Megan Markowski
Fort Mill,SC
Summary
Sensible Operations Specialist with a passion for business management, operations and sales. Driven, ambitious and dedicated to managing the flow of the workplace and optimizing day-to-day activities. With eight years of strong experience in the mortgage industry.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Change Management Engineer II
Cardinal Financial Company, LP
01.2023 - 02.2024
- Interpret change requests and design configuration solutions
- Complete gap assessments to identify changes between new guidelines and current processes
- Configure smart document requirement criteria, stacks, and packages
- Ample requirement and smart document testing
- Create issue documents and requirement specifications
- Complete Production QA and activation/deactivation processes
- Collaborate with stakeholders to ensure feedback is implemented accurately and approval is obtained
- Effectively manage multiple demands and competing priorities and bring professional and clear resolution to escalations, unresolved issues, or open inquiries
- Communicate exceptionally in both oral and written communications with both internal and external audiences
- Maintain familiarity of company-wide lending policies and lending guidelines
- Uphold knowledge with ongoing research of lending programs, policies, procedures, and regulatory requirements
- Demonstrate a commitment to professional ethics and compliance with all Federal and State policies
- Translate business needs to Mortgage Technology partners
- Accurately document the change task/project with regular status updates.
Subject Matter Expert
Cardinal Financial Company, LP
10.2020 - 01.2023
- Offered one-on-one support for team members and managers to drive continuous improvement
- Served as consultative resource on Octane, zoom, and InContact system operation, updates, and maintenance
- Assisted in developing and refining standard operating procedures for the Transaction Management Department
- Oversaw implementation of Octane workflows and reports to improve workflows and reduce turnaround times
- Implemented departmental compliance with established standards and sought out improvement opportunities
- Advised on hiring, development and management of in-house onboarding and training team
- Partnered with team members to identify and address challenges or opportunities
- Displayed strong telephone etiquette, effectively handling difficult calls
- Maintained positive working relationship with fellow staff and management
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data
- Monitored operations and reviewed records and metrics to understand company performance
- Wrote and submitted reports on industry trends, prompting managers to develop business plans
- Assessed company operations for compliance with safety standards
- Set specific goals for projects to measure progress and evaluate end results
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
Transaction Coordinator
Cardinal Financial Company, LP
04.2018 - 10.2020
- Processed real estate transactions from start to finish, smoothly communicated between clients, sales staff, and title companies
- Drove on time, smooth and stress-free closings
- Cultivated congenial relationship with clients and other parties throughout transactions
- With ultimate focus on satisfaction and business growth
- Drove efficiency of transaction processing through effective partnering with financial and customer operations teams.
Transaction Assistant
Cardinal Financial Company, LP
02.2016 - 04.2018
- Adhered to regulatory and company security and audit procedures
- Used dynamic research and interpersonal skills to swiftly resolve customer issues
- Handled over 40 customers daily and processed transactions, deposits and withdrawals
- Managed multiple projects and tasks to ensure high quality and timely delivery
- Demonstrated self-reliance by meeting and exceeding workflow needs
- Provided excellent service and attention to customers when face-to-face or through phone conversations
- Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
Skills
- Project Management
- Program Evaluation
- Data Management
- Customer Service
- Management Skills
- Training & Development
- Decision Making
- Computer Skills
Certification
- Mortgage Compliance, Cardinal Financial Company, LP
- Down Payment Assistance Programs, Cardinal Financial Company, LP
- Closing Delegation, Cardinal Financial Company, LP
Timeline
Change Management Engineer II
Cardinal Financial Company, LP
01.2023 - 02.2024
Subject Matter Expert
Cardinal Financial Company, LP
10.2020 - 01.2023
Transaction Coordinator
Cardinal Financial Company, LP
04.2018 - 10.2020
Transaction Assistant
Cardinal Financial Company, LP
02.2016 - 04.2018
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