Summary
Work History
Education
Skills
Systems
Timeline
Generic

Tasha Templeton

Summary

Eager to expand my knowledge and skillset to deliver comprehensive and evidence-based nursing care as a registered nurse.

Work History

Sr. Closing Processor

Carrington Mortgage, LLC
  • Proactively manages pipeline to ensure all loans are processed and moved in a timely fashion
  • Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates
  • Facilitate the engagement process of all required resources in the refinance
  • Constant communication with all external parties to the loan including but not limited to Borrower, Realtor, Closing Agent, and Appraisal Management Company
  • Ensures compliance and funding deadlines are met.

Sr. Loan Analyst

JPMorgan Chase
  • Manage pipelines of 60 or more mortgage refinances from post-sale to installation
  • Facilitate the engagement process of all required resources in the refinance process
  • Obtain and review all correspondence for acceptability against loan conditions
  • Coach borrowers on current service and/or additional services associated with specific lending options
  • Compile all applicable reports related to above job functions.

Training and Customer Service Supervisor

Glatfelter
  • Act as primary driver for operational efficiency for the team
  • Identify process improvements, build into the system, and create reports to reflect efficiencies gained
  • Interface as front line point of contact with all levels of the organization
  • Resolve escalated issues from Export and Consignment customers
  • Assess, train, develop, and evaluate customer service skills of staff
  • Develop training curriculum and deliver to all new and current employees
  • Delegate, monitor, and adjust daily workloads of direct reports
  • Coach/Mentor team of Account Representatives.
  • Improved customer satisfaction by addressing and resolving escalated issues promptly and professionally.
  • Enhanced team productivity through regular coaching, feedback, and performance evaluations.

Account Representative

NewPage Corp/Glatfelter
  • Project managed customer order from post sale to installation
  • Facilitated the engagement process of all required resources in the sales process
  • Researched and managed conflict resolution process with the customer and corporation to reach a mutually satisfactory conclusion
  • Ensured accuracy and timeliness of all customer and corporate paperwork from order to install
  • Compiled all applicable reports related to above job functions.

UAT Analyst

JPMorgan Chase
  • Read and understand Business Requirement / Functional Requirement Documents
  • Build and maintain close working relationship with Operations and QA team to understand/enhance product / process knowledge
  • Preparing test plans, writing and executing manual/automated test scripts
  • Identifying defects, coordinating with QA and Application Development Team to ensure defect closure
  • Provide support to the Operations Team by means of training the team on new functions / applications being deployed to production
  • Maintain a working knowledge of all system applications pertaining to the job as well as keeping a level of proficiency on system enhancements.

Sr. Loan Analyst

The Huntington National Bank
- Current
  • Manage pipeline consisting of conventional and FHA Government refinances and purchases loans
  • Facilitate the engagement process of all required resources in the refinance and purchase process
  • Obtain and review all correspondence for acceptability against loan conditions and Lender requirements.

Energy Advisor

Lime Energy
  • Conducting on-site commercial energy audits
  • Preparing proposals that recommend energy conservation measures, provide customer costs and incentives, and selling that value proposition to the customer
  • Maintaining strong ongoing communications with customers to assure customer satisfaction
  • Contributing to the deployment of program marketing and outreach campaigns
  • Preparing status reports to accurately describe activities in the field and to monitor progress towards goals on customer participation and the completion of eligible projects
  • Coordinating with or follow up on program Quality Assurance activities such as field inspections and customer surveys, as appropriate
  • Provide information to customers on available incentives and additional resources.

Education

Bachelor of Science - Nursing

Mount Carmel College of Nursing
Columbus, OH

Bachelor of Science - Psychology

Ashland University
Ashland, OH
12.2021

Skills

  • Project Coordination Skills
  • Leadership (or Facilitation) skills
  • Problem solving skills
  • Strong organization and planning skills
  • Time management skills
  • Proficient in Microsoft Word, Excel, PowerPoint
  • Multitasking
  • Excellent verbal and written communication skills
  • Attention to detail and accuracy
  • Self-motivated
  • Process Improvement
  • Post-closing follow-up
  • Settlement statement preparation

Systems

  • Microsoft Office - Outlook, Word, Excel, PowerPoint
  • SAP Super-user

Timeline

Sr. Closing Processor

Carrington Mortgage, LLC

Sr. Loan Analyst

JPMorgan Chase

Training and Customer Service Supervisor

Glatfelter

Account Representative

NewPage Corp/Glatfelter

UAT Analyst

JPMorgan Chase

Sr. Loan Analyst

The Huntington National Bank
- Current

Energy Advisor

Lime Energy

Bachelor of Science - Nursing

Mount Carmel College of Nursing

Bachelor of Science - Psychology

Ashland University

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Tasha Templeton