Lisa Kirkwood
Las Vegas,NV
Summary
Dynamic professional with extensive experience at Wells Fargo, excelling in project management and vendor relations. Proven ability to enhance operational efficiency through data analysis and strategic recommendations. Recognized for exceptional communication and problem-solving skills, consistently delivering high customer satisfaction and exceeding performance metrics. Proficient in Microsoft 365 and contract negotiation.
Overview
14
14
years of professional experience
Work History
Status Board
Tahiti Village
Las Vegas, NV
05.2023 - Current
- Managed a team of 12 utility workers, runners, GRAs, and supervisors to provide guidance on the day-to-day task.
- Maintain a flexible work schedule for the staff according to the occupancy levels.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Worked with cross-functional teams to achieve goals.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Completed day-to-day duties accurately and efficiently.
Founder/Manager
L Property & Investments, LLC
Brooklyn Park, MN
02.2012 - 12.2024
- Managed day-to-day operations of the community by refurbishing distressed homes.
- Validate and analyze legal real estate contracts, and subcontractors' contracts, to perform services.
- Established strategic vision and goals for real estate investments and property management.
- Purchase items to serve for the project. Accounts payable for invoices ensures that vendors are paid and aids in resolving past-due accounts.
- Interviewed and hired subcontractors after evaluating bids.
- Liable for subcontractors' supervision and scheduling, ensuring compliance with all codes and permits.
- Led negotiations for property purchases, leases, and service contracts.
- Developed marketing strategies to promote available properties to potential tenants.
- Established strategic direction for real estate investments and property management.
- Negotiated contracts with vendors and suppliers for optimal pricing structure.
- Monitored performance metrics to ensure quality standards were maintained.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
Business Execution Associate
Wells Fargo Clearing Services
Minneapolis, MN
08.2022 - 10.2024
- Supported and consulted with team members, managers, and executive-level business partners in various lines of business by researching and creating reports.
- Monitor the SharePoint site with daily, weekly, and monthly reporting updates.
- Accounts payable for invoices to ensure vendors' payments, and aid in resolving past-due accounts.
- Monitor Business Continuity Planning (BCP) to ensure updates and deadlines are met.
- SHARP analyzed issues, facilitated meetings with WIM managers to update the Issue Summary Memo (ISM) with the purpose of the issue, risk, corrective action, summary, and data collected to implement changes appropriately.
- Worked on various projects to collect and analyze data for evaluation within the operational departments, and make recommendations to solve problems and maximize operational efficiency, quality, and compliance.
- Identified procedure risks to ensure control factors are in place, and reported properly.
- Support the Clearing Services (WIM) department by researching and creating reports based on various lines of business information to improve our daily, weekly, and monthly processes, and procedures.
- Developed strategies to enhance communication between departments and stakeholders.
- Managed scheduling and coordination of team meetings and project timelines.
- Analyzed project requirements and provided recommendations for improvement.
- Maintained accurate documentation of processes and project milestones.
- Collaborated with cross-functional teams to streamline workflow processes effectively.
- Managed multiple tasks simultaneously while maintaining attention to detail.
Senior Business Execution Administrator
Wells Fargo Home Lending Mortgage
Minneapolis, MN
08.2016 - 08.2022
- Facilitate and consult with multiple lines of business, internal departments, legal, and third-party vendors to resolve procedural issues and past-due accounts.
- Research, prepare, and present weekly reports, track key performance indicators (KPIs), and manage dashboard indicators to senior leaders and partners, including the root cause issues, gaps, and emerging trends to improve actions.
- Project management involves collecting and analyzing data to evaluate operational difficulties and make recommendations to solve problems and maximize operational efficiency, quality, and compliance.
- Reviewed data to ensure all federal regulations and company guidelines were within compliance standards, to provide coaching to the Loan Servicing Specialist.
- SharePoint needs to implement data as appropriate.
- Identified procedure risks to ensure they are remediated and reported properly.
