Multi-tasking Team Leader known for executing successful, initiatives. Creates dynamic and positive workplace culture to align with organizational mission and values. Trains new hires and mentors struggling workers to achieve overall team success.
Overview
33
33
years of professional experience
Work History
Credit and Collection Analyst
Cheney Brothers Inc.
07.2024 - Current
Analyze accounts for accuracy and timely payments
Process credit card payments daily
Review each account for Past Due/Deliquency
Send out NSF, Skip, Soft, and Demand Letters for collections
Place accounts on hold if account is past due so no other food deliveries will be sent
Communicated with Sales Reps daily for any account updates
Team Lead VA Program/Scheduler/Accounts Receivable
Marion Dental Group
11.2022 - 05.2024
Trained new team members by relaying information on company procedures and safety requirements.
Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
Coached team members in techniques necessary to complete job tasks.
Developed Policy and Procedures for the VA Program
Submitted and Reprocessed claims for timely payments.
Created Profiles for all new Veterans
Scheduled Procedures based on Approvals from the VA
Trained staff members on Policy and Procedures for the VA
Collections
Mortgage Closer/ Remote
Homepoint
08.2021 - 11.2022
Maintained compliance with federal and state regulations, ensuring each mortgage transaction adhered to established guidelines.
Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
Enhanced customer satisfaction with timely and accurate mortgage closings, maintaining a professional demeanor throughout the process.
Resolved issues efficiently during the pre-closing stage, minimizing delays and keeping transactions on schedule.
Prepared Initial Closing Disclosure per Trid Guidlines
Set up Escrows and PMI
Pre-balanced all CD's to ensure smooth and timely closings for all Borrowers. Once the loan was Clear to Close only minor adjustments were need to finalize the CD
Prepared all Closing Documents for FHA, VA, USDA, and Conventional loans
Check to see if MRI was met for loans
Assisted the Underwriter, Processor, and Funder to Clear out any outstanding open conditions.
Answered emails and phone calls in a timely manner
Communicated with the Brokers and Title daily
Mortgage Loan Funder
Homepoint
04.2020 - 08.2021
Funded loans for Wet/Dry States including VA, FHA, USDA, and Conventional
Review Executed Documents for Funding to ensure the loan was package was complete and accurate
Resolved customer complaints quickly
Working Ahead
Prioritizing Loans
Reviewed and cleared all Prior to Closing conditions were met
Verified ABA, Account Numbers, and wire amount before requesting the wire
Initiated the wire transfer through the Warehouse Banks
Verified Title E&O, and Title Commitments, and other Title Documents needed to Fund the loan
Owner/Operator
Uber- Kimberly Airport Service
02.2019 - 03.2020
Served customers by going above-and-beyond to offer exceptional support for all needs
Met customer needs consistently, closely discussing each person's needs and how best to meet each one
Protected passengers with continuous monitoring of road conditions and everyone on vehicle
Gave customers excellent first impressions with consistently clean and maintained vehicle
Satisfied customers with reliable, fast service and efficient problem-solving.
Leasing Professional
Concord Management
01.2018 - 02.2019
Met occupancy goals with strategic marketing plans
Identified and quickly addressed any property requirements, closely following applicable regulations and owner requirements
Worked efficiently with highly repetitive tasks, maintaining a detail-oriented approach and precision
Identified problems with automated uploads by carefully scanning completed work
Minimized data loss risks by backing up completed work daily
Engaged customers through phone calls, site visits and product demonstrations
Completed Work Verifications, Credit Checks, and Residential History
Stimulated growth by implementing new and highly successful promotional strategies
Expertly processed all new leasing contracts and renewal paperwork for subsidized properties
Qualified potential tenants based on rigorous background and credit reviews.
Certified Trainer
Denny's
05.1991 - 04.2017
Delivered food and beverages quickly to customers, verifying each order to maximize satisfaction
Educated guests about menus and daily specials, skillfully driving sales of target items
Kept food service and preparation areas clean, neat, and properly sanitized
Helped the team handle high-volume work by effortlessly prioritizing tasks and organizing supplies
Served customers by going above-and-beyond to offer exceptional support for all needs
Maintained high standards for presentation by keeping a professional personal appearance and quickly handling any spills or problems
Identified and corrected order problems with final inspections
Protected guests from cross-contamination by consistently cleaning and sterilizing utensils and equipment
Stayed busy during slow work periods, frequently handling cash and deep cleaning.
Education
General AA
Valencia Community College
Orlando, FL
Skills
Communication Skills
Task prioritization
Detail oriented
Customer relations
Employee training
Organizational Skills
Leadership
Customer Service
Microsoft Outlook
Encompass
Appian AIQ
HSRM
SAP
Timeline
Credit and Collection Analyst
Cheney Brothers Inc.
07.2024 - Current
Team Lead VA Program/Scheduler/Accounts Receivable
Marion Dental Group
11.2022 - 05.2024
Mortgage Closer/ Remote
Homepoint
08.2021 - 11.2022
Mortgage Loan Funder
Homepoint
04.2020 - 08.2021
Owner/Operator
Uber- Kimberly Airport Service
02.2019 - 03.2020
Leasing Professional
Concord Management
01.2018 - 02.2019
Certified Trainer
Denny's
05.1991 - 04.2017
General AA
Valencia Community College
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