Project Manager Customer Service
Resume:
JORGE H. FIGUEROA, MBA
**** ****** **., *******, ** 32812 Mobile: 262-***-****
******.*************@*****.***
OBJECTIVE: Enthusiastic, self-motivated professional looking to secure a position where my
underwriting knowledge and attention to detail skills can be maximized. To
provide proactive solutions to clients and business partners to improve their
profit margin and create overall value.
EDUCATION: Master of Business Administration
University of Phoenix – December 2010
Bachelor of Science in Business Management (Finance) & Spanish
University of Wisconsin-Parkside – December 2000
WORK EXPERIENCE:
Admissions Advisor 10/2013-Present
Kaplan Higher Education Orlando, FL
Recruit and advise prospective students regarding educational opportunities available at the
•
university.
Conduct student appointments to discuss admission requirements, degree options, and
•
provide information on university rules, policies, and practices.
Probe students for motivation and create realistic expectations as to the rigor of the
•
program.
Ensure new students are oriented on university policies, services, and resources prior to
•
enrollment.
Guide students through application for admissions process.
•
Inform students and collect required documentation for verification and matriculation
•
process.
Understand degree completion requirements and keep up with academic curriculum
•
changes.
Account Executive/Project Manager 8/2010-9/2013
Innovative Dynamic Networks, Inc. Racine, WI
Create partnerships with prospective business partners, suppliers, government officials,
•
and clients.
Contact potential contract leads to provide solutions to their IT infrastructure, networking
•
and VOIP system needs.
Conduct business appointments to discuss system requirements and options, and provide
•
information on IDN’s products and services that will address the client’s needs.
Consult clients as to possible financing options such as government grants, and federal
•
and state tax incentives available.
Ensure all licenses, certifications, and permits are active prior to executing contracts.
•
Guide and supervise employees through product installation process; including, but not
•
limited to CAT5e, fiber optic, switches, servers, racks, access points, etc.
Order supplies; maintain inventory records, and keep employee time records for each
•
assignment.
Maintain open communication with clients, architects, construction companies,
•
electricians, and sub-contractors to create a cohesive working environment.
Oversee projects from start to finish to ensure timely delivery, assure quality, and address
•
any client concerns or questions during the duration of the project.
Enrollment Counselor 3/2008-7/2010
University of Phoenix Glendale, WI
Recruit and advise prospective students regarding educational opportunities available at
•
the university.
Contact potential students by calling database provided and disseminate university course
•
information about undergraduate and graduate programs.
Conduct student appointments to discuss admission requirements, degree options, and
•
provide information on university rules, policies, and practices.
Probe students for motivation and create realistic expectations as to the rigor of the
•
program.
Ensure new students are oriented on university policies, services, and resources prior to
•
enrollment.
Guide students through application for admissions process; including, but not limited to
•
admissions application, and transcript review following established processes and
standards.
Assist students with financial applications process and educate students on federal
•
guidelines for financial aid funds utilization, terms and conditions, and alternate funding
options.
Inform students and collect required documentation for verification and matriculation
•
process.
Understand degree completion requirements and keep up with academic curriculum
•
changes.
Evaluate degree of preparedness of students and make recommendations on degree
•
modality options based on student’s skill level.
Train and guide students on the Online Learning System tools and resources available.
•
Assist students with registration process for workshops, tutorials, and required activities
•
prior to beginning of classes.
Track and monitor current student progress; and assist students on an on-going basis.
•
Due Diligence Underwriter 3/2006-2/2008
Mortgage Data Management Corporation Sussex, WI
Due diligence underwriting of files being sold in secondary market both in-house and on
•
client’s sites.
Reviewed files for deviations and red flags, comparing data from seller to actual
•
documentation being presented to buyer.
Underwrote files to specific underwriting guidelines provided by lenders involved in
•
transaction.
Conducted FHA, HMDA, scratch and dent, income and asset verification, credit and
•
compliance, note and appraisal reviews.
Made decisions to approve/deny loan transaction based upon client’s guidelines and all
•
compensation factors for credit and/or compliance.
File management and accountability; checked out and returned all files accordingly to file
•
storage.
Adjusted quickly to changes in underwriting guidelines and/or variation of review types.
•
Loan Originator 11/03-3/2006
Irwin Mortgage Corporation/Steward Mortgage Inc. Racine, WI
Process loan files from start to finish based on lender specific underwriting guidelines.
•
Attend workshops and instructive events sponsored by lending partners to stay up-to-date
•
on new products and guidelines.
Contact and meet with realtors in order to communicate up-to-date information of new
•
mortgage products and business tools that could be used to find new solutions to
customer needs.
Advise customers on available financing options and mortgage products by analyzing
•
their needs and identifying loan products that could meet their underwriting
requirements/limitations.
Branch Manager/Loan Originator 10/01-10/03
Tri State Mortgage, Inc. Racine, WI
Managed a mortgage brokerage office team composed of twelve loan officers and two
•
processors.
Researched new lenders and products to enhance our ability to better serve our diverse
•
clientele. Made decisions based on underwriting guidelines and customer needs.
Developed organizational systems and databases to keep track of customers, team
•
performance, organizational goals, and accurate records of financial expenditures and
profits.
Trained inexperienced loan officers and processors in: RESPA Documentation and
•
Adherence, Customer Service, Loan Origination, Lead Generating, and Calyx Point.
Ensured that company policy, objectives, and practices were followed.
•
Developed marketing strategies to increase the volume of incoming business.
•
Admissions Counselor/Latino Enrollment Specialist 01/01-09/01
University of Wisconsin-Parkside Kenosha, WI
Recruited and advised prospective students regarding educational opportunities available
•
at the university.
Contacted potential students by visiting national and state college fairs, high schools,
•
two-year colleges, and community organizations.
Worked with high school counselors to keep them updated concerning opportunities at
•
the university.
Tracked, monitored, and assisted prospective students on an on-going basis.
•
Developed, coordinated, and implemented campus open house programs for Latino
•
students.
Coordinated all recruiting activities in concert with other minority recruiting initiatives in
•
the office and assisted with the preparation of diversity programs.
Synchronized activities with academic departments and student support offices at the
•
university and kept informed about changes in academic programs to better serve
students.
SKILLS & QUALIFICATIONS:
Strong organizational and time management skills.
•
Strong use o logic and reasoning to identify alternative solutions, conclusions and
•
approaches to problems.
Good written and spoken communication skills.
•
Excellent teamwork environment skills.
•
Fluent in spoken and written Spanish.
•
Proficient in Microsoft Office, Calyx Point, and Loansoft software, and able to easily
•
learn industry specific programs and productivity tools.
Experienced in public speaking and people skills.
•
Well-known for having strong managerial, planning, and organizational abilities, plus
•
attention to detail.
LEADERSHIP/ORGANIZATIONAL EXPERIENCE:
Former participant in the Latino Nonprofit Leadership Program 2004.
•
Former board member for Matthew 25 Catholic Latino Youth Ministries and Casa Cesar
•
Chavez, Racine, WI.
Served as Commissioner for the city of Racine’s Cable Television Commission (Public
•
Access Racine-CAR25 Channel).
Founder of Omicron Chapter of Omega Delta Phi Fraternity, Inc. at the University of
•
Wisconsin-Parkside, first chapter in Midwest Region.
Former Midwest Region Board member for Omega Delta Phi Fraternity-VP of Finance.
•
Omega Delta Phi Wisconsin Alumni Association Board member.
•
Hispanic Entrepreneurs of Wisconsin (HEW) Board member.
•
REFERENCES: Available upon request.
Contact this candidate