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Mortgage Processor Executive Assistant

Fleming Island, FL
November 28, 2022

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Jessica Cross

Middleburg, FL *****


Work Experience

Business Coordinator

Renew & Rejuvenate Aesthetics Clinic

April 2017 to March 2022

• Directly responsible for all front office duties included but not limited to scheduling and preparing all patients charts to ensure all information was accurate and up to date, managed patient records using EMR software, creating and implemented new patient packages, scanning records and handled all incoming

outgoing electronic requests, first point of contact for all incoming calls

• Responsible for tracking daily sales, collecting and processing payments and making daily bank deposits

• Implemented and streamlined office procedures to ensure optimal patient flow

• Created and distributed various advertising flyers, pamphlets, brochures, emails, social media Project Coordinator/Executive Assistant to VP Risk Management & Store Strategies

Wells Fargo, Inc.

January 2010 to June 2014

· Directly supported VP and PM’s by coordinating activities and resources throughout the project life- cycle on large-scale projects that were typically longer-term, medium to high scope, impact, risk and complexity

· Coordinated and scheduled meetings for VP and PM’s with internal partners across multiple business lines and developed and distributed meeting agendas

/minutes to appropriate parties

· Maintained excellent time management and prioritized tasks in order to meet project deliverables on schedule with the ability to handle multiple assignments simultaneously

· Acted as the Gatekeeper for Risk Management/Store Strategy team(s) mailbox

· Sharepoint Administrator- created, maintained and archived project documentation, monitored and maintained project log updates, authorized user account access and maintained internal hard drive

· Participated and served as primary point of contact for various UAT pilot programs and test cases to identify software errors and created detailed system error reports

· Gathered, developed and maintained project requirements and documentation, researched and analyzed data from a variety of sources and prepared presentations

· Identified and developed resolutions to consistent problematic issues and monitored project status records according to project task schedule and reported to the appropriate parties

· Implemented and managed training materials and daily functions/processes to ensure accuracy and consistency

· Communicated and reported risk concerns during cross functional project meetings and/or escalated appropriately to management if needed

· Acted as lead technical writer on various processes, procedures and programs Mortgage Processor IV /Loan Doc Specialist

Wells Fargo

2010 to 2011

Distributed Retail

• Lead Processor for all Wells Fargo Home Mortgage distributed retail products, programs and investors

• Acted as customer’s main point of contact through the loan process

• Analyzed layered risks and red flags with the ability to review and understand simple to complex procedural documents and situations and apply them appropriately

• Acted as a liason between and worked hand with Customer, Loan Officer, Real Estate Agent, Underwriter, Closing Department, Title Company, Closing Attorney, Insurance Agent, Seller and other third party vendors to obtain all loan documentation and ensure all closing conditions are met

• Analyzed all loan documents for accuracy and consistency with the ability to think “outside the box”

• Maintained (80+) pipeline to ensure high customer satisfaction and all close dates are met

• Analyzed and calculated income including self-employed income with in-depth knowledge of personal and business tax returns as well as reasonableness, continuance and stability of income/employment history

• Assisted management in research, pilot programs, escalated files, and team building activities

• Trained and mentored new processors on Wells Fargo policies and procedures as well as programs, products and investor guidelines

Mortgage Adjustor IV

Home Preservation / Loss Mitigation

2010 to 2010

· Reviewed and adjusted collection portfolios to reduce delinquent/problem loans within the framework of company and/or investor guidelines

· Analyzed Credit Reports, Hardship Letters, Proof of Income, Proof of Occupancy, Tax Returns, Rental Agreements, BPO’s, Appraisals and Financial Worksheets

· Calculated and evaluated income surplus/deficit and suggest the best retention option for the customer including but not limited to Traditional Loan

Modifications, HAMP, Repayment Plans, Moratoriums and Special Forbearance

· Maintained loan pipeline by pulling reports and compiling data to manage time and productivity

· Provided exceptional customer service under the Customer Ownership Model (COM

/ SPOC) by providing one point of contact through the review and retention process

· Selected by senior management to participate in UAT Test Program that evaluated Loss Mitigation loan processing programs in order to ensure proper loan conditioning prior to being implemented State Sales Manager

Republic National Distributing Co. - Charleston, SC September 2006 to March 2009

· Ultimately Responsible for all On-Premise Red Bull business throughout the state of SC by overseeing and managing a 55+ member sales team consisting of Area Managers, District Managers and Sales Reps within 4 individual branches of business across the state while reporting directly to the CEO

· Negotiated employee compensation packages including but not limited to base salary, commission rates, bonus potential and incentive programs

· Set, evaluated and adjusted monthly/quarterly product sales and distribution goals of the Red Bull portfolio while effectively planning and implementing various incentive programs throughout all non-Red Bull sales divisions

· Oversaw all planning and business development functions of new product roll-outs

· Provided cross functional team training, coaching and mentoring for all sales divisions Area Sales Manager

Champion Brands Inc. - Jacksonville, FL

April 2002 to September 2006

· Played a key role in launching company’s first satelite distributor by managing all company daily operations including but not limited to opening and closing duties, inventory and deliveries, accounts receivable/payable, promotional pricing, detailed tracking of all house depletions, assessing routing and account call levels for all sales and deliveries to ensure appropriate account volume and re-routing territories as needed

· Recruited, hired, trained and conducted bi-annual evaluations for all employees

· Solely responsible for managing the On-Premise division by implementing and maintaining brand and company standards, coordinating infrastructure and event support and negotiating partnership agreements with new and existing customers


B.A. in Public Relations and Mass Communications

Francis Marion University



• User Acceptance Testing

• Test Cases

• Credit Analysis


• Software Testing

• Risk Management

• Marketing

• Sales

• Public Relations

• Microsoft SharePoint

• User Interface (UI)

• Web Services

• Quality Assurance

• Business Requirements

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