Loan Processor Administrative Assistant
Resume:
Cynthia Sardi
Phoenix, AZ *****
**********@***.***
Work Experience
Administrative Assistant
Service Experts - Bob Brown - Tempe, AZ
November 2021 to Present
Customer membership expert, AP "PO" vendor management, Customer booking and dispatching. Tech assignment and daily call assistance.
Commercial Department Administration Specialist
Service Experts - Concord, CA
October 2020 to October 2021
Managed Customer’s service bookings and dispatched calls, Dispatched tech (6) calls daily, Processed daily tickets and prepared invoicing
Administrative duties for commercial techs including phone, files, contracts, and membership management.
Business Analyst
Ellie Mae, Inc. - Pleasanton, CA
September 2016 to July 2019
Performed root cause analysis of Salesforce sales process data to develop counter strategy and improve performance
o Identified areas of applications for regression testing following software updates, system changes or functionality changes to avoid unnecessary downtime and recoding o Reduced organizational operating costs by streamlining quote to cash processes. Administrative duties including case management and internal employee software corrections. Software management, security processes
Sales Operations Lead
Ellie Mae, Inc. - Pleasanton, CA
April 2005 to August 2016
Primarily using Salesforce
• Account and Contract creation
• Contract creation and Customer signature management finalizing through Adobe Sign
• Sales Operations/Sales reporting and dashboard management • Partner contract management
• Adobe Sign Administrator
• Document management
• Internal Account creation and management
• Partner Vendor ID management
• Team lead for Sales Operations Department Administrative duties o Created and maintained spreadsheets and developed administrative and logistical reports. o Created PowerPoint presentations used for business development. o Coordinated project materials, including managing physical and digital files, monitoring spreadsheets and updating reports. C S
o Guided administrative and professional staff through computer and software problems. o Drafted email messages, memos and business letters for management and proofread all documentation to provide error-free correspondence.
o Supported departmental operations, including filing, monthly report preparation and vendor requisitions.
o Assisted with administrative tasks, including filing, answering phones and document management. o Maintained up-to-date department organizational chart. o Entered invoice data into system and updated details, including customer contacts and delivery dates to keep information current.
Loan Processor
1st Choice Mortgage - Danville, CA
January 2002 to November 2004
• Processed and underwrote loans for 6 loan officers to completion
• Administrative office tasks including contracts, loan processing, filing, and underwriting requests. Education
Some college in General Studies
DVC - Concord, CA
Skills
• Vendor Management
• Salesforce
• Document Management
• Business Analysis
• Data Warehouse
• User Acceptance Testing
• Proofreading
• Process Improvement
• Business Development
• Software Testing
• Test Cases
• Team Management
• Contract Management
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