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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLEObjective: To obtain a position where I may actively contribute to successfully achieving the goals set forth for the department, while continuously seeking to learn and grow as an asset to the team. I intend to further help with improving overall performance while assisting customers and colleagues by bringing my organizational skills, positive outlook, and willingness to accomplish the tasks at-hand, with a focus on producing high quality results and an excellent customer service experience.Qualifications: Proficient with computer operations, Word, Excel and QuickBooks. Outstanding interpersonal skills, reliable and resourceful. Major strengths include ability to work in a high traffic and high-pressure environment while remaining calm under pressure, ability to multitask, attention to detail, strong in conflict resolution, and communicate well with others both individually and in groups.Experience:Goldberg Retirement Solutions Palm Beach Gardens, FL October 2020- PresentOffice ManagerOversee all office operations, work closely with advisor with client follow up, scheduling appointments as well as tracking all leads. Process and submit all new applications while working closely with clients and insurance companies to ensure a timely and smooth process throughout. Generate all marketing campaigns using Snappy Kraken and follow up on all leads generated. Create illustrations for clients based on their specific needs. Client relations which include service request, referrals, and questions regarding their issued contracts.Accomplishments:Created excel spreadsheets to track all lead sources for efficient follow upImplemented Marketing campaigns as well as social media post on all platformsCreated income and expenses tracking through QuickBooks.Hilton Grand Vacations WASHINGTON, DC / Orlando, FL September 2017 September 2020Sales GALLERY coordinator / Assistant manager guest servicesProvide excellent and efficient guest check in/out experience, Rotating -Assigning tours to appropriate sales executives, Gifting guest at end of their presentation, Train new hires at tour reception in all facets of the role, created more efficiency and organization with daily paperwork and computer processes, ensuring that everything is accurate to audit standards. Provided leadership and guidance to team members, helped support gifting month end by keeping track of the items we used monthly and assist upper management daily by running reports and any other tasks that they need complete.Accomplishments:Hospitality Award -2018Exceptional Leadership Award - 4th quarter 2019Implemented system to recycle and reuse sales desk assigned key cards which in turn saved Hilton on expenses.Rapha Clinic Arlington VA December 2013 December 2014Scheduling appointments and check in patients, ensure health insurance verifications for insurance billing, assisting doctors with treatments as neededAccomplishments:Designed and launched new marketing strategies targeted toward professional golfers.Implemented a process improvement to manage accounts receivable and patient flow.Mined aged patient records to drive renewed appointments.Access national mortgage Reston, VA may 2013 -oct 2013Loan Originator (NMLSR ID: 895959)Worked hands on with bank staff and realtors to solicit potential borrowers for new mortgage loans. I assisted borrowers in determining the proper loan program, completing loan applications and gathered all necessary documents to begin the loan process. Communicated with Title Company, loan processors, and underwriters to ensure a smooth process.Accomplishments:Launched front end processes as a new loan originator to increase flow.Created new marketing collateral for promotions to drive new prospects.Represented Access National Mortgage at external events for new realtor contacts and prospects.Developed innovative approach to obtain realtor contacts.Wells Fargo Private Bank McLean, VA March 2012 -MAY 2013Mortgage Bank ASSOCIATE (NMLSR ID: 895959)Worked hands on with private Bankers (loan originators). Collecting, analyzing, and packaging loan documentation to meet stringent compliance while maintaining consistent communication with clients, bankers, listing agents and Selling agents to ensure all parties remain informed throughout the process.Accomplishments:Managed pipeline of 15-20 loans.Closed 8-10 million dollars monthly. The largest loan closed was $ 3.5 million.Completed all processes of total loan cycle from start to finish.Improved loan closing time from 45-60-day closings to under 30 days for loan processEducation:Tallahassee Community College 1997 - 1999Leon High School Tallahassee, FL 1992 - 1996 |
