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Project Coordinator Mortgage Loan

Location:
Kissimmee, FL
Salary:
20
Posted:
June 29, 2024

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Resume:

Deborah A. Martin

Kissimmee, FL *****

************@*****.***

850-***-****

Objective:

Initiative-taking and experienced professional seeking an administrative role in the insurance, local government, or construction industry. Bringing over twenty years of diversified administrative and supportive office experience. Recently relocated to Kissimmee, FL to be near my family. Education/Certificates/Licenses

CSR-440 Certification (10 years)

Public Notary

Skills/Who I am:

• Proficient in 10-key calculator

• Proficient in multiple line communication systems

• QuickBooks

• Proficient in banking software

• MS Office

• Strong communication and interpersonal skills

• Ability to work independently and as part of a team

• Excellent problem-solving abilities

• Time management and organization skills

• Works with a sense of urgency

• Superior follow-up and follow-through

• Excellent written and verbal communication skills Experience:

Project Coordinator/Permit Coordinator

New South Window Solutions of Pensacola

Pensacola, FL

January 2022 - Present

• Obtain documents from Production Management to facilitate the permit application process

• Obtain all required approvals for permits and function as liaison between the company and each municipality

• Prepare and submit applications to various agencies/ boards having jurisdiction over required permits and/or approvals

• Coordinate paperwork and applications with outside consultants

• Submit paperwork for permits

• Work closely with the municipalities on the status of permits and ensure they are processed in a timely manner

• Produce and maintain schedules for all communities and coordinate with municipalities from approval to final stages of permitting process

• Enter permitting data into CRM

• Prepare job packages for Production Management Team

• Establish a clear line of communication with the Factory Sales Representatives for customer support as needed

• Maintain all company files relating to, approvals, licenses and permits Mortgage Loan Processor

North American Savings Bank

Pensacola, FL (Hybrid)

November 2020 - January 2022

• Answered incoming calls regarding mortgage products

• Assisted borrowers in gathering and obtaining documentation for loan processing

• Requested information and documentation from third parties such as payoff information, credit supplements, and employment verification

• Maintained the mortgage process "pipeline" to ensure proper timeframes were met

• Knowledge of lending procedures, regulations

Mortgage Loan Processor

Navy Federal Credit Union

Pensacola, FL

October 2019 - November 2020

• Answered incoming calls inquiring about mortgage products

• Obtained and reviewed all documentation submitted by members for loan process

• Requested information such as loan payoffs, credit supplements, verification of employment, and credit reports

• Adhered to banking policies and lending policies Appointment Scheduler

Gastroenterology Associates

Pensacola, FL

June 2018 - October 2019

• Answered phones and scheduled appointments

• Obtained all insurance verifications and referral authorizations

• Scheduled surgery procedures for patients

• Advised patients of surgery protocols and instructions prior to procedures

• Followed up with patient care post-procedures

Customer Service Representative

Hiles-McLeod Insurance

Pensacola, FL

April 2015 - April 2018

• Assisted customers with insurance policies via telephone and in person

• Underwriting services and provided new business insurance quotes

• Reviewed policies for accuracy of information

• Generated invoices and processed insurance payments from clients

• Performed general office duties such as filing, typing, opening, and sorting mail Personal Lines Account Manager

Underwood, Anderson and Associates

Pensacola, FL

February 2006 - March 2012

• Managed incoming and outgoing calls

• Typed insurance product policies

• Managed all communication procedures such as fax, mail, email, etc.

• Facilitated communications between mortgage companies and clients

• Settled insurance claims and verified accuracy of all policies

• Provided insurance quotes to clients and explained policy benefits and coverages

• Processed client payments



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