AI Automation SpecialistAI Automation Specialist

Key Achievements:

Design and run AI lead-response, scoring, and follow-up systems in GoHighLevel for client businesses. • Build AI agents and auto-responders with ChatGPT, Claude, and the OpenAI API, connected to CRMs through Zapier, Make, APIs, and webhooks. • Set up client GoHighLevel accounts end to end and audit and repair existing automations.

Key Achievements:

Built the Messenger AI agent, GoHighLevel master workflow, automatic contact capture, and eSIM delivery and escalation flows.

Key Achievements:

Completed 3-month intensive mortgage processing training focused on the end-to-end processing workflow. • Trained on Encompass loan origination system, including loan file set-up and file organization. • Practiced file scrubbing to review loan files for completeness, accuracy, and missing documentation. • Practiced ordering out third-party items required for loan files (order outs).

Key Achievements:

• Performed data audits on reverse mortgage loan and servicing data to confirm accuracy and compliance. • Validated accuracy and consistency of borrower and loan datasets across servicing records. • Identified data quality issues affecting financial reporting and compliance, and escalated findings. • Documented audit findings and supported improvements to data governance processes.

Key Achievements:

Reviewed mortgage submission packages for completeness and entered required loan fields accurately and within timelines. • Performed quality assurance audits to ensure compliance with investor and agency requirements. • Reverified borrower information including property eligibility, qualifying income, debt ratios, and valuation documentation.