Sandra Mccafferty Email & Phone Number

California, United States

Concord, California, United States

San Rafael, Ca

-Coordination and logistics of Community Outreach events and sponsorships. -Provides an ongoing support to the Head of Marketing and the broader team while coordinating activities and communications with internal and external business partners. -Coordinate conference room and audio-visual equipment reservations and set-up.-Coordinate conference and event registration and travel logistics.-Assist with preparation of printed materials and mailing needed.-Maintain MCE calendars… Show more -Coordination and logistics of Community Outreach events and sponsorships. -Provides an ongoing support to the Head of Marketing and the broader team while coordinating activities and communications with internal and external business partners. -Coordinate conference room and audio-visual equipment reservations and set-up.-Coordinate conference and event registration and travel logistics.-Assist with preparation of printed materials and mailing needed.-Maintain MCE calendars as assigned.-Prepare agendas and materials for regular staff, team, and leadership meetings and events.-Prepare documents, spreadsheets, and presentations using Microsoft Office Suite and Google Applications. Show less

Concord, California

• Review data and report trends to management in order to elaborate reports to collaborate with the branch goals. • Responsible for performing the operational duties of a supervisory position and work on special projects as assigned. • Respond to and resolve the most escalated inquiries and complaints on complex mortgage products/services and/or from premier customers such as research of customer issues, inquiries and complaints from customers and on-line transaction processing… Show more • Review data and report trends to management in order to elaborate reports to collaborate with the branch goals. • Responsible for performing the operational duties of a supervisory position and work on special projects as assigned. • Respond to and resolve the most escalated inquiries and complaints on complex mortgage products/services and/or from premier customers such as research of customer issues, inquiries and complaints from customers and on-line transaction processing. • Communicating with other departments to resolve customer issues and provide one-on-one feedback, coaching and mentoring on performance, training on policies and procedures, new or enhanced services and/or procedural changes. • Comply with all mortgage regulatory requirements and Wells Fargo's compliance policies related to these requirements including acceptable background check investigation results and action planning for yearly inspections. • Support team leaders and team members, effectively managing multiple Branch Managers calendars, coordinating and scheduling travel, and coordinating and scheduling meetings with expertise across various time zones. • Plan and coordinate trainings and team meetings. Drafted meeting agendas, supplied advance materials, and executed follow-up for meetings and team conferences. • Assist in the onboarding of staff new to our group to include badge access, system access, and computer, workspace and telephone set-up. Set up interviews and follow up calls for future HMC prospectors. • Prepared the Yearly MPP for the Home Mortgage Consultants in my branch. • Process vendor invoices and check requests using the applicable Corporate Finance Systems. • Establish office procedures and controls. • Oversee Home Mortgage Consultant development and Learning Plan on the Learning Center. Show less

Concord, California

• Researched and resolve complex cases and provide issue resolution within the established time requirements. • Proficient in the creation, revision and implementation of policies, procedures and training materials to assure compliance with government regulations and to maximize efficiency and customer service. • Compile work unit and individual volume, productivity, quality and other statistics in order to execute daily reports used in the work unit. • Experience dealing with… Show more • Researched and resolve complex cases and provide issue resolution within the established time requirements. • Proficient in the creation, revision and implementation of policies, procedures and training materials to assure compliance with government regulations and to maximize efficiency and customer service. • Compile work unit and individual volume, productivity, quality and other statistics in order to execute daily reports used in the work unit. • Experience dealing with escalated customer issues that require prompt response and resolution. • Demonstrated ability to organize and prioritize workload with strong attention to detail while working in a team environment. • Attention to detail and commitment to client service and meeting departmental needs while consistently meeting deadlines. • Responsible for meeting organization and documentation and other correspondence and reports. • Organization of large scale community support events for the Global Remittance Services Department. Show less

Concord, California

• Responsible for responding to routine inquires and complaints from internal and external customers regarding Global Remittance products and services. • Processing transactions by phone including cancellations, opening and closing service agreements, transaction verification, researching and resolve customer issues, account maintenance. • Proficient in the variety of systems and programs that GRS requires to provide the best Customer Service to every single customer I assist throughout… Show more • Responsible for responding to routine inquires and complaints from internal and external customers regarding Global Remittance products and services. • Processing transactions by phone including cancellations, opening and closing service agreements, transaction verification, researching and resolve customer issues, account maintenance. • Proficient in the variety of systems and programs that GRS requires to provide the best Customer Service to every single customer I assist throughout the day. • Inbound/Outbound Call center experience in sales or service environment. Show less

Pinole, California