Experience

Symmetry Lending

• United States
• Financial Services
• 1 - 100 Employee

• Loan Processor

  • Jun 2021 - Sep 2023

  Eden Prairie, Minnesota, United States - Develops and maintains communication between Loan Coordinators, mortgage brokers, and other vendors to assist timely processing and closing of loan files. - Coordinates mortgage loan closing schedule and prepares files for closing working closely with title companies. - Reviews all closing documents to ensure that all required documents and information are present, and that the information contained in the documentation comply with company, regulatory, and investor requirements. -… Show more - Develops and maintains communication between Loan Coordinators, mortgage brokers, and other vendors to assist timely processing and closing of loan files. - Coordinates mortgage loan closing schedule and prepares files for closing working closely with title companies. - Reviews all closing documents to ensure that all required documents and information are present, and that the information contained in the documentation comply with company, regulatory, and investor requirements. - Reviews and approves closed loan packages, issues funding approval, and books loans to servicing system. - Monitors status of loans in pipeline on a regular basis. - Complies with company policies and procedures, regulatory requirements, and investor guidelines. - Cares for non-public information (NPI) regarding borrowers and ensures all applicable internal NPI policies and procedures are followed and confidentiality of borrower information is maintained. Show less



Stonebridge World School

• Office Manager

  • Aug 2020 - May 2021

  Minneapolis, Minnesota, United States - Supervises, mentors, and coordinates office workflow for office staff including training, planning, and assigning work. - Provides administrative/secretarial support to Director, administrators, and school staff. - Maintains and creates standard operating procedures to improve efficiency and communication across departments. - Set up New Employees with email, supplies, printing privileges, mailboxes, and personnel handbooks. - Participates in conference calls with vendors. Reviews… Show more - Supervises, mentors, and coordinates office workflow for office staff including training, planning, and assigning work. - Provides administrative/secretarial support to Director, administrators, and school staff. - Maintains and creates standard operating procedures to improve efficiency and communication across departments. - Set up New Employees with email, supplies, printing privileges, mailboxes, and personnel handbooks. - Participates in conference calls with vendors. Reviews contracts and quotes. Requests information as needed. - Field complaint calls from parents, attempt to reach a resolution, and submit parent concern to superior for record keeping. - Updates and maintains JMC Student Record Management Software. - Process enrollment packets with a comprehensive understanding of federal and state guidelines. - Participates in webinars (ie. Department of Education) to further understanding and stay up to date on changes affecting enrollment and data tracking of students for state reporting. - Maintains office records (filing systems, record retention, transfer student records) - Review/update daily transportation changes. Resolve any transportation issues with bus company, taxi, and van service. - Designs and distributes school signage, flyers, and mass mailings. - Notifies media through multiple platforms in the event of school closings. - Translates documents and interprets at conferences. Show less



Self Employed

• United States
• 700 & Above Employee

• Nanny

  • Sep 2013 - Aug 2020

  Greater Minneapolis-St. Paul Area - Creating a safe and stimulating environment for the children - Bathing and dressing - Changing diapers and potty-training, if age-appropriate - Children’s laundry - Planning meals, preparing food, and/or feeding the children - Arranging playdates and outings - Indoor and outdoor play - Educational activities and crafts - Carpooling or driving the children to school, activities, or playdates - Reading to the children - Help with homework - Spanish tutoring -… Show more - Creating a safe and stimulating environment for the children - Bathing and dressing - Changing diapers and potty-training, if age-appropriate - Children’s laundry - Planning meals, preparing food, and/or feeding the children - Arranging playdates and outings - Indoor and outdoor play - Educational activities and crafts - Carpooling or driving the children to school, activities, or playdates - Reading to the children - Help with homework - Spanish tutoring - Organizing bedrooms/toys - Administering medicine with parents’ consent, if necessary - Maintaining logs for the parents - Light housekeeping Show less



Leon Orthodontics

• Bilingual Patient Coordinator

  • Dec 2019 - May 2020

  Inver Grove Heights, Minnesota, United States - Balance complex financial accounts through research of treatment notes, records, financial contracts, estimated insurance payments and facilitate collection from applicable party when necessary - Submit medicaid pre-authorizations and insurance claims - Create financial proposals and manage contracts - Conduct initial orthodontic exams, determine treatment necessary and sell treatment plan to patient - Accurately enter detailed appointment notes and service charges for each… Show more - Balance complex financial accounts through research of treatment notes, records, financial contracts, estimated insurance payments and facilitate collection from applicable party when necessary - Submit medicaid pre-authorizations and insurance claims - Create financial proposals and manage contracts - Conduct initial orthodontic exams, determine treatment necessary and sell treatment plan to patient - Accurately enter detailed appointment notes and service charges for each patient seen - Create, review, and send consultation letters based on exam findings - Assist with triage of emergency cases via phone and email - Communicate with patients in person, phone, text and email - Coordinate patient care with insurance companies, other clinics, and referring providers - Interpret and translate Spanish Show less



Northmarq

• United States
• Real Estate
• 700 & Above Employee

• Commercial Insurance Analyst

  • Jul 2017 - Aug 2019

  Greater Minneapolis-St. Paul Area - Audit insurance certificates and policies to ensure conformity with investor and company regulations at renewal to ensure proper policy performance and compliance. - Plan and schedule own workload to most efficiently meet benchmarks, prioritizing according to risk and urgency with supervisor assistance. - Identify potential risk for the company and the investor, and promptly notify the appropriate parties, in accordance with company procedures. - Escalate high risk insurance… Show more - Audit insurance certificates and policies to ensure conformity with investor and company regulations at renewal to ensure proper policy performance and compliance. - Plan and schedule own workload to most efficiently meet benchmarks, prioritizing according to risk and urgency with supervisor assistance. - Identify potential risk for the company and the investor, and promptly notify the appropriate parties, in accordance with company procedures. - Escalate high risk insurance deficiencies, lapses, or other issues, promptly. - Provide premier customer service to investors, borrowers, agents and other staff. - Reach prompt and satisfactory resolution of insurance non-compliance, or other issues. - Conduct due diligence of loan documents to ensure proper loan setup and servicing of the loan. - Maintain and update commercial mortgage insurance files and servicing system files. - Monitor and collect Evidence of Insurance, upon expiration. - Monitor and update monthly loan reports utilized by investors and management to analyze potential risk. Show less



De Fazio

• Nanny

  • Jun 2016 - Jul 2017

  Greater Minneapolis-St. Paul Area - Plan and implement developmentally age-appropriate activities for multiple children of varying ages - Maintain accurate records of children’s daily activities - Manage time effectively to coordinate needs of household - Demonstrate flexibility with changing needs of household - Communicate with parents verbally and in writing.



Davidson Hospitality Group

• United States
• Hospitality
• 700 & Above Employee

• Guest Service Agent

  • Aug 2010 - Sep 2013

  Bloomington, Minnesota - Displayed outstanding customer service by processing quick and courteous transactions - Accurately managed cash drawer, redemption receipts, and waivers of liability - Resolved guest concerns professionally - Managed phone line answering questions and transferring callers to needed department - Collaborated with team members to run events and ensure all tasks completed - Deposited and exchanged funds at bank for various departments as needed - Cross-trained in different… Show more - Displayed outstanding customer service by processing quick and courteous transactions - Accurately managed cash drawer, redemption receipts, and waivers of liability - Resolved guest concerns professionally - Managed phone line answering questions and transferring callers to needed department - Collaborated with team members to run events and ensure all tasks completed - Deposited and exchanged funds at bank for various departments as needed - Cross-trained in different positions - Trained new hires Show less