Erin Smith

Provided part-time business operations and digital systems support, focusing on pre-opening documentation, administrative readiness, and ongoing management of digital platforms and brand assets.

Provide part-time administrative and financial support for a hospitality management and catering business, including invoicing, scheduling, and record maintenance. Coordinate catering schedules and maintain business records to support daily operations.

Provided cross-functional operational leadership for a full-service restaurant with approximately 45 employees, partnering with ownership and managers across operations, payroll/HR, technology, compliance, and business improvement. Led key operational components of the transition from Herb's Social to Pangea Restaurant & Bar, including system updates, staff readiness, and customer-facing assets.

Served as a dedicated Lending Officer supporting multiple branches in the Northeast, providing remote home-lending consultation and managing mortgage applications for purchase, refinance, and home equity products. Coordinated with processors and guided customers through the lending process from application to funding.

Served as the on-site Home Lending Advisor for two Chase branches, guiding customers through purchase, refinance, and HELOC applications. Managed the front end of the lending process, reviewed financial and credit information, explained documentation requirements, coordinated with processors, and guided customers through underwriting decisions and next steps.

Managed approximately 35 HELOC applications per month, guiding customers from initial consultation through underwriting and funding. Reviewed financial and credit information, explained lending options and documentation requirements, coordinated with processors, communicated decisions, and guided customers through final funding and payment details.

Provided administrative and operational support for a growing catering business, creating invoices, menus, and business materials. Coordinated weekly customer orders, tracked payments and order details, maintained business records in QuickBooks, and assisted with meal packaging and fulfillment.

Managed residential property claims from assignment through resolution, evaluating coverage, investigating losses, interpreting policy provisions, and communicating claim decisions. Co-developed and presented a property coverage reference guide to support a cross-functional Property Liability team.

Managed mortgage servicing and loss-mitigation accounts, including a portfolio of 50–80 loans. Assessed customer financial circumstances, identified potential solutions, coordinated with processors and underwriting, managed documentation and case progress, and served as the primary customer contact through resolution.