Kelsie Clark
Cedar Rapids,IA
Summary
Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience including office management, accounting, accounts receivable, data entry, invoicing, dispatching, and database management. Recognized for exemplary customer service and team collaboration. Applies business experience and exercises decisive judgment to meet and exceed organizational goals. Dedicated and adaptable with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Owner | Mortgage Broker
HomeTown Mortgage, LLC
Cedar Rapids
2023.11 - Current
- Ensure all accounting tasks are executed with impeccable accuracy
- Responsibly manage and process weekly payroll submissions.
- Oversee the full spectrum of the employee journey
- Handle all aspects of recruiting such as conducting interviews and terminating employees when necessary
- Manage full cycle of Real Estate transactions
- Maintain strict compliance with state-based mortgage laws and regulations
- Establish valuable connections with key industry professionals including Realtors, lenders, attorneys, and other stakeholders
- Supervise mortgage brokers, ensured their ongoing licensing, and facilitated training with resources.
- Identified new opportunities for growth, expansion, and diversification.
- Developed strategic plans to increase profitability and efficiency.
- Reviewed legal documents related to business operations.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Developed policies and procedures for the organization.
Mortgage Broker
Lender Express Mortgage
Cedar Rapids
2021.05 - 2023.10
- Utilized effective negotiation strategies to ensure favorable loan terms and conditions for clients
- Achieved higher visibility for services among lenders and real estate agents.
- Acquiring new clients and assessing their needs according to their financial information
- Acting as a go-between for lenders and borrowers in need of mortgage loans
- Assisting clients with pre-approval on loans
- Analyzing and comparing different home loan options available to the client
- Verified accuracy of all documentation prior to submission to underwriting department.
- Ensuring compliance with banking and financial legislation on the state and federal levels
- Educating clients on their legal and financial options and ensuring that they understand them
- Helping clients complete and understand all the necessary paperwork
- Communicating with clients and maintaining high levels of customer service
Licensed Realtor
eXp Realty
Cedar Rapids
2016.05 - 2021.05
- Present purchase offers to sellers for consideration
- Negotiate prices or other sales terms
- Compare a property with similar properties that have recently sold to determine its competitive market price
- Advise clients on market conditions, prices, mortgages, legal requirements, and related matters
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services
- Develop content for sales presentations and other materials
- Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases
- Coordinate property closings, overseeing the signing of documents and disbursement of funds
- Arrange for title searches to determine whether clients have clear property titles
- Create promotional presentations to current or prospective customers
- Develop a network of attorneys, mortgage lenders, and contractors to whom clients may be referred.
Office Manager
Shermco Industries
Marion
2012.01 - 2013.09
- Ensured timely submission of invoices to customers for payment
- Collaborated with on-site Technicians to successfully complete project tasks
- Created and proofread final reports
- Utilized project management techniques to streamline processes and improve overall efficiency of project team.
- Managed the coordination of meetings and training sessions for both clients and employees.
- Developed effective communication strategies between departments within the organization.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Supervised staff members, organized schedules and delegated tasks.
- Maintained filing system for records, correspondence and other documents.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Provided administrative support to management team including preparing reports and presentations.
Senior Engineering Project Assistant
Rockwell Collins, Inc.
Cedar Rapids
2010.11 - 2012.01
- Optimized the quality of software and hardware documentation by applying editing and formatting techniques.
- Implemented appropriate strategies in communication with technical staff and management for effective documentation production
- Performed data conversion utilizing different applications for software development and maintenance of project files.
- Served as the main point of contact for inquiries and problem resolution throughout the pre-release, release, and revision of documentation
- Organized required project documentation, audited it for accuracy, and created a streamlined archival system
- Entered data into databases accurately and efficiently.
- Assisted in the preparation of reports, presentations and correspondence.
- Assisted in the development of new policies and procedures to improve operational efficiency.
Education
Associate of Arts Degree - Liberal Arts
Kirkwood Community College
01.2008
Skills
- Skilled in technology, computers and software programs
- Proficient in using MS Office products such as Word and Excel
- Ability to effectively work independently
- Proficient typing & data entry
- Strong Leadership skills
- Self motivated and able to take charge in large groups
- Strong written and verbal communication skills
- High level of logical reasoning
- Ability to perform multiple concurrent tasks subject to frequent change
Certification
National Career Readiness Certification
Level: GOLD
Issue Date: 11/10/2013
Certificate #: VP3JX65DKY55
The National Career Readiness Certificate is a portable, evidence-based credential that certifies essential skills needed for workplace success. This credential is registered with ACT in the National Career Readiness Certificate database and may be verified at http://www.act.org/certificate/verify.html.
Licenses: Mortgage Loan Originator
State: Iowa
Issue Date: 05/2021
NMLS #2149151
Accomplishments
Iowa Association of Realtors Achievement Award
· Diamond Individual Achievement Award 2019
· Diamond Individual Achievement Award 2018
United Wholesale Mortgage Award
· Dominate award 2022
· Dominate award 2023
Timeline
Owner | Mortgage Broker
HomeTown Mortgage, LLC
2023.11 - Current
Mortgage Broker
Lender Express Mortgage
2021.05 - 2023.10
Licensed Realtor
eXp Realty
2016.05 - 2021.05
Office Manager
Shermco Industries
2012.01 - 2013.09
Senior Engineering Project Assistant
Rockwell Collins, Inc.
2010.11 - 2012.01
Associate of Arts Degree - Liberal Arts
Kirkwood Community College
National Career Readiness Certification
Level: GOLD
Issue Date: 11/10/2013
Certificate #: VP3JX65DKY55
The National Career Readiness Certificate is a portable, evidence-based credential that certifies essential skills needed for workplace success. This credential is registered with ACT in the National Career Readiness Certificate database and may be verified at http://www.act.org/certificate/verify.html.
Licenses: Mortgage Loan Originator
State: Iowa
Issue Date: 05/2021
NMLS #2149151
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