Coordinate the following events: National Sales Meetings, Quarterly Meetings, Holiday Parties, Company outings, Continuing Education off-site meetingsCreate As-Built drawings using AutoCad and AdobePrepare Submittal PackagesCalendar management for the Division ManagerPreparing correspondenceAnswering inbound phone callsAnticipate and prepare materials needed for corporate meetings/eventsPreparing presentation documents and spreadsheetsProvide project support for Project Managers, including job set-up, and follow throughInventory management, and facilitating the flow of other related paperworkFacilitate new hire onboarding and materials for the Charlotte office

• Maintained the Regulatory Review SharePoint Site• Monitored and forward inquiries in the Supervisory Control Group mailbox by forwarding inquiries to the applicable RSM or BSA for resolution• Maintained Professional Delegation spreadsheet• Provided meeting minutes for Pre-Hire Adjudication Calls (weekly)• Ordered office supplies as needed for the Retirement & Ind Fin Services Reg and Supervisory Oversight as needed.• Created; PowerPoint Presentations, Word Documents, Excel Sheets and other projects as needed for business partners in the Retirement & Ind Fin Services Reg and Supervisory Oversight team (weekly)

Support the business servicing of mortgage loans, Bankruptcy, Foreclosure, Deed in Lieu and Short Sale.Review loans for quality assurance and submit loans directly to Underwriting department.Coach peers on new procedure implementation, incorporating fresh and visually engaging designs.Partner with Proficiency Coaches to explain tasks, and assists in the solution of problems to enhance associate skill set.Documenting loan history, responding to customers, investors or other third party inquiries.Researching documentation and analyzing request in accordance with established guidelines and determining appropriate course of action.Promote data integrity, quality processes, and exceptional customer service.Established, retained and deepened relationships with small business customers and potential customers to achieve team sales goals.Processed transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.Provided customer solutions to complex or escalated issues by providing seamless delivery of service, sales and/or fulfillment requests by answering calls in a contact center environment