Operations Administrator and Benefits Consultant
Resume:
Crystal Patterson
Operations Administrator/Benefits Consultant
Houston, TX
*********-*@***.***
Willing to relocate to: Tampa, FL - Dallas-Fort Worth, TX - Plano, TX Authorized to work in the US for any employer
Work Experience
Sales Agent
Kemper Life Insurance - Houston, TX
June 2018 to Present
• Marketing and seeking prospective clients
• Servicing existing clients with financial needs, documentation, and policy records
• Building relationships with clients and business partners
• Identifying and providing customer centered products
• Maintaining or exceeding monthly sales goals
Ops Administrator
NRG Home Solar - Houston, TX
August 2014 to January 2018
• Underwrite lease and review customer credit
• Track progress, system implementation, task completion, budget, and schedule, and perform reporting for assigned project(s). Generally responsible for tracking project information.
• Develop, manage and maintain project schedules.
• Monitor; research and instruct payment processing for borrower payments, disbursements, fees, payoffs and all miscellaneous items for lease; foreclosures, credit for payment of delinquent accounts, and other default procedures.
• Process customer accounts in SAP for billing
Loan Administrator/ Project Coordinator
Greenbriar Management Company/United Continental Mortgage Co - Houston, TX March 2013 to August 2014
Track progress, system implementation, task completion, budget, and schedule, and perform reporting for assigned project(s). Generally responsible for tracking project information.
• Develop, manage and maintain project schedule.
• Monitor; research and instruct payment processing for borrower payments, disbursements, fees, payoffs and all miscellaneous items for loans.; foreclosures, credit for payment of delinquent accounts, and other default procedures.
• Perform timely and accurate loan setup for new & seasoned loans to the system, including modifications, extensions and renewals
• Review the delinquent loan status for the financial institution, contacting those delinquent account holders through telephone calls, letters and email communication
• Performs timely and accurate loan setup for new & seasoned loans to the system, including modifications, extensions and renewals;
• Manage reports of current and recently closed residential mortgage loans, ensuring that the information is accurate and in compliance with fair credit reporting regulations
• Perform clerical duties as related to processing escrow transactions, including processing loan escrows, ordering title reports and maintaining departmental records Loss Mitigations Specialist
Stewart Lending Services - Houston, TX
April 2012 to October 2012
Reviewed loans to meet government and treasury guidelines
• Created reports to meet investor guidelines for FannieMae, FreddieMac, and, VA loans
• Maintained a weekly pipeline of 75 - 150 loans
• Documented incomplete files or errors in borrower submissions
• Created reports using MS software to upper management
• Cleared or declined submissions in all company systems
• Maintained average score of 98% on files audited by investor
• Processed loan modifications for investors (FannieMae,FreddieMac, and VA) Account Manager/Administrator
Energy Technical Underwriters - Houston, TX
September 2008 to December 2010
Responsible for keeping brokers informed of rapidly changing products and service agreements
• Cleared conditional approvals according to program guidelines
• Maintained prospecting reports and active pipeline for insurance brokers
• Issued Insurance policies and reviewed appraisals/surveys
• Maintained compliance and state/tax regulations
• Worked in team environment which required the ability to multi-task
• Administered and managed all general office duties
• Bookkeeping/ accounts receivables
Loan Account Manager
FIRST FRANKLIN FINANCIAL CORPORATION - Houston, TX December 2003 to October 2007
Computed, recorded, and proofread data, records and reports
• Assigned tasks to associates, staffed projects, tracked progress, and updated managers, partners, and clients as necessary
• Analyzed pricing and locked loan commitments and rates
• Worked closely with company executives to identify new business opportunities and routinely participated in the sales process
• Reviewed income and loan documentation
• Maintained and processed a pipeline of over 85 pending files
• Made outbound sales and phone inquiries
Education
Associate in Business
University of Phoenix - Houston, TX
2010 to 2013
Skills
• Microsoft Office (10+ years)
• Calyx (10+ years)
• Encompass (8 years)
• Salesforce (5 years)
• Account Management
• CRM
• Cold Calling
• Data Entry
• MS Office
• Powerpoint
• Sales
• Receptionist
• Quickbooks
Certifications and Licenses
Processor certification
June 2013 to Present
NMLS
June 2013
Texas Insurance License
April 2018 to April 2020
Adjuster
Life Health Agent
P&C
Life and Health Insurance
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