Experience

National MI

• United States
• Insurance
• 200 - 300 Employee

• Executive Assistant

  • Mar 2022 - Present

  Emeryville, California, United States Provide Executive-level administrative support to the SVP, Underwriting and Risk Operations and SVP, Chief Information Officer.

• Senior Operations Coordinator

  • Nov 2016 - Feb 2022

  Emeryville, CA Provide executive-level administrative support to Underwriting fulfillment VP and SVP of Underwriting and Risk Operations Prepare periodic reports for NDU management regarding team productivity, quality, and lender specific results Assist in preparation of training plan, materials, documents, and presentations for underwriting and processing teams Oversee and Organize Operations SharePoint site for efficient formatting, content, and filing system, to support both internal… Show more Provide executive-level administrative support to Underwriting fulfillment VP and SVP of Underwriting and Risk Operations Prepare periodic reports for NDU management regarding team productivity, quality, and lender specific results Assist in preparation of training plan, materials, documents, and presentations for underwriting and processing teams Oversee and Organize Operations SharePoint site for efficient formatting, content, and filing system, to support both internal teams and external vendor resources, teams Arrange and coordinate details of travel arrangements, meetings, and calendar management Successfully plan and execute annual Regional Underwriting team meetings, lunches, and team building events for Operations Effectively generate monthly invoices for Contract Underwriting, while sustaining revenue collections above 90% Reconcile Non-Delegated invoices for accuracy and completeness, allowing for payments to be issued promptly Reconcile monthly expense reports reflecting supporting documents and budget code indexes in adherence to NMI expense report policy Review, identity, and obtain missing documents to complete monthly Forced Rate Audits for Servicing and Origination departments, resulting in 100% accuracy Order office supplies and maintain inventory Process and submit on-board and off-boarding tickets for Contract/vendor employees Known for my high level of professionalism and ability to handle multiple assignments for Operations

• Underwriting processor

  • Jun 2015 - Oct 2016

  Emeryville, California Identify and reconcile mortgage insurance loan file submission discrepancies regarding data entry or documentation Work closely with the underwriters to request, obtain and follow up on outstanding customer missing document requests to ensure a timely response Assist underwriters in the follow up of any outstanding loan conditions requested from the customer Effectively communicate with the internal and external customers to maintain excellent customer service Handle… Show more Identify and reconcile mortgage insurance loan file submission discrepancies regarding data entry or documentation Work closely with the underwriters to request, obtain and follow up on outstanding customer missing document requests to ensure a timely response Assist underwriters in the follow up of any outstanding loan conditions requested from the customer Effectively communicate with the internal and external customers to maintain excellent customer service Handle customer inquiries as appropriate and elevate inquiries to the appropriate party as necessary Process loans in a timely manner to support National MI’s committed turn times Meet the production and quality standard metrics established by the Underwriting Department



Heald College

• Higher Education
• 700 & Above Employee

• Financial Services Advisor

  • Jan 2010 - Apr 2015

  Concord, CA Conduct Financial Aid interviews with new, continuing, and reentering students Determine Title IV eligibility through an approved needs analysis Financial Aid software systems for students requesting Financial Aid Track and maintain file intake completion throughout the enrollment process for all students interested in applying for financial aid, and update approved tracking system for new applications and missing documents to allow for timely follow up and completion in… Show more Conduct Financial Aid interviews with new, continuing, and reentering students Determine Title IV eligibility through an approved needs analysis Financial Aid software systems for students requesting Financial Aid Track and maintain file intake completion throughout the enrollment process for all students interested in applying for financial aid, and update approved tracking system for new applications and missing documents to allow for timely follow up and completion in accordance with company policies and procedures Inform students of their financial obligation, the institutions financial aid options, and financial policies and procedures as related to their educational expenses Effectively pursue Bad debt collections and follow Heald’s standard procedure to ensure aging balances are taken care of for in house and private loan payment plans Responsible for business office invoices, and preparing necessary documentation, resolving all issues in order to collect funds from third parties Daily reconciliation of all student accounts for Title IV funds ensuring all disbursements are paid within strict deadlines to both Students and Lenders Perform cashiering reconciliation for monthly audit Strong ability to use sound judgment in responding to issues and concerns with excellent customer service Seamlessly multi-tasks between multiple projects, phone calls, staff, students, and visitors while providing excellent customer service Aids the Senior Director of Admissions in weekly meetings by running several reports in a timely manner Accurately audits files and academic records for compliance Show less



Downey Savings

• Banking
• 100 - 200 Employee

• Production Assistant

  • May 2003 - Oct 2008

  Walnut Creek, CA Effectively communicated and facilitated mortgage transactions between Mortgage Brokers and Account Executives Managed and processed all incoming documents to meet strict deadlines Provided excellent customer service amongst internal and external staff Clearly and effectively spoke to borrowers and other employees to ensure loans were processed and completed by date of close Read and interpreted borrower loan documents, and credit bureau reports Initiate… Show more Effectively communicated and facilitated mortgage transactions between Mortgage Brokers and Account Executives Managed and processed all incoming documents to meet strict deadlines Provided excellent customer service amongst internal and external staff Clearly and effectively spoke to borrowers and other employees to ensure loans were processed and completed by date of close Read and interpreted borrower loan documents, and credit bureau reports Initiate collection for all additional documents needed to process files Assisted in successfully gathering Broker documents for approval to facilitate business with wholes sale account executives for Downey Savings Prepared marketing materials, rate sheets, reports for pipeline management, and set daily appointments for Whole Sale account executives Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Specialized Services

  • Jul 2001 - May 2003

  Concord, Ca Assisted customers in filing claims due to unauthorized or revoked transactions Researching and following up with complex situations Answered approximately 150 calls per day on average while providing excellent customer service in a phone center environment Assisted customers with transactions inquiries to their banking accounts