Samantha Grimm
Yulee
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments while ensuring accuracy. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Effective at prioritizing tasks and meeting deadlines. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
10
10
years of professional experience
Work History
Originations Specialist Funding, Tier III
SoFi
03.2025 - Current
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Verified client information by analyzing existing evidence on file and obtaining correct verification documents when needed.
- Review payment and account details for accuracy prior to loan disbursement, ensuring compliance with internal policies.
- Contacted members to request and obtain verification documents.
- Obtained Verification of Employment from various third party verification systems.
- Audit reports for data accuracy, resolving discrepancies to maintain the integrity of loan processing.
- Address and resolve issues related to SoFi's AtWork Program, including enrollment updates and payment discrepancies.
- Assist in training and developing new team members, ensuring adherence to procedures and best practices.
- Verified customer identity and citizenship and reviewed documentation for accuracy and adherence.
- Pull reporting and evaluate funnels to ensure team productivity.
- Support and assist team as needed to ensure compliance to company policies over various tasks.
Originations Specialist Funding, Tier II
SoFi
08.2023 - 03.2025
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Verified client information by analyzing existing evidence on file and obtaining correct verification documents when needed.
- Review payment and account details for accuracy prior to loan disbursement, ensuring compliance with internal policies.
- Contacted members to request and obtain verification documents.
- Obtained Verification of Employment from various third party verification systems.
- Audit reports for data accuracy, resolving discrepancies to maintain the integrity of loan processing.
- Address and resolve issues related to SoFi's AtWork Program, including enrollment updates and payment discrepancies.
- Assist in training and developing new team members, ensuring adherence to procedures and best practices.
- Verified customer identity and citizenship and reviewed documentation for accuracy and adherence.
Origination Specialist
SoFi
03.2022 - 08.2023
- Devised and implemented processes and procedures to streamline operations.
- Developed and managed relationships with key clients and partners to drive growth.
- Followed all company policies and procedures to deliver quality work.
- Collected, arranged, and input information into database system.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Server/Bartender
Gators's Dockside
07.2021 - 03.2022
- Managed customer expectations, communicating realistic food preparation times and opinions on menu items
- Delivered food and beverages promptly to customers
- Kept food service and preparation areas clean and neat
- Trained new servers in company policies, guest service standards, and best practices
- Managed billing and payments with POS system and accurate order input
- Supported team consistently, helping with hostess, food delivery and bussing needs
- Cleaned, organized, and replenished supplies to maintain bar appearance.
Bartender
Nassau Moose Lodge
02.2020 - 08.2020
- Providing exceptional customer service while tending bar for the club members
- Handling money pertaining to the sales of alcohol and food, slot machine pay-outs, pull tab sales and pay-outs, as well as other small games and raffles for charity
- Maintaining the cleanliness of the lodge
- Signing up new members as well as renewing memberships for current patrons
- Locking up the lodge at the end of the night.
Server/Bartender Gator
s Dockside
09.2018 - 12.2019
- Managed customer expectations, communicating realistic food preparation times and opinions on menu items
- Delivered food and beverages promptly to customers
- Kept food service and preparation areas clean and neat
- Trained new servers in company policies, guest service standards, and best practices
- Managed billing and payments with POS system and accurate order input
- Supported team consistently, helping with hostess, food delivery and bussing needs
- Cleaned, organized, and replenished supplies to maintain bar appearance.
House Cleaner
A Scrub Above
10.2017 - 04.2019
- Cleaned interior of home, including dusting, glass cleaning, and trash removal
- Maintained safe handling while using industrial cleaning supplies and equipment
- Maintained flooring with periodic vacuuming, sweeping, mopping, and wood floor care
- Monitored home for safety hazards and reported potential issues to homeowners
- Sanitized high-traffic areas to reduce germ spread
- Activated and deactivated security systems of private residences to protect property
- Managed time and performed quality work to clean record number of homes weekly.
Logan's Roadhouse
06.2016 - 09.2018
- Trained new servers in company policies, guest service standards, and best practices
- Enhanced team efficiency with well-stocked stations and efficient side work
- Managed billing and payments with POS system and accurate order input
- Managed customer expectations, communicating realistic food preparation times and opinions on menu items
- Supported team consistently, helping with hostess, food delivery and bussing needs
- Minimized complaints by keeping drinks full and delivering correct orders
- Satisfied customers with fast, friendly, and knowledgeable support.
Server Jack and Diane's Restaurant
06.2015 - 12.2015
- Followed safety, sanitization, and food handling guidelines
- Delivered food and beverages promptly to customers
- Kept food service and preparation areas clean and neat
- Coordinated table assignments and arranged tables for groups
- Satisfied customers with fast, friendly, and knowledgeable support
- Maintained high customer satisfaction with good conflict resolution skills and adequate employee coverage for expected demands
- Investigated and resolved complaints regarding food quality, service, and accommodations
- Processed and readied food orders and maintained steady supply of coffee and tea
- Prepared for busy periods by cutting, slicing, and washing frequently used ingredients.
Education
Bachelor of Business Administration - Business Administration
Florida State College at Jacksonville
Jacksonville, FLAssociate of Arts - General
University of North Florida
Jacksonville, FLSkills
- Strong communication
- Positive and professional
- Critical thinking
- Organizational skills
- Troubleshooting techniques
- Time management
- Quality assurance
- Problem solving
- Quality assessment
- Business reporting
- Process optimization
- Team collaboration
Timeline
Originations Specialist Funding, Tier III
SoFi
03.2025 - Current
Originations Specialist Funding, Tier II
SoFi
08.2023 - 03.2025
Origination Specialist
SoFi
03.2022 - 08.2023
Server/Bartender
Gators's Dockside
07.2021 - 03.2022
Bartender
Nassau Moose Lodge
02.2020 - 08.2020
Server/Bartender Gator
s Dockside
09.2018 - 12.2019
House Cleaner
A Scrub Above
10.2017 - 04.2019
Logan's Roadhouse
06.2016 - 09.2018
Server Jack and Diane's Restaurant
06.2015 - 12.2015
Associate of Arts - General
University of North Florida
Bachelor of Business Administration - Business Administration
Florida State College at Jacksonville
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