Senior Lending Partner Specialist|Single Family - Minnesota Housing Finance Agency - St. Paul, MN
(2021-11)
Lead division marketing and promotional material ordering process and serve as primary point of contact. Research materials and vendors and provide recommendations and summaries of information; request samples and manage team meetings to discuss item selection; lead conversation and rationale for retiring items; manage orders, quantity selections and budget tracking. Manage bid requests and negotiate optimum price points for vendor quotes; manage Purchase Approval Request Forms (PARFs), Purchase Orders and invoicing, and oversee final payments including division budget allocation and reconciliation.
Complete required compliance review and approval process for materials and designs, acting as liaison with our legal, compliance and communications departments.
- Lead the Event Coordination team; schedule meetings, prepare agendas, track requests and assign tasks for projects such as the design project for the single family event tent canopy, van wrap for the single family van, and agency branded t-shirts and tumblers for all agency staff.
- Work with event coordinator; manage vendor registrations for events, order and arrange branded promotional items, track registrations, and manage budgets to track expenses and ensure funds are used effectively.
- Post updated materials and images on the agency website, with concentrated work on the Agency Marketing page.
- Manage change requests and upload assets to the Oracle Content Management Platform for participating lender network contact information on the website lender directory since 2017, sharing duties through 2021, and as of 2022, expert primary administrator.
- The lender directory is our top source of information for consumers to research lender options for both Homeownership and Home Improvement programs as well as generating borrower leads for our lending network. The page receives the most clicks on our website at this time.
- Manage contact card information for new and existing lenders, upload and edit images using photoshop to fit system specifications including activating/deactivating Top Producing Loan Officer recognitions on an annual basis.
- Manage and respond to lender outreach requests for incomplete submissions as primary provider of technical assistance.
- Pull data and create complex and tailored reports as requested by staff or lenders.
- Created a process guide on managing lender contact cards, as well as directory updates, deletions, and/or re-categorizing programs offered, and lead trainer for lender directory management.
- Triage agency and partner solutions mailboxes and phones, provide information and resources to consumers about our programs and provide technical loan program assistance to our lending network, including troubleshooting system issues within the Mortgage Cadence loan commitment system.
- Complete loan testing for Mortgage Cadence Platform to assist the division Business Systems Support Team, identifying glitches/issues with version updates before publishing to external partners.
- Primary coordinator for external partner event and training venues since 2021; research and manage selection and orders for refreshments/breaks; manage day of event set up including preparation of promotional item displays and giveaways, manage registrations, follow up reporting and final payment reconciliation.
- Schedule and deliver webinar-based training to new Web Administrators, demonstrating functions and responsibilities of the role. Subject matter expert for system questions.
- After training, update our Lenders and Contacts Access database, correcting information as needed and confirm lender's activation in our commitment system.
- Created and maintain the Web Administrator internal process and procedural guide.
- Over the course of approximately eight weeks, manage annual Web Administrator audit for 167+ participating lenders, which includes oversight of all data and information needed to create and perform the audit.
- Manage Web Administrator outreach providing instructions and guidance on completing the audit; manage follow up and submit Web Administrator Audit results to management.
- Lead Partner Solutions Team representative for onboarding new Home Improvement lenders in conjunction with the HI program team since 2022.
- Responsibilities include explaining and demonstrating our commitment system, responding to questions, and demonstrating locations of program guides and guidelines on our website.
- Provided a list of tasks for position descriptions and roles and responsibilities.
- Participated in the interview process.
- Over the last 6 – 8 months, lead trainer of new admin on position tasks; coach and provide guidance to admin to resolve questions and/or issues as they arise.
- Organize and implement the annual lender renewal process over a two – four-month time frame as co-lead for the project since 2024.
- Collaborate with co-lead to develop renewal request materials, generate contact reports to deliver materials to lender network, and coordinate tasks requested of assigned Business Development Representatives for outreach and additional follow-up assistance, if needed.
- Manage renewals; update lender records in the Lender and Contacts Access database and electronically file completed materials in designated lender contract folders.
- Direct the process for participating lenders who request to leave our program.
- Partner with program lead since 2018 to help deliver components of the Homeownership Top Producing Loan Officer Program. Have managed contacts and status of Top Producer Loan Officers in the Lender Directory since this time.
- Began shadowing program manager to expand knowledge of the program set up, selections and delivery, assuming various program tasks as requested and needed; received training on selection process with lender recognition report information, and learning methodology and process required to calculate Top Producer eligibility and validate selections.
- Distribute and manage the tracking and receipt of marketing benefit requests for our social media campaign and co-branded electronic items; Manage and monitor follow up requests and developed skills as a Subject Matter Expert for lender questions.
- Work with the creation of customized postcards and social media using In Design as part of marketing benefit packages.
- Manage and track social media packages, including Terms of Use and Instructions.
- Since 2023, provide oversight for the team budget.
- Work with accounting to track and reconcile expenditures in multiple categories, effectively managing fund usage.
- Provide reports to leadership as requested and discuss end of fiscal year budget balances and fund categorization to monitor availability/usage.
Administrative Assistant Senior|Single Family - Minnesota Housing Finance Agency - St. Paul, MN
(2017-11 - 2021-05)
Cooperatively work with Business Development team to solicit/research new and timely promotional ideas based on team feedback, and prepare options for consideration within budget guidelines; place orders with approved vendors for items, managing ordering/invoice/budget/approval and delivery process as well as overseeing inventory throughout annual budget term. Proven organizational, time management and interpersonal skills by facilitating the creation/maintenance of surveys and online event/registration for over 70 annual Home Ownership and Home Improvement Program trainings/conferences; researched locations; monitored attendance/responses/feedback; coordinated high volume of planning/organization and customer updates with minimal implementation impact, maintaining excellent communication and service to staff and attendees. Demonstrated experience working with Homeownership programs and home lending products by representing the agency along with the Business Development Team and Lending and Real Estate Partners at statewide consumer events/trainings, providing information/resources about Minnesota Housing single-family Homeownership and Home Improvement loan programs, mortgage indu
- Work with Quality Assurance and Portfolio Management Team on reports and mailing as needed, including image center organization and audit support
