Administrative Assisitant Position
Angelica Sampson
1742 N. Humboldt Blvd, Chicago, IL 60647
------------ A------------
Professional Experience
Sedgwick Properties
Property Management /Administrative Assistant – July ’18 – Current
• Directly support the owner and general manager by performing administrative tasks including preparing leases, converting/formatting documents, running credit checks on new tenants, and creating and managing technician schedules for maintenance tasks
• Oversee the management of 62 rental units; secure new tenants and work with agents to arrange apartment showings
• Perform receptionist duties including answering the main phone line and responding to tenant inquiries
• Manage tenant and property information utilizing Microsoft Word and Excel
Lakeside Bank
Mortgage Loan Closer - December ‘17 - June ’18 • Closed residential loans, including FHA, VA, FNMA, ARM, and HELOC’s
• Acquired documents to close loans including Preliminary Closing Disclosures, Insurance and Insurance Declarations
• Communicated with third parties to ensure all stages of the loan process moved smoothly including confirming closing dates, obtaining credit reports and invoices, and completing VOE’s
• Assisted the VP of Lending with administrative tasks including managing emails, scanning documents and uploading documents into the appropriate E-file
• Used Calyx Point, IDS and other CRM’s to enter loan details into bank systems
• Created Excel spreadsheets, including pre-funding Excel sheets
Mutual Federal Bank
Assistant to VP Of Lending/Assistant to Closing Manager (Temp. position to garner more experience) - June ‘17 - October ‘17
? • Prepared, formatted and organized closing documents including allonges and insurance paperwork; uploaded closing packages to Encompass and lenders websites
• Uploaded Initial Closing Disclosures and signed documents from DocMagic into Encompass efolder
• Prepared check requests and wire transfers
• Maintained DocMagic system by updating borrower/seller information, property information, prepaids and escrows
Neighborhood Loans
Loan Officer Assistant - January 2017 - June 2017
? • Acted as gatekeeper to the VP of Lending by answering his direct line; scheduled and coordinated meetings, appointments and travel arrangements
• Scheduled monthly events, such as ‘Happy Hour’ and ‘Lunch & Learn,’ and sent/tracked all invitations
• Called and emailed those who submitted online inquiries to attain leads for possible pre-approvals or mortgage refinancing; kept track of all new leads and clients
• Utilized the company's CRM system, Encompass 17.5, to create loans; obtained the required information to start a new file and run credit reports in the system
• Arranged closings after clients’ successful home purchase
• Attended webinars and conferences, and took IHDA training classes
America’s Best Contacts & Eyewear
Receptionist - June 2014 - December 2016
• Answered main phone line, booked appointments, created new patient files and prepared contact lens and glasses orders
• Maintained detailed logs of customer records using both paper-based and computer-based systems
• Fitted glasses and contacts
• Helped patients complete forms
DePaul University Athletic Center
Assistant to Head Director of Sports - April 2009 - December 2011
? • Performed front desk receptionist duties including answering the main phone line, booking appointments, filing, copying and faxing documents
• Assisted student athletes with questions
• Coordinated all department events; created and distributed flyers; set-up/tear-down
Education
Riverside-Brookfield High School, Riverside, IL
Graduated - 2005-2009
DePaul University, Chicago, IL
Worked towards B.A. Sociology - 2009-2011
?Additional Skills & Training
• Expert in Microsoft Office - Word, Excel, PowerPoint, Outlook, OneDrive, and other collaborative tools
• Proficient in Encompass360, Calyx Point, and IDS
