Kim Phelps

Experience

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  3 Day Blinds

  Jan 1997 - Jan 1999

  Sales Associate

  • Top sales associate for store location• Provided excellent customer service with in store and phone sales• Sustained client relationships for retention• Maintained product knowledge on new and existing window coverings• Matched products and services to clients needs• Processed client orders and track shipments • Managed incoming deliveries and schedule appointments• Maintained store appearance and performed clerical duties

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  Horizon Airlines

  Jan 1999 - Jan 2003

  Flight Attendant

  • Maintained positive customer relations• Implemented effective reasoning tactics • Met strict schedule requirements• Performed preflight safety checks for departure and secured aircraft for landing• Provided instruction for passengers on safety/emergency procedures• Implemented safety protocols as needed• Maintained lifesaving certifications• Responded to any in-flight emergencies• Performed top notch inflight customer service• Ensured safety, security and comfort of passengers Show less

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  Imagymnation

  Jan 2002 - Jan 2008

  Staff Manager/Senior Gym Instructor

  • Delegated junior staff assignments for birthday parties and facility maintenance• Managed/trained and mentored junior staff members.• Performed and managed opening and closing procedures• Managed and trained employees on food court• Oversaw food preparation and other kitchen operations• Ensured compliance with health and food safety standards• Maintained event and staff schedules• Monitored and maintained inventory• Processed payments and registrations• Taught all gymnastics events and cheerleading to children and teens• Lead daily warm ups• Maintained safety off all students Show less

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  Dance Connection

  Sept 2007 - May 2014

  Senior Dance Instcutor

  • Instructed over 160 students in ballet each year by traveling to daycare centers• Developed themed lesson plans• Choreographed dance routines• Organized dance recitals• Designed and produced recital costumes• Maintained client relationships for retention

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  Xpressions Dance Academy

  Aug 2009 - now

  Dance Educator/Event Coordinator/Executive Assistant

  • Enhances customer retention through fostering positive learning environment that cultivates healthy self esteem • Assists with developing and implementing comprehensive dance curriculum tailored to students needs and skill levels• Delegates staff assignments and manages backstage operations for all recitals• Participates in hiring processes by conducting interviews with prospective candidates• Supports dance studio owner by reviewing class schedules, drafting conflict resolution emails, organizing studio space, and providing aid in the office • Collaborates with lighting technicians, and other production staff to create an overall cohesive performance experience at recitals Show less

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  TitleOne

  May 2014 - Mar 2020

  Escrow Assistant

  • Improved client retention through excellent customer service and problem solving• Provided comprehensive administrative support to Escrow Officer, including scheduling closings, maintaining calendar, and handling email correspondence and phone calls • Prepared and balanced closing disclosures in collaboration with lenders• Conducted final reviews of escrow and legal documents to ensure accuracy and completeness for closings• Created and submitted legal documents for recording with county departments• Reviewed Title Commitments to clear judgments or liens, and coordinated assessments and payoffs• Drafted closing protection letters and prepared wire instructions to meet lender requirements• Facilitated construction draws and issued disbursement checks to subcontractors• Organized executed documents for lenders and managed submission, tracking, and handling of sensitive documentation for funding• Processed wires transfers and issued checks for final funding• Consistently coordinated meal orders for all staff meetings• Handled incoming calls professionally, directing callers to appropriate personnel or departments as needed• Welcomed visitors warmly, addressed inquiries and provided general information • Maintained supplies inventory by monitoring stock levels, placing and expediting orders for supplies, and verifying receipt of supplies• Performed clerical duties including photocopying, faxing, distributing mail, organizing documents, and maintaining office appearance Show less

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  Sydney Allen Coaching

  Jan 2020 - now

  Volunteer

  • Mindset Coach• Curriculum coordinator• Provide digital support• Coaching nursing students on mindset and burnout prevention

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  Stearns Lending (NMLS #1854)

  Oct 2020 - Feb 2022

  Account Manager

  • Collaborated with sales team to collectively drive growth of monthly loan pipeline• Boosted client retention through outstanding customer service and problem-solving skills • Facilitated movement of Conventional, FHA, VA, USDA and Jumbo loans from submission to funding quickly and efficiently to achieve monthly funding goals• Ensured consistent accuracy of broker's documents and conditions before submission to underwriting• Organized and safeguarded sensitive information including tax returns, employment verification, and appraisals• Guided and coordinated all parties involved for closing appointments• Served as primary point of contact for addressing client concerns and needs• Effectively managed multiple accounts concurrently while consistently meeting deadlines Show less

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  Emporium

  Mar 2022 - Sept 2023

  Account Manager

  • Managed pipelines and cultivated strong client relationships to grow loan pipeline for a startup company, driving growth through strategic client engagement• Facilitated movement of DSCR and NQM loans from submission to funding quickly and efficiently to achieve monthly funding goals• Conceptualized account manager roll and client engagement strategies that scaled with company growth• Led comprehensive training and mentorship for new account managers equipping them with operational processes to drive team performance and client satisfaction• Collaborated with vendors in testing data entry for new loan origination system, ensuring seamless integration and accuracy• Scheduled, organized and lead team meetings to ensure alignment and consistent execution of process and procedures• Designed, updated and implemented standard operating procedures and documents for account manager position in the company• Served as subject matter expert for loan origination system within the account management role, providing expertise in system functionalities and workflows to enhance operational efficiency • Served as primary point of contact for addressing client concerns and needs, ensuring effective communication and resolution• Created vendor management for employment verifications• Managed operational flow of appraisal orders and reviews• Maintained consistent communication with all parties regarding condition status, file movement and current turn times• Collected and reviewed outstanding conditions from brokers, preparing submissions for Underwriter review to expedite loan processing Show less

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  KP Ventures LLC

  Aug 2024 - now

  Bookkeeper/Company Owner

  • Reconcile bank accounts and financial statements to ensure accuracy• Investigate and resolve discrepancies in financial records to enhance overall data integrity • Prepare adjusting entries to facilitate precise financial reporting and analysis• Compile and present monthly, quarterly, and annual financial reports for stakeholder review in both QuickBooks Online and Desktop