Operations & Customer Success Professional

EVAN DALESIO

Sewickley PA ***** 724-***-**** ***********@*****.***

Appraisal Coordinator, E-Street Appraisals, Bethel Park PA December 2024-February 2026

• Managed a pipeline of at least 60 appraisals per month, prioritizing urgent files and conflicts to ensure deadlines are met and issues are appropriately dealt with in a timely manner.

• Communicated with clients so their orders are entered properly and making corrections accurately and efficiently. Keeping clients informed about their orders statuses and any changes.

• Scheduled and providing support to appraisers in the field giving them accurate information about the orders and properties, troubleshooting issues they may have and providing guidance on how to proceed in difficult situations.

• Reviewed completed appraisals by the appraisers for accurate data, reviewing pictures taken making sure all information requested from the client is present.

• Processed clients’ requests for additional information, pictures or county records. Using personal judgement with time sensitive requests.

Customer Service Rep/Inside Sales/Dispatch, ADMAR, Pittsburgh PA January 2022-December 2024

• Prepared accurate sales and rental contracts while maintaining compliant contract and insurance records for all clients.

• Scheduled and planned dispatch for deliveries and pickup of rental equipment accommodating emergency deliveries. Providing tracking and delivery estimates to the clients.

• Completed truck inspections, keeping the fleet above DOT standards, scheduling any repairs, ensuring no disruptions in the delivery schedule.

• Invoiced and collecting payments on accounts with over-due balances. Requesting and submitting liens when necessary to send to collections.

• Answered phone calls pertaining to equipment malfunctions, troubleshooting/diagnosing issues when possible and forwarding service requests to the field technicians. Conducted job-site visits to recommend optimal equipment and strengthen client relationships. Loan Closer Roles, Integrity Mortgage Group, Princeton Mortgage, NVR July 2018 - January 2022

• Processed requests from Loan Officers and Processors to start the closing process. Assisting with data collection and error correction, ensuring urgent and sensitive orders are handled with care and accuracy. Managing pipelines of 30-50 loans.

• Closing Disclosure preparation, revision and issuing to the title company, loan officer and borrower. Using all available data from the ALTA and county records to accurately calculate the cash to close, Informing the Loan Officer and borrower of any funds needed to close the loan as well as processing wire transfers

• Communicated directly with underwriters, reviewing and clearing conditions set for loan closure. Requested any outstanding items from the processor, title and Loan Officer to accurately clear set conditions

• Oversaw loan package from start to finish, making sure all documents needed are organized and properly formatted. Issuing the completed packages to the closing agents, assisting with any urgent corrections or revisions needed

• Received and reviewing completed packages. Reviewing signatures for inconsistencies, reorganizing the closing package for funding based on clients’ standards, requesting any outstanding information needed from title and the Loan Officer Scheduling Coordinator, PCN Network, Green Tree PA June 2015 – October 2018

• Organized attorney and notary schedules in 13 states to complete loan closings, assisting with conflicts and communicating with borrowers to ensure no issues at closing.

• Received closing instructions and closings packages from title companies, reviewing and entering proper information, making the appropriate adjustments and adding additional disclosures to be sent to the closings. Issued and received completed loan packages from the closings reviewing for accurate signatures, providing the clear to fund to the title companies/funders. EDUCATION

Community College of Allegheny County - Pittsburgh PA, Cybersecurity and IT Support Expected Graduation 12/2028 – 3.2 GPA

ADDITIONAL COURSEWORK

Point Park University - Pittsburgh PA, Tv/Video Production Robert Morris University – Moon Twp PA, Communications SKILLS

• Technical: Microsoft Office Suite (advanced), Encompass, Acumatica, CRM/data entry systems

• Operations: Pipeline management, regulatory compliance, process improvement, troubleshooting, problem solving

• Interpersonal: Customer service, conflict resolution, clear communication, relationship building

• Other: Time management, fast learner, team collaboration, remote work proficiency CERTIFICATIONS

• Mortgage Loan Officer SAFE Exam

• Certified for Elevated Work Platforms operations

• Certified for Industrial and RT Forklift operation REFERENCES

Matt Volzer – 412-***-**** – Rental Manager - ADMAR Brian Novak – 412-***-**** – Branch Manager – ADMAR Crystal Myrick – 336-***-**** – Closing Manager – Integrity Mortgage Charles Howell – 412-***-**** – Team Lead/Manager – Princeton Mortgage Charlene Thompson-Wamsley – 412-***-**** – Operations Supervisor – PCN NETWORK

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