Kari A. Beltzer

***** ******* *********, **** ****, Ohio 44012

216-***-****

adehc5@r.postjobfree.com

ADMINISTRATIVE PROFESSIONAL

SKILLS AND STRENGTHS

Microsoft Word

Excel

Access

Publisher

PowerPoint

SoftPro

RamQuest

Title Express

QuickBooks Pro 2018

Ecompass

Detail Oriented

Customer Focused

PROFESSIONAL EXPERIENCE

Lender Recording Services (LRS) 08/2019 – 03/2020

Document Review Specialist

* Prepare and review all documentation incoming from several (over 200) agencies.

* Review documents to ensure the completeness and validation for recording.

* Review for completeness of Borrower’s name(s), property address, Permanent Parcel Number, Client ID Number, Notary name, written and signed, validity of notary expiration along with acknowledgement; including but not limited to state/county/city requirements.

* Reject any/all that don’t meet certain requirements (state/county/city specific).

* Review marital status and witness per state/county/city requirements.

* Calculate state/county/city fees, if applicable.

Datech, Inc. DBA Great Lakes Machine and Tool Company 06/2018 – 02/2019

Office Manager

* Oversee office operations including managing office equipment, process mail, maintaining and ordering supplies.

* Create and maintain vendor records, including contact information, payment terms, and manage bills received from them.

* Maintain customer records including contact, delivery and payment information.

* Keep employee information including contact information, salary or hourly rate information, related employment data such as W-4’s and new hire paperwork, and prepare payroll.

* Invoice customers and send invoices via email/mail/or fax.

* Download and record bank transactions into QuickBooks, making bank deposits, ordering checks, verifying bank drafts and charges and resolving bank errors.

* Track the cash balance with regular cash flow reports.

* Customize reports for the owner, outside accounting experts, government agencies, and other interested parties. These reports include account balances, profit and loss figures, and transactional reports.

* Reconcile bank accounts and perform account analysis on assets and liability accounts.

* Prepare 1099’s for vendors and contractors as needed.

* Make payroll tax deposits, create and file payroll and sales tax reports, working with CPA.

Page 2 – Kari A. Beltzer – 216-***-**** – adehc5@r.postjobfree.com

PROFESSIONAL EXPERIENCE (continued)

American Midwest Mortgage Corporation 02/2015 – 03/2016

Loan Officer Assistant

* Worked alongside designated Loan Officers in the loan origination process as well as performing daily administrative tasks.

* Tasks always completed within a deadline and with proficiency.

* Ensured files moved through processing and closing in a timely manner.

* Established appointments with clients and met with them to complete necessary documents. * Promptly responded to client questions and concerns, kept clients informed of the loan process and accurately obtained and reviewed applicant’s credit history and bank statements.

Bryant & Stratton College 10/2014 – 02/2015

Administrative Assistant / Reception

* Welcomed visitors and provided information in person and on the telephone.

* Maintained employee and department directories.

* Maintained security by following procedures; monitored logbook and issued visitor badges.

* Maintained telecommunication system by following manufacturer’s instructions for house phone and console operation.

* Accepted and recorded tuition payments.

PREVIOUS EXPERIENCE

Title and Escrow industry (1993-2015)

*Handled all incoming calls.

*Typed all commitments and policies.

*Executed closings, prepared HUDs, obtained payoffs, contacted customers to schedule closing.

*Put together lender packages after signing, prepared filings, reviewed documents for accuracy, reviewed exams and solved title issues.

*Day to day contact with attorneys and realtors along with lending institutions via email and telephone conversations.

CERTIFICATIONS

Notary Public

EDUCATION

Bryant & Stratton College

Pursuing Associate of Applied Science Degree: Expected Date of Graduation May 2021

Overall GPA 3.75

Multiple Dean’s List recognitions

Avon Lake High School, Avon Lake, Ohio

High School Diploma

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