
Lisa Williams
Researcher

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About me
Director of Mortgage Programs
Education

Old Dominion University
1996 - 1998Communications/TheaterActivities and Societies: Theater Club

Northern Virginia Community College
2004 - 2005Graphic Design and Technical WritingWanted to learn about Graphic Design... Figured I could take some classes for that.
Experience

Westat
Aug 2005 - Feb 2006ResearcherConducted surveys for Medicaid and Medicare under contract with Westat. Used my professional communication and organizational skills to retain an excellent turnover rate, converting calls to finished surveys, obtained from busy medical personnel.

NAVGTR CORP
Mar 2010 - Jun 2010Flash DeveloperCreated the Adobe Flash Curriculum for Maryland State Department of Education, to teach students Adobe Flash and to eventually pass the Adobe Certification exam. Created 3 flash mini games to be recreated as documentation of their learning experience.

SCD
Jan 2014 - Apr 2015Executive Assistant*Served as both a personal and a professional assistant to a luxury jewelry designer. *Answered phones, scheduled meetings, coordinated travel and processed all orders and customer inquiries that came through the office. *Managed several employees at different remote locations to ensure timely completion of tasks. Drafted and created presentation materials for both web and print, including logo design, mockups and promotional materials, invitations and email campaigns. *Planned and organized photo shoots, jewelry shows and fundraising dinners in Washington DC and New York City. *Data collection and database management for product inventory. *Managed transportation of products between various locations. *Website design and maintenance. *Social media account management, Twitter, Facebook, Instagram, Pinterest and Linkedin Show less

Broydrick & Associates
Mar 2015 - Dec 2015Executive Assistant*Answer phones, prioritize client needs. *Schedule meetings, plan and execute congressional briefings, coordinate travel, manage multiple executive calendars and update office on daily schedules. Event and conference management and planning. *Draft and create presentation materials while conforming to client design standards. *Draft memos, emails and congressional testimony and letters to clients. *Research on current bills pending in the house and senate. Research on current laws and client issues in support of principal lobbyist. *Order supplies, stock beverages. Maintained office organization for presentation to clients. Implemented organizational processes for hard files and digital files *Excel, Powerpoint, and Microsoft office document creation and editing. *Hand delivered letters and documents to House and Senate offices. *Streamlined office processes. Updated office contacts database, created printable templates for heavily used documents and printables. Acquired new office equipment. Oversaw office updates including rearranging offices and installing equipment. Show less

APV IT
Dec 2015 - Apr 2016Office Coordinator• Aligned objectives and bridged communication for Office Manager and CEO of the company.• Employed research procurement opportunities through federal and state websites to negotiate and acquire new business.• Fielded phone calls and greeted guests in a professional manner.• Devised an inventory system for office supplies and technology equipment.• Generated a promotional display for the office lobby using text and graphic effects.• Amplified mass communication strategies by designing mailings via Constant Contact. • Embodied and encouraged neatness and cleanliness of common spaces. • Forecasted and evaluated cross promotional event strategies to raise APV brand awareness. Show less

Edifice Solutions
Jul 2017 - Jan 2018Executive Assistant To Chief Executive Officer• Orchestrated and facilitated supporting role for the president and CEO of the company.• Coordinated office and company-wide events; coordinated offsite C-level corporate retreats, internal monthly company-wide barbeques and luncheons to strengthen employee relations. • Optimized administrative support structure of general office activities for senior level executives. • Anticipated professional needs by maintaining the calendar of a busy executive in Outlook. • Planned and ordered marketing collateral and prepared documents to print specifications. • Arranged personal and business travel to company and executive standards and expectations. • Assisted with HR Functions, including renting and furnishing of apartments for executives, 401K rollovers, and coordinating travel arrangements for interviews of new employees. • Certified adherence to research for HR policies and OSHA compliance.• Organized and retained detailed records of credit card purchases and receipts, reconciled the monthly credit card bill according to company standards; discovered and reported several instances of fraud totaling several thousands of dollars. • Charted successful development of an editorial calendar for marketing strategy in Constant Contact• Shaped and drove the company’s government CPARs using the official site, tracked due dates, compiled responses with evidence, submitted company responses to the government• Renewed business licenses and tracked expiring licenses. • Orchestrated collaborative efforts with other members of staff to develop company-wide file naming conventions and documented the policy for company-wide implementation and usage. • Authored, edited, updated and implemented company-wide policies; Completed a 600 page Standards and Procedures Guide in 2.5 months. The project consisted of writing, editing and transcribing information to create standardized office policies.• Streamlined intra-office policy development to enhance workplace functionality. Show less

