Project Management Customer Service
Resume:
Peter Squittieri
Lake Worth, Fl 33467
954-***-**** – **********@*****.***
Career Objectives
Results-focused professional with diverse experience in logistics and project management. Skilled in conflict resolution, strategic planning, needs assessments, account management and complex problem resolution, my career has focused on streamlining processes to meet deadlines and budgetary considerations.
Special Skills
Financial Planning & Project Management
US Veteran
Calyx Point Software
Octane Mortgage Software
Surefire CRM Software
Floify CRM Software
Shape CRM Software
BNTouch CRM Software
QuickBooks 2012-2016 Pro-Advisor
Microsoft Word
Lender Homepage Software
QuickBooks P.O.S. Pro-Advisor
QuickBooks Operations Consultant
Various Inventory Software
Pro Edge Build Scheduling Software
Pro Edge Service Scheduling Software
Various Service Program Software
Microsoft Excel
Employment
Leisure in Montana
Assistant manager
●Scheduling
●Sales
●Routing/Ordering/Purchasing
●Repairs
●Pricing/Inventory Control
●Customer Experience Management
●Tech Training/Customer Training
Loan Genius – Mortgage Broker – Company Having Money problems
Mortgage Loan Originator 11/1/2021 to 11/30/23
Managing lead pipeline
Following up on leads and updating the pipeline
Processing Loans
Taking applications
Evaluating loan applications
Researching lenders for the best loan options for the borrower
Event Setup and Execution
Networking
Customer service
Cold calling
Average 3 closed loans a month
Working branch and self-sourced leads
Peoples Home Equity/Cardinal Financial – Direct Lender
Loan Partner 03/16/20 to 10/4/21
Verify and compile information for loan applications
collecting, verifying, and sorting initial documents
Review of loan files to verify that the application data is complete and meets established standards, Including borrower assets, and Liabilities
verifying income
calculating w2 and self-employed income
disclosing loans
assisting borrowers to sign disclosures and pay appraisal fees
Tracking contingency dates, Rate lock expirations along with closing dates.
Collecting written VOES
Ordering Appraisals
Appraisal Retrieval
Running Credit Simulators
Entering Contracts
Setting up And Managing the Company’s CRM Program
Sending Preapproval Letters
Managing the Pipeline of 60 to 80 leads a month, averaging 15 to 20 funded loans a month
weekly pipeline calls with loan officers
Training Others
Providing frequent updates to realtors and borrowers through the loan process
Pool Builders Inc
Service Manager 05/18/18 to 03/31/19 - moved out of state
●Repairs
●Service
●Pro-Edge Service Setup
●Warranty
Spearmint Rhino FL 03/18 to 10/18
Head Barback/ Floor Host
●keeping bar fully stocked
●Food Runner
●Bottle Runner
●Assisted Floor Hosts
Double Dee’s Saloon FL - 10/2017 - 02/18 - Bar Closed
Head Barback/Night Shift
●keeping bar fully stocked
●Food Runner
●Bottle Runner
●Assisted Floor Hosts
Stone-hardscapes FL 06/2017 – 10/2017 - Laid off
Operations Manager
●In charge of purchasing and receiving
●Warehouse/inventory Management
●Ordering
●Receiving
●Vendor relations
●Heavy Equipment Operation
●Logistics
Fountain Blue Pools FL, 11/2015 to 6/2017 - Changed Ownership
General Manager
●Quickbooks Consultant
●Implementing Quickbooks and realigning financial software
●ProEdge Build and ProEdge Service Integration
●Fishbowl Inventory Management
●Warehouse/inventory Management
●Ordering, Overseeing accounts payable
●Negotiating pricing
●Vendor relations
●Company go-to-guy
●Job scheduling
●In house trainer
●Customer Management
●Heavy Equipment Operation
Van Kirk & Sons, FL 12/2012 – 11/2015 – took a job with more opportunities
Operations Manager
●Quickbooks Consultant
●Implementing Quickbooks and realigning financial software
●Fishbowl Inventory Management
●Warehouse/inventory Management
●Ordering
●Overseeing accounts payable
●Negotiating pricing
●Vendor relations
●Job scheduling
●In-house trainer
●Heavy Equipment Operation
The Big Splash, Setauket, NY 3/2008- 11/2012 - moved out of state
General Manager
Overseeing all aspects of company including:
●Finances
●Cash Management
●Record Keeping
●Budgeting
●A/P, A/R
●Scheduling
●Sales
●Routing/Ordering/Purchasing
●Repairs
●Pricing/Inventory Control
●Customer Experience Management
●Tech Training/Customer Training
●Product Knowledge (CPO Certified)
●Implemented and set up
onew systems including inventory process, new scheduling process,
oService program and QuickBooks Financial Software, Quickbooks POS Software.
●Heavy Equipment Operation
Pal Pools and Spas, NY 4/2007-3/2008 – went out of business
Store Manager/Operations Manager/Purchasing Manager
●Purchasing
●Retail Sales
●customer service
●inventory control
●human resources
●cash management
●Heavy Equipment Operation
All Florida Pool and Spa - Miami, FL 4/2006-4/2007 Reason for leaving - Moved
Purchasing Manager/Assistant Store Manager
●Purchasing
●Retail Sales
●customer service
●inventory management
●human resources
●Spa Sales
●Heavy Equipment Operation
Pool Doctor East Northport, NY 5/2002-2/2006 - Moved
Retail Store Manager/ Spa Salesman
Set up and maintenance of all aspects of a high-volume retail store.
Purchasing, Inventory control, warehouse management,
QuickBooks set up, POS system set up,
Managed Payroll, Scheduling, and cash flow.
Heavy Equipment Operation
Sales
Notary
Coast Guard, Grand Isle, LA 8/1999-4/2002
●Engineer/Fireman/E3
●Engine/boat maintenance
●boarding team member
●presidential security
●violations and arrests
●Heavy Equipment Operation
●search and rescue, inventory, fire team, first aid, watchman, ship security.
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