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. As an agent: Prepare market analysis stats, buyer and seller consultation presentations, research listings, set up title searches and home inspections. Establish positive flow of communication with clients and all customers in a transaction. Negotiate contracts and facilitate the closing process by ensuring all contract conditions are met prior to closing.

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 activities. Works with business owners to determine cost/benefit for projects in order to prioritize effectively. Responsible for change management within Operations and key stakeholders. Primary focus on the following items within Underwriting Operations: increased production/efficiency, lower unit cost, and increased automation.

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 audits, completing one on ones and side by sides, training of all new hires, queue management, and business initiatives. Responsibilities to higher leadership include fostering the relationship between Underwriting and Sales, reviewing escalations and consumer complaints, creating and implementing process improvements, driving consistency, and assisting with system enhancements. Partners with all levels of leadership in multiple departments to drive improvements for the business as a whole.• 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• Partnered with quality auditor to create a new quality program for the department • Created and present Sales new hire training covering Underwriting and Fraud for each new hire class, along with follow up enrichment training• Work with business owners to determine cost/benefit for projects in order to prioritize effectively;

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 satisfaction. Referred applications that receive no response to proper authority for review. • 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 and management for special assistance as well as exceptional results for customers. Received an On the Spot award for contributions made in the streamlined tool development mentioned above.

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 for endorsements, negotiability, and authenticity. Prepared change orders for business clients and currency exchanges with accuracy. • 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.