Taylor Jones Email & Phone Number

Russellville, Kentucky, United States

Russellville, Kentucky, United States

United States

Executive Assistant Responsibilities:• Managed, with a high level of discretion, all needs of the CEO, including workflow organization, communication, and scheduling.• Organized and oversaw the closing of 600+ loans in 2021; totaling over $200 million.• Interfaced daily with clients to foster positive relationships and bolster client retention.• Prepared and disseminated all internal and external communication on behalf of the CEO.• Optimized client communication through the development of a centralized database.• Maintained CEO's calendar and assisted with meeting coordination.Additional Processing Specific Responsibilities:• Processed and maintained compliance of all the CEO's loans.• Executed loan setup with initial disclosures, P1 processing, submission to and communication with underwriting, condition fulfillment in conjunction with P2 processor, vendor services, and life of loan communication with borrowers.• Trained and supported the continued development of new P1 processors for VA, FHA, and conventional refinances and purchases.• Consulted on loans of other loan officer's.

United States

• Partnered with local schools to direct and maximize financial gain through community support.• Produced biweekly reports outlining financial data to guide school leadership in planning and decision making.• Liaised between schools and community supporters through digital marketing, public speaking, and technical assistance with donor platform.• Orchestrated 10+ large scale events (500+ participants) and managed all staff throughout the event.• Surpassed projected profit in 85% of all schools and 100% of all first-time school clients.• Spearheaded social media content creation and managed Instagram account for the local branch; increasing engagement over 25%.

United States

• Facilitated the inquiry, booking, and planning process for clients.• Executed intermediary communication between client groups and internal staff.• Coordinated and facilitated external promotional events and internal fundraising and conference events.• Maintained and disseminated financial records for the scholarship program.• Briefed department managers on upcoming events and activities in co-led weekly planning meetings.