Michelle A. Moroni
Charlotte,NC
Summary
Seasoned professional with experience working directly with high-level executives in a confidential setting. Independent, dedicated, and self-motivated professional; able to prioritize and complete multiple tasks and follow through to achieve project goals.
Overview
15
15
years of professional experience
Work History
Mortgage Closer II
Movement Mortgage
05.2016 - 11.2023
- Audit files from underwriting to ensure they have required necessary documentation to prepare closing documents
- Maintain close communication with sales partners, third-party vendors, and Operations Managers to ensure proper and timely fulfillment
- Meet monthly productivity levels (90-150 loans) and turn around times for various loan products
- Extensive knowledge of current closing regulations including preparation of CD, review of title, homeowner’s insurance, tax information and mortgage insurance
- Maintain one of the lowest error rates on closing documents companywide, year after year.
- Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
Mortgage Closer
NVR Mortgage
05.2013 - 05.2016
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Reviewed titles, insurance and flood zone certifications to meet closing standards for each property.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Maintained checklists of required documentation and open issues affecting closings.
Executive Administrative Assistant
Charlotte Gastroenterology & Hepatology, PLLC
10.2011 - 04.2013
- Provided direct administrative support to high-level executives and middle management
- Created a master calendar for the owner and staff to track upcoming meetings, deadlines, and other vital dates, as well as sent out daily and weekly calendar reminders to aid in their workflow
- Provided team meeting summaries and quarterly summaries
- Negotiated favorable terms and pricing agreements with vendors, caterers and other providers for service, saving the company $10K annually
- Improved communication of expectations and organizational goals by assisting in development of an information dissemination system that kept department heads and management notified of events
- Acted as liaison between management and outside vendors
- Reorganized executive library and company filing structure, creating highly effective organizational and filing systems
- Maintained CEO’s calendar; coordinated conference calls, board and management meetings, special events, and travel arrangements
- Problem Solving Investigated and resolved billing problems for the company, earning the organization immediate payments which resulted in catapulting our AR into the multi-millions
- Contributed to cost-saving effort by creating a comprehensive cost analysis between two competing office supply stores, saving the company 20% on their office supplies
- Project Coordination - Coordinated with management and staff to secure a successful accreditation survey, which allowed the company to continue to bring in a profit
- Recognized for playing an instrumental role in coordination and creation of formal processes to provide consistency and structure by working with department leaders to set up policies and procedures manuals
- Collaborated with owner to facilitate the opening of new offices by applying for Tax ID numbers, selecting a corporation name and filing the articles of incorporation, applying for a business license and helping to set up bank accounts
- Organized several successful corporate events, including company holiday parties and staff appreciation events
Executive Administrative Assistant
Rishi & Srikanth, PLLC
06.2008 - 10.2011
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
- Seamlessly interacted with colleagues to plan and complete special projects.
- Handled confidential and sensitive information with discretion and tact.
- Developed and maintained automated alert systems for important deadlines.
- Filed paperwork and organized computer-based information.
- Updated and maintained confidential databases and records.
- Worked effectively in fast-paced environments.
Education
Property Insurance -
Central Piedmont Community College
Charlotte, NCBusiness Administration & Marketing
Brevard Community College
Melbourne, FLMedical Transcription Certificate Program -
Keiser College
Melbourne, FLSkills
- Scheduling
- WordPress Website Software
- QuickBooks (AP)
- Corporate Event Management
- Microsoft Office Suite / Typing: 75 wpm
- Office Reception & Gatekeeping
- Facilitation of Meetings
- Customer Service
- Transcribe Dictation
- Deadline Adherence
- Data Entry Accuracy
- Organizational Skills
Timeline
Mortgage Closer II
Movement Mortgage
05.2016 - 11.2023
Mortgage Closer
NVR Mortgage
05.2013 - 05.2016
Executive Administrative Assistant
Charlotte Gastroenterology & Hepatology, PLLC
10.2011 - 04.2013
Executive Administrative Assistant
Rishi & Srikanth, PLLC
06.2008 - 10.2011
Property Insurance -
Central Piedmont Community College
Business Administration & Marketing
Brevard Community College
Medical Transcription Certificate Program -
Keiser College
Similar Profiles
Diana DennisDiana Dennis
Closing /Funder at Movement Mortgage (Formally Fairway Independent Mortgage)Closing /Funder at Movement Mortgage (Formally Fairway Independent Mortgage)
Jason M. NormanJason M. Norman
Workday Product Owner at Movement MortgageWorkday Product Owner at Movement Mortgage
BENJAMIN DICKEYBENJAMIN DICKEY
Transaction Coordinator at Movement MortgageTransaction Coordinator at Movement Mortgage
Kera EricksonKera Erickson
Administrative Assistant at Movement MortgageAdministrative Assistant at Movement Mortgage
Monica JonesMonica Jones
Customer Service Associate Manager at Wells Fargo & CompanyCustomer Service Associate Manager at Wells Fargo & Company