Experienced with overseeing complex operational functions and implementing process enhancements. Utilizes leadership skills to drive team collaboration and meet organizational benchmarks. Knowledge of strategic planning and resource management for optimal operational performance.
Overview
10
10
years of professional experience
Work History
Operations Manager
HubSpark
12.2024 - Current
Resolved client issues quickly and professionally while maintaining high customer satisfaction ratings
Managed the daily operations of multiple departments to maximize efficiency
Developed talented team, participating in hiring, coaching, and performance management processes
Established operational policies, procedures, standards, and objectives in alignment with organizational goals
Provided leadership in creating innovative methods for streamlining business processes
Performed cost analysis on various projects to determine areas for improvement or savings potential
Involved in expansion activities (investments, partnerships, etc.)
Utilized excellent communication skills to liaise between internal departments, external partners and clients as needed
Provided administrative support services such as preparing reports, transcribing meeting minutes, conducting research
Actively collaborated with senior leadership to develop efficient office processes and procedures
Prepared travel arrangements and coordinated logistics for executives traveling internationally
Processed invoices accurately in a timely manner according to established guidelines
Compiled and analyzed data for executive decision-making
Managed office staff by recruiting, preparing orientations and training employees
Read and analyzed incoming memos, submissions, and reports to determine significance and distribute to proper staff members
Executive Assistant to the CEO
HubSpark
09.2024 - 12.2024
Utilized excellent communication skills to liaise between internal departments, external partners and clients as needed.
Provided administrative support services such as preparing reports, transcribing meeting minutes, conducting research.
Actively collaborated with senior leadership to develop efficient office processes and procedures.
Prepared travel arrangements and coordinated logistics for executives traveling internationally.
Compiled and analyzed data for executive decision-making.
Responsible for recruiting office staff, preparing orientations and training employees.
Managed purchase, travel and equipment expenses and reimbursements for executive team and senior management group.
Read and analyzed incoming memos, submissions, and reports to determine significance and distribute to proper staff members.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
REO Asset Manager
NewRez-Shellpoint
01.2024 - 07.2024
Stayed informed on market trends and economic factors affecting the real estate industry, allowing for strategic decisions in asset management activities.
Increased successful property sales by implementing effective marketing strategies and collaborating with real estate agents.
Managed a diverse portfolio of REO assets, resulting in maximized returns and minimized losses.
Ensured timely reporting of asset performance metrics to senior management, facilitating informed decision-making processes.
Streamlined processes for evictions and property preservation, expediting asset turnaround times.
Negotiated favorable contracts with vendors, ensuring cost-effective services and high-quality workmanship.
Developed targeted marketing materials for each unique property within the REO portfolio, attracting potential buyers more efficiently.
Reduced average days on market for REO properties through efficient management and timely decision making.
Nurtured a network of trusted contractors who consistently provided reliable services at competitive prices for property maintenance needs.
Executive Assistant to VP
Chamberlin Roofing & Waterproofing
12.2022 - 12.2023
Optimized use of available resources with thorough budget management for office supplies, travel expenses, and event planning costs.
Supported the successful execution of departmental initiatives by coordinating resources, tracking progress, and providing regular updates to involved parties.
Served as an essential point of contact for internal and external stakeholders, ensuring timely responses to inquiries and effective communication between parties.
Supported decision-making processes with well-researched reports and presentations on business trends and industry developments.
Facilitated training and onboarding for incoming office staff.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Senior Mortgage Loan Processor
Home Financing Center
05.2021 - 07.2022
Ensured accurate, complete and compliant processing of purchase and refinance loans managing pipelines of 50-80 loans per month
Reviewed mortgage applications from the loan officer and confirmed that all required documentation was received to allow for initial disclosures to be sent to the applicant
Maintained daily communication with clients, LO's, appraisers and 3rd-party partners
Completed case processing, case number assignment, holds tracking, appraisal logging as needed through the FHA Connection website
Reviewed surveys and title commitments for liens, judgments and easements
Verified accuracy of Home Owner's insurance, Flood insurance, HOA dues, property tax amounts and due dates, to determine Escrow set up
Submitted all completed files to DU for approval and forward successful files to the Underwriting Dept for final clearance
Reviewed CD for compliance with closing instructions, balance closing cost figures and schedule closings
Loan Processor
Lakeview Loan Servicing
07.2020 - 05.2021
Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
Mitigated risk exposure for the organization through careful evaluation of applicant creditworthiness before proceeding with the loan process.
