Kari Core Email & Phone Number

Overland Park, Ks, Us

Kansas City Metropolitan Area

Kansas City Metropolitan Area

Lenexa, Kansas, United States

Overland Park, Kansas

Acted as the primary support person for OfficeTeam and Accountemps.Took candidate calls, reviewed resumes, scheduled interviews, sent letters acknowledging application/interview, entered candidate information into Salesforce, ran Salesforce reports, ordered business cards and marketing material, etc.Provided primary support to the Branch Manager and District Office. This would include processing all expense reports, A/P and internal staff payroll forms.Acted as the point of contact for the Regional Manager, Branch Manager, District Administrative Coordinators and District Operations Specialists.Received all vendor calls and handled appropriately.Acted as a point of contact for property management issues. (May not be able to handle all issues but could escalate appropriately).Kept an inventory of all office supplies, office equipment and postage. Ordered additional supplies as required.Acted as the project liaison for all district or corporate initiated projects.Distributed information, as assigned, to the Staffing Professionals. This would include, but not limited to, corporate roll-out information, branch scorecard information, reports per Branch Manager’s request, and time off reports etc.Worked with Branch Management to plan branch functions (e.g., meetings, open houses, parties, and office moves).

Greater San Diego Area

Reviewed specifications and architectural drawings to confirm scope of work, including material and labor requirements. Requested quotes, analyzed pricing and compliance, prepared contracts and processed the required documentation. Worked directly with estimators, CAD Technicians and Project Managers. Communicated with vendors to obtain product or service information, such as price, availability, and delivery schedule. Prepared purchase orders and subcontracts. Maintained manual or computerized procurement records, such as items or services purchased, costs, delivery, product quality or performance, or inventories Prepared engineering instructions for shop drawing process Clearly communicated schedules, risks, vendor conditions in the debriefing to the operations team. Other duties and tasks as assigned

Greater San Diego Area

Processed all outgoing check, wire, journal, and ACH distribution requests daily.Set up standing ACH and periodic instructions as requested by clients.Ensured documentation is in good order prior to processing requests; communicated proactively with customers and/or Reps by telephone with additional follow-up via e-mail to provide further information regarding processes and services.Monitored fees assessed at termination of advisory accounts to ensure clients are rebated correctly.Monitored return items, non-payments and trade cancellations, and work with multiple departments to resolve trade/payment issues.Maintain home office Checks and Securities log for all incoming items for deposit.Reviewed documents received for new direct business and brokerage accounts for completion and accuracy.Processed new accounts and transaction requests received in system for principal supervisor review for approval and/or escalation.Handled ‘Not in Good Order’ (NIGO) issues directly with branch offices in a timely and effective manner.Processed account transfer requests, signature guarantees, undeliverable mail, and issues with broker dealer state licensing, all income and outgoing correspondence, including letter, email, and faxes as necessaryMaintained good working relationships with broker dealer reps, business partners, transfer agents and fund companies.Cross trained with other departments to provide full, seamless services for broker dealer clients.

Greater San Diego Area

Construction Management Division:Created new filing system; filingPrepared invoices for mailing (scanning, copying, saving electronic copy); mailed invoices to various companies.Created excel spreadsheet to track all invites and responses for quarterly meetings.Saved all vehicle receipts in online inventory website (oil changes, insurance cards, registration). Trained colleagues how to use system.Prepared teaming agreements for potential clients/work.Saved electronic copies of all emails in appropriate project folders. Administration:Answered multi-line phone system; directed phone calls to correct person.Made daily visits to accounting office for pick-up and deliveries; helped with as-needed filing.Scanned and made copies of documents for all departments within company.Restocked conference rooms/kitchen/copy rooms; took inventory of all supplies needed.Handled multiple office relocation tasks; create checklists, take photos and measurements of furnitureOrder/pick-up catering orders for luncheon meetings Marketing Division:Proof read documents for outgoing proposals.Saved and tag weekly job photos to job folders.Assisted in assembling and the QC of all proposals prior to sending out to potential clients.Assisted with planning of company events.Bridge Division:Received and set up all monthly meeting requests for engineers to attend; registered attendees and obtained meeting fees.Updated monthly meeting requests in excel spreadsheet for training hours engineers attended.Created spreadsheet and researched information on how to obtain a PE license in various states.

