Suzie Geiger Email & Phone Number

United States

I assisted two loan officers with every facet of the business. Answered all incoming emails, calls, texts, and online requests from third parties and clients; Vetted about 30 requests a day and assessed how we could help. Scheduled appointments for clients to speak with loan officers (about 10 per day per officer). Managed loan officer calendars using Google Calendar and Calendly.Maintained all CRM systems and file databases for accuracy (i.e. Salesforce, Dropbox, etc.).Requested, reviewed and organized all electronic loan documentation from borrowers up frontand along the way (i.e., tax returns, W2’s, bank statements etc.); Managed sensitive andconfidential information.Took complete applications, reviewed all home purchase contracts for pertinentinformation, set up borrowers in the CRM systems, calculated their income, pulled and reviewedtheir credit, booked appraisals, requested homeowners insurance quotes on behalf of clients,obtained verifications of employment, and other ad hoc projects. Assisted in completing all bank underwriting requests on conditional and final loanapprovals such as writing letters of explanation, getting credit supplements etc..Ad hoc reporting, research, and marketing projects and campaigns such as looking up realtor production, marketing via Instagram, and creating reports to give to clients to explain their monthly payments. Maintained written and verbal correspondence with realtors, escrow agents, pre-approvedbuyers, clients in process, and closed clients.Researched and reached out to realtors and other third parties via phone, social media, andmailers for potential business; Created communication campaigns to gain business.Ordered gifts, sent thank you notes, requested google/yelp/video testimonials from clientsand other ad hoc projects.Kept the pipeline flowing by being proactive and liaising between all parties forpaperwork and timely information; Steered up to 40 loans at a time.

Huntington Beach, Ca

I managed domestic and international corporate relocations for people moving around the world while also acting as a leader to colleagues.Executed up to 80 simultaneous relocation projects by myselfManaged $25K+ lump sum budgets for assigneesConsulted with clients via phone, zoom, and email to assess their relocation needs;Created a budget and timeline for their needs; Made sure the needs were within theircompany policiesCoordinated door to door land, sea, and air household goods shipments bothdomestically and internationally; I was a single point of contact for these travel servicesEnsured timely billing for all household goods related costsCoordinated departure services, destination services, temporary accommodations,language training, intercultural training, tax consultation, immigration, and realtorreferrals for home sale and purchase; I was a single point of contact for these servicesCoordinated expense management for client relocation expensesActed as problem solver and point of escalation for household goods and mobilityservices to fellow colleagues; Made sure that fellow colleagues had a balancedcaseload

Irvine, Ca

I managed the corporate relocations of individuals moving for international and domestic job assignments. Scope of role: Moved up to 65 families as a single point of contact at a timeSingle point of contact for door to door movement of household belongingsSingle point of contact for temporary accommodations, language training, cultural training, home finding, property management, departure services, destination services, and visa & immigration servicesExpense management, invoicing, accounts receivable and accounts payable Worked closely with worldwide clients, providers, and shippers

Newport Beach, Ca

Assisted in the importation of products into the USAPerformed accounting duties such as debit/credit memoranda, maintenance of amortization schedules, and transference of data into the MAS 90 software systemWorked closely with clients, providers, and customs brokers.

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor'S Degree, Sociology