Julie Stephenson

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

Cleburne, TX 76031

817-***-****

www.linkedin.com/in/julie-stephenson-a21330a4

ad0csn@r.postjobfree.com

Administrative assistant with more than 25 years of experience managing business office functions and providing executive level support. I am seeking a position with a family-owned organization where I can apply my detailed- oriented talents and my flexible personality.

PROFESSIONAL EXPERIENCE:

Guild Mortgage June 2020-Present Transaction

Coordinator

Monitor key dates related to loan transactions and respond accordingly.

Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature.

Conduct a thorough review of documentation received to ensure the FHA/VA/Conventional guideline are being met.

Handle escalated files that may have credit, employment, or asset problems.

Manage assigned originator's database; tracking active loan(s) and entering data as needed.

Coordinate with all parties involved to ensure an easy and on-time closing.

Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.

Provide any necessary administrative assistance through production and the underwriting process.

Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.

Communicate empathetically with customers and help them through the loan approval process in a fast, fair, and easy manner.

Heavy follow-up with brokers

Order office supplies

Granbury ISD August 2009-June 2020

Teaching Assistant August 2009-August 2012; August 2013-June 2020 Front Office Receptionist August 2012-August 2013

Assist classroom teachers in devising special strategies for reinforcing learning materials and skills based on an understanding of each student’s needs, interests, and abilities.

Facilitate curriculum-based testing and state-mandated testing.

Serve as main source of information to any guest teacher assigned in the absence of the regular certified staff.

Perform clerical and instructional duties as assigned for campus special ed team.

Maintained daily attendance records.

Answered phones

Supported campus administration, teaching staff and other staff as needed

Maintained campus calendar of events and administration calendars

Maintained and organized filing system of student records Cheyne Eye Center May 2008-August 2009

Office Manager

Responsibilities include the entire spectrum of all personnel involvement.

Oversee training, set up procedures and office policy guidelines, payroll, accounts receivable and payable.

Executive assistant to chief physician.

Coordinated workflow and supervised three support staff.

Prioritized and delegates tasks to support staff.

Tracked office expenses and created monthly reports for chief physician.

Prepared invoices and performed daily banking operations.

Calendar management-Coordinate meetings, appointments and schedule First Residential Mortgage – July 2000-August 2002 Executive Assistant

Executive assistant to two CEOs

Calendar management

Coordinated travel – flights, lodging and car rental

Assisted in the processing of both CEOs files to FHA, VA and Conventional guidelines.

Ordered supplies as needed.

Skills

Microsoft Office Suite, Salesforce, SAP Concur, Speedpay, customer service experience, creative problem solving, excellent organizational skills, communication, data entry, strong writing, calendar management, travel arrangements.