Kassidy Wallace

• Compiled and analyzed data to generate quality scores and identify performance trends.
• Produced detailed weekly and monthly reports for peers and senior management.
• Collaborated with Line of Business to enhance training and development initiatives.
• Demonstrated facilitation, communication, planning, organization, time management, and presentation skills.
• Familiar with Microsoft Office, ACES, Alteryx and Tableau

• Delivered personal care for elderly clients, including bathing, dressing, and toileting.
• Researched community resources to enhance quality of life for clients.
• Encouraged client independence while providing essential support.
• Assessed living conditions to identify health risks and hazards.
• Monitored vital signs and communicated changes to medical staff.
• Transported clients to appointments and social events as needed.
• Performed light housekeeping tasks, including laundry and vacuuming.
• Prepared meals and snacks in accordance with dietary guidelines.

Reviewed collateral documents per agency and investor guidelines.

Documented file review results accurately in collateral tracking system (OPUS).

Collected executed loan closing packages and original Notes efficiently.

Resolved document exceptions through effective communication with internal and external clients.

Applied knowledge of FNMA, FHLMC, and FHA guidelines to maintain compliance.

Ensured timely and accurate completion of corrections while meeting production and quality standards.

Organized workload effectively in a fast-paced environment, prioritizing tasks independently.

Executed intake and preparation of mortgage files to ensure compliance and accuracy.

Processed retail and correspondent loans, including CEM and COOP, with attention to detail.

Performed clerical tasks including filing, photocopying, faxing, imaging, and data entry.

Adapted procedures and techniques to guarantee precise completion of assignments.

Monitored key performance indicators daily and weekly to uphold quality and efficiency.

• Monitored sales activities to guarantee customer satisfaction and quality of goods.
• Developed strategies to enhance store profitability through financial analysis and cost-saving measures.
• Resolved customer complaints promptly, addressing issues efficiently during store hours.
• Coordinated with vendors to ensure product availability at competitive prices.
• Trained new employees on store policies, procedures, and customer service standards.