Summary
Overview
Work History
Education
Skills
Timeline
Generic

Megan Cowman

Crosby,Texas

Summary

Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision. I am detail-oriented with experience in customer service, data entry and office management.

Overview

12
12
years of professional experience

Work History

Client Manager | Remote

Aldridge Pite, LLP
07.2022 - Current
  • Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Scheduled and coordinated meetings between legal teams and clients.
  • Communicated professionally with clients, colleagues and legal partnership verbally and in writing.
  • Diligently edited legal correspondence for grammar and spelling.
  • Prioritized and handled multiple assignments and maintained firm commitment to deadlines.
  • Developed new employees and on-going performance assessment of current employees.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Generated documents and presentations using large repertoire of software programs.
  • Organized daily workflow and assessed appropriate staffing to provide optimal service.
  • Collaborated with finance department on invoicing accuracy for applicable products, services, software, and logistics.
  • Performed duties and provided service in accordance with established operating procedures and company policies.
  • Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Established performance and service goals and held associates accountable for individual performance.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Reviewed Deed of Trust, Title Commitment, and prior bankruptcies documents.
  • Researched and analyzed legal issues and cases to provide accurate advice to clients.
  • Created weekly, monthly, and quarterly reports.
  • Researched and identified legal precedents and statutes.
  • Created and printed legal documents for attorneys to review.

Attorney Network Performance Coordinator | Remote

Shellpoint Mortgage Servicing
09.2019 - 07.2022
  • Managed the servicer's Foreclosure and Bankruptcy firms in the Attorney Network within the states that were assigned to me: AK, AZ, CA, CO, GU, HI, IA, ID, IL, IN, KS, LA, MO, MT, NE, NM, NV, OH, OK, OR, PR, TX, UT, VI, WA, WI, WY.
  • Managed/Owned multiple reports each month. For Example: 1. Scorecard analysis 2. BKFS Performance and Targets 3. Firm Discrepancies end of month 4. Case Disputes and Monies owed.
  • Established team priorities, maintained schedules and monitored performance.
  • Managed/Owned our Legal Vendor Alert that goes out to firms every week. This is a newsletter containing all new directives, alerts, requests and surveys sent out to all firms within the Attorney Network each week.
  • Managed the life cycle of company documents, contracts, agreements, etc. Including the year end responsibilities of maintaining and ensuring that all required contractual agreements are met and/or completed annually by the Attorney Firms. Also includes all FHLMC and FNMA documentation and approvals.
  • Managed/Owned Attorney Network’s monthly Upper Management PowerPoint presentation. There were 4 Attorney Network Coordinators + myself and the Manager of the department. It was my duty to gather all of the end of month key information for all active firms within each state and their respective data, compile and draft the presentation for all members. I would send out amongst the department for final review and approval. Then present the powerpoint on our Upper Management meeting each month.
  • Developed detailed plans based on broad guidance and direction.
  • Managed the department's SharePoint site by maintaining documentation into the appropriate folders, coordinating changes to the site as needed and fielding questions from firms with regard to questionnaires and requested documentation.
  • Produced and delivered monthly final scorecards to all firms in the Attorney Network.
  • Received all scorecard appeals from the firms within all of my assigned states in the form of rebuttals.
  • Responded to all rebuttals for multiple metrics from the assigned firms and update that month’s scorecard for all firms by the deadline (15th to the 27th of each month).
  • On and Off-boarding process of Firms from the network.
  • Accomplished multiple tasks within established timeframes.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Updated and maintained Attorney Firm names and email addresses and their current contact matrices within the contact database
  • Travel to Firm locations around the United States to perform firm audits
  • Make sure firms are adhering to all SMS and Client protocols and security measures, check staffing numbers, systems, mail room/procedures, etc
  • Coordinate training sessions that the Firms will provide to Shellpoint's Foreclosure and Bankruptcy Groups
  • Planed, booked and managesd the quarterly SMS Attorney Network Summit.
  • The Summit is an Attorney Network Event where we would bring our top 20-30 law firms from all over the United States to one of our locations in either AZ, SC or TX for 3 days of training and social events
  • Attorney Network was responsible for planning all training sessions for the firms, secure training locations, secure social events and locations (EX: Topgolf, Alamo Drafthouse, The Rustic, etc.), locate dinner venues and manage to all l bookings, catering and entertainment
  • Oversaw our Scorecard platform switch to a new system, OrangeGrid: Creating new scorecards.
  • Developed strategies to resolve cases in Shellpoint's best interest.
  • Explained available courses of action and possible repercussions of cases and discrepancies with firms.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry firms/attorneys.
  • Evaluated attorney performance and conveyed constructive feedback to improve skills.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.

