Sara Woodman Mannino
Loan Officer Assistant at Pivot Lending Group- Claim this Profile
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Portuguese Full professional proficiency
Topline Score
Bio
Credentials
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SAFE MLO Test
NMLSApr, 2022- Nov, 2024 -
20 hour Mortgage Pre-License Course
NMLSDec, 2021- Nov, 2024 -
Licensed Tax Preparer
Internal Revenue ServiceDec, 2020- Nov, 2024
Experience
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Pivot Lending Group
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United States
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Financial Services
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1 - 100 Employee
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Loan Officer Assistant
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Feb 2021 - Present
Professional Summary: Create and nurture client relationships to retain existing clients and draw referrals for new business. Serve as a concierge for clients during their loan process. Key Responsibilities: ▪ Prepare and set up loans. ▪ Collect, review, and evaluate income, assets, and credit documents. ▪ Maintain client contact through phone, email, and text. Update clients on loan status, request documents, and walk clients through disclosures. ▪ Run DU, order appraisals, check title rates. ▪ Track lock dates, appraisals, closing disclosure and other key items. Achievements: ▪ Completed and passed 20-hour Pre-License Course ▪ Passed SAFE MLO Test – April 2022 Show less
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Adesa Auto Auction
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Belton, Missouri, United States
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Block Clerk
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Nov 2017 - Jan 2021
Professional Summary: Applied professional expertise and passion for excellence to support high volume auction company. Updated system as new vehicles were presented for sale, entered pertinent information about vehicles, and updated final disposition of vehicle upon close. Delivered impactful, timely solutions meaningful to customer while following up to ensure issues were resolved. Administrative Responsibilities: -Communicated with multiple channels and cross-functional teams to support staff, buyers, and sellers providing key information before being asked. -Performed administrative support including data entry, word processing, proofing, and editing documents, and creating reports. -Assisted auctioneer with information verification and bid review. -Supported administrative and office infrastructure. -Collaborated with Accounting department to ensure accurate and organized documentation/files. Show less
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H&R Block
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United States
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Retail
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700 & Above Employee
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Virtual Tax Associate, Seasonal
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Dec 2019 - Apr 2020
Professional Summary: Provided expert guidance, tax explanations, and advice for preparing amended returns, e-filed returns, extensions and quarterly payments for individuals and small businesses. Identified unusual income and expenses items. Examined and reviewed transactions to ensure accuracy. Organized and maintained financial records. Key Responsibilities: -Downloaded and reviewed information and documents provided by clients for their tax returns. -Applied defined practices, procedures, and company policies to troubleshoot and resolve product and tax support customer inquiries. -Interacted with customers via chat and phone utilizing strong written and verbal skills as well as deep customer empathy. -Interviewed clients to ensure information provided was correct and clients received all tax deductions and credits available to them. -Researched tax questions, technical program issues, and assisted clients with program navigation. Achievements: -Provided impeccable client service and consistently received 5-star reviews. -Obtained position and certification as Tax Associate based on customer service, work ethic, and commitment to organization’s mission. Show less
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Pleasant Hill R-III School District
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1 - 100 Employee
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Subtitute Teacher, Elementary/Intermediate/Middle Schools
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Aug 2016 - May 2018
Position Summary: Collaborated with counselors, teachers, parents, and support staff to promote positive student behavior. Developed lesson plans and adjusted as needed to present materials in succinct and coherent style. Differentiated instruction to meet students' needs. Leadership Responsibilities: » Established great rapport with students, parents, and faculty by utilizing positive interactions to foster an environment of mutual respect and trust while adhering to the mission of the school. » Supervised and provided a safe and positive learning environment for children while adhering to guidelines and objectives of organization and program initiatives. » Delivered high-quality, professional learning that was accessible and relevant to students. Administrative Responsibilities: » Provided direct support to office staff (Principal and teachers), including correspondence, scheduling, ordering and various clerical duties. » Collected attendance information from teachers and inputted information into the school district’s data system. » Assisted with dismissals ensuring students took assigned transportation home. » Communicated with parents/guardians regarding unverified absentees. » Resolved routine and non-routine administrative problems. » Assisted staff, current and potential students, with any questions or problems. » Worked on special projects as requested by Principal. Key Responsibilities: » Developed and implemented effective teaching strategies and techniques. » Provided feedback to full-time teachers regarding classroom dynamic and performance while they were absent. » Encouraged and monitored the progress of students. » Maintained classroom management strategies and applied advanced teaching capabilities in all subject area. Show less
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Education
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1995 - 1998
University of Central Missouri
Business Administration and Management, General -
1994 - 1998
Longview Community College
Business Administration and Management, General -
1992 - 1995
Harrisonville High School
High School Diploma
Community
