Shannon Poulin

Shannon Poulin Email and Phone Number

Client Service Specialist | Blaze International @ Blaze International
tarrytown, new york, united states
Shannon Poulin's Location
Jacksonville, Florida, United States, United States
About Shannon Poulin

Motivated and results-oriented professional with 6+ years of business operations experience - demonstrating expertise in document processing, compliance and streamlining business processes for better performance. Strong skills in communication, presentation, problem solving, decision making, and critical thinking to effectively establish business relationships, promote compliance to policies and provide first-class service to customers. Proven ability to operate in fast-paced environments and deliver outstanding results. Apply business analysis skills to innovate and modernize best-in-class solutions by understanding requirements and configurations to streamline business processes. Bias towards associating with clients and partners with empathy and compassion, speaking and conducting business in a way that's approachable and genuine.

Shannon Poulin's Current Company Details
Blaze International

Blaze International

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Client Service Specialist | Blaze International
tarrytown, new york, united states
Website:
blaze-int.com
Employees:
3
Shannon Poulin Work Experience Details
  • Blaze International
    Client Service Specialist
    Blaze International May 2022 - Present
  • Deutsche Umweltschutz Org Gug
    Co-Founder & Coo
    Deutsche Umweltschutz Org Gug Mar 2020 - Present
    Remote, Americas
     Operational handling of day-to-day business Management and organization processes as well as monitoring and optimization of internal and external workflows Ensure employee performance of a team of 5 Quantitative tasks including analysis of markets and participation in forecasts,budgeting and accounting  Planning, implementation, acceptance and review of projects as well as risk management, document and quality management Supervision and execution of sales and marketing campaigns and strategies Development of target group marketing concepts Business development and networking activities and organization of events, exhibitions and fairs in order to strengthen relationships with existing clients and new clients Preparation and conduct of negotiations at various hierarchical levels
  • Success Mortgage Partners
    Mortgage Closer - Finals Team - Compliance Review Coordinator
    Success Mortgage Partners Jul 2021 - Mar 2022
    Remote
    Responsible for high-level service delivery by creating and implementing compliance solutions. Complete comprehensive review of files to ensure compliance with company and state policies/guidelines. Work with underwriters, loan teams, and title companies to ensure accuracy on all files. Serve as the primary point of contact and liaison on solution delivery. Lead in this fast-paced role – dealing with multiple parties/files simultaneously while managing changing timelines. Experience in closing specialty housing files (MSHDA, PHFA, KHC, etc.). Maintain certifications and change rules. Review closing packages against closing checklists. Expertly maintain detailed notes on each file for auditing purposes. Leverage experience in working with internal teams and completing files and compliance reviews. Serve as a support specialist, resolving high-level cases and supporting business processes.
  • Success Mortgage Partners
    Mortgage Loan Closer
    Success Mortgage Partners Dec 2020 - Jul 2021
    Remote
    Displayed strong leadership qualities, decision-making abilities, and excellent closing solutions. Worked with company's National Division team to close loans across the country. Was responsible for maintaining pipeline at the same day in and same day out pace (ICDs, COCs, Final CDs, and Closing Packages). Achieved key metrics to demonstrate completion of closing activities. Collaborated CDs with title ability to close loans in 30+ states. Experienced with various Specialty Housing Programs (KHC, PHFA, THDA, etc.). Maintained notes and kept up-to-date information on housing programs. Maintained daily communication with loan teams and title companies to ensure accuracy and timeliness on all files. Used support skills and understanding of business processes to create solutions that improved the closing of loans. Interfaced directly with internal teams to discuss mortgage loan workflow and troubleshoot as needed. Provided leadership in designing and implementing programs to improve metrics related to Closing Packages. Maintained strict loan compliance with set lending guidelines as well as government regulations. Performing process and support of KYC processes (Know Your Customer) for prospect and existing customers Execution of KYC reviews for new and existing clients in accordance with the guidelines of the financial institution and procedures
  • Mccabe Law Group, P.A.
    Closing Processor
    Mccabe Law Group, P.A. Apr 2016 - Dec 2020
    Jacksonville, Florida, United States
    Led as an integral participant in support of business process redesign and documentation for real estate closing processes. Worked with agents, lenders, buyers, and sellers throughout the closing process to successfully process and close files. Opened files and ordered title (First American Title Insurance). Provided complete pre-closing documents to the lender. Managed escrow accounts, changing timelines, and client inquiries. Provided conflict resolution between agents, lenders, and clients. Supervised progression of workload and allocated to co-workers to ensure timely completion. Efficiently provided advice to management on possible expectations and likely outcomes of loans being processed. Utilized expertise in auditing internal documentation against both organizational and state-level requirements. Drove new and innovative solutions that facilitated and improved many of the business processes across the mortgage loan closing lifecycle, including workflow solutions, compliance to requirements, and auditing. Provided leadership in understanding business rules related to closing documents. Participated and supported teams and business resources, bridging business and closing operations through knowledge of process interactions. Performing process and support of KYC processes (Know Your Customer) for prospect and existing customers Execution of KYC reviews for new and existing clients in accordance with the guidelines of the financial institution and procedures
  • Watson Realty Corp.
    Office Administrator
    Watson Realty Corp. Jan 2015 - Apr 2016
    Jacksonville, Florida, United States
    Ordered supplies inventory and answered customer inquiries and phone calls. Provided administrative support to management. Managed the organization's filing and record keeping system. Reviewed and provided quality assurance of purchase and sale agreements. Trained junior staff to prepare for presentations during scheduled showing appointments. Responsibilities included: managing office operations, preparing documents for customers, monitoring correspondence, designing innovative filing systems and office procedures, and reviewing and approving office supply requisitions. Facilitated team communication, exchange of information, and relationship building required to maintain efficient office operations. Utilized customer service skills in troubleshooting and resolving problems. Addressed a wide range of reported issues. Maintained, organized, and generated monthly report of all customer service issues.
  • Total Support Services Ltd
    Office Administrator
    Total Support Services Ltd Sep 2014 - Nov 2014
    Douglasville, Georgia, United States
    Performed day-to-day office duties, including answering and delegating phone inquiries while completing office tasks. Answered telephones and customer inquiries regarding office operations on several issues. Worked under considerable stress and deadlines. Supported and understood the frustration of customers. Deescalated by talking to them in a caring manner during escalated situations – addressing client issues promptly. Completed a wide range of office work by always going above/beyond in delivering service excellence in conjunction with management needs. Streamlined existing office operations, resulting in a significant increase in efficiency throughout data entry, clerical work, call management, filing operations, and the coordination of meetings.