Loss Mitigation Document Input Specialist/ Auditor

Ruth Ruhl, P.C.
03.2016 - 09.2019
  • Fast paced environment.
  • Followed all company policies and procedures to deliver quality work.
  • Gathered, organized and input of real estate documents and mortgage information into the firm's digital database.
  • Must make all deadlines, no exceptions.
  • Created and managed project plans and timelines.
  • Handled 20+ clients, 50-200 files per day.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Helped meet changing demands by recommending improvements to business systems or procedures.
  • Promoted to auditing role within the department.
  • Audited all real estate documents input from fellow specialists
  • Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
  • Executed audit phases and entered data into the firm's internal software for analysis.
  • Performed observations and evaluated supporting documents to supplement audit findings.
  • Followed established auditing processes to meet internal and regulatory requirements.

Mortgage Loan Processor

Brad Cullipher BBMC Mortgage
06.2015 - 03.2016
  • Handle all office communications: Incoming calls, emails and front facing customers
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Handled any conditions sent from underwriting departments.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Set up and completed loan submission packages.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Communicated with originator and applicant concerning progress of loan file.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Analyzed borrower credit reports and income statements to verify accuracy.
  • Maintained accurate records of loan processing activities and documents in CRM system.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Consulted with outside vendors to identify and resolve loan closing issues.
  • Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
  • Reviewed and validated details of loan applications and closing documentation.

Administrative Assistant

Bundy, Young, Sims & Potter, Inc.
01.2013 - 05.2015
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed paper and electronic filing systems by routing various documents and electronic documents and plans/drawings.
  • Shadowed at job sites with architects and contractors to voice record for plan specifications.
  • Transcribed all job site visits.
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Maintained inventory of office supplies and placed orders.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Established administrative work procedures to track staff's daily tasks.
  • Typed, edited and finalized all job specifications.
  • Managed the organization of all plans and drawings.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to staff.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed filing system, entered data and completed other clerical tasks.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.

Education

Bachelors Degree of Accounting -

Midwestern State University
Wichita Falls, TX
05.2015

Texas Associates Degree in Arts -

Vernon College
Vernon, TX
12.2011

Skills

  • Strong Communication Skills
  • Microsoft Excel, PowerPoint, Microsoft Word
  • Administrative Support
  • BlackKnight System (BKFS, LPS)
  • Managing Calendars
  • Event Planning
  • Document Preparation
  • Document Review
  • Efficient Researcher
  • Document Filing
  • Case Management

Timeline

Client Manager | Remote

Aldridge Pite, LLP
07.2022 - Current

Attorney Network Performance Coordinator | Remote

Shellpoint Mortgage Servicing
09.2019 - 07.2022

Loss Mitigation Document Input Specialist/ Auditor

Ruth Ruhl, P.C.
03.2016 - 09.2019

Mortgage Loan Processor

Brad Cullipher BBMC Mortgage
06.2015 - 03.2016

Administrative Assistant

Bundy, Young, Sims & Potter, Inc.
01.2013 - 05.2015

Bachelors Degree of Accounting -

Midwestern State University

Texas Associates Degree in Arts -

Vernon College

Similar Profiles

CREATE PROFILE
Megan Cowman