Made out of compliance phone calls to SDG&E customers to schedule gas appliance inspections for Energy Savings Assistance Program.Created and maintained out of compliance reports Microsoft Excel and Access.Gathered gas inspector’s daily work assignments; entered in Heat system; filed accordingly.Maintained monthly calendars and kept up to date with inspector’s time off and overtime requests.Created and sent mail merge letters.Kept gas appliance inventory room and Excel spreadsheet up to date.Other general office duties such as filing, answering telephones, assist with billing, providing reports and meeting minutes.

Assisted clients by obtaining necessary reports and bids from contractors, inspectors, engineers, etc. to meet lender and FHA guidelines.Communicated with all professionals to schedule appointments with the client for inspections, bids and/or repairs.Maintained and prioritized pipeline to effectively manage daily duties.Follow up with internal and external clients throughout process of loan regarding all aspects of repairs.

San Diego, Ca

Reviewed and decisioned loan modification recommendations within J.P. Morgan Chase systems. Evaluated income, debt analysis, and hardship information from documentation borrowers provided.Represented and upheld the organization's best interests and fair lending practices in the presentation of workout proposals. Maintained responsibility for timely and accurate system updates and loan status maintenance. Met targets for productivity, quality, and customer satisfaction.Audited all levels of underwriting decisions including authority level, Mortgage Insurance, Investor and Bankruptcy approvals. Developed new procedures and job aides for new policies, providing training and field questions for colleagues and senior representatives. Completed and generated final modification documents including expired and cancelled modifications.Communicated new policies, procedures and updated modification issues to vendors and colleagues.Assessed and responded to Qualified Written Response letters received from clients in a timely manner. Reviewed and responded to questions through the Loss Mitigation Escalated Mailbox.Processed customers home loans through Loss Mitigation department, once loans have been underwritten and approved by management.Provided training to new associates on an as needed basis. Processed check requests for disbursement.Returned loan revisions to specified managers and provided back up to other team members as needed.

Provided support the Assistant to the President for Institutional Research & Accreditation. Worked with the Registrar and their requests for institutional data summaries. Provided telephone backup and any clerical and office assistance needed for the Office of the President. Maintained calendar or institutional reporting deadlines for federal, state, and accrediting agencies. Established and maintained respectful interdepartmental relationships in order to ensure accuracy of data collected and released to the public.

Provided assistance to the Division Chair, Shaw Center Director, and the Director of the Performing Arts Series on an as-needed basis. Served as an office receptionist/tour guide for the Shaw Center for the Performing Arts and Helene Center. Handled budget items (budget reports, invoices, purchase orders, phone bills, etc.). Assisted with Shaw Center scheduling (EMS co-seat holder), maintained the scheduling notebooks and calendars, and coordinated facility needs with Technical Coordinator. Coordinated and supervised all ticket sales for the Performing Arts Series. Prepared database mailings for regarding upcoming series. Assisted with hiring of student workers for the box office functions.

Established and maintained positive relationships with the Brokers and Account Executives. Communicated with Brokers regarding their pipeline of business. Explained all underwriting decisions and familiarity with all calculations needed to underwrite the loan. Completed all approval calls, decline calls, and requests to Brokers for additional information. Communicated with Brokers and advised of counter-offer deals that do not meet company standards. Handled the underwriting and approval of loans less than $150,000. Interfaced with other groups to complete loans (Underwriting, Title Companies, Vendor Management, Funding).

Processed customers home loans through the Lien Release department. Trained new associates on an as needed basis. Input mortgage information into Rekon and Citrix databases, as well as Mainframe database. Inspected final drafts of loans before disbursing them to loan companies; Assisted with other clerical duties.