Management, accounts payable & receivable, compliance, banking
Resume:
Amy Kimbler
Dixon, IL *****
***********@*****.***
Professional Summary
Management professional organized and dedicated with strict attention to details. Excellent communications and refined interpersonal skills. Possess strong ability to interact effectively with others. Highly motivated and committed with many years experience in management, sales, and office administration. Understands the importance of quality, service, and client satisfaction. Consistently meets and exceeds goals, objectives and targets with outstanding performance ratings. Authorized to work in the US for any employer
Work Experience
Retirement Call Center Specialist
Transamerica Retirement Solutions-Remote
November 2024 to Present
• Processed employee contributions, loan requests, distributions, and rollovers accurately and in a timely manner
• Conducted regular audits of retirement plans to ensure accuracy of participant data and plan compliance.
• Resolved participant inquiries regarding eligibility, vesting, contribution limits, and other retirement plan-related matters.
• Worked closely with third-party administrators (TPAs) to coordinate plan testing, nondiscrimination testing, and corrective actions if necessary
• Assisted in the implementation of new retirement plans or changes to existing plans based on client needs and regulatory updates.
• Maintained up-to-date knowledge of ERISA regulations, tax laws related to retirement plans, and industry best practices.
• Handled a high volume of inbound customer calls.
• Assisted customers with troubleshooting technical issues over the phone, resulting in a decrease in escalations to the technical support team and management.
• Consistently met or exceeded individual performance metrics including call quality, average handle time, and customer satisfaction ratings.
• Collaborated with cross-functional teams to resolve complex customer issues requiring input from multiple departments.
• Managed difficult or emotional customer situations professionally while maintaining empathy and building rapport with callers.
• Maintained a positive attitude during challenging interactions with upset or irate customers, de- escalating situations effectively.
• Participated in ongoing training sessions to stay updated on product knowledge and enhance communication skills.
• Provided excellent customer service by addressing inquiries, resolving complaints, and offering product information.
Mental Health Technician
State of Illinois-Dixon, IL
May 2024 to November 2024
• Direct care and habilitation of individuals with development and or mental disabilities.
• Physical care and support of individuals.
• Management of maladaptive behaviors, injury prevention and injury reports.
• Escorts individuals to medical or nursing appointments on or off state campus when required.
• Basic housekeeping needs if required.
• Daily logs of individuals care and behavior for medical staff.
• Maintains a clean, safe, and home like environment for residential units.
• CPR certified.
• Mandated reporter.
Sr. Loan Processor
Axia Financial-Remote-IL
September 2023 to December 2023
• Pipeline management of several loan originators.
• Customer service calls and retrieval of mortgage documents.
• Disclosures sent per TRID guidelines requirements.
• Established closings per contract dates and with all parties.
• Cross selling of company products and services
• Inbound customer service calls and emails.
Senior Loan Analyst/ Assumption Specialist
PNC Bank/National City Bank-Remote
June 2015 to October 2023
• Team leader and assisted management with daily required responsibilities.
• Coordinate and have close contact with credit bureaus, appraisers, title companies, attorney's, real estate agents, customers and 3rd parties with updates on loan status and closings.
• Obtain confidential customer information to file and maintain initial and final loan approval.
• Verify and examine information for accuracy on all mortgage loans.
• Schedule and conduct closing and servicing of mortgage loans.
• Guiding, directing, motivating, mentored, coached and training of peers.
• Assisted in work and activities to exceed team and company goals.
• Scheduled work, activities, meetings, reports and processing of daily duties and responsibilities.
• Resolution of any conflicts by negotiating or providing consultation and advice to peers or third parties.
• Problem solving and decision making while maintaining interpersonal relationships.
• Highly proficient, multi tasker being a top producer of over 300 peers.
• Provided input on implementing systems in place for better time management and cost effective ideas for company.
Indirect Underwriter
LSI (Lending Solutions Inc.)-Elgin, IL
January 2014 to June 2015
• Customer service representative for inbound call center.
• Approval, counter offer, and or denial of mortgage and auto loans via borrower qualifications.
• Verify pricing and rate locks per lender policy.
• Clear underwriting conditions sent for final approval to close transaction.
• Final audit of customer files for accuracy and compliance.
• Cross selling of financial products and services available. Loan Processor
The Mortgage Store PERL Mortgage-Schaumburg, IL
January 2012 to January 2014
Stearns Lending - Oak Brook, IL.
• Opened customer loan files by providing multiple product options available.
• Collected all underwriting conditions after review and acceptance of documents.
• Ordered credit reports, payoff letters, hazard insurance, title reports, tax returns, retirement accounts, verifications, outbound calls and email requests to customers and third parties.
• Verification of pricing and rate locks.
• Customer service calls inbound and outbound with status of loans and programs.
• Cross selling of financial products and services offered.
• Ordered wire transfers for loan closings.
• Final audit of files after closed transaction meeting bank and state regulations. Education
High School Diploma
College Prepatory - Chicago, IL
Skills
• Time management
• Notary (10+ years)
• Loan processing (10+ years)
• Organizational skills
• Underwriting
• Research
• Mortgage servicing (10+ years)
• Management (10+ years)
• Account Reconciliation
• Customer support
• Risk Management
• Financial Analysis
• Fair Housing Regulations
• Negotiation
• Credit Analysis
• Banking
• Customer service (10+ years)
• Account Management
Certifications and Licenses
CPR Certification
Certified Notary Public
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