Heather Snell Email and Phone Number

Formerly Navigant Consulting, Inc.

Direct the Reverse Mortgage Department for mortgage company doing $3B in mortgages annually. Provided onboarding and training of new employees, creating training materials, content, scheduling and ongoing evaluation. Responsible for investor relationships with four key accounts, closing on average 10 loans per month. Managed the spreadsheets and performance reporting for senior leadership and sales staff.• Facilitated the opening of a new branch location, including interior layout and furnishing selections, technology integration, utility set-up, artwork, lighting and accessory needs• Manage all IT needs for branch, identifying vendors and managing set-up and workflow of email accounts, company telephones, software and hardware trouble shooting and repair • Process loans, working with Loan Officers to ensure a timely and accurate experience for clients throughout the entire mortgage process. Work includes scheduling and tracking of closing dates, contingency dates and loan lock expirations, review of loan approvals and addressing conditions required for underwriting and closing• Manage all travel coordination including flights, hotels, rental vehicles, entertainment for senior executives multiple times per year• Maintain busy calendars, arrange meetings for, and prepare and submit expense reports for senior executives

Developed and improved the operational systems, processes and policies to support a $5M insurance brokerage firm, overseeing technology needs, human resource functions, event planning and bookkeeping. Oversaw company process and managed technology needs, with responsibility for recruiting, hiring and onboard training, developing pay structure, PTO policies, performance goals and payroll systems. • Researched, presented and obtained buy in from senior leadership to develop and implement new company PTO/Sick Pay policy• Rewrote the Employee Handbook• Responsible for ongoing training and performance documentation of 10-member staff• Developed bookkeeping system for A/R and A/P using QuickBooks and implemented ADP Payroll Management for tabulation of benefits and bonuses • Established a training system and checklist, collaborating with the Customer Service Manager to identify key goals and rewards for employees toward quarterly and annual rewards• Organized and produced al fiscal document required for tax reporting • Maintained calendar and handled all administrative needs for President and Vice-President who each had multiple business entities, serving as Executive Assistant on all ventures • Streamlined the monthly meeting time from 90 to 45 minutes, creating a more positive and productive environment, laying the groundwork for positive dialogue between staff and management, with regular employee “check-ins” to help team members stay on track• Developed, designed and maintained company marketing materials from client giveaways, to corporate proposal folders, marketing brochures, identifying valuable print and specialty vendors, cutting 20% off previous material printing

Maintained and managed corporate district office for a $1B mortgage company with 300+ employees. Responsible for 65+ staff members which included building maintenance and repair, supplies and warehouse as well as office staff. Assisted top level executives in compliance and legal, accounting, operations, IT and HR, and marketing, with responsibility for varied tasks, from conducting initial interviews with potential hires, to managing all print material orders for marketing, to meeting management needs, onboarding and training for new and existing employees, and securing technology vendors to set up new work stations, and trouble shoot issues. • Maintained calendar and schedules for the President, CFO, COO, CDO, CCO and VPs of HR & IT• Negotiated reduced costs with printing vendor to shave 20% off the printing of several marketing pieces and business cards• Provided loan processing and review of files for adherence to underwriting standards, ensuring completeness of submission and communicating gaps or needs in documentation to customer• Managed travel and accommodations multiple times a year for on average 15 new employees• Served as the go-to-person-to-get-anything-done, from training needs, to IT trouble shooting, to documentation for compliance and proposal reviews, wore many hats to serve in multiple roles for the entire leadership team

Managed front office and administrative needs for a small diamond import company, overseeing A/P and A/R, tax preparation and payroll, and maintaining a busy calendar for two executives including all travel, accommodations, meeting logistics, and providing snapshot reports of inventory, merchandise tracking and orders. Maintained strong confidence regarding all workplace activities and operations due to the high value of the products the company brokered. • Administrative support for company including mailings, proofreading and preparing documents, transcription, pay records, invoicing, balance sheets and other fiscal documents • Performed general office duties including filing, scanning, correspondence, maintaining reception area, scheduling appointments, and organization of all office documentation • Managed the telephone switchboard