Peggy Moussavi

• Act as a liaison between Sales Consultants, Project Managers, Installers, and the customer throughout the project, from initial contact to post-installation follow-up.
• Keep continuous communications with assigned customers to ensure that all questions and concerns about their project are addressed and satisfied, to include service immediately post-install.
• Close out projects with customers upon completion of their project to collect feedback for recognition or improvement.
• Based on this feedback, pass on customer information as needed to other departments involved and follow up accordingly on the customer’s behalf.
• Solicit referral business from past customers using, but not limited to, the following methods – closeout calls, survey results, online reviews, etc. via phone conversations and email.

• Helped lead the planning and execution of VIP events for prestigious clients, ensuring excellent coordination of logistics, catering, and entertainment.
• Supervised a team of event staff, offering direction and assistance to guarantee exceptional customer service and satisfaction for VIP guests.
• Managed event set-up and breakdown with meticulous attention to detail, ensuring VIP areas were impeccably presented and comfortable for guests.
• Assisted other departments and performed tasks outside my usual duties to support general operations.

• Utilized MemberClicks - membership software.
• Managed registration process for over 1000 attendees, including data entry, payment processing, and troubleshooting attendee inquiries.
• Helped with coordinating event logistics, including room assignments, meal planning, and on-site registration set-up.
• Collaborated with marketing team to promote events and increase registration numbers through targeted outreach campaigns.

• Oversaw loan applications for designated team using Encompass software.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Communicated with clients to gather necessary financial information and answer any questions about the loan process.
• Verified applicants' credit history and conducted credit checks and verified employment and income information to determine loan eligibility.
• Completed all order-outs including employment verification, appraisal orders, tax transcripts, payoffs, etc.
• Collaborated with loan officers to facilitate smooth and efficient loan closing processes, ensuring timely completion and customer satisfaction.

• Oversaw loan applications for designated team using Encompass software.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Communicated with clients to gather necessary financial information and answer any questions about the loan process.
• Verified applicants' credit history and conducted credit checks and verified employment and income information to determine loan eligibility.
• Completed all order-outs including employment verification, appraisal orders, tax transcripts, payoffs, etc.
• Collaborated with loan officers to facilitate smooth and efficient loan closing processes, ensuring timely completion and customer satisfaction.

• Conducted market research and analysis to identify new product opportunities and enhance existing product offerings.
• Collaborated with cross-functional teams to develop and launch new products on schedule and within budget.
• Provided costumer service and social media operations for web store, including adding products to Amazon and supplying product descriptions.
• Ordering, billing, and invoicing various vendors for Best Service Stores, and Max Daniel Designs.
• Product quality control in warehouse, including shipping and receiving.

• Oversaw loan applications for Retail team using Encompass software.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Communicated with clients to gather necessary financial information and answer any questions about the loan process.
• Verified applicants' credit history and conducted credit checks and verified employment and income information to determine loan eligibility.
• Completed all order-outs including employment verification, appraisal orders, tax transcripts, payoffs, etc.
• Collaborated with loan officers to facilitate smooth and efficient loan closing processes, ensuring timely completion and customer satisfaction.

• Reviewed mortgage applications for completeness, gathered necessary documentation, and ensured accuracy.
• Assisted Processing department by gathering and reviewing preliminary documentation needed to get into Processing.
• Prepared loan documents, including appraisal orders, employment verifications, payoff statements, and flood certs.

(Recording Clerk)

• Efficiently reviewed, processed, and recorded legal documents such as deeds, mortgages, and liens in a timely manner.
• Maintained accurate and organized records of property transactions and ownership information.
• Collaborated with attorneys, title companies, and government agencies to ensure proper documentation and compliance with city, county, and state regulations.
• Utilized electronic filing systems to scan, index, and retrieve documents, improving overall efficiency and accessibility.

(Title Examiner)

• Conducted thorough research and analysis of property titles to identify any potential issues or discrepancies, and maintained compliance with lending regulations.
• Collaborated with lenders, and attorneys to resolve title issues and facilitated successful property transactions.
• Utilized industry software and databases to track and organize title search results, increasing efficiency and accuracy in processing mortgage applications.
• Requested by and assigned to their top Lender due to accuracy and production.