Patrick Phillips
Abingdon,MD
Summary
Self-motivated individual with a positive attitude and a calm and unwavering temperament. Possesses exemplary interpersonal skills, excelling in building strong connections with others. Acute attention to detail ensures precision and accuracy in all tasks. Diversified work experience has developed an adaptive skill set, thriving in various professional environments.
Overview
11
11
years of professional experience
Work History
Mortgage Loan Originator
Credence Funding Corporation
01.2017 - Current
- Convert marketing and referral leads into loan originations
- Originate mortgage loan products and generate compliant loan disclosures
- Direct loan and client through processing, underwriting, and closing stages
- Among company's top producers in terms of loan closures
- Delivered exceptional performance and customer service in an autonomous work environment
- Developed key sales skills
Administrative Assistant
University of Baltimore
11.2015 - 01.2017
- Provided general administrative support to six regular professional staff, three to four part-time workshop instructors, and over sixty paraprofessional staff
- Procured and inventoried all office items as a purchasing card user
- Performed reconciliation to all billing statements through the use of PeopleSoft Financials
- Provided and manipulated data utilization and outcome data for required reports
- Oversaw customer service and day-to-day communications, maintenance of online registration and appointment system, workshop registrations, and office financial transactions
- Hired, trained, and supervised student customer service and clerical staff
- Member of Search Committee for Communications and Computer Skills Coordinator and Tutoring Manager positions
- Reviewed resumes, interviewed candidates, and created evaluations to assist the committee's selection
- Selected as Transitions Committee member to develop and supply insights on organizational restructuring and efficiencies during ALC's transition from Student Affairs to Academic Affairs Division
- Accepted more diverse and increased job responsibilities as a result of vacated staff positions to include ALC event scheduling and communications
- Synthesized and collated large data queries into actionable decision making and made it useful for accreditation reporting
Treasury Adjustment Specialist
Pennsylvania Higher Education Assistance Agency
08.2015 - 11.2015
- Analyzed and interpreted financial files from a multitude of student loan servicing agencies to make accurate treasury adjustments on accounts
- Created financial tracking spreadsheets to simplify complex financial servicing histories and to enhance customer service
- Managed borrower accounts in relation to federal student loan programs
- Performed account reviews utilizing internal databases
- Communicated with internal and external customers to resolve account discrepancies
- Highest quality assurance reviews among peers
- Gained invaluable knowledge tracking and managing financial records
- Developed efficient and intuitive processes for financial tracking spreadsheet completion
Public Affairs Program Specialist
Pennsylvania Higher Education Assistance Agency
03.2014 - 08.2015
- Utilization of grant program knowledge and expertise to resolve programmatic issues efficiently and effectively
- Analytical research of both internal and external informational sources to validate program related decisions
- Analyzed, interpreted, and resolved certification and recipient account information to make sound business decisions
- Researched and conducted account reviews that lead to upholding or reversing decisions made on recipient accounts
- Acted as a liaison to both internal and external customers for researching and resolving program related issues
- Attained leadership roles with various work projects and maximized productivity and quality
- Created procedures and procedural updates for business units to properly manage work flows and processes
- Established a training program for new hires and assisted them in the process of the day to day work flow and company procedures
- Demonstrated versatility and willingness to assist company needs through job sharing and completing work functions across business units with the financial management department
Education
Bachelor of Arts - Political Science
Shippensburg University of Pennsylvania
12.2012
Skills
- Loan structuring
- Pipeline management
- Underwriting guidelines
- Residential mortgage lending regulations
- Referral generation
- Credit evaluation
Timeline
Mortgage Loan Originator
Credence Funding Corporation
01.2017 - Current
Administrative Assistant
University of Baltimore
11.2015 - 01.2017
Treasury Adjustment Specialist
Pennsylvania Higher Education Assistance Agency
08.2015 - 11.2015
Public Affairs Program Specialist
Pennsylvania Higher Education Assistance Agency
03.2014 - 08.2015
Bachelor of Arts - Political Science
Shippensburg University of Pennsylvania
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