Expedited closing processes, coordinating effectively with attorneys, real estate agents, and borrowers.
Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation.
Leveraged industry knowledge to provide expert guidance on loan products best suited for borrower needs, enhancing customer satisfaction levels.
Collaborated with underwriting team to ensure accurate risk assessment and appropriate loan approvals.
Foreclosure/Reverse Mortgage Specialist
CIT Bank
11.2016 - 07.2020
Developed strong rapport with clients through excellent communication skills, empathy, and personalized attention to their financial needs.
Negotiated favorable terms on behalf of clients while maintaining strict adherence to ethical standards and regulatory requirements.
Educated clients on the benefits and risks associated with reverse mortgages, fostering trust and credibility.
Conducted thorough analyses of applicants'' financial situations, ensuring accurate evaluations and appropriate recommendations.
Streamlined the loan application process for clients, ensuring timely approvals and efficient closings.
Evaluated foreclosure litigation paperwork, affidavits, and post-sale documents.
Provided guidance on loan modification options available for borrowers facing financial hardship.
Gathered information regarding lien payoff amounts, tax data and credit standing.
Served as a liaison between clients, attorneys, court officials, and other stakeholders throughout the foreclosure process.
Facilitated negotiations between lenders and borrowers, resulting in mutually beneficial resolutions for both parties.
Bilingual Resolution Claims Specialist
New York Life Insurance Company
02.2017 - 03.2018
Resolved complex claims by thoroughly investigating and analyzing claim details, policy information, and relevant documentation.
Maintained detailed records of all resolved claims, facilitating accurate reporting and future reference when needed.
Participated in regular meetings with management to provide updates on individual work progress, discuss challenges faced within the role, and suggest possible solutions for improvements within the department as a whole.
Examined claims forms and other records to determine insurance coverage.
Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.
Followed up with insured individuals regarding premium and deductibles payments.
Member Care Coordinator
Peach State Health Plan
11.2015 - 01.2017
Provided outreach to members via phone or home visits to engage members and discuss care plan/service plan including next steps, resources, questions or concerns related to recommended care.
Managed activities for members based on the care plan/service plan by working with healthcare and community providers, partners, and caregivers, to accommodate changes or progress, as needed
Served as support on various member and/or provider inquiries, requests, or concerns related to care plan/service plan
Maintained communication with care managers, practitioners, and others as needed to facilitate member services and to ensure continuity of care/service
Performed service assessments/screenings for members and documenting the member’s care needs
Documented and maintained member records in accordance with state and regulatory requirements and distribution to providers as needed
Followed standards of practice and policies compliant with contractual requirements and regulatory guidelines and standards
Identified needs and made referrals to Care Manager, community based organizations, and Disease Manager
Provided education on benefits and State/County resources available
Long Term Care Claims Coordinator
Great American Insurance
08.2014 - 11.2016
Completed assessments with members, caregivers, or providers to obtain information regarding client status, support system, and need for services for care plan development
Provided quality assurance reviews for care managers and care coordinators to ensure fair benefit determination decisions were made
Reviewed results with head nurse to ensure sufficient benefit periods were established and appropriate care plans were written
Interacted with other business units to gather data needed to determine appropriate claim eligibility and documentation of claims files
Interacted directly with the Claims Committee on issues related to appeals, new client or product implementation and proposed/revised practice changes
Completed a monthly and quarterly report summarizing the activities and audit results for the reporting period, distributing the results to management
Conducted investigations of potentially fraudulent claims, summarized findings and made recommendations
Helped patients navigate healthcare system and care options by educating on relevant subject areas and answering questions throughout treatment process