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Title Customer Support Loan Officer
Target Location US-TX-Cedar Park
Email Available with paid plan
Phone Available with paid plan
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PHONE NUMBER AVAILABLE * EMAIL AVAILABLEProfessional HistoryOvee 4 years of experience in overseeing and coordinating all pre-construction activities for 150-200 homes per year. I work well with my teammates and built strong relationships with all entities. I adapt well to change and unexpected change.Buffington Homes May 2015  July 2021Starts coordinatorCompiled all items needed to apply for all permits, utilities and architectural approvalsMaintained accurate request worksheets for vendors, permit and utility fees and timelinesIssued purchase orders for all pre-construction costsMaintained all utilities for each communityOrdered plot plans, foundations and reviewed for accuracyMonitored and maintained starts reportsRequested lot checks and reviewed for accuracyRedlined all plans and documents accordinglyDistributed start packs to the field and send start emailsAssisted in starting new communities, and set up sales trailersBuilt positive rapport with all municipalities and vendorsAssisted purchasing and construction departmentsCE21 - Continuing Education for the 21st century 2013  2015Customer SupportProvide phone support for online continuing education certificationProvide technical support for online webcasts, digital seminars, video on demandsHelp customers obtain access to their accounts and webcastsAssist customers with their certificatesProcess credit card payments and refundsEnroll customers/groups for our online webcastsFlash Tattoos 2013 - 2015Customer SupportProvide Online support to customersAssist customers with orders and shipmentsProcess credit payments and refundSend out replacement ordersProvided support for our marketing team.AFLAC, Austin, TX 2006  2009Insurance AgentObtained insurance licenseProvide quality assistance to District Manager, clients, and prospective clientsDevelop and maintain pipelines and project calendars on a weekly basisAssist clients with claimsCreate and deliver reports and proposals to manager, clients and prospective clientsCapital Mortgage Co., Austin, TX 2003  2004Loan Officer Assistant / Human Resource AssistantProvide quality assistance to loan officer, borrowers and prospective clientsDevelop and maintain pipelines and project calendars on a weekly basisAssist loan officer with obtaining all needed documentation from borrowersDevelop files from start to finish for all loans to be submitted for approvalCoordinate and schedule closing for borrowersFollow ups to make sure that loans are fundedProvide other assistance as requested by the loan officer, realtors, lenders and borrowersColumbia Universal Life Insurance 1994  2002Payroll and Benefits SpecialistResponsible for all phases of semi-monthly payroll for 100+ employees.Worked closely with CFO reconciling payroll accounts. Responsible for monthly, quarterly and annual reportsAssisted department heads with monthly and annual reviewsResponsible for administering (maintenance, reporting, renewals, audits, etc.) of all employee benefit programs such as health insurance, S125 plan, disability insurance, life insurance, workers compensation, employee assistance, retirement, COBRA, FMLAAssisted employees with benefits issues by serving as a liaison between the employee and the insurance carriersManaged the annual benefits open enrollment and annual review processRespond to employee relations concernsConducted new hire orientations and exit interviewsProcess unemployment claims, as necessaryMaintain personnel filesAssisted with development of employee handbook and a policies and procedures manualBanc One Mortgage Corporation 1993  1994Administrative Assistant / Office ManagerImmediate assistant to Vice President and seven Loan Officers with responsibilities including organization of a thirty person processing center and eleven offsite employeesHandled general administrative dutiesResponsible for AP/AR, monthly reports and commissionCreated promotional advertisements for the Loan OfficersCoordinated communication setups, updates, staff changes, meeting and schedulesLiaison between personnel and accounting departmentsMaintained inventory and suppliesXTI, Incorporated, Austin, TX 1989  1993Office ManagerHandled general administrative dutiesMaintained accounts payable & receivablesCreated financial statements for car manufacturers and provided customer support

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