Callie Smith

Callie Smith Email and Phone Number

Operations Coordinator @ Modern Era Counseling, PLLC
Callie Smith's Location
Waxhaw, North Carolina, United States, United States
About Callie Smith

With more than twelve years of administrative and customer service experience, my current career goal is to be a member of an executive team in a reputable organization that will allow me the opportunity to expand my knowledge and capabilities.

Callie Smith's Current Company Details
Modern Era Counseling, PLLC

Modern Era Counseling, Pllc

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Operations Coordinator
Callie Smith Work Experience Details
  • Modern Era Counseling, Pllc
    Operations Coordinator
    Modern Era Counseling, Pllc Jun 2023 - Present
    Charlotte, North Carolina, United States
  • Blackhawk Bank
    Mortgage Manager
    Blackhawk Bank Jul 2022 - Dec 2023
    Applied my experience as a remote manager to create successful communication across all departmentsWorked directly with the VP of Operations to implement strategies & objectives to ensure efficient pipeline managementProvided opening and processing teams with monthly employee performance reportsOversaw daily operations of the opening and processing departments; including establishing and exceeding goals, meeting deadlines, and performance improvementCreated and implemented quality control procedures to increase file accuracy resulting in improvement in loan qualityImproved employee performance by redeveloping and updating processes and procedures to enhance customer experience
  • Real Genius
    Mortgage Processing Manager
    Real Genius Feb 2021 - Jul 2022
    Charlotte, North Carolina, United States
    Responsible for implementing and overseeing any existing process and procedural updates or changes, to ensure a smooth transition across the operations department. Performed managerial responsibilities, such as: interviewing potential employees; planning, assigning, and delegating work to the team lead and other team members; coaching and evaluating performance; rewarding and disciplining employees; addressing complaints and resolving problems both internally and externally. Worked within my department and the managerial team across the company to resolve complex loans and unforeseen scenarios. Worked directly with customers to resolve any issues or escalations.
  • Real Genius
    Assistant Processing Manager
    Real Genius Jul 2020 - Jan 2021
    Charlotte, North Carolina, United States
    Worked directly with new hires to build their pipeline; while assisting, training, and motivating the processors to become successful in their position. Assist, mentor, and motivate team members to exceed daily, monthly, quarterly, and yearly goals and KPIsUsed my working knowledge of the mortgage industry, loan products and programs (FHLMC, VA, FHA, FNMA, Jumbo, USDA, etc.), and state and federal regulations and laws (RESPA, etc) to provide loans which meet the program guidelines.Monitored and managed the team's pipeline to ensure KPIs, closing dates, and SLAs were met.
  • Real Genius
    Senior Loan Processor
    Real Genius Jun 2017 - Jun 2020
    Charlotte, North Carolina
    Outperformed company's average turnaround time with an average processing time of 23 daysAnalyzed and assessed loan files to confirm compliance with federal guidelines and regulations prior to underwriting hand-offResolved customer product complaints and defused volatile customer situations with empathy and professionalism
  • Cardinal Financial Company, Limited Partnership
    Senior Loan Processor
    Cardinal Financial Company, Limited Partnership Jul 2014 - Jun 2017
    Successfully processed some of the most challenging loan applications (e.g., first-time borrowers, self-employed applicants and borrowers with problematic credit histories.Regarded as one of the company’s most productive loan processors.Managed large pipeline while providing excellent customer service to all clients.Addressed and resolved customer product complaints, defusing volatile customer situations empathetically and professionally.
  • Roundpoint Financial Group
    Mortgage Loan Processor
    Roundpoint Financial Group Feb 2014 - Jul 2014
    Charlotte, North Carolina, United States
    Collects, maintains, accurately prepares and processes loan documentation according to specific guidelines.Responsible for prompt, courteous internal and external customer service in a professional manner.Prioritizes and addresses customer needs and demands in a professional manner, providing follow-up and developing cooperative relationships.Participates and contributes to a positive work environment which encourages tea commitment to corporate and department goals.
  • Roundpoint Financial Group
    Mortgage Closing Coordinator
    Roundpoint Financial Group Aug 2012 - Jan 2014
    Used my strong mathematical and logic skills; along with the ability to prioritize tasks under little direction.Prepared closing documents, reviewed files for compliance, and cleared investor requirements to follow Company standards.Reviewed the HUD settlement statement for approval while communicating and rectifying deficiencies with settlement agents to comply with RESPA requirements.Performed internal closing control and prepared an efficient schedule to evaluate all files and maintain accuracy.
  • Smiles By Payet Dental Office
    Office Manager
    Smiles By Payet Dental Office Feb 2012 - Aug 2012
    Charlotte, North Carolina, United States
    Ensured compliance with OSHA and MSDS guidelines.Demonstrated skills in customer service and received experience as a group leaderand coordinator.Guaranteed accurate inventory of clinic and office supplies, cut costs by negotiatingpurchase price with approved vendors.Maintained all diagnostic equipment, calibrated equipment as needed andscheduled servicing in accordance with product warranty requirement.
  • Birkdale Golf Club
    Events Coordinator
    Birkdale Golf Club Mar 2010 - Sep 2011
    Responsible for all aspects of event management for weddings, golf tournaments, and special events requiring the highest level of customer service and event expertise.Oversee and train event staff to run a successful event while encouraging team building and goal setting.Provide on-site event consulting and evaluation to guarantee a positive client experience.Write proposals and reports that include budgets, schedules and data compilation. Create marketing materials and conduct regular website updates. Demonstrate our ability to provide superior event coordination for all clients to establish customer loyalty and create repeat business.
  • New Concepts In Marketing
    Operations Assistant
    New Concepts In Marketing Jul 2009 - Apr 2010
    Excel at corporation reporting on company business activity, forecasts, execution data and accounting billing rates.Bring marketing reports up to date and chart business trends to send to clients. File documents, update employee records, and execute employee payroll.Responsible for planning executing departmental meetings, client-specific meetings, travel arrangements, etc.

Callie Smith Education Details

Frequently Asked Questions about Callie Smith

What company does Callie Smith work for?

Callie Smith works for Modern Era Counseling, Pllc

What is Callie Smith's role at the current company?

Callie Smith's current role is Operations Coordinator.

What schools did Callie Smith attend?

Callie Smith attended East Carolina University, The University Of Alabama, East Carolina University, The University Of Alabama.

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