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Virtual Assistant/Data Entry/Finance

Location:
Cary, NC, 27511
Salary:
12.00/hr.
Posted:
August 05, 2008

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Resume:

*** *. ******** **., ****, NC 919-***-**** Cell

Paulette A. Pickard

Objective To obtain position in ‘Virtual’ Administation. Opportunities.

Experience December 2007 – March 2008 CMA of NC Account Manager-Travel and visit construction sites and obtain permission to bid on new contracts.-Inspect the construction site in question and take measurements and notes on the needs of the property once finished for ‘clean-up’.-Gather information and consolidate said notes taken from the builder and compile into a professional ‘contract’.-Deliver by way fax or in person to the contractor of the job for signature on acceptance of contract.-Deliver signed contract to CEO for insurance information and set-up of job to be completed when the property finished and ready for ‘clean-up’. August 2007 - Present Prestige Lending, Inc. Fuquay-Varina, NCSenior Mortgage Consultant· Obtain new mortgage prospects by phone, mail, and referrals.· Consult with new mortgage prospects thru pre-qualification procedures.· Analyze credit history for possibility of bank loan approvals..· Pinpoint best bank and loan programs to fit the customers needs.· Send loan information disclosures to customer with request for required documentation to confirm information on the Residential Loan Application.· Use Calyx Point Software· Sub-Prime, Conforming, VA loans· Keep constant communication open with customer on loan status.· Communication kept constant with processor for customer loan needs· Visit and establish relationships with realtors, bankers and builders. March 2007 –August 2007 Brisson Mortgage Raleigh, NCSenior Mortgage Consultant· Obtain new mortgage prospects by phone, mail, and referrals.· Consult with new mortgage prospects thru pre-qualification procedures.· Analyze credit history for possibility of bank loan approvals..· Pinpoint best bank and loan programs to fit the customers needs.· Send loan information disclosures to customer with request for required documentation to confirm information on the Residential Loan Application.· Use Calyx Point Software· Sub-Prime, Conforming, VA loans· Keep constant communication open with customer on loan status.· Communication kept constant with processor for customer loan needs.Sept 2007 – Jan. 2008 Fuquay-Varina Furniture Showroom Fuquay, NCSales Consultant (Part time)· Greet, show, and sell middle to high-end home decoratives and furniture.· Position is also being used to obtain new customers for home purchases and refinancing.

Jan 2006 – March 2006 Sign Designs Cary, NCAdministrative AssistantKeep up with existing accounts on Quickbooks entering receivables, payables, writing and recording of checks. Some use of budgeting. Knowledge of online banking with Quickbooks. Setting up of new accounts. Balancing accounts Tracking credit cards, debit cards and petty cash. Answer phones, take messages, assist owner with special projects.May 2004 – March 2007 Regency Home Funding Apex, NCSenior Mortgage Consultant· Obtain new mortgage prospects by Internet Leads provided by the owner of Regency Home Funding.· Consult with new mortgage prospects thru pre-qualification procedures.· Analyze credit history for possibility of bank loan approvals.· Pinpoint best bank and loan programs to fit the customers needs.· Send loan information disclosures to customer with request for required documentation to confirm information on the Residential Loan Application.· Use Calyx Point Software· Sub-Prime, Conforming, and VA loans.· Keep constant communication open with customer on loan status.· Communication kept constant with processor for customer loan needs.

August 2003 – April 2004 Office Team Raleigh, NCAdministrative Assistant· Front Office, filing, appointments, reception, travel arrangements.

June 2003 – August 2003 First Choice Mortgage Southridge, WALoan Officer· Obtain new mortgage prospects thru radio advertising/incoming calls and referrals.· Consult with new mortgage prospects thru pre-qualification procedures.· Analyze credit history for possibility of bank loan approvals.· Pinpoint best bank and loan programs to fit the customers needs· Send loan information disclosures to customer with request for required documentation to confirm information on the Residential Loan Application· Use Calyx Point Software· Practiced Sub-Prime, Conforming, VA loans· Keep constant communication open with customer and processor during loan process.2001 –2002 Leader MortgageLoan Officer· Obtain new mortgage prospects thru newspaper advertising/incoming calls and referrals.· Consult with new mortgage prospects thru pre-qualification procedures.· Analyze credit history for possibility of bank loan approvals.· Pinpoint best bank and loan programs to fit the customers needs· Send loan information disclosures to customer with request for required documentation to confirm information on the Residential Loan Application· Use Calyx Point Software· Practiced Sub-Prime, Conforming, VA loans· Keep constant communication open with customer and loan processor.during loan process.· Processed home loans documentation.· Sub prime, Conforming, VA and FHA2002 –2003 Affordable Mortgage Solutions Raleigh, NC· Obtain new mortgage prospects thru phone, mail, and referrals.· Consult with new mortgage prospects thru pre-qualification procedures.· Analyze credit history for possibility of bank loan approvals.· Pinpoint best bank and loan programs to fit the customers needs· Send loan information disclosures to customer with request for required documentation to confirm information on the Residential Loan Application· Use Calyx Point Software· Practiced Sub-Prime, Conforming, VA loans· Keep constant communication open with customer for loan needs for the processor and to keep customer informed of loan progress.· Processed home loans documentation· Sub prime, Conforming and VA

Education 1981 - 1985 Athens Dr. Sr. High School Raleigh, NC· High School Diploma.· 1999 Wake Technical College/Real Estate Fundamental/Certificate.



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