Experience

Excellence in Giving, LLC

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Data Integrity Associate

  • Aug 2023 - Present

  Colorado Springs, Colorado, United States



Benchmark Mortgage (NMLS #2143)

• United States
• Financial Services
• 400 - 500 Employee

• Special Project Implementor

  • Oct 2022 - Apr 2023

  •Created custom Journey/Campaigns in Total Expert CRM for all active borrowers going through In-Process, Follow Up, and Birthday communications. • Tested between accounts to ensure email and texting templates were formatted correctly. • Brainstorm monthly with Loan Officers to provide training on Total Expert and answer questions. • Escalate issues to CSM and Total Expert support staff. • Daily managed new records integrated through Encompass, to check for duplicate information and… Show more •Created custom Journey/Campaigns in Total Expert CRM for all active borrowers going through In-Process, Follow Up, and Birthday communications. • Tested between accounts to ensure email and texting templates were formatted correctly. • Brainstorm monthly with Loan Officers to provide training on Total Expert and answer questions. • Escalate issues to CSM and Total Expert support staff. • Daily managed new records integrated through Encompass, to check for duplicate information and contact information. • Created and sent out marketing pieces to realtors and insurance agents. • Oversaw the combination of records from Whiteboard CRM and Encompass into new system.

• Junior Processor

  • Jul 2020 - Sep 2022

  Colorado Springs, Colorado, United States • Assist processors with the collection and distribution of documents and information pertinent to the processing and underwriting of the loan. • Strive for on-time closing by completing all required pre-closing steps and submitting the loan file to underwriting. • Communicate with applicants and business partners (Loan Officers, Production Partners, Underwriting, etc.) regarding loan status.



Efinity Financial

• Financial Services
• 1 - 100 Employee

• Marketing Coordinator and Prequalification Specialist

  • May 2018 - Mar 2020

  •Maintain loan file (Sharefile stacking, 1003 import/review, MI quote, title package, etc.) •Pull and review credit report. Work with LOto complete processing duties by ordering third party services •Work verification of employment, consumer explanation letters, 4506T, and Borrowers Authorization forms as required •Review file by running AUS, and confirm loan meets guidelines for underwriter submission •Review all documentation and escalate any issues to the LO Assistant or Loan… Show more •Maintain loan file (Sharefile stacking, 1003 import/review, MI quote, title package, etc.) •Pull and review credit report. Work with LOto complete processing duties by ordering third party services •Work verification of employment, consumer explanation letters, 4506T, and Borrowers Authorization forms as required •Review file by running AUS, and confirm loan meets guidelines for underwriter submission •Review all documentation and escalate any issues to the LO Assistant or Loan Originator (LO) •Communicate updates, needs list, action reminders (disclosures), and statusof loan packages with Loan Originator, LOA(Assistant) and TransactionCoordinator •Update lead and long term follow up campaigns in BNTouch CRM software •Track all leads, applications, and loans in processingand weekly reviewthemwith LO and LOAto ensure deadlines andgoalsare being met Show less



One Child Matters

• Non-profit Organizations
• 1 - 100 Employee

• Lead Processor

  • Feb 2017 - May 2018

  Colorado Springs, Colorado Area Process all new sponsorships from OCM events and website. Ensure demographic information from sponsors is accurate by running addresses and names through various websites. Reactivate and reassign sponsorships upon request from call center associates and donor relations manager. Assist website correspondents with query clean up using CRM database to ensure proper coding is used for appeals on new sponsor forms. Assist contribution services by accurately inputting financial gifts from… Show more Process all new sponsorships from OCM events and website. Ensure demographic information from sponsors is accurate by running addresses and names through various websites. Reactivate and reassign sponsorships upon request from call center associates and donor relations manager. Assist website correspondents with query clean up using CRM database to ensure proper coding is used for appeals on new sponsor forms. Assist contribution services by accurately inputting financial gifts from sponsors, tracking monetary gifts on an excel spreadsheet, and opening and sorting mail. In absence of the sponsor relations manager, assign calls to call center associates.

• Donor Relations Specialist

  • Aug 2016 - Feb 2017

  •Serve as an interface to One Child Matters’ donors to build and maintain an effective ongoing operational relationship. •Generate donor satisfaction and loyalty by presenting a comprehensive and unmatchable donor experience. •Identify donor needs and collaborate internally with various departments to seek root cause resolutions and proactive improvement solutions to donor issues and concerns. •Develop and maintain exhaustive understanding of internal process workflows, pertinent… Show more •Serve as an interface to One Child Matters’ donors to build and maintain an effective ongoing operational relationship. •Generate donor satisfaction and loyalty by presenting a comprehensive and unmatchable donor experience. •Identify donor needs and collaborate internally with various departments to seek root cause resolutions and proactive improvement solutions to donor issues and concerns. •Develop and maintain exhaustive understanding of internal process workflows, pertinent business requirements including procedures and systems, and pertinent business schedules including events and outgoing media/communications. •Initiate external communications with donors, primarily via phone, in order to collect and update donor information necessary for organization operations.



Blazer Electric Supply CO

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Counter Sales

  • Dec 2013 - Aug 2016

  Take Sales Orders, Pull will call tickets, Organize will call shelves, Maintain Blazer Store, Stock counter displays



Blazer Electric Supply

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Assistant Warehouse Manager

  • May 2013 - Dec 2013

  6125 Omaha Boulevard Organize delivery routes, pull and stage delivery tickets, check inventory.