KELLY NEWMAN-SWEENEY
Fenton
Summary
Results-driven professional with over ten years of experience in data entry and management, demonstrating exceptional time management skills and the ability to handle multiple tasks simultaneously to achieve objectives. Experienced in mortgage funding, efficiently managing loan processes while ensuring strict compliance with industry regulations. Recognized for strong analytical abilities and meticulous attention to detail, contributing to accurate documentation and timely loan closings. Collaborative team player thriving in dynamic environments, consistently fostering successful outcomes through effective communication and adaptability.
Overview
12
12
years of professional experience
Work History
Accounts payable specialist
Weber Chevrolet
08.2022 - Current
- Oversees accurate coding and monitoring of internal accounts payable alongside external financial accounts.
- Directs account management processes to guarantee punctual bill payments and adherence to contractual obligations.
- Coordinates the handling and delivery of incoming and outgoing mail services, ensuring timely dispatch of financial documents via FedEx, UPS, and overnight options.
- Manages tracking and ordering of stock for office and dealership machinery to ensure operational efficiency.
- Manages preparation and submission of year-end tax documents to ensure adherence to IRS requirements.
- Cultivates vendor relationships to facilitate prompt resolution of discrepancies and inquiries.
- Manages invoice processing and verification to uphold financial integrity and adherence to company standards.
Mortgage Document Specialist
Peer street
07.2021 - 08.2022
- Facilitated preparation of legal closing documents to ensure compliance for funded loans.
- Conducted comprehensive title reviews, identifying and documenting exceptions for removal or modification.
- Conducted comprehensive review of articles of formation, operating agreements, and by-laws for single member entities.
- Assisted in post-closing and trailing document cleanup tasks. Supported the formation of the funding department. Aided in the document auditing process. Collaborated with the closing department to facilitate operations.
- Oversaw document workflows to guarantee timely processing and adherence to organizational standards.
Mortgage Funder
Planet Home Lending
10.2020 - 07.2021
- Executed thorough reviews and audits of mortgage documents to ensure compliance for final funding approval.
- Collaborated with title companies and mortgage teams, including loan officers, processors, and closers, to ensure timely loan funding.
- Executed authorization and initiation of wire transfers to facilitate mortgage funding.
- Manage a pipeline funding on average 125-150 loans per month
- Facilitated comprehensive training for team members, guiding them from initial instruction through ongoing coaching.
Customer Care Manager
Weber Chevrolet
01.2017 - 10.2020
- Assisted customers by providing information and taking orders. Supported account management and documented complaints for resolution.
- Oversaw maintenance and updates of customer accounts, documenting interactions and transactions.
- Facilitated sales team operations by executing administrative tasks, including proofreading critical documents and transcribing written information with precision.
- Executed customer outreach initiatives to address concerns related to recalls and ensure timely information dissemination.
- Directed customer service team to elevate satisfaction levels and efficiently address inquiries.
Pharmaceutical Auditor
Guaranteed Returns
11.2013 - 12.2016
- Conducted nationwide audits of hospital pharmacies, university pharmacies, and warehouses.
- Executed precise counting of pharmaceuticals and evaluated volume and value for administrative documentation.
- Conducted comprehensive audits to ensure compliance with financial regulations and internal policies.
Education
Associates of applied sciences - Registered respiratory therapist
Sanford Brown
Skills
- Clear and concise communication
- Strong focus on accuracy
- Data management
- Mathematics
- Flexible problem-solving
- Collaborative work
- Payment processing
- Data entry verification
- Data entry
- Supplier relationship management
Timeline
Accounts payable specialist
Weber Chevrolet
08.2022 - Current
Mortgage Document Specialist
Peer street
07.2021 - 08.2022
Mortgage Funder
Planet Home Lending
10.2020 - 07.2021
Customer Care Manager
Weber Chevrolet
01.2017 - 10.2020
Pharmaceutical Auditor
Guaranteed Returns
11.2013 - 12.2016
Associates of applied sciences - Registered respiratory therapist
Sanford Brown