Kelsy Schwalb

Founding President for 3 years of Young Men's Service League, a Four Year Program for moms and sons to volunteer together

● Assisted with gift tracking data in Salesforce.

● Supported donation recognition, including handwriting notes.

● Managed MAP Volunteers

● Assist with interview process as necessary, including calendar management for the Executive Director and the Operations Director.

● Attend fundraisers, assisting with planning, helping to set / clean up & hosting

● Completed necessary trauma training.

• St Vincent de Paul - secondary Caseworker
• Coordinated Mission Weekend Activities for School
• PTA Board Member
• Cub Scout, Den Coordinator, 5 years
• Active Church. Community & School Volunteer

• Drove territory sales and opened new territory for wholesale lender for residential home loans, increasing growth revenue from $0 to $5M/year
• Recognized as top 5% in efficiency and top 25% in sales of 200 Account Executives
• Prospected, increased and retained new client base of mortgage brokers
• Trained clients and new employees as product specialist
• Evaluated and pre-approved loans for broker clients
• Trained in needs-based selling

• Managed file setup, clearing conditions and file preparation
• Served as primary point of contact for the entire life cycle of underwriting and closing to ensure efficient process with the highest attention to customer service
• Supported outside sales force

• Partnered with corporate clients including Alston & Bird, Ford, Georgia Pacific, Turner, McKinsey & Company to offer Family Friendly benefits as a resource and referral program
• Evaluated client needs for family services including home day care, day care centers, nanny placement services and summer camps
• Assisted Turner in the setup of daycare facility
• Managed a robust database and portfolio of materials
• Coordinated consulting projects for corporate and non-profit family services alongside President of BrownRichards
• Trained and supervised staff of five full time and additional seasonal workers
• Managed database of referral sources for corporate clients