Karen Guito
Tampa
Summary
Dynamic Office Manager with a proven track record at Caldwell Banker South Tampa, excelling in customer service and office administration. Enhanced team productivity through effective delegation and streamlined operations, while maintaining confidentiality and accuracy in financial records. Strong relationship builder, adept at fostering communication between departments and clients.
Overview
14
14
years of professional experience
Work History
Office Manager Finance
Caldwell Banker South Tampa
03.2018 - 06.2024
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
Assistant Loan Officer
Sunbelt Lending
09.2010 - 02.2018
- Created detailed presentations on various mortgage products available within the institution for new employees'' training sessions.
- Expedited closing processes by coordinating with title companies, attorneys, and escrow agents.
- Developed strong knowledge of various loan products to better assist clients in selecting the most suitable option for their needs.
- Streamlined loan processing by efficiently managing documentation and maintaining organization.
- Maintained strong relationships with real estate agents and brokers, generating valuable referral opportunities.
- Contributed to team success by sharing best practices among colleagues regarding loan processing and client communication.
- Reviewed appraisal reports for accuracy and completeness before submitting them for underwriting review.
- Increased efficiency through regular review of internal processes, recommending improvements as needed.
- Consistently met or exceeded monthly performance goals related to loans originated, closed or processed.
Education
Bachelor of Science - Finance
University of Alabama
AL05-1982
Skills
- Customer service
- Office management
- Organizational skills
- Office administration
- Customer relations
- Relationship building
- Human resources
- Team supervision
Languages
English
Native or Bilingual
Timeline
Office Manager Finance
Caldwell Banker South Tampa
03.2018 - 06.2024
Assistant Loan Officer
Sunbelt Lending
09.2010 - 02.2018
Bachelor of Science - Finance
University of Alabama
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