KATIE WOLFSON
Denver,CO
Summary
Enthusiastic Licensing Analyst eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of federal and state compliance. Enjoys making people laugh and light hearted conversation. Motivated to learn, grow and excel.
Overview
8
8
years of professional experience
Work History
Licensing Analyst
Finance Of America Mortgage
Remote, IN
04.2022 - 12.2022
- Succeeded in obtaining 1,021 fully approved state licenses for individual Mortgage Loan Originators.
- Attained compliance with state and federal rules and regulations through both the Nationwide Multi-State Licensing System and internal company systems by coordinating expectations with state regulators, individual mortgage loan originators, and retail branches.
- Directed and advised 310 new hires, upper management, and current mortgage loan originators on state licensing requirements to be and or become licensed to conduct business in requested states.
- Determined licensing eligibility by examining individual Loan Officers education and testing results and comparing against established federal and state requirements.
- Entered into record-keeping systems appropriate data needed to create new records or update existing ones.
Licensing Analyst
Loandepot
Remote, IN
08.2020 - 03.2022
- Secured state licenses and renewed existing licenses by gathering required documentation, preparing, and submitting license applications through the Nationwide Multi-State Licensing System.
- Spearheaded licensing development and growth of a newly formed servicing department by implementing weekly meetings with Managers, Directors, and the Vice President.
- Respectively and discreetly retrieved and maintained sensitive information.
- Entered into record-keeping systems appropriate data needed to create new records or update existing ones.
- Analyzed Loan Officers and branches to confirm license data, conducted new hire credit checks and assessed for compliance with licensing requirements.
- Confirmed data and licensing information through investigations and notified individuals of required changes to bring their licenses back into compliance.
Sales Operations Coordinator
MIND Research Institute
Irvine, CA
07.2019 - 07.2020
- Prepared quotes, researched customers historical account information, and kept accurate data in internal reporting software.
- Trained 65 sales representatives on how to accurately build quotes, proposals, and sales orders for streamlined processing across pipelines.
- Proofread customer sales order for SaaS for accurate pricing and processed through NetSuite and Salesforce.
- Created and distributed reports from internal databases to C-level executives, department directors, and sales teams.
- Partnered with marketing to develop coordinated processes to input leads obtained from education conventions into CRM for a more organized and efficient procedure.
- Monitored sales organization's compliance with corporate standards of record-keeping for customer personal information, sales records and validation reports.
- Researched issues to obtain appropriate answers to customer inquiries.
Domestic Operations and Security Coordinator
Aeronet Worldwide
Irvine, CA
07.2018 - 05.2019
- Retrieved and stored compliance documentation to keep within compliance with rules and regulations of the Transportation Security Administration (TSA).
- Communicated and prepared government requested compliance packets when requested by a TSA investigator.
- Managed and organized annual government compliance testing of 160 Aeronet employees.
- Monitored data export from internal and external systems, identifying and reporting potential risks.
- Used Apptivo and Known Shipper Management System to create reports to keep senior management informed of operations and progress of compliance efforts.
Administrative/Operations Assistant
Robotis
Foothill Ranch, CA
09.2017 - 05.2018
- Processed monthly bank reconciliations, accounts receivables, and purchase orders.
- Oversaw the company email and corresponded with customers, vendors, and partners.
- Produced marketing content and templates for monthly marketing emails through MailChimp.
- Volunteered to help with special projects of varying degrees of complexity.
- Managed filing system, entered data and completed other clerical tasks.
- Liaised between clients and vendors and maintained effective lines of communication.
- Solved problems timely and effectively, ensuring customer satisfaction.
- Assisted operations manager with planning of routine operations and special projects.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Performed wide-ranging administrative, financial and service-related functions.
Instructional Assistant
Capistrano Unified School District
San Juan Capistrano, CA
11.2014 - 09.2017
- Provided support and promoted independence for children with moderate to severe autism.
- Taught basic education principles while complying with each student's individual goals and milestones.
- Promoted good behaviors with strategic positive reinforcement strategies.
Skills
- Problem Solving
- Detail Oriented
- Software Proficiency: Excel, Word, Outlook, Powerpoint, Salesforce, Zendesk, Hubspot, ServiceNow
- Data Analysis
- Report preparation
- Flexible and Adaptable
- Analytical and Critical Thinking
- Multitasking Abilities
- Interpersonal Communication
- G-Suite
Timeline
Licensing Analyst
Finance Of America Mortgage
04.2022 - 12.2022
Licensing Analyst
Loandepot
08.2020 - 03.2022
Sales Operations Coordinator
MIND Research Institute
07.2019 - 07.2020
Domestic Operations and Security Coordinator
Aeronet Worldwide
07.2018 - 05.2019
Administrative/Operations Assistant
Robotis
09.2017 - 05.2018
Instructional Assistant
Capistrano Unified School District
11.2014 - 09.2017