2021 - 08.2022
CLOSING ASSITANT(TEMP)
LAKE AREA MORTGAGE (ROBERT HAFT)
12.2020 - 03.2021
MORTGAGE LOAN PROCESSER(TRAINING)
SECURITY FINANCIAL BANK
08.2020 - 11.2020
CLOSING COORDINATOR
CREATIVE HOMES INC.
08.2016 - 04.2020
REVENUE TAX SPECIALIST INTERMEDIATE
STATE OF MINNESOTA; DEPARTMENT OF REVENUE
10.2012 - 08.2016
ASST. DEPARTMENT MANAGER - MILLWORK
MENARDS (MAPLEWOOD, MN)
04.2012 - 10.2012
MANAGEMENT TRAINEE
MENARDS (HUDSON, WI)
10.2011 - 04.2012
DENTAL TECHNICIAN
SABO DENTAL LAB
03.2005 - 08.2011
DENTAL TECHNICIAN
AFTON DENTAL ARTS INC.
01.1987 - 01.2004
Bachelor of Science - Business Management, Finance
RASMUSSEN COLLEGE
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