Samantha Jackson-Boland Email & Phone Number

Phoenix, AZ, US

Gilbert, AZ

Responsible for Office Management, Agent Onboarding, Budgets/Payroll, Reporting, Marketing, Business Partnerships, and Event Planning for a real estate team in Gilbert, AZ. In addition, serve as an Executive Assistant to the Owner, and maintain our CRM and website. Create and document systems and processes to scale the business and automate where possible..

Responsible for identifying and problem solving for known process breakdowns/cost efficiency gains and coordinating all parties involved. Drives idea generation, conducts fact gathering, identifies options, and drives the execution of initiatives and activities with the primary focus of improving all facets of the FFAM Underwriting and Processing.

Phoenix, Arizona Area

• Active leadership member in a fast-paced and growing start-up environment. Responsibilities to the Underwriting team include reviewing team and individual performance, providing coaching and feedback, reviewing quality.
• Drive the execution of initiatives and activities with the primary focus of improving all aspects of Underwriting activities
• Authored all processes and procedures for the Underwriting department
• Created and implemented a structured training program for all Underwriter new hires
• Responsible for change management within Operations with key stakeholders
• Considered a point of contact for multiple departments including Underwriting, Sales, Servicing, Payment Operations, Compliance, and our issuing bank in order to resolve issues as they arise

Phoenix, Arizona Area

• Received and processed auto applications per operations standards, meeting and exceeding daily goals. Maintained an organized portfolio of incomplete applications with proper follow-up dates, increasing customer.
• Began training new associates on processing within three months of hire; including instruction as well as surveying for accuracy
• Voluntarily committed extra hours in order to assist in lowering department queue status
• Appointed as subject matter expert to partner with systems programmer resulting in the creation of a streamlined tool to be used by associates nationwide
• Self-initiated project eliminated a backlog of 1800 items by organizing and distributing daily to associates; queue was up to date within one weekRecognitions and Awards: Received three remarkable rewards from agency.

Phoenix, Arizona Area

• Provided prompt, accurate, and efficient service in response to client requests and needs. Built and maintained positive relationships with clients on a first name basis. Received various monetary deposits and checked.
• Represented the bank in a positive, courteous, friendly, and professional manner
• Exceeded established balancing goals required for position
• Maintained a self-initiated weekly list of clients who ordered checks. Assigned client names to associates ensuring all clients were called to verify checks were received, building client relationships further.
• Effectively participated in the bank’s sales program, meeting established sales and referral activities.