Office Manager Accounts Payable

Office Manager & Mortgage Specialist Administrative & Operations Expert

Expertise in Mortgage Processing & Client Relations Accomplished Office Manager and Mortgage Specialist with over 20 years of experience optimizing operations and driving revenue growth. Increased sales by 25% through targeted product demonstrations and 30+ daily client calls. Reduced loan closing times by 15% at CMG Financial. Managed budgets, schedules, and client communications, maintaining 100% accuracy and compliance. Led teams to exceed performance goals, enhance client retention, and surpass targets consistently. Technical Skills: Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Loan Management Software Accounts Payable/Receivable Software Google Workspace (Docs, Sheets, Drive) Degree Works Google Calendar & Scheduling Tools Excel Data Analysis (Pivot Tables, VLOOKUP) Adobe Acrobat (Document Management) Zoom & Microsoft Teams (Video Conferencing) CRM

AREA OF EXPERTISE

Sales & Business Development Administrative Support Stakeholder Engagement

Office Operations Management Vendor & Client Negotiations Project Management

Team Development Strategies Customer Service Excellence Process Standardization

Customer Retention Strategies Budget & Resource Planning Data Analysis & Reporting PROFESSIONAL EXPERIENCE

WillScot Mobile Mini Schertz, TX Feb 2022 – Aug 2024 Office Manager

• Achieved a 25% growth through strategic product demonstrations to walk-in customers, significantly driving business growth.

• Conducted 30+ outbound calls daily to existing clients, boosting customer retention and ensuring continuous container needs.

• Optimized office operations, enhancing workflow efficiency by 20% through simplified procedures.

• Managed office budget, controlling expenses within 10% of projections while overseeing petty cash and processing purchase orders.

• Coordinated executive travel, meetings, and events, reducing scheduling conflicts by 30% and enhancing operational efficiency.

• Secured company records by designing an effective digital and physical filing system, cutting document retrieval time by 15%.

• Directed facility management tasks, ensuring a 100% compliant, safe, and functional workspace. CMG Financial Scottsdale, AZ Jul 2016 – Jan 2022 Wholesale Closer/Funder

• Processed 500+ loan documents monthly, ensuring Closing Disclosures (CD) were accurate and submitted on time.

• Balanced Closing Disclosures with title companies, achieving 100% accuracy across 150+ transactions.

• Led wire transfer coordination, guaranteeing precise wire balancing with title companies and zero discrepancies.

• Systematized loan documentation processes, cutting turnaround times by 10% and improving efficiency.

• Supported 10+ Account Executives, ensuring timely and organized documentation and communication.

• Trained and mentored 3 new hires, reducing onboarding time by 20% and increasing team efficiency.

• Enhanced loan closing procedures, reducing loan closing process by 15% through improved document handling and communication.

Suburban Mortgage, Inc. Phoenix, AZ Jul 2015 – Jun 2016 Licensed Loan Officer Assistant

• Contributed to achieving $18M in annual loan volume through active support in loan origination and closing processes.

• Analyzed 40+ credit reports weekly, identifying discrepancies and ensuring 100% compliance with regulatory standards.

• Orchestrated 40+ loan applications per week, ensuring a 95% on-time submission to processing and approval.

• Optimized the Loan Officer’s database, boosting client communication and follow-up efficiency by 25%.

• Collaborated with realtors, borrowers, and title companies, reducing processing delays by 10%.

• Delivered weekly loan status updates, enhancing client engagement and improving customer satisfaction by 15%.

• Reviewed appraisals, Title Commitments, taxes, and sale dates, increasing file accuracy and cutting processing errors by 10%.

VICTORIA WELAN

Mobile: 602-***-**** Email: *************@*****.*** Address: San Antonio, TX 78202 AZ Department of Housing Phoenix, AZ Jan 2014 – Jul 2016 Accountant

• Reconciled 100+ AZ Home Foreclosure monthly batch payments with 100% accuracy, ensuring on-time processing.

• Resolved discrepancies with 60+ loan servicers, reducing payment errors by 15% and improving payment accuracy.

• Ensured precise payment amounts and timely settlements by reviewing HUD-1 Settlement Statements.

• Managed special out-of-cycle payments, improving payment flexibility and reducing delays.

• Maintained 100% compliance with state guidelines, preventing audit issues and ensuring accurate financial records. USAA San Antonio, TX Aug 2004 – Nov 2013

Mortgage Loan Closer (First Position) Executive Assistant (Promotion)

• Executed 100+ mortgage transactions with a 98% accuracy rate in document preparation and closing.

• Promoted to Executive Assistant, demonstrating leadership and enhancing team dynamics.

• Coordinated activities for senior management and a team of 100 IT professionals, boosting overall productivity by 20%.

• Organized travel arrangements, meetings, and conferences, improving operational efficiency by 25%.

• Reduced scheduling conflicts by 30% through effective management of executive calendars. EDUCATION & TRAINING

Montana State University, City College Billings, MT

• NMLS License (Nationwide Mortgage Licensing System) – Arizona

• Texas Association of Mortgage Bankers: Residential Mortgage Lending Course (15-hour state-approved course fulfilling Loan Officer Licensing education requirements)

Additional Training:

• VA/FHA Training

• TX 101 Training

• Trust/Government Loan Training

• USDA Loans

Professional Development

• Descartes Program: Trained in Driver Dispatching System

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