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Manager Assistant

Kansas City, Missouri, United States
May 29, 2018

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**** *. **** ******

Kansas City, MO 64131


Seeks senior-level operations, administrative or mortgage support position

with advancement and development opportunities.


Proven ability to manage processes critical to business operations as well as support executives and serve as liaison with internal and external clients

Fields inquiries, requests for information, and communications (telephone, electronic and paper-based) for executives

Reviews operating practices and makes improvements when necessary

Conducts research; gathers, assembles and reports data for decision making purposes; prepares a wide variety of documents, e.g. reports, financial statements, presentations, correspondence

Manages workflow and moves it forward; tracks, monitors, and updates projects and data

Is PC proficient: Uses Windows, Word, PowerPoint, Excel, Access, Outlook, and Lotus Notes

Is customer focused, organized, efficient, and detail minded

Holds a degree in Management and Marketing.


First Mortgage Solutions – Mortgage – Kansas City, MO May 2017 – March 2018

Mortgage Company

Administrative Assistant/Post Closer

Reviews loan closing packages for accuracy in compliance with mortgage checklist; if documents are missing or inaccurate in packet then get corrected document from Title Company, Closer or Processor.

Distributes incoming calls from Third Party companies to Loan Officers licensed in the prospective Borrower’s state.

Review suspense items generated from the Investor; coordinate with other Operations Team members to get the necessary documents or corrections to satisfy the suspense items and upload to the investor for purchase of the loan.

Review Final Title Policies and Deeds of Trust for accuracy. If there are any necessary changes will coordinate with Title Company for corrections.

Review Collateral (Note) for proper signature(s) along with Allonge to ship to corresponding warehouse.

Leader One Financial Corporation – Mortgage – Overland Park, KS September 2015 – May 2017

Offers the top mortgage products available in the market today.

Post Closer/Appraisal Desk

Reviews closing package that are uploaded in Encompass on my pipeline for accuracy. If changes or documents are missing e-mail Closer, Title Company or Processor for corrected items so completed package can be uploaded and shipped to Investor for review and purchase.

Monitor Appraisal Desk for e-mails from Closer, Appraiser and Borrowers for any changes to the Appraisal; If changes are needed coordinate with Appraisal company.

Review and upload Final Title Policies and Deeds of Trust/Mortgages on an established spreadsheet for auditing purposes as well as for e-filing storage.

FPD Management, Inc. – Real Estate - Kansas City, MO December 2014 – June 2015

A full service real estate company uniquely positioned to offer service in property management, community planning and development and real estate transactions.

Office Manager – Multiple Sites

Assist Managers with keeping current Insurance Certificates of Occupancy and Compliance reports at each facility.

Train Managers on how to use Microsoft Office more efficiently in their day to day duties.

Serve as Manager while Associates are on vacation, sick or PTO.

Completing special assignments as outlined by the Corporate Office

Training: file administration, electronic and physical

Assist Managers with recertification applications for residents annually at each facility.

Examinetics – Operations – Overland Park, KS April 2014 to December 2014

The largest provider of mobile and on-site occupational health screening and data management services in the United States…

Data Processing Specialist I

Performs assigned data processing and reporting functions, including but not limited to data entry, review, correction, report processing and self-quality checks on all states of processing.

Representative specific duties:

Track and control datapack assignment ensuring turnaround goals are met.

Manually enter and upload Data.

Key or upload data entry

Enter data into the appropriate client and employee records.

Review work under and/or Operations Order instructions and comply with special processing requests.

Provide construction feedback regarding the data quality of the technicians.

Proofread own work to ensure data integrity.

Commerce Bank – Mortgage Department – Kansas City, MO May 2012 to January 2014

A diversified financial services provider for business and personal banking, wealth management and estate planning, investments...

Loan Processor/Closer I

Provides support to the loan closer and is incumbent with a working knowledge of all loan documentation, both credit and closing documents. Provides strong clerical and communication skills and a complete understanding of and adherence to the safeguarding of sensitive information

Representative specific duties:

Follow-up for closed loan packages.

Subsequent to disbursement, review closed loan documents for accuracy and compliance with all state and federal lending regulations. Ensure all required credit and legal documents are included in final loan file.

Submit files for government insurance.

Disburse loan proceeds (Funding loans)

Ship files to secondary marketing, FHA, VA and /or loan servicing.

Provide support to the Re-disclosure Department in following up with erroneous information on the Note, Deed of Trust and Legal description within the Loan.

IAC Group, Inc. (Individual Assurance Co.) – Prairie Village, Kansas July 2009 to February 2012

IAC offers a full range of insurance, debt protection, and reinsurance programs.

Executive Assistant

Provide administrative and operations support for company executives.

Representative specific duties:

Coordinate, track and provide status updates on project-based work; ensure completion of project-based work

Review operating practices and implement improvements where necessary

Prepare and edit correspondence, financial statements, presentations and other documents using word processing, spreadsheet, database, or presentation software

Organize, file and retrieve documents and reference materials; manage and maintain the corporate library

Conduct research; assemble and analyze data to prepare reports, presentations, and other documents

Manage and maintain executives’ schedules, appointments and travel arrangements

Arrange and coordinate meetings and events

Record, transcribe and distribute meeting minutes

Monitor, respond to and distribute incoming communications.

Answer and manage incoming calls when caller requests to speak to an executive; receive and interact with visitors and external clients

Handle all forms of internal and external information requests.

Set-up and monitor structure of corporate server documents to meet requirements of corporate retention policy and facilitate efficient storage/retrieval of such documents.

Highwoods Properties, Inc. – Kansas City, Missouri November 2001 to March 2009

Company sells, leases and manages commercial property.

Administrative Leasing Assistant

Supported executive officers (i.e. Director of Leasing and Director of Retail Operations.

Representative specific duties:

Prepared proposals, correspondence and leasing packets to send to prospective tenants

Prepared and calculated lease analysis

Updated lease outline drawings for potential retail and restaurant spaces

Served as liaison between Leasing and Architectural Departments

Coordinate appointments and Hotel reservations for Prospective Tenant Executives from major cities

Maintained lease files and spreadsheets

Made appointments for Director of Leasing

Monitor Manager and Assistant Manager list for all stores at the Mall

Created leasing spreadsheets and formulated data for shopping center and neighborhood


Prepared expense reports and check requests

Gathered research on retail trends and shopping mall data

Answered leasing inquiries

Coordinate and tract Sales Reports for Plaza Tenants as well as other Shopping Centers

Prepared lease application information prior to lease execution

Assisted Leasing Director with showing space to prospective tenants

Coordinate Certificates of Insurance for Retail and Property Management

Prepared the Director of Leasing and Retail Operations for the ISCS Convention yearly.


Master’s degree – Management / Marketing

School of Professional and Graduate Studies

Baker University; Overland Park, Kansas

Bachelor’s degree – Molecular Biology

University of Missouri - Kansas City


Societa Docta, Inc.

Mentee (2015)

Baker University

Alumni Association Board of Directors (2013)

University of Missouri - Kansas City / College of Arts and Sciences

Alumni Board of Directors (2011)

Friends of the League Auxiliary

Urban League of Greater Kansas City (2011)

GLOW, Inc.

Board of Directors (2011)

Alpha Kappa Alpha Sorority, Inc.

Member (1993)

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