Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

STACIANNE A. NIEDING

Summary

Results-oriented business operations and service leader with experience in executing critical custodial responsibilities that support hard to value and publicly offered securities. Proficient at developing leaders and launching process improvement initiatives in a highly regulated organization. Excellent communicator with a keen ability to translate business needs into solid solutions that achieve results.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Licensed Florida Real Estate Sales Associate
01.2023

Investment Loans Underwriting Manager • Licensed Title Insurance Agent (multiple states) • Business Analyst • Project Manager • Client Service Supervisor • Business Development Supervisor

Equity Trust Company
01.2002 - 01.2025
  • Company Overview: (affiliates - IRA Power Loans
  • IRA Title PRO) Westlake, Ohio
  • Quality - Evaluated and refined processes and procedures
  • Developed quality audit standards and created weighted call audit system
  • Monitored quality and accuracy of employee client calls
  • Identified and implemented corrective/preventative actions
  • Evaluated client satisfaction surveys and developed course of actions accordingly
  • Ensured team member adherence to company policies and procedures
  • Training - Identified department training opportunities
  • Created and delivered weekly training presentations
  • Prepared testing and evaluation materials to ensure team member comprehension
  • Developed and Conducted 6-week new hire educational training program
  • Talent Management - Prepared and analyzed team member metrics
  • Prepared and delivered team member (30+) monthly scorecards
  • Prepared quarterly team member talent assessments to evaluate potential advancement opportunities and present to executive management
  • Prepared and delivered yearly performance appraisals
  • Prepared action plans for areas of improvement and coached team members to achieve set goals
  • Conducted new hire interviews utilizing Top Grading Philosophy
  • Daily Processes - Prepared team metric reports and conducted morning team communications
  • Adjusted team workflow to accommodate volume and service levels
  • Provided resolutions for areas of opportunity related to service concerns
  • Verified employee payroll data and determined overtime adjustments
  • Reconciled budget discrepancies
  • Business Unit Support - Provided process improvement experience and data analysis for each business unit to help assess and design requirements for enhancements
  • Documented requests for business needs by clearly outlining desired outcomes and expectations for successful completion
  • Determined resource needs for partner projects and provided resource availability
  • Generated weekly and monthly metric reports related to Client Service Team activities
  • Reviewed unit cost improvement opportunities
  • Prepared forecasting analysis and budget proposals
  • Consulted with external vendors when appropriate to augment internal staff
  • Project Management - Primary Project Manager for Client Service Team
  • Facilitated design meetings with user groups to discuss business needs
  • Coordinated with operation business units and project sponsors to execute business initiatives
  • Utilized MS Project created formal detailed project plans and schedules including: scope, user requirements, participants, assigned tasks and estimated delivery dates
  • Provided daily and weekly communication with business units on project progress milestones and any potential issues identified that may impact scheduled delivery dates
  • Proposed business needs and project plans to Board of Directors for approval
  • Ensured communication and implementation support with all business units: Root Cause database development
  • Business Development - 10+ years represented company at nationwide real estate investor conferences
  • Established company presence with conference introduction, sign displays, brochures, applications
  • Procured new accounts
  • Educated investors about the benefits of using IRA funds to invest in real estate, real estate investment strategies and ownership structures, Internal Revenue Code 4975 rules and regulations pertaining to IRA investments and prohibited transactions
  • Licensed Title Insurance Agent (20 states) - New business established for Equity Trust Company IRA clients~ Established, tested and documented workflow processes and procedures with underwriting vendor partner
  • Conducted new business introduction sessions with IRA clients of affiliate Equity Trust Company
  • Opened and managed title orders through closing
  • Facilitated communications with all parties of the transaction including: IRA client, IRA custodian, title insurance underwriter, buyer/seller, listing agent, buyer’s agent, lending institution, mobile notary
  • Approved title commitments
  • Cleared title clouds
  • Balanced settlement statements
  • Scheduled closings
  • Validated documents recorded in public record
  • Underwriting Manager - New business established for Equity Trust Company IRA clients~ Created website content
  • Developed website ROI calculator
  • Created non-recourse loan application package
  • Created loan servicing system web interface
  • Established, tested and documented workflow processes and procedures
  • Assessed real estate investment economics and debt service ratio
  • Validated all application requirements
  • Ordered property appraisals and flood certifications
  • Approved loan applications
  • Balanced closing statements
  • Prepared loan closing packages
  • Facilitated communications with all parties of the transaction
  • Processed electronic funds transfers
  • Validated documents recorded in public record

Education

Associate of Arts -

Lorain County Community College
Elyria, OH

Skills

  • Underwriting guidelines
  • Credit analysis
  • Sales support
  • Portfolio management

Certification

Licensed Florida Real Estate Sales Associate

Licensed Title Insurance Agent (multiple states)

Timeline

Licensed Florida Real Estate Sales Associate
01.2023

Investment Loans Underwriting Manager • Licensed Title Insurance Agent (multiple states) • Business Analyst • Project Manager • Client Service Supervisor • Business Development Supervisor

Equity Trust Company
01.2002 - 01.2025

Associate of Arts -

Lorain County Community College
STACIANNE A. NIEDING