Lauren Case

Purpose:

Assist Loan Officers in facilitating the completion of mortgage loan applications. Collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. Serve as a point of contact for members, receiving and responding to member inquires to help them collect required information and complete any necessary documentation.

Responsibilities:

• Assist Loan Officers with loan documentation/review efforts and provide support throughout the loan application process.
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  Ensure progress and inclusion of required mortgage loan application information (e.g. required documentation, assets, income and liabilities, etc.).
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  Review loan application packages for completeness, data integrity and accuracy and to determine if additional action and/or supporting documentation is required; to check for possible fraud and/or inconsistencies.
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  Review moderately complex files, identify issues, and determine solutions prior to submission for credit review and/or processing.
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  Ensure loan documentation is properly executed in conformance with legal regulatory and Navy Federal policy standards.
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  Ensure complete and accurate file submissions for underwriting review; to include coordinating and preparing documentation necessary for verifications and gathering information for new loan underwriting such as loan files, loan packages, credit reports, tax filings, facilitating title requests, etc.
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  Review loan package documentation for discrepancies, omissions, and income calculations; coordinate with member to verify and update accordingly.
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  Follow up and respond to member inquiries and/or internal contacts on transactions as needed.
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  Make calls and provide mortgage origination support as needed.
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  Provide a moderate level of expertise and member service to resolve moderately complex inquiries, requests, and problems.
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  Stay abreast of applicable federal and state laws, rules, regulations, and Navy Federal policies and procedures to maintain loan file compliance.
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  Perform other duties as assigned.

• Managed invoicing for more than 50 daily jobs including rough in, trim out, and EPOs
• Oversaw equipment requisition for a range of projects including new construction and residential change outs, fostering excellent vendor rapport
• Managed warehouse operations
• Managed payment transactions with builders and maintained regular communication with various vendors on a day-to-day basis
• Assisted dispatcher installers and technicians as needed
• Provided support for walk in customers
• Warranty registration for new system purchases completed accurately and efficiently
• Used various software programs including vendor suite, supply pro, and Service Titan to efficiently execute tasks and document job details
• Supported the process of obtaining permits and arranging inspections

• Scheduled chimney/fireplace inspections by answering phone calls and collecting necessary information
• Coordinated service requests between customers and technicians, ensuring technician's requirements are fulfilled daily
• Tracked changes in scope, schedule and cost throughout the life cycle of the project
• Successfully executed and oversaw 80-90 projects each day
• Provided regular updates on project status, communicated risks and issues and recommended corrective actions as needed
• Developed reports for senior management regarding performance, budgeting and forecasting goals
• Coordinated resources across multiple departments to meet deliverables within given timelines
• Assessed vendor performance based upon their ability to meet predetermined commitments

• Received, evaluated and prioritized maintenance requests from customers
• Coordinated with technicians to ensure timely completion of assigned tasks
• Monitored the progress of each task and updated customer accordingly
• Verified accuracy of work orders and ensured that all necessary information was included
• Maintained a database of service logs and repair records for future reference
• Worked closely with other departments to ensure seamless coordination between teams
• Provided training on new software systems used in the maintenance department
• Performed administrative duties such as filing paperwork, creating invoices

• Greeted patients upon arrival and directed them to the appropriate area
• Provided customer service by answering patient questions and addressing concerns
• Verified insurance information, collected payments, and scheduled appointments
• Maintained a clean and organized reception area
• Answered incoming calls in a professional manner
• Processed referrals from primary care physicians to specialists for further treatment or evaluation
• Scanned documents into electronic health record system as needed
• Reviewed patient accounts for accuracy on a regular basis
• Assisted with scheduling follow-up appointments according to provider availability
• Responded promptly to emails from patients regarding appointment changes or cancellations
• Accessed patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations

• Successfully coordinated daily service call schedules for 30+ technicians and branch personnel
• Coordinated with vendors to ensure availability of parts and collaborated with ATM network, card service management, and technicians to maintain ATMs' optimal functionality
• Resolved customer complaints in a timely manner by identifying problems and providing solutions
• Developed positive relationships with customers through courteous communication techniques
• Tracked shipments using various tracking systems such as FedEx, UPS or USPS
• Handled all billing for completed services
• Monitored dispatch board and adjusted call priorities regularly based on caller needs
• Reviewed routes, daily traffic and weather conditions to adjust plans, meeting daily requirements and service needs

• Succeeded in running front desk operations, managing repair intake and output, and ensuring prompt fulfillment of jewelry repairs to achieve high level of customer satisfaction
• Managed in-house customer accounts and maintained regular contact with customers to ensure timely payment
• Organized store merchandise to create visually appealing environment
• Facilitated the safe transportation of custom jewelry and other merchandise across various locations
• Developed and implemented sales strategies to increase revenue
• Conducted customer outreach activities to build relationships with clients
• Created reports on sales performance, customer feedback, and market trends
• Negotiated pricing and contracts with customers