Roger Wolfe Email & Phone Number

Westport, Ct, Us

830 Post Road East, Westport, Ct 06880

Generated comprehensive sales and marketing reports to support strategic decision-making for C-suite leadership. Organized and coordinated meetings, presentations, and events, ensuring seamless execution and effective communication. Tracked and managed expenses, timesheets, and PTO for multiple regions, maintaining accurate records and adherence to compliance standards. Assisted in checking compliance across various areas of home mortgage, ensuring adherence to company policies and regulatory requirements. Supported multiple regions by providing administrative assistance, facilitating efficient operations, and cross-regional collaboration.

Westport, Ct

Facilitated loan origination processes, including application review, credit analysis, and documentation, ensuring timely and accurate loan approvals. Provided administrative support to the Branch Manager, including scheduling meetings, preparing reports, and managing communications. Conducted market research and analysis to assist in developing marketing strategies and expanding the client base. Coordinated with clients, underwriters, and other stakeholders to resolve issues and streamline loan processing, enhancing customer satisfaction and operational efficiency.

Westport, Ct

Provided comprehensive administrative support to financial and investment professionals, managing bookkeeping, contracts, proposals, and retirement plans. Prepared and processed letters of intent and financial transactions, ensuring accuracy and timeliness. Conducted research, statistical analysis, and forecasting to assist in decision-making and strategic planning. Coordinated technology services, purchasing, reporting, and travel arrangements to streamline operations and enhance productivity.

Westport, Ct