• Proficient with all Google Business/G Suite applications
• Familiar and experienced with the expectations of a corporate environment
Professional References
Christina Brady - Director of SMB - Glassdoor
Cell - ------------ - ------------
Michelle PlazAngelica Sampson
1742 N. Humboldt Blvd, Chicago, IL 60647
------------ AngelicaS------------
Professional Experience
Sedgwick Properties
Property Management /Administrative Assistant – July ’18 – Current
• Directly support the owner and general manager by performing administrative tasks including preparing leases, converting/formatting documents, running credit checks on new tenants, and creating and managing technician schedules for maintenance tasks
• Oversee the management of 62 rental units; secure new tenants and work with agents to arrange apartment showings
• Perform receptionist duties including answering the main phone line and responding to tenant inquiries
• Manage tenant and property information utilizing Microsoft Word and Excel
Lakeside Bank
Mortgage Loan Closer - December ‘17 - June ’18 • Closed residential loans, including FHA, VA, FNMA, ARM, and HELOC’s
• Acquired documents to close loans including Preliminary Closing Disclosures, Insurance and Insurance Declarations
• Communicated with third parties to ensure all stages of the loan process moved smoothly including confirming closing dates, obtaining credit reports and invoices, and completing VOE’s
• Assisted the VP of Lending with administrative tasks including managing emails, scanning documents and uploading documents into the appropriate E-file
• Used Calyx Point, IDS and other CRM’s to enter loan details into bank systems
• Created Excel spreadsheets, including pre-funding Excel sheets
Mutual Federal Bank
Assistant to VP Of Lending/Assistant to Closing Manager (Temp. position to garner more experience) - June ‘17 - October ‘17
? • Prepared, formatted and organized closing documents including allonges and insurance paperwork; uploaded closing packages to Encompass and lenders websites
• Uploaded Initial Closing Disclosures and signed documents from DocMagic into Encompass efolder
• Prepared check requests and wire transfers
• Maintained DocMagic system by updating borrower/seller information, property information, prepaids and escrows
Neighborhood Loans
Loan Officer Assistant - January 2017 - June 2017
? • Acted as gatekeeper to the VP of Lending by answering his direct line; scheduled and coordinated meetings, appointments and travel arrangements
• Scheduled monthly events, such as ‘Happy Hour’ and ‘Lunch & Learn,’ and sent/tracked all invitations
• Called and emailed those who submitted online inquiries to attain leads for possible pre-approvals or mortgage refinancing; kept track of all new leads and clients
• Utilized the company's CRM system, Encompass 17.5, to create loans; obtained the required information to start a new file and run credit reports in the system
• Arranged closings after clients’ successful home purchase
• Attended webinars and conferences, and took IHDA training classes
America’s Best Contacts & Eyewear
Receptionist - June 2014 - December 2016
• Answered main phone line, booked appointments, created new patient files and prepared contact lens and glasses orders
• Maintained detailed logs of customer records using both paper-based and computer-based systems
• Fitted glasses and contacts
• Helped patients complete forms
DePaul University Athletic Center
Assistant to Head Director of Sports - April 2009 - December 2011
? • Performed front desk receptionist duties including answering the main phone line, booking appointments, filing, copying and faxing documents
• Assisted student athletes with questions
• Coordinated all department events; created and distributed flyers; set-up/tear-down
Education
Riverside-Brookfield High School, Riverside, IL
Graduated - 2005-2009
DePaul University, Chicago, IL
Worked towards B.A. Sociology - 2009-2011
?
