AMANDA SWEETING
TEAM PLAYER, SELF-STARTER, FINDER OF SILVER LININGS
PROFESSIONAL SUMMARY
Dynamic and compassionate professional with extensive experience across various financial and planning industries, including family services, insurance, mortgage consulting, and nonprofit management. Adept at client relations, contract negotiation, data management, and team coordination. Proven ability to adapt skills to new industries and roles, with a strong commitment to community service and continuous learning.
Problem solver, ambitious go-getter, encouraging leader, relationship builder.
CONTACT
***********@*****.***
Raleigh, NC
EXPERIENCE
FAMILY SERVICE COUNSELOR
NC CEMETERY COMMISION LICENSE FOR MONTLAWN MEMORIAL PARK, WOODLAWN MEMORIAL PARK, PINE FOREST MEMORIAL GARDENS
AUG 2024 - PRESENT
Conduct consultations with families to review or pre-plan final arrangements, providing emotional support and financial guidance
Negotiate and customize contracts, process payments, and establish financing plans
Utilize CRM system for data entry, metrics and record keeping
Calendar management and logistical coordination
Oversee event planning and coordinate with various teams and vendors to ensure seamless service delivery
Patiently design custom markers in collaboration with families
HubSpot Sales Certified
Manage client expectations and complaints, de-escalate emotional situations and provide compassion professionally
INSURANCE CLAIM WRITER / BUSINESS DEVELOPMENT
JUNE 2022 – AUG 2024
Prepared detailed supplemental claims using Xactimate and Symbility software to maximize insurance payouts.
Researched and applied relevant building codes and regulations to justify claim items
Employed professional measurement tools like Eagleview and Roofr to assess property dimensions
Engaged in client prospecting through cold outreach and networking within the industry
MORTGAGE UNDERWRITING
MAR 2021 - OCT 2021
Managed a pipeline of 70–90 loans, supporting multiple loan officers and mortgage consultants
Processed home loan applications using Encompass and YBR software
Conducted data entry, employment verification, and title orders
Ensured compliance with federal housing and lending regulations
Maintained professional communication via Teams, email, phone, and Zoom
PRIVATE ADOPTION AGENCY ADMINISTRATOR
MAY 2019 – JAN 2020
Consulted with prospective adoptive families, conducting interviews and presentations
Managed adoption contracts exceeding $60k and maintained compliance with state and federal laws
Coordinated with social workers, legal assistants, and birth mothers
Processed Medicaid applications and maintained accurate legal records
Managed a team of 6 social workers and led communications with all adoptive families (15-20 couples at a time)
OFFICE ADMINISTRATOR & COMMUNICATIONS COORDINATOR
JAN 2018 – MAY 2019
Accurate and efficient data entry, financial records, and bookkeeping for multiple bank accounts
Processed payroll and filed quarterly taxes
Managed scheduling, office inventory, and event coordination
Produced reports, bulletins, and newsletters using Microsoft and Google applications
Oversaw website and social media content, including email communications
Oversaw and managed teams of volunteers
Previous roles incl: Self-Employed Ecommerce Reseller, Financial Planner & Life Insurance Agent, Retail Store Manager, Youth Program Presenter and Coordinator
EDUCATION
OLIVET NAZARENE UNIVERSITY, 2005
Communications
SKILLS
HubSpot
PlotBox
Everlink
Paylocity
Matthews Evantage
Coldsprings
Express Funeral Funding
Church Windows
Encompass
YBR
Microsoft
Windows
Adobe
Apple
Canva
QuickBooks
Quicken