Summary
Overview
Work History
Education
Skills
Timeline
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Michelle Feltman

Collbran,CO

Summary

Experienced administrative professional offering solid background in loan processing. Coordinates documents, corrects errors and liaises with external parties to complete paperwork and facilitate smooth closings. Knowledgeable aboutoperations, best practices, and regulatory requirements.

Overview

9
9
years of professional experience

Work History

Administrative Assistant

Plateau Valley School District
Collbran, Colorado
05.2024 - Current
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Updated contact lists regularly when changes occur in employee status or contact information.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Facilitated communication between different departments within the organization.
  • Scheduled appointments between students and internal staff members.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Developed and maintained filing systems for confidential documents and records.
  • Generated daily, weekly, monthly, quarterly, and annual reports using various software tools.

Loan Officer/Loan Officer Assistant

Franklin Prestige Mortgage
Grand Junction, CO
05.2018 - 08.2021
  • Developed and maintained relationships with potential customers to increase loan business.
  • Reviewed credit histories, income statements, and other financial information of loan applicants.
  • Analyzed financial data to determine the feasibility of granting loans.
  • Verified accuracy of loan documents prior to approval.
  • Approved or denied loan applications based on established guidelines.
  • Explained various types of loans available to customers and their associated terms and conditions.
  • Interacted with underwriters, appraisers, title companies. during the processing of a loan application.
  • Provided customer service support throughout the entire process from application through closing.
  • Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
  • Responded promptly to customer inquiries regarding their accounts or other matters related to consumer lending operations.
  • Participated in community events to promote bank's consumer lending services.
  • Researched account issues as needed when discrepancies arise between borrower records and actual payment history.
  • Attended periodic training sessions related to consumer lending operations.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Delivered high levels of customer service to facilitate smooth processes.
  • Submitted loan applications to underwriter for verification and recommendations.

Buyer

Walker Products
Grand Junction, CO
08.2017 - 05.2018
  • Reviewed purchase orders, contracts and invoices to ensure accuracy.
  • Negotiated pricing and delivery terms with suppliers.
  • Monitored inventory levels to ensure availability of products for customers.
  • Developed relationships with vendors to secure better prices and payment terms.
  • Researched potential new suppliers in order to find the best value for goods and services.
  • Coordinated activities between departments such as sales, engineering, finance and logistics.
  • Maintained records of all purchases including item descriptions, costs, quantities received.
  • Managed inventory control systems to track stock levels, deliveries and related information.
  • Assisted in developing sourcing plans by researching new products and suppliers that meet organizational requirements.
  • Requested pricing quotes from suppliers to determine best source of supply.
  • Researched competitors and sourced new vendors.

Business Service Assistant

Mind Springs Health
Grand Junction, CO
09.2015 - 10.2017
  • Provided administrative support to the providers, clinicians and case workers, including scheduling/rescheduling appointments and preparing documents.
  • Organized and maintained files, both physical and digital, in accordance with departmental procedures.
  • Answered incoming calls from clients, providing assistance as needed.
  • Greeted visitors at reception area, directing them to appropriate personnel or departments.
  • Responded promptly to client inquiries via email or telephone in a professional manner.
  • Entered client data into database systems accurately and efficiently.
  • Managed conference room bookings ensuring availability for scheduled events.
  • Scanned documents into electronic format for storage in file management systems.
  • Displayed strong telephone etiquette, effectively handling difficult calls.

Education

High School Diploma -

De Beque High School
De Beque, CO

Skills

  • Customer service-focused
  • Documentation Review
  • Strong Organization
  • Attention to Detail
  • Microsoft Office
  • Data Entry

Timeline

Administrative Assistant

Plateau Valley School District
05.2024 - Current

Loan Officer/Loan Officer Assistant

Franklin Prestige Mortgage
05.2018 - 08.2021

Buyer

Walker Products
08.2017 - 05.2018

Business Service Assistant

Mind Springs Health
09.2015 - 10.2017

High School Diploma -

De Beque High School

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Michelle Feltman