Diana Spear
Diana Spear
• Coordinated the onboarding process for new employees between corporate departments (including human resources, equipment procurement, and technical assistance) with contacts at the local offices.
• Created customized training plans for new hires to use within the first 90 days.
• For remote workers, delivered information as the first point of contact from the company.
• Trained all new employees, using a software program to view their screen and teach them about the product and services that were provided to employees.
• Provided excellent customer service for technical issues and completed a “warm handoff” to the technical squad, if unable to resolve.
• Followed up with the new hire within 24 hours to ensure that systems were running correctly.
• Monitored the process with loan officers to transfer state and federal documentation so they could start on new loans.
• Provided feedback to managers on the status of their employees and what items still needed to be completed.
• Analyzed daily status reports on project milestones and weekly verified that all documents and resources could meet the onboarding deadline.
• Updated records on a cloud management program to ensure that hiring managers had current information.
• Effectively communicated with supervisors to maintain current timelines and project requirements.
KEY ACHIEVEMENTS:
• Quarterly received positive feedback from surveys filled out by loan officers and managers. Managers enjoyed working with me because I was prompt and knowledgeable and resourceful.
Applications used:
• Jira-Atlassian
• Box/TransferSafe
• Microsoft Teams
• Skype
• Trello
• Jabber
• OKTA
• Ceridian Dayforce
• Screen Connect-ConnectWise
• Digital Mortgage (proprietary system): That allows customers to upload their documentation prior to speaking with a loan officer to provide contact-less/quicker service.
• Total Expert
• Gateless
Phone (608)-335-9576
Email dspearwilson@gmail.com