Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
21
21
years of professional experience
Work History
Transcription Specialist for Operations
Truework
09.2020 - Current
Maintain the inbox of multiple platforms and complete correspondence as needed
Review loan documents for accuracy and completeness
Complete quality assurance reviews on income and employment documentation provided to customers
Seek ways to improve compliance with various regulations
Provide customers with accurate information regarding income and employment verifications
Update company database with appropriate and correct information
Complete phone calls and emails to potential clients and various employers
Tracking and storing of quality assurance statistics to ensure compliance
Compile and distribute quality assurance reports to upper management
Various positions held in Operations including Transcription, Pending and Outreach.
Enhanced team productivity by streamlining processes and implementing time-saving strategies.
Collaborated with cross-functional teams to achieve project goals on time and within budget.
Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
Oversaw daily operations of a busy office environment, ensuring tasks were completed efficiently and accurately.
Earned recognition as a top performer consistently exceeding targets throughout my tenure as a specialist in the field.
Followed all company policies and procedures to deliver quality work.
Compliance Specialist for Final Audits in Funding
Prestige Financial Services
11.2013 - 04.2020
Maintain the financial and legal well-being of the company
Review loan documents
Complete quality assurance reviews on phone calls and previously funded loans
Seeks ways to improve compliance with various regulations and laws
Enhance the compliance audit, monitoring, training and complaint management functions
Perform variety of duties which assists the Loan Production department to operate at an optimal efficiency
Protect Prestige from potential losses due to fraudulent activity and/or misrepresentation
Ensure policies and procedures are followed
Provide actionable data to the various internal support groups as needed
Provide feedback to managers and employees
Work on multiple projects including the beginnings of an application for the company.
Loan Modification Department/Loan Officer/Teller
America First Credit Union
05.2003 - 05.2013
Complete budget analysis of members' information
Review budget and modify loans to ensure financial success
Complete loan applications and funding for a variety of loan products.
Education
Bachelor of Arts in English Literature -
University of Utah
Salt Lake City, UT
05.2005
Skills
Proficient in Microsoft Office, Google Docs and ten-key
Quick learner with remote experience and in coaching others