- Skilled in various forms of sales, maximizing revenue while maintaining customer satisfaction - Program coordination and management experience - Capable of managing multiple projects across various platforms - Skilled in planning, staffing, and executing events - Strong leadership/management skills - Experience with utilizing social media outlets for marketing and networking - Proficient in Microsoft Office Suite, Adobe Creative Suite, Final Cut, and other editing tools - Accurate and strong reporting and client case management skills
Overview
15
15
years of professional experience
1
1
Certification
Work History
Loan Officer Assistant
Homeward Mortgage
04.2022 - 10.2024
Responsible for gathering information from clients for loan applications, providing accurate and compliant loan disclosures, and ensuring loans meet guideline and documentation requirements
Thorough understanding of guidelines as they relate to mortgage loans and banking services
Maintaining consistent communication with clients throughout the entire loan process and acting as a liaison between clients, fulfillment teammates, and banking specialists throughout the firm
Ensuring client satisfaction while searching for additional revenue opportunities by utilizing banking partners to assist in achieving client's financial goals
Mortgage Loan Officer
Bank of America
01.2020 - 02.2022
Acting as an assistant for Loan Officer, working with clients on mortgage loan application process from start to finish
Working as single point of contact for clients, facilitating with application completion, document collection, and submission to underwriting
Maintaining compliance in regards to any and all guidelines and laws pertaining to the mortgage loan process
Submitting client applications to underwriting, communicating underwriter requests, and working with clients to complete requests in a timely manner
Maintaining licensing with NMLS, including completing annual continuing education requirements
Relationship Manager
Bank of America
10.2017 - 01.2020
Managing complex client relationships by offering tailored solutions to financial goals and priorities
Maintaining sales pipeline through customer follow up and relationship building calls
Identifying client needs and maximizing revenue through meaningful conversation
Support in business operations by maintaining compliance requirements
Minimizing risk through adherence to Code of Ethics and Federal Regulations
Identifying relationship deepening opportunities with need-based referrals to financial specialists
Associate Customer Content Specialist
PR Newswire
10.2016 - 07.2017
Copyediting, proofreading, and readying press releases for international distribution
Identifying client needs and maximizing revenue through add-on sales
Regularly doubling sales goals while more than exceeding productivity expectations
Counseled clients on SEO, proofreading suggestions, as well as advice to maximize viewership and media pickup
Art Department Production Assistant
Yellow Hawk Productions
05.2016 - 10.2016
As a production assistant, I worked with the Set Designer to ensure the Art Department was run in an efficient manner
Responsibilities included printing and releasing construction plans, organizing and tracking drawings through the filmmaking process, digitally filing reference examples, Art Department research, and flyer design
Property Manager
Solar Villa Apartments
03.2014 - 05.2016
As a Property Manager, I was single-handedly responsible for managing a 100-unit Section 8 apartment complex for the elderly and disabled
Key duties included: Overseeing the maintenance team to ensure the property was functioning and up to any necessary city, state, and federal standards
Collecting rent and reconciling resident ledgers
Annual Section 8 certifications - top performer in the entire company
Filing and organizing any and all resident documents according to HUD standards
Maintaining 100% occupancy, maximizing profits
Limiting expenses to guarantee property is successful and profitable
Administrative Assistant/Program Support
Neighborhood Housing Services
01.2013 - 01.2014
My role consisted of owning administrative duties, IT support, event and class coordination, accounts receiving/payable, and social media/promotion for organization
Key duties included: Writing and designing monthly newsletter for 1,200+ readers, drafting press releases, and social media promotion
Assist Executive Director with quarterly reporting utilizing CounselorMax, NeighborWorks' Online Reporting system, and Filemaker Pro - only person from the team nominated to attend NeighborWorks CounselorMax training in Kansas City, MO
Designed client information and survey data tracking tools; conducted in-person neighborhood surveys
Work directly with clients on a daily basis - conduct intake in CounselorMax, field questions/concerns, set appointments, and send correspondence
Coordinate all aspects of monthly networking events with clients and real estate professionals - supply orders, event set up, outreach to potential attendees
Solely responsible for updating and maintaining social media platforms and building viewership and engagement
Manage office interns
Sales Associate
Baillio's Electronics
01.2012 - 01.2013
As an electronics specialist working in commission-based sales I quickly established relationships with customers in order to suggest products that will meet their needs while also providing the company with high revenue per sale
Sales Associate
Best Buy
01.2010 - 01.2012
As a sales associate I consistently ranked among the top in electronics sales
I was also involved in a leadership capacity in planning team events both on and offsite