Additional Skills & Training
• Expert in Microsoft Office - Word, Excel, PowerPoint, Outlook, OneDrive, and other collaborative tools
• Proficient in Encompass360, Calyx Point, and IDS
• Proficient with all Google Business/G Suite applications
• Familiar and experienced with the expectations of a corporate environment
Professional References
Christina Brady - Director of SMB - Glassdoor
Cell - ------------ - ------------
Michelle Plaza – Property Manager - 33 Realty
Cell - ------------ – ------------
Juanita Lazzerini - VP - Lakeside Bank
Work - ------------ - ------------
Brandon Poulos - Vice President of Lending - Neighborhood Loans
Work - ------------ - ------------
a – Property Manager - 33 Realty
Cell - ------------ – ------------
Juanita Lazzerini - VP - Lakeside Bank
Work - ------------ - ------------
Brandon Poulos - Vice President of Lending - Neighborhood Loans
Work - ------------ - ------------
Angelica Sampson
1742 N. Humboldt Blvd, Chicago, IL 60647
------------ A------------
Professional Experience
Sedgwick Properties
Property Management /Administrative Assistant – July ’18 – Current
• Directly support the owner and general manager by performing administrative tasks including preparing leases, converting/formatting documents, running credit checks on new tenants, and creating and managing technician schedules for maintenance tasks
• Oversee the management of 62 rental units; secure new tenants and work with agents to arrange apartment showings
• Perform receptionist duties including answering the main phone line and responding to tenant inquiries
• Manage tenant and property information utilizing Microsoft Word and Excel
Lakeside Bank
Mortgage Loan Closer - December ‘17 - June ’18 • Closed residential loans, including FHA, VA, FNMA, ARM, and HELOC’s
• Acquired documents to close loans including Preliminary Closing Disclosures, Insurance and Insurance Declarations
• Communicated with third parties to ensure all stages of the loan process moved smoothly including confirming closing dates, obtaining credit reports and invoices, and completing VOE’s
• Assisted the VP of Lending with administrative tasks including managing emails, scanning documents and uploading documents into the appropriate E-file
• Used Calyx Point, IDS and other CRM’s to enter loan details into bank systems
• Created Excel spreadsheets, including pre-funding Excel sheets
Mutual Federal Bank
Assistant to VP Of Lending/Assistant to Closing Manager (Temp. position to garner more experience) - June ‘17 - October ‘17
? • Prepared, formatted and organized closing documents including allonges and insurance paperwork; uploaded closing packages to Encompass and lenders websites
• Uploaded Initial Closing Disclosures and signed documents from DocMagic into Encompass efolder
• Prepared check requests and wire transfers
• Maintained DocMagic system by updating borrower/seller information, property information, prepaids and escrows
Neighborhood Loans
Loan Officer Assistant - January 2017 - June 2017
? • Acted as gatekeeper to the VP of Lending by answering his direct line; scheduled and coordinated meetings, appointments and travel arrangements
• Scheduled monthly events, such as ‘Happy Hour’ and ‘Lunch & Learn,’ and sent/tracked all invitations
• Called and emailed those who submitted online inquiries to attain leads for possible pre-approvals or mortgage refinancing; kept track of all new leads and clients
• Utilized the company's CRM system, Encompass 17.5, to create loans; obtained the required information to start a new file and run credit reports in the system
• Arranged closings after clients’ successful home purchase
• Attended webinars and conferences, and took IHDA training classes
America’s Best Contacts & Eyewear
Receptionist - June 2014 - December 2016
• Answered main phone line, booked appointments, created new patient files and prepared contact lens and glasses orders
• Maintained detailed logs of customer records using both paper-based and computer-based systems
• Fitted glasses and contacts
• Helped patients complete forms
DePaul University Athletic Center
Assistant to Head Director of Sports - April 2009 - December 2011
? • Performed front desk receptionist duties including answering the main phone line, booking appointments, filing, copying and faxing documents
• Assisted student athletes with questions
• Coordinated all department events; created and distributed flyers; set-up/tear-down
Education
Riverside-Brookfield High School, Riverside, IL
Graduated - 2005-2009
DePaul University, Chicago, IL
Worked towards B.A. Sociology - 2009-2011
?Additional Skills & Training
• Expert in Microsoft Office - Word, Excel, PowerPoint, Outlook, OneDrive, and other collaborative tools
• Proficient in Encompass360, Calyx Point, and IDS
• Proficient with all Google Business/G Suite applications
