Wendy Wright Email & Phone Number

WFA

Midvale

 Sales/Delivery Support: o Enter, track, and project follow through using CRM and PSAo Maintain actuals and budgets per projecto Training consultants and employees on PSA systemo Time reconciliationo Creation of project workflow documents and templates o System administrator for PSA system. o Maintain high level documentation for Sales and Delivery .

Salt Lake City, UT

 Management of agent agreements and maintain agent files RFP requirement and timeline review, proposal outline,  Proposal outline creation, tracking and reporting in CRM system Gather documentation  Format, compile and send proposals for review Prepare correspondence: including customer forms, reports, presentations Enter purchase orders Send Terms.

Midvale, UT

 Coordinate proposal assignment from start to finish RFP requirement and timeline review, assign product managers Create proposal outline and enter information Organize written technical materials  Ensure documents meet customer specifications and adhere to standards  Track, format, compile and send proposal for review  Prepare correspondence.

Draper, UT

 Priced and locked loans through various investors including corresponding investors Submit all loans and satisfy all conditions prior to loan closing Send credit packages to the closing department. Set up closings and follow up on loan funding

Cottonwood Heights, UT

 Process conventional, sub-prime, FHA and VA loans for various investors Order all verification, submit loan file, and satisfy all loan conditions Follow through to funding and purchasing on our warehouse lines