Shannon Poulin Skills

Leadership Auditing Customer Experience Stakeholder Management Accounting Business Relationship Management Data Entry Client Services Communication Mentoring Customer Service Management Team Leadership Customer Relationship Management Quality Assurance Microsoft Office Relationship Building Customer Insight Project Management Office Time Management Critical Thinking Customer Service Quickbooks Business Process Improvement Interpersonal Skills Teamwork Phone Etiquette Analytical Skills Problem Solving Creative Problem Solving Presentations Organization Skills

Shannon Poulin Education Details

Frequently Asked Questions about Shannon Poulin

What company does Shannon Poulin work for?

Shannon Poulin works for Blaze International

What is Shannon Poulin's role at the current company?

Shannon Poulin's current role is Client Service Specialist | Blaze International.

What schools did Shannon Poulin attend?

Shannon Poulin attended Chattahoochee Technical College, Fernuniversität In Hagen.

What skills is Shannon Poulin known for?

Shannon Poulin has skills like Leadership, Auditing, Customer Experience, Stakeholder Management, Accounting, Business Relationship Management, Data Entry, Client Services, Communication, Mentoring, Customer Service Management, Team Leadership.

Who are Shannon Poulin's colleagues?

Shannon Poulin's colleagues are Raj Kumar, Amanda Mallette.

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