• Familiar and experienced with the expectations of a corporate environment
Professional References
Christina Brady - Director of SMB - Glassdoor
Cell - ------------ - ------------
Michelle PlazAngelica Sampson
1742 N. Humboldt Blvd, Chicago, IL 60647
------------ AngelicaS------------
Professional Experience
Sedgwick Properties
Property Management /Administrative Assistant – July ’18 – Current
• Directly support the owner and general manager by performing administrative tasks including preparing leases, converting/formatting documents, running credit checks on new tenants, and creating and managing technician schedules for maintenance tasks
• Oversee the management of 62 rental units; secure new tenants and work with agents to arrange apartment showings
• Perform receptionist duties including answering the main phone line and responding to tenant inquiries
• Manage tenant and property information utilizing Microsoft Word and Excel
Lakeside Bank
Mortgage Loan Closer - December ‘17 - June ’18 • Closed residential loans, including FHA, VA, FNMA, ARM, and HELOC’s
• Acquired documents to close loans including Preliminary Closing Disclosures, Insurance and Insurance Declarations
• Communicated with third parties to ensure all stages of the loan process moved smoothly including confirming closing dates, obtaining credit reports and invoices, and completing VOE’s
• Assisted the VP of Lending with administrative tasks including managing emails, scanning documents and uploading documents into the appropriate E-file
• Used Calyx Point, IDS and other CRM’s to enter loan details into bank systems
• Created Excel spreadsheets, including pre-funding Excel sheets
Mutual Federal Bank
Assistant to VP Of Lending/Assistant to Closing Manager (Temp. position to garner more experience) - June ‘17 - October ‘17
? • Prepared, formatted and organized closing documents including allonges and insurance paperwork; uploaded closing packages to Encompass and lenders websites
• Uploaded Initial Closing Disclosures and signed documents from DocMagic into Encompass efolder
• Prepared check requests and wire transfers
• Maintained DocMagic system by updating borrower/seller information, property information, prepaids and escrows
Neighborhood Loans
Loan Officer Assistant - January 2017 - June 2017
? • Acted as gatekeeper to the VP of Lending by answering his direct line; scheduled and coordinated meetings, appointments and travel arrangements
• Scheduled monthly events, such as ‘Happy Hour’ and ‘Lunch & Learn,’ and sent/tracked all invitations
• Called and emailed those who submitted online inquiries to attain leads for possible pre-approvals or mortgage refinancing; kept track of all new leads and clients
• Utilized the company's CRM system, Encompass 17.5, to create loans; obtained the required information to start a new file and run credit reports in the system
• Arranged closings after clients’ successful home purchase
• Attended webinars and conferences, and took IHDA training classes
America’s Best Contacts & Eyewear
Receptionist - June 2014 - December 2016
• Answered main phone line, booked appointments, created new patient files and prepared contact lens and glasses orders
• Maintained detailed logs of customer records using both paper-based and computer-based systems
• Fitted glasses and contacts
• Helped patients complete forms
DePaul University Athletic Center
Assistant to Head Director of Sports - April 2009 - December 2011
? • Performed front desk receptionist duties including answering the main phone line, booking appointments, filing, copying and faxing documents
• Assisted student athletes with questions
• Coordinated all department events; created and distributed flyers; set-up/tear-down
Education
Riverside-Brookfield High School, Riverside, IL
Graduated - 2005-2009
DePaul University, Chicago, IL
Worked towards B.A. Sociology - 2009-2011
?
Additional Skills & Training
• Expert in Microsoft Office - Word, Excel, PowerPoint, Outlook, OneDrive, and other collaborative tools
• Proficient in Encompass360, Calyx Point, and IDS
• Proficient with all Google Business/G Suite applications
• Familiar and experienced with the expectations of a corporate environment
Professional References
Christina Brady - Director of SMB - Glassdoor
Cell - ------------ - ------------
Michelle Plaza – Property Manager - 33 Realty
Cell - ------------ – ------------
Juanita Lazzerini - VP - Lakeside Bank
Work - ------------ - ------------
Brandon Poulos - Vice President of Lending - Neighborhood Loans
Work - ------------ - ------------
a – Property Manager - 33 Realty
Cell - ------------ – ------------
Juanita Lazzerini - VP - Lakeside Bank
Work - ------------ - ------------
Brandon Poulos - Vice President of Lending - Neighborhood Loans
Work - ------------ - ------------