I worked with many clients on a diverse portfolio of projects in which I was able to leverage my years of experience in a variety of industries. Some of the most notable projects were: Quarterly upkeep and management of contract system- Data entry of confidential contract information - Review all Contract Submissions to provide Data Integrity Verification- Follow-up with Subject Matter Experts across the business to mitigate discrepanciesAssess and provide metadata on historical and new submissions in preparation for the migration to a new Contracts Management SystemIdentification of an acceptable CRM for multiple growing companies- Export/import of contacts from previous CRM to new- Created automation for these companies with their new CRM's- Provided training for the companies on best practices for CRM's

Support​ ​one​ ​of​ ​the​ ​company's​ ​top​ ​producing​ ​Originator/Branch​ ​ManagerIncreased​ ​volume​ ​by​ ​on​ ​average​ ​more​ ​than​ ​1​ ​Million​ ​dollars​ ​per​ ​monthMultiple​ ​database​ ​integrations,​ ​set​ ​up​ ​and​ ​managementMarketing​ ​for​ ​our​ ​branch​ ​including​ ​assisting​ ​in​ ​the​ ​creation​ ​of​ ​multiple​ ​marketing​ ​products​ ​that​ ​were​ ​then​ ​pushed​ ​out company​ ​wideCreating​ ​Social​ ​media​ ​presence​ ​for​ ​the​ ​BranchClient​ ​and​ ​Partner​ ​appreciation​ ​events​ ​-​ ​Planning​ ​and​ ​hostingNew​ ​Business​ ​development​ ​both​ ​client​ ​and​ ​partnersHelped​ ​in​ ​Management​ ​in​ ​pipeline

Brought on board to build new IT Division Built a new book of business and had active job requirements in first monthSuccessfully generated a solid customer base in untapped territories within CaliforniaGenerated sales for a portfolio of accountsResponsible for identifying new sales opportunitiesSuccessfully identified sales for the new Mortgage staffing division

Built a book of business within the first three months of joining Optomi that included securing previously elusive accounts.Successfully generated a solid customer base in untapped territories within California and Arizona. Generate sales for a portfolio of accounts and reach the company's sales targetResponsible for identifying new sales opportunities within my territoryFrequently required to facilitate customer relationship management and solve conflicts with clientsContinually worked to understand needs of clients so I could effectively provide and negotiate contracts, budgets and resources.

Leveraged my expertise with Microsoft Word, Power Point, Excel Spreadsheets and formula’s to develop training procedures for new loan products Responsible for testing new procedures by drawing loan documents and funding for new products to validate that materials are comprehensive and effective prior to implementationFacilitated training of new hire mortgage funders
and mortgage document drawers Certified compliance with investors by ensuring strict quality control guidelines Coordinated retrieval of missing information, files and signatures prior to fundingOrganized work in process so team members always understood up to date statuses on loans.

Responsible for reviewing loan documents prior to funding to ensure they are in compliance with each investor’s guidelines.Coordinate retrieval of missing information, files and signatures prior to fundingHandled Calculation and processing of financial balances for loansFacilitated the timely delivery of loan documents to investors for purchase of loan

Prepared case files for prosecuting attorneys prior to court datesFacilitated communication with defendants and defense attorneys when necessaryAided in the discovery of information concerning ongoing casesDispersed and filing of subpoenasResponded to disclosure requests

Facilitation of Customer Relationship Management for multiple lines of Hospitality Sales for Southwest regionRepresenting Hospitality lines at trade showsGenerating new Leads and follow ups

Enter customer information into FHA database to initiate mortgage transfersData Entry for accounts receivable manager into AS400 database and validate accuracyCoordinate accounts receivable paymentsResponsible for Mortgage documentation preparation and distributionPerform main switchboard duties when neededComplete various administrative duties such as coordinating travel, managing calendars and facilitating client meetingsUtilize POS system for credit card transactions

Funding/Post Closing February 2006– July 2006Prepare loan files in accordance to Countrywide standardsResponsible for ensuring Quality Control of loan documentation for fundingBalance title for funds disbursementResponsible for pulling and compiling daily reportsFollow-up on loans identified within daily aged reportsRDA August 2005 – February 2006Received loan files into queueResponsible for preparing loan documentation for processorsDistributed loan files to processorsResponsible for pulling and compiling daily reportsPerformed main switchboard duties when needed

Enter customer information into mortgage databaseResponsible for transcribing dictation for Executive Staff Responsible for loan preparationGood faith estimate completionOrdering of titles and appraisalsWork history verifications for loan applicantsPerform administrative tasks for various members of the corporate office on a day to day basisTrained in PBX phone systemsPerformed responsibilities of corporate office receptionist when necessary in addition to Loan Setup responsibilities

Responsible for performing store Opening/Closing dutiesDCA CertifiedResponsible for merchandise valued in excess of 1.2 million dollarsTrained new hires for office proceduresProcess POS transactionsExhibit exceptional customer service skillsEducate customers on gem specificationsCoordinate services with external vendorsConsistently met sales volume expectations for 5 months in a rowUtilized Customer Relationship Management strategies to improve customer service skillsResponsible for organizing office documentation