Nikki Medina
Seattle,WA
Summary
Highly knowledgeable loan administrator with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of loan origination and closing. Offers great time management and task prioritization skills. Highly skilled Construction Draw Manager with expertise in data accuracy and security. Hardworking professional with knowledge in analyzing company financial statements, prepare loan packages for closing and funding, monitor the upcoming pipeline, and communicate across teams in a deadline driven, fast-paced, creative problem-solving environment.
Overview
9
9
years of professional experience
Work History
Construction Draw Manager
Blueprint Capital Services, LLC
07.2020 - 12.2023
- Increased team productivity by implementing streamlined processes and effective communication strategies.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Cultivated partnerships with loan borrowers to maximize business opportunities.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
Financial Advisor Assistant
MassMutual Financial Group
09.2019 - 05.2020
- Streamlined office operations by implementing efficient organizational systems to manage client information and documentation.
- Supported senior financial advisors in managing a diverse client portfolio, ensuring the highest level of service and attention to detail.
- Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards.
- Contributed to successful client meetings by preparing detailed agendas, gathering pertinent materials, and taking thorough notes for follow-up actions.
IT Dispatcher
Seitel Systems
07.2018 - 09.2019
- Improved response times by efficiently prioritizing and dispatching emergency calls.
- Enhanced communication with first responders by maintaining updated contact information and utilizing clear, concise language during dispatches.
- Reduced errors in dispatch logs by implementing a thorough double-check system for all entries.
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
- Maintained accurate records of all dispatched calls, improving data tracking for future analysis.
- Provided exceptional customer service to callers, remaining empathetic and patient during emergencies.
- Promoted teamwork among colleagues by proactively assisting others when needed.
Executive Assistant
Pacific Crest Real Estate
02.2015 - 05.2017
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Enhanced productivity by organizing travel arrangements and coordinating accommodations for executives.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Improved office efficiency by implementing new filing systems and document management processes.
- Assisted in the development of company policies and procedures, contributing to a more organized work environment.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences.
- Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
- Handled confidential and sensitive information with discretion and tact.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Education
No Degree - General Studies
Seattle Central Community College
Seattle, WA02.2008
Skills
- Business Administration
- Marketing
- Staff Development
- Performance Management
- Financial Management
- Contract Management
- Operations Management
- Complex Problem-Solving
- Process Improvement
- Organizational Skills
Additional Information
Technical Proficiencies: MS Office, Excel, PowerPoint, Outlook, Datapage/Connect, Umpqua Bank (previously Columbia Bank) ACH Funding, ADP, Salesforce, and various CRM software
Volunteer and Top Fundraiser for The Special Olympics
Non-Profit Fundraising Committee for Pike Market Child Care and Preschool
Timeline
Construction Draw Manager
Blueprint Capital Services, LLC
07.2020 - 12.2023
Financial Advisor Assistant
MassMutual Financial Group
09.2019 - 05.2020
IT Dispatcher
Seitel Systems
07.2018 - 09.2019
Executive Assistant
Pacific Crest Real Estate
02.2015 - 05.2017
No Degree - General Studies
Seattle Central Community College
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