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  Software Implementation: o Manual testing of software systems for integration. o Vetting various software platforms with software specialists to ensure the product meets our needs and expectations as well as evaluating the product for bugs and efficiency.  HR/Onboarding: o Background and drug screenings. o Contracts, addendums, W9’s, direct deposits, offer letters, W4’s, and benefit information for review and/or signatureso Document retention in HR system o Project and time tracking in PSA o Update policies, handbooks, and various instruction for consultants and employees using latest information.  Finance and payroll assistance:o Accounts Payableo Reporting o Reconcile payroll

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 and Conditions, track commission statements Set up new employees and maintain files Enter information into CRM and track projects.

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: including customer forms, reports, presentations  Compile documentation and send proposal to customer Update and maintain CRM system

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