Lisa Sandlin

High Energy, ability to engage and connect, award winning client service skills, results driven, takes initiative

Fort Worth, TX 76102

ad00nv@r.postjobfree.com

+1-817-***-****

Authorized to work in the US for any employer

Work Experience

Owner and Sole Proprietor

Lele’s Landscape Design & Maintenance - Fort Worth, TX July 2019 to Present

Created a second income source at something I am passionate about and enjoy the reward of helping people in my community create beautiful landscapes for their own enjoyment but also improving area neighborhoods overall beauty. I enjoy the physical demands as well as educating clients on the benefit of landscaping their home which for many is their largest financial investment. I also coach individuals and groups on personal herb and vegetable gardens from preparing the ground to planting and harvesting. I grew my business free of advertising costs I am a 100% referral based business. I have subcontractors on staff that have been vetted and are self insured. Department Manager/Sales Associate

Cost Plus World Market - Fort Worth, TX

July 2019 to May 2021

Manage 4 of the 7 total departments. Manage freight flow of all living and dining. Analyze reports to determine marketing focus. Reset all displays per corporate guidelines and schematics. Responsible for meeting daily, weekly and monthly sales goals. Coach associates on sales techniques and customer experience. Responsible for filling all online orders. Responsible for resolving all customer order discrepancies. Must meet minimum daily requirement of signing new customers up on rewards membership plan. Open and close the store on a rotating basis with GM and store manager which includes preparing cash tills for that days businesses well as brief all associates and cashiers on the daily focus and minimum expectations. Close the store which includes managing all staff to recover the entire store and have it ready dor next day business, balance all registers and prepare and make deposits, send multiple nightly reports to corporate, if there is a shortage over $50, prepare report, review and pull video footage of checkout area to determine if there was theft by an employee, forward report and all findings along with a summary and my opinion to regional manager. Assist in staff appreciation and recognition. Vice President of Business Development

Riley Wealth Advisors - Fort Worth, TX

March 2017 to August 2020

Identified work flow issues and implemented procedures to improve business process flows and overall departmental productivity

• Resolved issues and recommended actions based on production and compliance reports

• Increased efficiency by analyzing data and maximizing opportunities for improved productivity across sales and operations

• Identified and solved issues in the area of marketing and branding slowing increasing sales volume

• Mitigated business risks by working closely with CEO Caregiver

Family - Stephenville, TX

September 2015 to December 2017

Determined specific needs and provided most appropriate level of assistance needed to ensure well- being

• Performed household tasks such as laundry, dusting, washing dishes and vacuuming

• Helped with home management tasks such as preparing meals, grocery shopping, and cleaning

• Scheduled and transported to medical appointments

• Interviewed and hired caregiver, housekeeper, and property maintenance for part-time assistance Consulting Compliance Auditor

Ocwen Financial Services - Irving, TX

December 2014 to July 2015

Contracted to audit large block of modified mortgage loans sold in the secondary market that failed compliance standards and guidelines

• Acted as on-site Project Manager supervising 14 risk and compliance auditors

• Acted as on-site Project Manager supervising 14 risk and compliance auditors

• Partnered with senior management to collaboratively establish a logical cost and time-effective approach to execute project.

Senior Quality Assurance Analyst

Citi Mortgage - Irving, TX

January 2011 to February 2014

Analyzed critical performance behaviors and metrics to ensure agents met organizational objectives

• Conducted weekly call calibrations with compliance director and call center managers to ensure alignment across all lines of business

• Performed audits to determine accuracy, omission of data/information, process and/or system gaps

• Created documents necessary to perform timely quality assurance and control audit processes including itemized checklist, agent scorecard's, accuracy, consistency and error detection

• Created training manuals covering policy and procedure, compliance and investor guidelines, post call required account notations

Asset Manager/Short Sale Negotiator

Citi Mortgage - Irving, TX

November 2008 to January 2011

Analyzed submissions to determine eligibility based on financials, delinquent amount, multiple liens, appraisals, hardship, credit history and property condition

• Communicated regularly with mortgagors, agents, attorneys, investors, etc., from initial request to final close of workout Ran property valuation to decision the least loss by offering short sale, DIL (deed in lieu) or allow property to go to REO (real estate owned by the lender)

• Negotiated with real estate attorneys, third party mitigations and real estate agents to get the best price for the property. Managed portfolio of 150+ properties Senior Loan Officer/Team Lead

EMC-Bear Stearns - Coppell, TX

January 2007 to January 2008

Portfolio retention loan origination sales

Senior Loan Officer

PrimeLending Inc - Hurst, TX

January 2004 to January 2007

• 100% commission

• Produced my own business by networking, cold calling, purchased internet leads, developed relationships with builders, real estate agents, home improvement contractors, etc

• Successfully built a referral business in 18 months with 65% of my closings were referral business

• Consistently closed 8 -10 loans per month

Education

Associate's degree in Business Administration

Tarleton State University - Stephenville, TX

September 1979 to May 1981

Skills

• Financial Services

• Credit Analysis

• Loan Origination

• Portfolio Management

• Quality Assurance

• Quality Control

• Sales Management

• Mortgage Servicing

• Training & Development

• Business Development

• Negotiation

• Fair Housing Regulations

• Time and Task Management

• Loan Officer Experience

• Risk Management

• Presentation Skills

• Branding

• Underwriting

• Google Suite

• Outlook

• CRM software

• Microsoft Office (10+ years)

• Business Analysis

• Process Improvement

• Strategic Planning

• Account Management

• Research

• Management

• Banking

• Financial Report Writing

• Operations Management

• Computer Networking

• Recruiting

• Forecasting

• Social media management

• Analytics

• Leadership

• Communication skills

• Conflict management

• Sales

• Call center management

• Marketing

• Lending

• Financial Analysis

• Salesforce

Awards

Top Originator/Producer

June 2007

• Top producing loan officer out of 68 loan officers from June 2007- January 2008 Outstanding Customer Setvice

May 2011

• Was awarded outstanding customer service award many months in 2010-2011 Outstanding Team Lead

July 2012

• Demonstrated outstanding leadership and management skills.

• Demonstrated outstanding portfolio management abilities

• Demonstrated ability to maintain 100% compliant portfolio of over 2000 loans Outstanding Customer Recognition

February 2010

• Top recipient of customer written acknowledgment of services they received over the previous three months.

Certifications and Licenses

Series 7 & 63 License (expired) General Securities Representative Exam Uniform Agent State Law Examination

NMLS

Groups

Committee Member

August 2022 to Present

• Participate in all decisions for nonprofit fundraising for the historical Cemetary

• Participate in interviewing and selecting financial advisor and firm to represent the historic Cemetary investments

• Participate in organizing volunteers to assist hired groundskeeper with maintenance of the Cemetary

• Work with local law enforcement in policing the grounds and protecting the historic head stones and monuments of the city of Fort Worth’s founding citizens, military Generals, founding Major, founding Physicians, ranked Confederate war soldiers, founding business proprietors that their businesses are now publicly traded companies & grass root instrumental citizens and leaders of their time period. Additional Information

I have built a second source of income by creating a small boutique business doing landscape design and installation as well as outdoor living design, staging interior and exterior home to assist in selling the property.

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