Leslie Large

Background

About Leslie Large

Catalyst Wealth Management- Suwanee & Atlanta, GA offices - Jan.'16:"Advisor Admin. Asst." •Redtail, Laserfiche, & Laserapp •Process & Upload New apps and COBD apps w/ supporting docs to home office (Kalos) •Schedule Advisor/Client follow-up meetings, Greeted clients, & Plan dinner events •Remind advisor of clients' pertinent info and dates —Arthrex Manufacturing Inc- Naples, FL:"Training Administrative Assistant II" •Assisted with training duties for implantation of SAP system, for all Arthrex employees. •Organized training events, created and collected training materials for SAP training sessions. •Maintained, collected and organized SAP training attendance records. —Trust Company Bank - Memphis, TN - April '13 to April '14:"Mortgage Loan Specialist"-"SR. LOAN SPECIALIST ASST."- assisted the Sr. Loan Specialist with processing, filing and reviewing client financial documents. Requested updated financial documents as needed. Communicated/built strong relationships with client, agents and loan processor(s) through loan closing "MORTGAGE LOAN ORIGINATOR": Originated new loan files/1003 apps for new clients, referrals and repeat clients for USDA, FHA, Conventional,HomePath, VA, FHA 203k Repair Loans and more. Trained in Calyx Point system for origination, pre-processing, closing, Outlook email system, Velocify/Leads 360 system —American Express/ Kelly Services - Greensboro, NC - Aug.'09 to Oct.'10:"Call Center Rep./Customer Service" • Handled an inbound call volume of 150-200 calls per day from merchants for verification of cardholder info • Processed authorization codes for referred charges and reversed authorization codes upon merchant's request • Made outbound calls to GNS / Partner Banks for additional verification purposes • Initiation of charge verification cases to stop fraudulent charges