Tracy Holmes
Arlington,Texas
Summary
Resourceful paralegal & digital marketing consultant adept at organizing and conducting regular and impromptu meetings with colleagues, clients, supervisors and third-party vendors. Self-motivation and a strong work ethic complement multi-tasking & organizational skills allowing company as well as personal goals to be met with professionalism and resolve.
Overview
17
17
years of professional experience
Work History
Paralegal Specialist
SBA Office Of Capital Access
Ft. Worth, TX
06.2020 - Current
- Worked 60 hours per week June 2020 through May 2022. Currently work 40 hours per week
- Review loan files for completeness, identify missing documentation and work with home and small business owners to resolve issues in order to disburse loan funds as quickly as possible in accordance with SBA guidelines
- Explain terms for different types of loans to home and small business owners in easy to understand language
- Successfully manage high-volume caseload. Handle customer complaints with relative ease by conducting research, listening carefully and taking appropriate action
- Maintain compliance with privacy and security requirements, as well as federal statutes covering disaster loans
Senior Digital Marketing Manager
DexMedia - Dallas
08.2015 - 04.2018
- Worked 45 to 60 hours per week
- Proactively engaged with clients and established long-term, lucrative relationships
- Designed & redesigned websites. Worked one on one with off shore teams to complete processes quickly. Scheduled / facilitated calls between website team and clients for website product offering
- Utilized content gathered to enhance and build out any other products client purchased to ensure consistency across advertising program
- Managed social media accounts for 150 clients, generating interest for existing and upcoming product or service releases. Tracked innovations in social media and worked with key functional groups to adopt emerging technology
- Maintained expert-level skills in digital platforms such as Search Engine Marketing (SEM / Pay Per Click (PPC), Search Engine Optimization (SEO) and Digital Brand Awareness (DBA). Improved page content, keyword relevancy, and branding to achieve search engine optimization goals
- Processed payments and made claim adjustment recommendations when appropriate
- Resolved problems, improved operations and provided exceptional service
- Participated in team-building activities to enhance working relationships
Frequent Flyer Account Manager
American Airlines
Ft. Worth
03.2015 - 08.2015
- Actively listened to customers' requests, confirming full understanding before addressing concerns
Legal Assistant
SBA Office Of Disaster Assistance
Ft. Worth, TX
11.2004 - 05.2015
- Created and proofed loan closing documents
- Proofed/sent/tracked/confirmed mortgage documents for recording in state and county land offices
- Explained all loan documents and closed hundreds of disaster loans in Alabama and Mississippi Disaster Recovery Centers
- Explained flood insurance loan requirements to disaster victims and referred them to Federal Emergency Management Agency (FEMA) operation within Disaster Recovery Center (DRC) for National Flood Insurance Program (NFIP)information and assistance
- Verified assignments of insurance proceeds
- Communicated repayment discrepancies, researched issues and provided solutions and information to supervisors as well as FEMA liaison's office in Denton, TX
- Scheduled loan disbursements, prepared and transmitted financial reports to US Treasury
- Assigned incoming accounts to case managers and loan officers
- Managed records of clients and employees with highest levels of confidentiality and discretion
- Documented bankruptcy loan files to confirm federal guideline compliance
Quality Control / Compliance Specialist
ServiceLink National, Flood
Arlington, TX
03.2014 - 03.2015
- Completed quality control processes for automated Geographical Information System (GIS) processes (proof read flood maps).
- Maintained quality compliance by identifying conflicting flood zone determinations, correcting discrepancies, assign dispute requests to compliance staff, communicate and follow up with clients regarding order status.
Education
Certified Paralegal - Legal Studies
Arlington Career Institute
Grand Prairie, TXSkills
- Strong work ethic & sound judgment
- Account administration
- Analytical, active listener
- Strong research & data compilation skills
- Strong problem solving and conflict resolution
- Able to manage multiple and competing priorities
- Creative & innovative
- Copywriting, editing, document drafting
- Organized with exceptional attention to detail
- Excellent interpersonal skills
- Natural leader as well as team player
- Strong verbal & written communication
Digital Platform Experience
Salesforce, STARS, LIRA, Vision, KGen, Launchpad, Boostability, Microsoft Office, Outlook, ProDoc, Disaster Credit Management System (DCMS), Field Cashiering System (FCS), Electronic Loan Processing System (ELIPS), Disaster Credit System (DCS), Westlaw, LexisNexis, WebMS, MapMS, RealQuest, ArcGIS, Adobe, Camilyo
Timeline
Paralegal Specialist
SBA Office Of Capital Access
06.2020 - Current
Senior Digital Marketing Manager
DexMedia - Dallas
08.2015 - 04.2018
Frequent Flyer Account Manager
American Airlines
03.2015 - 08.2015
Quality Control / Compliance Specialist
ServiceLink National, Flood
03.2014 - 03.2015
Legal Assistant
SBA Office Of Disaster Assistance
11.2004 - 05.2015
Certified Paralegal - Legal Studies
Arlington Career Institute
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