Elizabeth Gardner
Denver
Summary
Experienced assistant with a strong problem-solving background and a proven ability to serve in various roles. Contributes to organizational efforts with meticulous attention to detail and a courteous approach. Brings an organized attitude to task completion, data entry, and phone support. Demonstrates excellent prioritization skills and consistently delivers outstanding service. Exhibits professional communication skills as the primary point of contact for updates, reviews, and team member and customer assistance. Maintains a highly productive, efficient, and quality-driven environment with pride.
Overview
8
8
years of professional experience
Work History
Assistant, Investor Relations
Phoenix Energy
02.2023 - Current
- Support the Capital Markets team members and their investors. Ensure seamless and timely service for prospective and present investors.
- Manage paper and digital documentation, funds transfer, IRA account set up, and general inquiries from investors. Organize and track investor progress including monitoring financial process, updating customer accounts, lead follow up, communication with Capital Markets team, and assisting investors with account technology.
- Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
- Strengthened client relationships through consistent follow-up communication and efficient problem resolution.
- Boosted customer satisfaction by promptly addressing inquiries and resolving issues professionally.
- Streamlined document preparation, ensuring accuracy and compliance with industry standards.
Condo Desk Project Reviewer
V.I.P. Mortgage
09.2021 - Current
- Utilized prior knowledge and current training to perform as the only condo reviewer on a small team, ensuring the continuation and enhancement of superior service
- Comprehensive review of HOA questionnaires, budgets, litigation, title reports, and legal documents. Determine condominium warrantability for 98/% of the projects reviewed
- Successfully assessed risk by analyzing data and project information of over 100 condominium projects
- Increased condominium purchase and refinance lending with extensive research and resolution of review challenges with internal teams
- Maintained and enhanced database of condominium projects and detailed HOA information for an additional 50 projects
- Contributed and organized ongoing training of the project review process for sales teams and executive to increase productivity and efficiency
Condo Review Specialist
Elevations Credit Union
06.2018 - 09.2020
- Proud contributer to Elevations Credit Union winning the Malcolm Baldrige National Quality Presidential Award an unprecedented 2 times (years 2020 and 2014)
- Ordering full/limited condominium certificates and master insurance at 3rd party vendor sites.
- Conducting simple and complicated reviews of condominium projects for warrantability, increasing department productivity and profitability over 100%
- Performing comprehensive review of budgets, litigation, and declarations/CCRs/bylaws.
- Ordering and reviewing VA/FHA/FHA SUA loans and successfully receiving approval from all 3 government sites based on review analysis
- Ongoing communication with sales team on status of file while adhering to required
deadlines, improving each team's profit and success by over 50% - Extensive research and resolution of review challenges and issues with internal team
members and external vendors. - Provide HOA certificate order training for new loan officers, loan officer assistants,
processors, and managers, improving process flow and efficiency - Completing ongoing required training in FHA and VA loan guidelines.
Mortgage Support Specialist
Freedom Mortgage Corporation
06.2017 - 06.2018
- Support staff for mortgage team setting up loan files and completing the process with accuracy in the required timeframe.
- Handling 3rd party orders for hazard insurance, WVOE, VVOE, payoffs, and credit supplements.
- Point of contact between loan officers, assistants, loan processors and underwriters for file review and completion.
- Review files based on loan type and program while meeting regulatory requirements and TRID regulations.
Customer Advocate
Freedom Mortgage Corporation
02.2017 - 06.2017
- Single point of contact and link between customer and business. Engaged the customer at application, inform the customer of my role in the loan process, and assist the borrower in obtaining documents needed to move the loan to closing.
- Effectively and professionally communicate by phone and email
- Review documentation with borrower.
- Maintain customer focus and take ownership of all inquiries and follow through to
resolution. - Inbound/outbound calls to customer, providing accurate and clear status of the loan as
well as presenting benefits. - Loan closing scheduling and disbursement follow up.
Loan Processor
Urban Lending Solutions
11.2016 - 02.2017
- Processing loans approved by an underwriter or automated decision process.
- Responsible for clearing conditions and issuing changes to terms previously established.
- Responsible for verifying conditions of approval including assets, title issues, liens, and
subordinations. - Proactively communicating with borrowers and team members regarding status of loan
application and maintaining the highest level of customer service. - Position revamped to Customer Advocate when Urban Lending was purchased by
Freedom Mortgage.
Education
Bachelor of Arts - Art History
Colorado College
05.1985
Skills
- Efficient Task Completion
- Strong Multi-Tasking Ability
- Structured Knowledge Management
- Supportive Team Member
- Clear Communication
- Committed Team Member
- Problem-Solving Skills
- Workload management
- Administrative duties
- Operations support
Education and Training
other
Timeline
Assistant, Investor Relations
Phoenix Energy
02.2023 - Current
Condo Desk Project Reviewer
V.I.P. Mortgage
09.2021 - Current
Condo Review Specialist
Elevations Credit Union
06.2018 - 09.2020
Mortgage Support Specialist
Freedom Mortgage Corporation
06.2017 - 06.2018
Customer Advocate
Freedom Mortgage Corporation
02.2017 - 06.2017
Loan Processor
Urban Lending Solutions
11.2016 - 02.2017
Bachelor of Arts - Art History
Colorado College
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