Michelle M. Lenz

Work History

Underwriter

Supervest

09.2024 - Current

Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
Made approval and denial recommendations by determining accurate risk levels.
Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
Examined credit reports, financial statements and tax returns to determine repayment capability.
Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwriting.

Project Coordinator

Five Star Energy Services LLC

05.2023 - 09.2024

Create and maintain project permits
Calling in Diggers 811 locates and renewing locate tickets
Certified weekly Payroll
Create and maintain formulated Microsoft Excel spreadsheets
Create and maintain ArcGIS database
Coordination of subcontractors and estimates
Monitor project costs and budgets
Manage and interpret specifications, drawings, and contracts
Maintain field-level client relationships
Identify and communicate scope changes to Project Manager, Superintendent, and Foremen
Maintain project processes and procedures
Administer new hire orientation
Kept projects on schedule by managing deadlines and adjusting workflows.
Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.

Customer Service Representative

Truesource

04.2022 - 05.2023

Deliver customer-centered service in a high-volume, remote position requiring a commitment to accuracy
Investigate and solve problems via telephone and email based on priority in accordance with standard operating procedures
Document and track correspondence and work orders; schedule service calls
Secured proper payment to affiliate to continue operational support
Meet all customer deadlines in conjunction with affiliates for timely project completion using proven protocols and work practices
Maximize customer satisfaction by responding to and following up on issues in a timely manner using a strong work ethic
Outperform ambitious objectives against performance standards
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Brand Ambassador

Promotional Modeling USA

12.2015 - 12.2022

Promoted brand awareness using dynamic marketing techniques and creative leadership to better position brands for sustained growth
Distinguished for achieving goals and embracing brand values and standards
Managed product giveaways and promotional campaigns
Forged and maintained winning relationships with managers, staff, and clients to drive brand success and exceed expectations
Analyzed data across businesses, customers, and product categories
Recognized for thriving in highly demanding, fast-paced settings
Increased positive word-of-mouth referrals through genuine, personalized customer interactions and excellent product knowledge.
Ensured accurate representation of the brand by maintaining consistent messaging and visuals across all promotional materials and presentations.

Operations Manager

Supervest

12.2019 - 03.2020

Directed a wide range of organizational strategies, including long term planning and implementations
Assessed how to initiative positive change and improve company performance
Helped investors sign up to improve growth
Streamlined operational efficiencies using proven best practices
Designed, planned, and controlled organizational change and administrative objectives with a commitment to quality and excellence
Supervised operations staff and kept employees compliant with company policies and procedures.
Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.

Office & Project Manager

Detroit HVAC Inc.

09.2018 - 12.2019

Spearheaded business administration and human resources priorities for a local business with a team of up to 15 employees providing HVAC services to customers
Solved problems and built positive relationships with customers and suppliers to boost sales and business development
Maintained company records, including permits, while properly scheduling inspections and jobs throughout the community
Conducted recruitment, hiring, performance reviews, terminations
Completed payroll, accounts payable & receivable, bank deposits, event & travel planning, and reporting
Coordinated project teams to meet deadlines and deliver successful outcomes.
Enhanced team productivity by streamlining communication between departments.

Office Manager, Executive Assistant

LPL Financial

09.2017 - 09.2018

Held full accountability for office operations in a multifaceted role with the aim of assisting senior leaders with general administrative functions
Created a welcoming and professional work environment serving MI schools and government credit union members receiving company consulting services
Aided clients with completing complex documentation, processing digital files and forms while verifying information for on-time submission
Championed a culture of compliance and high levels of accuracy against internal policies and regulatory guidelines; helped with client data updates, including contact information and beneficiary designations
Assisted clients with distributions and contribution changes to existing accounts
Coordinated meeting preparations for internal and external stakeholders as well as completing annual reviews
Gained positive recognition for exceptional client service, answering calls and frequent correspondence and connecting clients with financial planners for more in-depth assistance

Administrative Assistant

National Benefit Plans

10.2016 - 03.2017

Excelled with administrative support in areas of clerical and office coordination demonstrating a dedication to superior customer service
Performed extensive data entry and documentation in various systems and spreadsheets, scanning, copying, and faxing information as necessary
Applied technical competencies in Microsoft Office Suite on daily projects
Accomplished daily objectives, processing new business according to established standards and policies
Liaised with customers and business units to solve problems and ensure a smooth flow of information
Built meaningful relationships with leadership as well as agents, earning a positive reputation as a team player

Director of Membership Accounting

One on One Athletic Club

08.2014 - 12.2015

Oversaw a variety of administrative and member service assignments with the goal of improving team performance, maximizing internal efficiencies, and company growth
Identified ways to reduce costs and carefully managed accounts receivables working in close collaboration with club director on key initiatives
Utilized technical skills to track declines accounts in Google spreadsheet and running house accounts for billing
Exceeded expectations in resolving all member billing accounts with 24-hour turnaround time with close attention to detail and accuracy to include client information changes, credit card updates, etc
Led engaging training assignments for advisors on membership procedures and documentation requirements
Reviewed and rectified membership applications by reaching out to clients in addition to processing cancellations
Facilitated follow up for EFT declinations and transfers all 30+ day past due account to collections

Construction Office Manager/Project Manager

SB Home Services

01.2012 - 01.2014

Oversaw employee scheduling, timesheet management, and payroll processing to maintain accurate records.
Provided administrative support during bidding processes by preparing documentation packages, tracking submissions, and communicating updates to relevant parties.
Coordinated procurement of project plans and specifications and routed data to construction management team.
Organized company events such as annual meetings, team-building activities, and holiday parties that fostered a positive work environment and strengthened company culture.
Coordinated travel arrangements for team members attending conferences or conducting site visits, optimizing costs while ensuring convenience.

Collection Specialist

Alliance One

01.2006 - 01.2012

Executive Assistant

John Casablancas

01.2002 - 01.2006

Summary

Overview

Work History

Underwriter

Project Coordinator

Customer Service Representative

Brand Ambassador

Operations Manager

Office & Project Manager

Office Manager, Executive Assistant

Administrative Assistant

Director of Membership Accounting

Construction Office Manager/Project Manager

Collection Specialist

Executive Assistant

Education

Associate of Applied Business - Medical Office Technology

Skills

Certification

Qualifications Summary

Timeline

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