Kara Spencer Email and Phone Number

• Collaboration with key stakeholders to partner effectively to optimize study development and contracting processes resulting in decision-making improvements.• Development of sponsor protocol study specific materials and logistics to optimize internal business processes and increase operational efficiency.• Managed sponsor partners, CRO, laboratory/pharmacy, vendors including other internal and external personnel relationships to ensure the delivery and management in high-quality solutions.• Represented Accellacare In-Home Services/Symphony effectively and professionally in all project webinars, teleconferences/meetings by providing accurate information to accelerate and improve decision-making, identify trends/issues and drive business insights resulting in innovative thinking and bold decision-making.• Demonstrate outstanding collaboration and operational excellence to optimize internal business processes, increase efficiency.

• Assist loan officers with loan fulfillment.• Provide administrative assistance to Real Estate Lending Manager/Real Estate MLO's.• Process loan applications.• Perform post-closing functions and insure file integrity.• Maintain and verify insurance policy information and prepare files for document imagining.• Prepare lien releases, loan payoffs and order documents related to loan transaction.• Order title and appraisals for files.• Perform weekly reports comparing mortgage rates.• Prepare quarterly reports for relocation loans.• Audit home equity loans.

Performed office management duties.Answered incoming calls.Set up appointments.Shipped inventory to clients and customers.Ordered supplies for clients.Created newsletters for internal and external clients.Uploaded and posted blogs to clients websites and social media.Updated websites for clients.Performed Social Media Management duties.

Greeted clients and answer busy multi-line phone system, screen calls, and refer callers to appropriate personnel as necessary.Processed receipt of new inventory by creating stock number and adding details regarding vehicle into appropriate system.Processed payments for service work and sale transactions.Balanced the financial transactions received daily.Filed maintenance summaries as needed.Handled general requests for information and data.Prepared, scanned and indexed documents into digital deal jackets.Processed and finalized car deals.Performed weekly and monthly audits.

Provided administrative assistance to the day-to-day activities, procedures and clerical needs ofCard Services.Served members’ needs by handling credit, debit, and/or ATM card inquiries over the phone or in person and process financial transactions. Answered telephone inquiries and processed financial transactions in a courteous and efficient manner.Researched and resolved member inquiries regarding fraud, disputes and monetary adjustments. Processed file maintenance requests including name/address changes and replacement cards.Prepared debit/ATM card requests including PIN requests and reissued following credit union policy.Assisted members with plastic card recovery after theft or loss.Maintained a thorough working knowledge of polices and procedures of the credit union.Responsible for collecting on all outstanding accounts. This included negotiated payment of past due balances by coordinating and maintaining payment plans. Assisted members in notating travel dates to ensure debit card availability for successful traveling.Provided backup support to the Title Department by entering titles in database management system as well as filing applications with the states of residence.Ordered mortgage/home equity appraisalsAudited and provided assistance with preparing Visa applications as well as consumer loan documents for imaging.Created log for management of appraiser licensing.