City First Enterprises
Jan 2018 - nowLisa Williams is a nonprofit professional passionate about affordable homeownership. Lisa currently spearheads City First Enterprises’ Down Payment Assistance Program, Homes by CFE, which aims to level the playing field for African American and Latinx borrowers in the District of Columbia by providing Down Payment Assistance and additional closing costs through Homes by CFE’s Special Purpose Credit Program. Lisa is a licensed Mortgage Loan Originator in both the District of Columbia and Maryland. Show less Largely responsible for the design and implementation of Homes by CFE's Special Purpose Credit Program Down Payment Assistance Program. This includes working with outside partners and coordinating with our legal and compliance counterparts to ensure the effective management of the program. Manages the City First Homes affordable housing program which consists of over 40 single-family and cooperative units. Holds a valid NMLS Mortgage Loan Originator's License. Affordable Housing Mortgage Program Design, Development, and Implementation Assists in the resale process including qualifying prospective buyers, preparation of closing documents, and coordinates with real estate agents, co-op associations, and sellers. COVID-19 Relief Grant program management, implementation, and design. Deployed over 80MM dollars in Covid Relief funds on behalf of the DC government. Program support for Equitable Development Fund, our CDFI lending platform. Interfaces directly with the board of directors. Prepares board reports and packages for distribution to the board, board, and Committee support. Coordinates activity with City First family of organizations. Website design, updates, and maintenance. Responsible for IT needs, including moving of website servers, new employee set up,troubleshooting, and email issues. Successful integration with Microsoft Office including Teams. Manages all aspects of organizational compliance for City First Homes and City First Enterprises including SEC, Federal Reserve, and Corporate Registrations. Implements policies and procedures to ensure compliance with Federal, State, and local laws where applicable. Show less CFE believes that social and racial equity are rooted in economic equity. The Nonprofit Loan Fund represents an investment opportunity for institutional funders, individual impact philanthropists, and grantmakers in pursuit of economic equity and opportunity for all people in our region. Manages all aspects of HR and employee performance. Communicates effectively with both internal and external points of contact. Interfaces directly with the board of directors. Prepares board reports and packages for distribution to the board. Board and Committee support. Coordinates activity with City First family of organizations which includes, City First Homes, City First Bank, and City First Enterprises. Marketing support and event planning. Website design, updates, and maintenance. Assists with job posting and development for strategic hiring. Updating and maintaining file management systems. Management and mentorship of interns. Development and fundraising support. Responsible for IT needs, including moving of website servers, new employee set up, troubleshooting, email issues. Successful integration with Microsoft office including Teams. Program support for City First Homes and City First Enterprises. Orchestrated an office move from a larger space to a smaller space. Orders supplies and maintains adherence to our budget with assistance from our controller and CFO. Primary point of contact for outside vendors and businesses. Successfully negotiates contracts and leases that are beneficial to our organization. Show less
Director of Mortgage Programs
Jan 2023 - nowDirector of Mortgage Programs, Sr. Operations and Compliance Manager
Nov 2021 - Feb 2023Operations and Program Manager
Jan 2018 - Oct 2021
Licenses & Certifications
- View certificate

Understanding the Skills Needed to be a Successful Financial Coach - VTI Session
CypherWorxFeb 2022 - View certificate

Fair Housing: Building Competency in Housing Counseling - VTI Session
CypherWorxFeb 2022 - View certificate

Housing Affordability : Building Competency in Housing Counseling - VTI Session
CypherWorxFeb 2022
Volunteer Experience
Den Leader/Den Mother
Issued by Boy Scouts of America on Sept 2014
Associated with Lisa WilliamsWriter/Founder
Issued by Broad Politics on Jan 2016
Associated with Lisa Williams
Languages
- enEnglish
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