- Supporting the Mortgage Insurance Operation (MIO) department by researching and creating reports based on a line of business information to improve daily, weekly, and monthly processes and procedures.
- Following established modeling and evaluation processes to determine the effectiveness of current operational activities, and to identify problem areas and develop solutions.
- Ensure 'Best Practice' methods are used within the line of business for 'Change Control' and/or Business Requirements Documents (BRD) to create or update procedures.
- Prepared reports and presentations for internal meetings and reviews.
- Ensured compliance with industry regulations in all documentation processes.
- Analyzed operational processes and recommended improvements to enhance efficiency.
Operational Analyst
Wells Fargo Home Lending Mortgage
Minneapolis, MN
06.2015 - 08.2016
- Facilitated and consulted in meetings with internal departments, legal teams, and third-party vendors to aid in resolving procedural issues and/or past-due accounts.
- Research, prepare, and present weekly reports, track key performance indicators (KPIs), and manage dashboard indicators to senior leaders and partners, including the root cause issues, gaps, and emerging trends to improve actions.
- Ability to analyze and interpret data, and make recommendations for change based on judgment and experience.
- Advanced knowledge and understanding of operations policies and procedures.
- The ability to independently provide summaries and make strategic recommendations on operational data.
- Ability to collaborate and coordinate with other functions on projects.
- Ensure the 'Best Practice' methods are used within the line of business for any 'Change Control' updates.
- Outstanding technical, critical thinking skills, and resolution skills.
- Collaborated with cross-functional teams to streamline workflow and enhance communication.
- Monitored vendor performance against established SLAs.
- Monitored KPIs on a regular basis to assess progress towards organizational objectives.
- Implemented change management protocols in order to facilitate smooth transitions during times of transformation.
Loan Document Specialist relocation (Processor/CLOSER)
Home Services Lending Mortgage, LLC
St. Louis Park, MN
05.2012 - 06.2015
- Assisted with the HomeServicing and Wells Fargo conversion project.
- Served as a Work Director and provided coaching and mentoring for team members in the process.
- Served as a point of contact for procedural and technical complex reports.
- Validated relocation real estate contracts and managed a caseload portfolio loan.
- Sent wires, Escrow Hold Back, and Final Inspection with the proper documentation and within the deadline.
- Functioned as a liaison between internal and external customers and vendors.
- Validated legal documents and processed caseloads of loans, including analyzing HUD documents and follow-up calls assisting with underwriting requirements for Fannie Mae, VA, Freddie Mac, Conventional, Bond, USDA, Rural Development, and Special loan programs.
- Interpreted policies and compliance requirements while analyzing income, property appraisal, credit analysis, title commitment, daily reports, and market research.
Education
master’s degree - Organizational Leadership
St. Catherine University
St. Paul01.2021
bachelor’s - business administration
Metro State University
St. Paul01.2012
Skills
- Excellent communication
- Presentation skills
- Vendor management
- Research skills
- Ability to lead without reporting authority
- Ability to interact at all levels of the business
- Project management
- Customer service skills
- Problem solving
- Attention to detail
- Organizational skills
- Good judgment
- beta
- People/Soft Financial (A/P)
- Encompass
- Monarch
- LPS, LIS, MSP
- gem
- Microsoft 365
- Contract negotiation
References
References available upon request.
Timeline
Status Board
Tahiti Village
05.2023 - Current
Business Execution Associate
Wells Fargo Clearing Services
08.2022 - 10.2024
Senior Business Execution Administrator
Wells Fargo Home Lending Mortgage
08.2016 - 08.2022
Operational Analyst
Wells Fargo Home Lending Mortgage
06.2015 - 08.2016
Loan Document Specialist relocation (Processor/CLOSER)
Home Services Lending Mortgage, LLC
05.2012 - 06.2015
Founder/Manager
L Property & Investments, LLC
02.2012 - 12.2024
master’s degree - Organizational Leadership
St. Catherine University
bachelor’s - business administration
Metro State University