Strategic marketing, social media marketing, text marketing and education, copy writing, virtual assistant, light graphic design, business analyzation, process improvement, website and application user acceptance testing.

I have seen a project through from contract through builds, alterations, side by side test, alpha live testing, lead instruction, full system live, triage. I am acting liaison/project manager between vendors and my company involving this project. I have taken a bare bones loan origination system and in 1.5 years, built it to the specifications of my company's needs. This includes working closely with all processing teams as we exchange ideas about the program/processes and then I create it. We have performed many process changes during this implementation. I have the skills to add fields to the database and add dynamic fields onto screens and create new screens. I can utilize the SQL 2016 management studio to run queries, insert, delete, alter, sub query within a highly relational database. I have beginning skills with creating crystal reports, using the BOE and auto delivery. I write system/process instructions and facilitate system trainings. Proficient in Mortgage Builder, Loan X Engine, Merchant One, Salesforce, Microsoft Office, Microsoft Excel, Basecamp, Roostify, Optimal Blue- PPE and Secondary, MortgageFlex1, database and SQL. Member of the company Activities Committee to assist in organizing companywide fundraising and employee appreciation activities. This includes vendor review/decisions/event coordination.Assisted as event coordinator for the company's first offsite "all hands" meeting, including evaluating the proper venue, planning speakers/activities, creating/editing the schedule, music, and verifying the event stayed on schedule during the event. NMLS licensed loan originator 1159972

Loan auditor, report builder, product specialist, training materials creator, home equity loan originator, mortgage loan processor, appraisal reviewer, process improvement committee member.

Build rapport with clients and discuss their current and future needs to assist with achieving their financial goals. Advise and educate clients on the mortgage process and what is best for their needs. Assist the client through the loan process from application to closing. Take part in team meetings/trainings to discuss ways to better oneself and the team with influence and persuasion techniques. SAFE and UST certified. Licensed to originate mortgages in 12 states.

Build patient relationships. Discuss and input patient medical history, write up patient chief complaint(s). Assist the doctors in documenting visit notes. Aid the doctors in minor procedures, such as skin biopsies and lesion removals. Prepare patients for major procedures, such as skin cancer excisions, by injecting numbing, sterilizing the excision location. Discuss post-treatment directions with patient and answer any questions. Suture removal and steri-strip application. Treatment of skin conditions: Liquid nitrogen application, acne injections and acne surgery, removal of skin tags. Write and refill patient medications. Initiate and follow up with prior authorizations for medications. Stock clinic rooms. Discuss and sell cosmetic procedures and products offered in the Medical Spa. Proficient in Electronic Medical Assistant (EMA) on iPads and Mac and knowledgeable in Cerner.

Close customer contact via phone, email and in person meetings. Run and analyze reports. Assemble annual portfolios. Coordinate client and vendor meetings. Compile company expenditures and create budget reports. Attend continued learning conferences regarding financial planning, life insurance and long-term care. Coordinate with independent marketing organizations (IMO) for life insurance quotes; analyze and choose appropriate and most profitable options. Open new client accounts. Follow through with client requests for fund transfers, wire transfers, and account transfers. Organize and host customer appreciation events. Proficient in Smart Station, Albridge Solutions, E-Money, Constant Contact, Microsoft Office (Excel, Word, Powerpoint), online banking.

Coordinate volunteer coverage for departments at two shelter locations. Create and maintain volunteer schedules. Manage volunteer website and time clock system. Identify and implement improvements for the volunteer process. Run reports and queries to check for volunteer attendance and follow up with departments to ensure appropriate levels of coverage. Interview prospective volunteers and assigning them to areas based on needs. Manage special programs related to volunteer services. Plan the annual awards banquet and several other special events. Provide backup support for the volunteer services as needed. Conduct new volunteer training classes. Contribute articles to the monthly volunteer newsletter. Perform data entry utilizing the Raiser’s Edge, Volgistics, Stromberg (Blackbaud) and Microsoft Windows/Office programs. Conduct public relations by providing timely and accurate responses to staff, volunteers and the public.

Perform physical and behavioral evaluations on animals in a fast-paced environment. Train new employees and conduct evaluations during trainings. Perform demonstrations and Q&A forums for “Critter Camp” children. Monitor the shelter population using the Chameleon program to maintain the integrity of the adoptions program. Coordinate care for animals requiring special handling. Provide Customer Service help for phone calls and requests for assistance. Assist as back up for others.