Megan Ulmer
Summary
Highly-motivated professional with solid background in high-volume office environments focused on delivering exceptional administrative and operational support. Upbeat individual with friendly demeanor and strong work ethic to handle diverse daily tasks with minimal oversight. Exceptional customer-service and communication skills.
Overview
13
13
years of professional experience
Work History
Service Operations Specialist
Single Digits, Inc.
12.2023 - Current
- Achieve optimal order flow by effectively managing the active order pipeline
- Support Sales and Operations teams through creation and maintenance of project documents
- Establish and maintain communication with the appropriate individuals throughout the duration of all projects (particularly Sales, Finance, Project Management)
- Create/edit sales & purchase orders as required for accurate records within finance & accounting systems
- Create, schedule, and track Engineering Change Orders to support and document changing project requirements
- Review client contracts, ensuring accuracy of information within sales and finance software
- Record and process all incoming orders and service requests from customers and other departments with accuracy
- Manage multiple tasks simultaneously while meeting tight deadlines.
Bid Coordinator
Weekes Construction
07.2022 - 08.2023
- Managed bidding process for assigned construction projects
- Served as person of contact for all bid-related trade information and liaison between subcontractors and project management team, tracking RFIs (Requests for Information) and revisions to construction plans for each project
- Verified accuracy of project details in Building Connected, such as bid and construction dates, scopes of work, and landlord regulations
- Researched, contacted, and recruited subcontractors to bid on trade work via phone, email, and the Building Connected bidding platform
- Documented all communication with subcontractors
- Strengthened Weekes' business network by developing personal relationships with vendors and subcontractors.
- Clarified scopes of work by reviewing construction plans and responding to RFIs
- Maintained all bidding systems for subcontractors that accepted or declined bid offers.
- Obtained, evaluated, and input bids from subcontractors into bidding software for review by project manager
- Trained two new hires in the tasks and responsibilities of Bid Coordinator.
Mortgage Loan Processor
Finance of America Mortgage LLC
10.2020 - 06.2022
- Responsible for processing mortgage loan application files in preparation for submission to underwriting
- Served as direct liaison between borrowers and underwriting
- Worked directly with loan officers and underwriters to ensure compliance with lending guidelines
- Accurately input and updated loan information into the Bytepro LOS
- Requested, reviewed, and verified all documents, underwriter conditions, fees, and other necessary mortgage related items, including but not limited to: credit reports, income, employment verifications, title policies, insurance policies, outstanding loans, closing disclosures, and final loan documents
- Coordinated closing appointments and funding schedule with title/escrow companies and borrowers
- Reviewed loan applications and verified accuracy of borrower information
- Managed communication between loan officers, underwriters, and clients to ensure timely processing.
- Managed pipeline of loan applications to ensure efficient processing.
- Submitted completed loan packages to underwriting department for approval or denial decisions
- Prepared closing documents, including title policies, deeds, and other related items
- Verified that all conditions of the loan were met prior to disbursement of funds
Legal Administrative Assistant
WestPoint Home LLC
07.2016 - 09.2020
- Assisted General Counsel specializing in corporate law and litigation
- Responsible for maintaining the intellectual property portfolio, including trademarks, design logos, copyrights, and patents; also responsible for maintenance of specimen library for current and former trademarks
- Assisted with the preparation and review of legal documents such as contracts and demand letters
- Assisted in developing a record retention policy and schedule to streamline department filing systems and ensure company compliance with relevant laws
- Participated in document exchange and finalization during a merger with an international company
- Provided administrative support General Counsel and paralegal specializing in corporate law and litigation
Academic Support Specialist
Clemson University
08.2014 - 07.2016
- Met with student-athletes weekly/biweekly to review concepts and class work, as well as develop plans for completing assignments efficiently
- Provided input for students’ improvement in class performance and study habits, including organization, time management, and classroom behavior
- Identified and catered to students’ specific learning requirements
- Reported to students’ learning specialists and academic advisors on their progress and needs
- Enforced adherence to rules and regulations of Clemson University, the ACC, and the NCAA
- Created daily reports for each tutor session, recording what was accomplished during the session, as well as goals created for the next session
- Attended regular training to improve tutoring strategies and certification by the College Reading and Learning Association (CRLA).
- Met regularly with students to discuss their academic goals and challenges.
- Developed and implemented strategies to improve student learning outcomes.
- Provided individualized academic support to students, including study skills and organization.
Graduate Teaching Assistant
History Department, Clemson University
08.2011 - 05.2013
- Lectured on course material and graded student tests, papers, and exams
- Held office hours and met with students on an individual basis regarding class material, improvements to course performance and study behaviors
- Proctored exams for students both in and out of the classroom
- Handled classroom attendance and order/behavior, including disciplinary action
- Handled daily clerical/administrative work.
Administrative Assistant
Buford Goff & Associates, Columbia, SC
05.2011 - 08.2011
- Performed daily clerical work, including filing and organizing engineering project specs
- Answered incoming calls and transferred them quickly to the intended recipient
- Responsible for interoffice communication, as well as managing incoming and outgoing mail
- Organized office events at least once per month, including reservations, invitations, catering, and activities
- Responsible for delivering and picking up materials to/from clients and collaborative agencies.
Research Assistant and Docent
Historic Properties Department, Clemson University
05.2012
- Led guided tours of Clemson’s historic properties for small and large tour groups of students and visitors
- Mastered genealogical software and database to contribute to the Department’s genealogical record
- Researched & reported genealogical ties with University-affiliated historical figures for visitors and donors
- Assisted in planning and managing major events, including the historical families reunion in summer 2013, “Bring Your Daughter to Clemson” activities in May 2013, and “Legacy Day” in November 2013
- Trained new student employees
- Maintained Department’s social media sites to increase student awareness of & engagement with the Department
- Maintained records of visitors to the Department’s multiple properties
- Handled money for admission and gift shop sales, as well as cash deposits for the Department.
Education
Bachelor’s Degree - History, English
Presbyterian College
05.2011
Master’s Degree - 20th Century European History
Clemson University
Skills
- Strong written & verbal communication skills
- Adept in critical thinking & problem-solving
- Flexible and adaptable
- Detail-oriented and organized
- Willing and eager to learn new things
- Curious, empathetic, and professional
- Goal-oriented
- Self-motivated
- Reporting & documentation
- Salesforce
- Intacct
- Bytepro
- Building Connected
- ProCore
- Microsoft Suite
References
References available upon request.
Timeline
Service Operations Specialist
Single Digits, Inc.
12.2023 - Current
Bid Coordinator
Weekes Construction
07.2022 - 08.2023
Mortgage Loan Processor
Finance of America Mortgage LLC
10.2020 - 06.2022
Legal Administrative Assistant
WestPoint Home LLC
07.2016 - 09.2020
Academic Support Specialist
Clemson University
08.2014 - 07.2016
Research Assistant and Docent
Historic Properties Department, Clemson University
05.2012
Graduate Teaching Assistant
History Department, Clemson University
08.2011 - 05.2013
Administrative Assistant
Buford Goff & Associates, Columbia, SC
05.2011 - 08.2011
Bachelor’s Degree - History, English
Presbyterian College
Master’s Degree - 20th Century European History
Clemson University
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