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Mortgage Operations Lead Executive Assistant Resume Example

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MORTGAGE OPERATIONS LEAD EXECUTIVE ASSISTANT
linkedin.com/in/stephanie-sola-2ba367198
Professional Summary

Sales and Marketing Executive Assistant with 8 plus years of experience managing business relations and special projects at the senior management level. Serve as a primary point of contact and liaison between management, personnel, clients and vendors, with advanced experience in meeting time-sensitive deadlines, focused on deliverables, and a strong team player. Currently pursuing business graduate coursework with an emphasis on business analytics.

Skills
  • Client Relations and Negotiations
  • Management and Supervision
  • Strategic Sales and Business Planning.
  • Strong written and verbal communicative skills.
  • Self Motivation
  • High Attention to Detail
  • Flexibility and Adaptability
  • High Stress Tolerance
  • Account Development and Collections
  • Spanish (native fluency).
  • Business Analysis
  • Project Management
  • Business Process Teamwork / Collaboration
  • SQL Budgeting
  • Customer Service
  • Data Analysis
  • MS Office Suite
  • Office
  • MS Project
  • Negotiating
  • Organizing
  • Project Management
  • Project planning
  • Proposals
  • QuickBooks
  • Real estate
Work History
Aug 2020 - CurrentMortgage Operations Lead Executive AssistantCompany Name - City, State
  • Work with operation and sales partners in aspects of the loan process.
  • Communicates on a regular basis with all interested parties providing loan status updates.
  • Request, gather, review and update the loan application as needed, based on supporting documentation received.
  • Maintains regular contact with Loan Officer on status and needs of their files.
  • Manages the loan pipeline to ensure closing the loan on or before the closing date/lock expiration date, subject to management review.
  • Research loan programs and guidelines as needed.
  • Ability to meet parties face to face, if needed.
  • Attention to clerical and administrative duties, as needed.
  • Overseeing the work of all office employees to ensure they work productively and meet deadlines and company standards.
  • Answering telephone calls and emails from customers and clients and directing them to relevant staff.
  • Monitoring office supplies and ordering new stationery, furniture, appliances and electronics as required.
  • Organizing maintenance companies to keep the office clean and safe and ensure its appliances are in good working order.
  • Reporting office progress to senior management and working with them to improve office operations and procedures.
Jun 2014 - Feb 2020Executive Engineering Assistant / Field Inspector SupervisorCompany Name - City, State
  • Responsible for time-development required for project planning, project scope, setting expectations, and negotiating.
  • Excellent soft skills which lead to overcoming indifferences and maintaining customer success with extraordinary outcomes.
  • Arranged tasks vital for multiple project success including resource allocation, maintenance of filing system on company server, and fiscal budgeting.
  • Actively pursued new client relationships and maintained communications.
  • Engaged with various team members and coordinated internal resources and third parties/vendors for the execution of projects.
  • Responsible for development of project documentation per industry best practices.
  • Actively engaged with development of proposals and project scopes and objectives involving all relevant stakeholders and ensuring technical feasibility.
  • Collaborated with engineers on reports and worked on spreadsheets for active projects and Litigation cases.
  • Daily Involvement with Engineers and clients to discuss existing and future engineering projects and products.
  • Reviewed project materials, including drawings and specifications.
  • Prepared proposals and assisted with invoiceable auditing and current project budgets.
  • Responsible for meeting with Field Inspectors to discuss current projects and tasks.
  • Making sure all Field Inspectors are on task with current projects and jobs are within timeline.
Jun 2011 - Jun 2014Real Estate Title ProcessorCompany Name - City, State
  • Controlled the release of proprietary and confidential information for the release of general clients.
  • Established new client base with adherence to company specific goals.
  • Developed scope requirements (SOP's).
  • Planned and executed closings and made sure all documents were processed properly for closing.
  • Routinely assisted with real estate and mortgage transaction finalization.
  • Maintained and updated company specific databases for archival purposes.
Jan 2008 - Jun 2011TeacherCompany Name - City, State
  • Planned, prepared, and delivered instructional activities that facilitate active learning experiences in the classroom.
  • Develop lesson plans that facilitate the learning styles of each individual student.
  • Establish and communicate clear objectives for all learning activities.
  • Prepared classroom for learning activities and made sure they were in line with safety measures.
  • Provided a variety of learning materials and resources for use in educational activities.
  • Identified and selected different instructional resources and methods to meet students' varying needs.
  • Daily use of relevant technology to support instruction.
  • Observed and evaluated student's performance and development.
  • Assigned and graded class work, homework, tests, and assignments.
  • Provide students and parents with appropriate feedback on work throughout the school year.
  • Encouraged and monitored the progress of individual students.
  • Maintained accurate and complete records of all students' progress and development, as required by law and policies.
  • Prepared required reports on students and activities.
  • Managed student behavior in the classroom by establishing and enforcing rules and procedures.
  • Maintained discipline in accordance with the rules and disciplinary systems of the school.
Education
Master's Degree: Business Administration, Business AnalyticsFlorida International University | City, State
Bachelor of ArtsFlorida International University | City, StateCum Laude
Associates of Arts DegreeMiami Dade College | City, State
Affiliations
Member of National Honor Society Florida International University Student Member of Project Management Institute
Technical Proficiencies
  • MS Office Suite products
  • Blue Beam Revu
  • Smart Touch Tech.
  • Adobe Acrobat
  • Asana
  • MS Project
  • Auto-Cad
  • QuickBooks
  • Basecamp
  • Encompass
  • Hubspot
Certifications

· Lean Six Sigma Yellow Belt

· Working Towards PMP (2021) Project ManagementInstitute

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Resume Overview

School Attended

  • Florida International University
  • Miami Dade College

Job Titles Held:

  • Mortgage Operations Lead Executive Assistant
  • Executive Engineering Assistant / Field Inspector Supervisor
  • Real Estate Title Processor
  • Teacher

Degrees

  • Master's Degree : Business Administration, Business Analytics
    Bachelor of Arts
    Associates of Arts Degree

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