MARY HOLSTEN

• Evaluated Dealer Information and CIFs to determine monthly workflow in Salesforce and Monday
• Act as the single point of contact and SME for our external customer
  (Dealer) and internal stakeholders (Sales, Success, Management) for all
  items relating to Dealership’s implementation and onboarding process.
• Ensure requests for data orders are communicated to the appropriate
  team or specific team member.
• Communicate, collaborate with Implementation Coordinator regarding
  outstanding data feeds and task assignment or completion.
• Proactively assess risks and delays, collaborate with teams and Dealer
  Support management to ensure onboarding cut-offs and deadlines are
  met.
• Monitor and track all Dealer onboarding tasks for your specific program or
  dealer assignments.
• Assist other Onboarding Coordinators as time allows and/or to cover
  absences or PTO.
• Communicate onboarding status update or at risk dealers with
  Management, Sales partners, Success partners.
• Perform quality check to ensure Salesforce Asset has from dates, correct
  packages in package manager and contracted campaigns are visible in
  DEP.
• Inform all project stakeholders (Sales, Success, Program Services) of any
  data gaps or deficiencies at go live or prior to dealer hand-off to Success
  partners.
• Proactively communicate onboarding risks, concerns or escalations to
  Dealer Support Director and Dealer Support Supervisor.
• Provide subject matter expertise to internal teams, external dealer
  partners and external vendors regarding processes and systems for
  onboarding.
• Answers incoming phone calls, forwards or transfers calls, attends to or
  responds to voicemail messages.
• Initiate process and function optimization with internal teams.
• Lead, host, participate in both internal and external meetings.
• Demonstrate the values of Outsell in everyday interactions.
• Perform other duties as required.

• Mortgage loan closing experience nationwide – knows industry standards/SOPs/protocols for dry and wet states.

• Knowledge and understanding of prelim CD’s and title commitments, HOI coverage and property tax requirements, how to interpret declaration pages and tax certifications, appraisals, flood certifications, purchase contracts and addendum requirements.

• Understanding of Private Mortgage Insurance requirements and how to interpret certifications.

• FULL understanding of TRID and COCs from loan application date to post close.

• Knowledge of how to create initial LEs, COC LEs, CDs, COC CDs, closing CDs and PCCDs.

• Understanding of valid vs. invalid COCs and when a lender credit must be applied.

• Understanding of how to review AUS findings (both LPA and DU), loan approvals and locks.

• Decent understanding of agency guidelines and the ability to look up investor guidelines when needed.

• Balancing closing CDs with a settlement agent.

• Balancing of funding wire with settlement agent.

• Knowledge of both retail and wholesale loan process/flow.

• Knowledge of how the end product should look for all disclosures and final docs inside Signia Docs.

• Worked on a project with Compliance, IT and Sales to create a new LOS system for a third party Lender. During this project, I worked inside said third party lender’s system to create document packages - both initial and closing - and did a document analysis and integrity with the Compliance team.

• Work with Loan Officers to obtain appraisals, invoices, title fees, and title work to ensure closings happen on time.

• Prepare loan closing documents within LOS (Encompass).

• Manage a pipeline of conventional loans

• Complete an accurate and compliant Closing Disclosure to be provided to the borrower within the TRID timing guideline requirements.

• Monitor the borrower’s receipt of the Closing Disclosure

• Ensure accuracy of documents sent to closing, including but not limited to borrower names, rate, term and loan type, first payment date and escrow information.

• Review underwriting closing conditions to ensure salability of loan and adherence to the underwriting decision.

• Coordinate funding dates with accounting to ensure accuracy of loan disbursements.

• Ensure fees for lender and title companies are within TILA/RESPA guidelines.

• Coordinate closing packages with title companies in a timely fashion.

• Verify that the loan closes within specified locks with investors.

• Analyzing and interpreting compliance reports (MAVENT)

• Order Uniform Closing Dataset (UCD)

• Analyze and interpret compliance report findings (Mavent)

• Process closing documents for closings
• Balance Closing Disclosure with title company
• Create Closing Disclosures, mail out to borrowers or send via e-consent on time in order to close on time
• Create and generate Closing package for closing at title company and send to title company prior to closing
• Answer incoming phone calls
• Work with Loan Officer to obtain appraisals, invoices, title fees, and title work to ensure closings happen on time
• Received an "exceptional bonus" for minimal errors on my Closing Disclosures in the month of June

• Responsible for assisting customers with personal and commercial checking and savings account transactions including deposits, withdrawals, cashier's checks, money orders, coin and currency orders, payments, and supplies.
• Managed cash drawer with funds up to ten thousand dollars
• Responsible for balancing personal cash drawer and bank vault
• Liable for any shortage or overage
• Key holder
• Answered incoming calls, assisted customers with questions, personal information and inquiries
• Responsible for distributing mail and/or packages that come to the Credit Union
• Responsible for filing member's insurance
• Assisted loan officers in distributing loans and lien cards when needed
• Skills Used
• Knowledge in Microsoft software
• Excellent personal relationships with members
• Fast-paced yet high quality assistance to members' needs
• Kind and friendly personality

• Responsible for assisting customers with personal and commercial checking and savings account transactions including deposits, withdrawals, cashier's checks, money orders, coin and currency orders, payments, and supplies.
• Managed cash drawer with funds up to ten thousand dollars
• Responsible for balancing personal cash drawer and bank vault
• Liable for any shortage or overage
• Key holder
• Answered incoming calls, assisted customers with questions, personal information and inquiries
• Responsible for distributing mail and/or packages that come to the bank

• Responsible for creating appointments and cancelling appointments for customers
• Answered phone calls, provided information and assisted with inquiries
• Key holder
• Responsible for assisting customers in cash, check, or credit card transactions
• Assisted with light cleaning including organizing the office and gym, dusting, vacuuming, cleaning bathrooms, laundry, and pulling files of clients for next day appointments for therapists

• Responsible for the care of three young children including planning daily schedule to include reading, homework review, and free play
• Provided transportation to all appointments and events
• Assisted with all general housekeeping tasks including organizing the house, errands, shopping, and meals

• Responsible for assisting customers with personal and commercial checking and savings account transactions including deposits, withdrawals, cashier's checks, money orders, coin and currency orders, foreign currency exchange, payments, and supplies
• Managed a cash drawer with funds up to thirty thousand dollars
• Responsible for successfully achieving quarterly sales goals
• Partnered with personal banker to assist customers with account review and suggest products that enhanced their portfolio and provided more efficient cash management
• Balanced personal cash drawer and bank vault
• Liable for any shortage or overage
• Key holder
• Answered customer phone calls, provided information and assisted with inquiries

• Demonstrating exercises to clients
• Assisting clients in exercises to minimize injury and promote fitness
• Modify exercises according to clients' fitness levels
• Monitoring client progress
• Providing information or resources on general fitness and health issues
• Providing emergency first aid if necessary
• Patience and the ability to explain things clearly
• Understanding of lifestyle, diet and the human body
• Awareness of safety and good working practices
• Performs miscellaneous job-related duties as assigned