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| | Click here or scroll down to respond to this candidate KAITLIN
DUY
Professional Experience:
Technical Account Manager at Stans Mechanical & Refrigeration Co. Denver, CO
Part-time (April 2021 Present)
ABOUT ME Coordinated and supervised the activities of HVAC technicians, installers, and contractors.
Ambitious professional with the Managed HVAC equipment, parts, and supplies inventory and procured new materials as needed.
Oversaw billing, invoicing, and payment processes for HVAC services and contracts.
demonstrated ability to handle complex Maintained records and documentation of HVAC operations such as work orders, service reports, warranties, and invoices.
Provided technical support and guidance to HVAC staff and customers and resolved any issues or complaints that may arise.
tasks and achieve them beyond expectation. Recruited, trained, evaluated, and disciplined HVAC personnel and ensured compliance with safety rules and
regulations.
My objective is to start learning other
avenues of Business Development and Junior Broker at American Financing Aurora, CO
(July 2019 Nov 2020)
Analytics while putting forth my dedication
Assisted senior brokers in processing mortgage applications.
and ability to change the future of your Verified and gathered client financial documents.
company for the better. I am seeking a Conducted preliminary assessments of client creditworthiness.
Conducted research and compared mortgage products and rates.
challenging and stable position where I can Prepared mortgage application packages.
Communicated with clients, lenders, and other involved parties.
take on more of a leadership role and put Coordinated property appraisals and inspections.
Reviewed loan documents for completeness and accuracy.
my communication skills to use as I assist Provided support in resolving issues or concerns during the application process.
Maintained organized records and documentation.
business stakeholders and customers alike. Stayed up-to-date with industry regulations and requirements.
Participated in training programs to enhance knowledge and skills in mortgage brokering.
Supported marketing and business development efforts.
Attended meetings and workshops to expand industry network.
SKILLS Senior Business Analyst at Computershare/American Financing Highlands Ranch, CO
(July 2018 - July 2019)
Focused communicator with the Consulted with business unit management and personnel to identify and document business needs and objectives, current
ability to manage complex questions operational procedures, problems, input and output requirements, data scope, usage, formatting, and security requirements.
and concerns. Analyzed business operations to develop new or modified information processing systems.
Developed, coordinated, and implemented plans to assess business and functional processing systems.
Enthusiastic, personable professional Prioritized user stories for development teams based on impact to business and effort for development team.
with excellent written and verbal Worked with executives to accurately identify what user stories should be pushed to development and implement deadlines.
communication Implemented Agile methodology and worked with Scrum Master to ensure team follows framework.
Learned internal applications to ensure requests submitted to the development teams are clear.
Creative thinker who can expand Added new user stories to TFS and prioritized them to be worked on by the team.
outside of the box and exhibit Met with developers, business analysts, and Scrum masters weekly for Grooming and every 2-3 weeks for Sprint Planning.
excellent problem-solving abilities. Attended daily Scrum meetings to receive updates from developers on items being worked on in the current Sprint.
Attended Triage meetings to help correctly delegate the latest items.
Technologically savvy individual who Tracked completed items, scheduled and led meetings with the business to review the user stories that have been completed
is always looking to grow my prior to UAT and release.
knowledge base. Tracked items that the business unit will need to assess before release and ensured they have the necessary tools to
complete UAT by the deadline.
Goal-oriented achiever with a Maintained the UAT schedule and kept all parties involved up-to-date on progress.
borrower-focused mortgage Created roadmaps that capture each team's current and long-term goals for executive review and visibility.
background Maintained the role of Product Owner for three teams: Custom Applications (all Apps created and used internally), ROCK
(Loss Mitigation Applications team), and Application Support Team.
Extremely meticulous individual with Completed Agile training conducted periodically by Scrum Masters.
the ability to oversee an extensive
workload and pressure. Loan Sales Coordinator/Cashier at Pulte Mortgage LLC Englewood, CO
(October 2012 - May 2018)
Advanced focus in Microsoft Office,
MERS, LSAMS, IAS Database, Investor Processed Escrow and Corporate Account distributions.
Reporting with FNMA, FHLMC, and Reconciled and managed all daily closings with MERS System ensuring all applicable loans are registered in a timely manner.
Managed and processed all servicing rights transfers in MERS system as well as FHA Connection.
GNMA, Cash Administration, Loan Reconciled daily cash flow confirming all accounts are balanced, and all funds are correctly coded and balanced.
Boarding, and Borrower/Client Posted and deposited all interest and escrow funds.
Communications Scanned, processed, posted, and deposited all mortgage payments daily.
Completed whole loan funding and Investor Reporting reconciliation of purchase agreements and system data.
exceptional networking abilities Completed daily reconciliation of cash deposits and payments posted in LSAMS system.
allowing for the growth and Conducted UAT testing for LSAMS system updates as a subject matter expert regarding cash.
continued development of long- Reconciled all outgoing funds for escrow and principal overages for borrowers and clients.
Sent Welcome, Goodbye, and escrow disclosure notifications during board and service release processes.
lasting, beneficial relationships with Completed quarterly forward bulk transfers to new servicers.
clients and co-workers Completed and negotiated all transfer approvals with GNMA, FNMA, and FHLMC.
Reconciled, reported, and transmitted all funds to new servicers before and after transfer.
EDUCATION Broker Support Specialist at Integrated Asset Services Denver, CO
(February 2008 September 2012)
Grandview Highshool Made executive decisions to terminate and hire new agents based on qualifications and performance.
Diploma (2007) Created special database reports for CEO and other department leads.
Responded to agent/vendor inquiries via email and phone.
Assisted REO placement coordinator.
Assigned new REO assignments to agents in their location.
CONTACT ME Reassigned REO assignments due to poor agent performance and expiration of listing.
Reviewed performance issues with Agents.
Managed the Onboard MLS project.
PHONE NUMBER AVAILABLE Researched MLS board information.
Entered new REO Properties into IAS database.
EMAIL AVAILABLE Worked with IT department to develop new vendor database applications.
Initiated, developed, maintained, and utilized a new agent termination process and criteria.
36712 VIEW RIDGE DRIVE Initiated, maintained, and utilized a new website portal for agent access on the company website.
Developed and sent broker surveys to help the company better understand where it needs to improve.
Wrote manuals for broker internal system, broker visitations, broker hiring, broker termination, broker grading, and IAS
ELIZABETH, CO 80107 broker portal access on the website.
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