Maureen Maxwell Email & Phone Number

Charlotte, North Carolina, United States

Duties include identifying ways to improve tasks and process to ensure timely completion, and offer ideas on trends, workflow, and presentation design; perform moderately complex administrative, transactional, operational tasks; participate in research, tracking, and data gathering related to regulations and policy; perform routing analysis, track trends, and present findings; receive direction from manager and escalate questions and issues to more experienced individuals; interact with peer, team, risk, compliance, and manager on projects, data analysis, and technology issues.

United States

Duties include being responsible for supporting the loan funding team with complex loan operational home lending tasks through CORE, identifying ways to improve individual work processes within established procedures, perform multiple complex operational tasks relating to the closing process, receive direction from supervisor and escalate non-routine questions to more experienced individual, collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals, interact with internal and external clients, receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.**I was a contracted employee, managed resource, with AppleOne from October 2019 through May 2020 for Wells Fargo as a Loan Servicing Specialist. Duties included approving monetary transactions being run to customer's account(s). Other duties include prepping mail, keying, exceptions, processing stop pays and other duties as assigned. The position required a very keen attention to detail, ability to juggle multiple tasks at once and work in demanding environment.

United States

Duties included financing customer's loans and title paperwork, learn other financing programs besides HDFS, sell service contracts and maintain up-to-date product knowledge, maintain inventory in record keeping system and deal jackets, interpret customer needs, handle all customer transactions in a timely and courteous manner, accounting assistance during non-busy season and other responsibilities as deemed necessary.

United States

Duties included being a primary point for contact for guests and all aspects of the sales function, main responsibility is to guide prospects through the process of booking adventure travel packages and custom itineraries while maintaining a high-level of customer service in a rapidly changing environment.

Billings, Montana, United States

Duties included greeting visitors and clients, handling main switchboard, maintaining reception area, ordering office supplies, data entry, and helping other departments with miscellaneous tasks.

Billings, Montana, United States

Duties included providing quality software application support in the inventory group, utilizing strong problem solving techniques with excellent customer service to provide suitable solutions on a timely basis, record incidents and solutions in ticket tracking system, test and research software problems reported by customers and serve as a back-up catalog specialist.

Billings, Montana, United States

Duties included attracting, hiring, developing, inspiring, and retaining top talent; analyzing the business, creating, and communicating clear action plans that optimize results and ensure effective execution of all operational activities; building a store environment that is sharply focused on consistently delivering exceptional in-store shopping experiences while driving profitable top-line sales growth.

Billings, Montana Area

Duties included providing administrative support to the Chief Executive Officer (CEO) relieving CEO of clerical work and minor administrative and business detail; Also, broad experience, skill and knowledge of organization policies and practices.

Billings, Montana, United States

Duties included assistance to financial advisors and paraplanner. Performs moderately complex to complex administrative tasks such as answering calls, processing mail, working with vendors, providing client support as directed by the advisor(s) and/or paraplanner, assisting with maintaining/updating client files, preparing/gathering/updating documents required for upcoming client meetings, updating/maintaining records contained in the Contact Manager system, maintaining office computer systems and providing marketing assistance as needed.

Billings, Montana Area

Duties included outstanding customer service, answering phone calls from members and providers to assist in benefit information or insurance questions, being knowledgeable about insurance terminology and plan documents, understanding the complexity of self-funded group insurance plans, working with co-workers and other departments for client/provider resolution, staying abreast of insurance industry changes, ongoing education and training material, cross-training in other departments, basic math and reasoning skills, organization skills, tickler system for callbacks and working quickly with software programs and PC computer skills.

Billings, Montana Area

Loan Processor II (Home Lending)Duties included processing, closing and shipping home loans to inside and outside investors. Speaking and working with underwriters and lenders during the process to insure satisfactory conditions are met. Prioritizing and handling files in a timely manner by following up on conditions and helping organizing the lender’s pipeline. Administrative Assistant III (Wealth Management)Duties included providing exceptional customer service, assisting two Investment Specialists, two Wealth Advisors and a Retirement Plan Specialist, filing and maintaining clients’ files, organizing investment specialist’s calendar, scheduling appointments, maintaining expense reports, contacting fund companies, writing business correspondence letters, and assist with misc. projects. Administrative Assistant I (Wealth Management)Duties included providing exceptional customer service, assisting two Investment Specialists, filing and maintaining clients’ files, organizing investment specialist’s calendar, scheduling appointments, maintaining expense reports, contacting fund companies, writing business correspondence letters, and assist with misc. projects. Operations Clerk I to Operations Processor I (Operations)Duties included processing of documents in the quality control cue and indexing of documents in the validation cue, work closely with co-workers and branches, knowledge of imaging software, writing I-news articles, and maintaining a filing system in the department. Operations Clerk I to Operations Clerk II (Operations)Duties included a daily evaluation of the kite report and daily research report, evaluation of weekly, monthly and quarterly reports, and establish and maintain filing system for reports.