Customer Support Loan Officer

Jessica Beane

512-***-**** * *************@*****.***

Professional History

Ovee 4 years of experience in overseeing and coordinating all pre-construction activities for 150-200 homes per year. I work well with my teammates and built strong relationships with all entities. I adapt well to change and unexpected change.

Buffington Homes May 2015 – July 2021

Starts coordinator

Compiled all items needed to apply for all permits, utilities and architectural approvals

Maintained accurate request worksheets for vendors, permit and utility fees and timelines

Issued purchase orders for all pre-construction costs

Maintained all utilities for each community

Ordered plot plans, foundations and reviewed for accuracy

Monitored and maintained starts reports

Requested lot checks and reviewed for accuracy

Redlined all plans and documents accordingly

Distributed start packs to the field and send start emails

Assisted in starting new communities, and set up sales trailers

Built positive rapport with all municipalities and vendors

Assisted purchasing and construction departments

CE21 - Continuing Education for the 21st century 2013 – 2015

Customer Support

Provide phone support for online continuing education certification

Provide technical support for online webcasts, digital seminars, video on demands

Help customers obtain access to their accounts and webcasts

Assist customers with their certificates

Process credit card payments and refunds

Enroll customers/groups for our online webcasts

Flash Tattoos 2013 - 2015

Customer Support

Provide Online support to customers

Assist customers with orders and shipments

Process credit payments and refund

Send out replacement orders

Provided support for our marketing team.

AFLAC, Austin, TX 2006 – 2009

Insurance Agent

Obtained insurance license

Provide quality assistance to District Manager, clients, and prospective clients

Develop and maintain pipelines and project calendars on a weekly basis

Assist clients with claims

Create and deliver reports and proposals to manager, clients and prospective clients

Capital Mortgage Co., Austin, TX 2003 – 2004

Loan Officer Assistant / Human Resource Assistant

Provide quality assistance to loan officer, borrowers and prospective clients

Develop and maintain pipelines and project calendars on a weekly basis

Assist loan officer with obtaining all needed documentation from borrowers

Develop files from start to finish for all loans to be submitted for approval

Coordinate and schedule closing for borrowers

Follow ups to make sure that loans are funded

Provide other assistance as requested by the loan officer, realtors, lenders and borrowers

Columbia Universal Life Insurance 1994 – 2002

Payroll and Benefits Specialist

Responsible for all phases of semi-monthly payroll for 100+ employees.

Worked closely with CFO reconciling payroll accounts. Responsible for monthly, quarterly and annual reports

Assisted department heads with monthly and annual reviews

Responsible for administering (maintenance, reporting, renewals, audits, etc.) of all employee benefit programs such as health insurance, S125 plan, disability insurance, life insurance, workers compensation, employee assistance, retirement, COBRA, FMLA

Assisted employees with benefits issues by serving as a liaison between the employee and the insurance carriers

Managed the annual benefits open enrollment and annual review process

Respond to employee relations concerns

Conducted new hire orientations and exit interviews

Process unemployment claims, as necessary

Maintain personnel files

Assisted with development of employee handbook and a policies and procedures manual

Banc One Mortgage Corporation 1993 – 1994

Administrative Assistant / Office Manager

Immediate assistant to Vice President and seven Loan Officers with responsibilities including organization of a thirty person processing center and eleven offsite employees

Handled general administrative duties

Responsible for AP/AR, monthly reports and commission

Created promotional advertisements for the Loan Officers

Coordinated communication setups, updates, staff changes, meeting and schedules

Liaison between personnel and accounting departments

Maintained inventory and supplies

XTI, Incorporated, Austin, TX 1989 – 1993

Office Manager

Handled general administrative duties

Maintained accounts payable & receivables

Created financial statements for car manufacturers and provided customer support

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