Summary
Overview
Work History
Education
Skills
Timeline
Generic

SHERI GENAW

Executive Assistant
Wyandotte,Michigan

Summary

Results-driven professional specializing in client support and issue resolution. Expertise in troubleshooting system challenges and implementing effective solutions. Strong communicator with a proven track record of fostering positive relationships and consistently surpassing performance targets.

Overview

16
16
years of professional experience

Work History

Executive Assistant

CROCK FINANCIAL SERVICES
Flat Rock, Michigan
11.2023 - Current
  • Manage daily office operations, ensuring efficiency and organization.
  • Oversee the setup and completion process for new Life and Securities applications.
  • Assist with onboarding new representatives, arranging training, and facilitating the licensing process.
  • Handling incoming calls and correspondence, managing paperwork, and updating the CRM database.

Sr Client Support Specialist

MORTGAGE BUILDER
Southfield, Michigan
08.2015 - 09.2023
  • Act as the first line of communication with clients, focusing on issue resolution and relationship management.
  • Monitor issues, prioritize, and respond to ensure customer satisfaction.
  • Created projects for software bugs and client customizations.
  • Tested upgrades to ensure proper system functionality.
  • Interact regularly with the Development, Web, and Implementation groups.

Compliance Specialist

UNIVERSITY LENDING GROUP
Farmington Hills, Michigan
10.2009 - 08.2015
  • Assist in the process of assuring the mortgage originations business units are compliant with federal and state regulations.
  • Manage, prepare, and deliver job-specific training for compliance-related topics, processes, and procedures.
  • Research compliance, legal issues, and topics for application to mortgage operations.

Education

Business Administration Courses -

Henry Ford College
Dearborn, MI

Business Administration Courses

Madonna University
Livonia, MI

Skills

  • Salesforce
  • Loan origination software
  • BeSmartee
  • Microsoft Office
  • Monday board
  • CRM database management
  • Licensing
  • Quality assurance
  • Organizational skills
  • Time management
  • Workflow optimization
  • Team collaboration
  • Customer account management

Timeline

Executive Assistant

CROCK FINANCIAL SERVICES
11.2023 - Current

Sr Client Support Specialist

MORTGAGE BUILDER
08.2015 - 09.2023

Compliance Specialist

UNIVERSITY LENDING GROUP
10.2009 - 08.2015

Business Administration Courses -

Henry Ford College

Business Administration Courses

Madonna University

Similar Profiles

CREATE PROFILE
SHERI GENAWExecutive Assistant