Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katie Bartimac

Seminole,Florida

Summary

Highly motivated and detail-oriented administrative professional with a strong background in customer service, financial operations, and office management. Offering more than 10 years of experience supporting operations, managing documentation, and providing exceptional administrative services. Looking to contribute my skills in database management, customer relations, and organizational efficiency to a dynamic and collaborative team.

Overview

12
12
years of professional experience

Work History

Senior Permit Technician

The City of Gulfport
04.2024 - Current
  • Process and review permit applications for compliance with local codes, zoning laws, and building regulations to ensue timely reviews.
  • Provide exceptional customer service by answering inquiries and assisting residents, contractors, and developers with permit requirements, application procedures, and status updates.
  • Process payments for permit applications, ensuring accurate transactions using various payment methods, including checks, credit cards, and online systems.
  • Assist in reporting by preparing and maintaining accurate records of permits, inspections, code enforcement actions, and zoning applications for internal use and public reporting.
  • Process requests for public records related to building permits, zoning, and code enforcement, ensuring timely and accurate responses in accordance with public access laws.
  • Provide comprehensive administrative support to the Building Official and department staff, ensuring efficient daily operations.

Financial Operations Specialist

PSCU
05.2021 - 04.2024
  • Research and resolve payment discrepancies, including identifying and correcting errors in the payment process.
  • Assist business clients with account inquiries, troubleshooting, and problem resolution in a timely and efficient manner.
  • Develop and maintain positive relationships with members, ensuring satisfaction and retention.
  • Ensure compliance with federal and state regulations, credit union policies, and procedures.
  • Reconcile General Ledger accounts to ensure accurate financial reporting.
  • Use ServiceNow to track, manage and resolve tickets in a timely and organized manner.

Fraud Representative

PSCU
08.2020 - 05.2021
  • Reviewed customer accounts for suspicious or fraudulent activity and keying chargebacks accordingly.
  • Stayed updated with current fraud trends and utilized this information to improve fraud detection and prevention efforts.
  • Communicated with customers to gather information and investigate potential fraud.
  • Verified customer information and account activity to prevent future fraud.

Lead Consumer Loan Processor

Achieva Credit Union
10.2012 - 08.2020
  • Communicated with customers, loan underwriters, and processors to ensure all parties are aware of loan status and outstanding requirements.
  • Conducted loan interviews to better understand customers needs to recommend lending and ancillary products.
  • Provided accurate and timely processing of loan applications while complying with regulatory standards. 
  • Maintained top producer while dominating customer service while coaching and mentoring my team to success.
  • Demonstrated expertise in reviewing and verifying income, assets, and credit. 
  • Assisted in the interview process for all new employees.
  • Trained all new staff and existing staff on policy changes and procedures.
  • Review processed loans to ensure all criteria are met. Coach employees as needed.
  • Asses procedures and policies for improvement and provide recommendations for changes.

Education

High School Diploma -

Northeast High School
05.2011

Associate of Arts - Business Administration

St. Petersburg College
Clearwater, FL
05-2028

Skills

  • Administrative Support: Experience in providing administrative support to teams and supervisors, including scheduling, handling correspondence, and assisting with reports
  • Customer Service: Strong ability to communicate with customers, staff, and management in a professional and courteous manner, handling sensitive information with discretion
  • Software Proficiency: Advanced skills in Microsoft Office Suite (Word, Excel, Outlook, Teams, and Adobe Acrobat), and financial systems
  • Financial Operations: Experience with billing, invoicing, general ledger reconciliations, and financial reporting, ensuring compliance with policies and regulations
  • Multitasking: Ability to efficiently manage multiple tasks, priorities, and deadlines in a fast-paced and evolving environment
  • Record Keeping: Strong attention to detail for maintaining accurate records and files for audit purposes and smooth daily operations
  • Problem Solving: Expertise in identifying and resolving discrepancies, including financial discrepancies and customer service issues
  • Communication: Excellent verbal and written communication skills, able to draft error-free correspondence, documents, and reports

Timeline

Senior Permit Technician

The City of Gulfport
04.2024 - Current

Financial Operations Specialist

PSCU
05.2021 - 04.2024

Fraud Representative

PSCU
08.2020 - 05.2021

Lead Consumer Loan Processor

Achieva Credit Union
10.2012 - 08.2020

High School Diploma -

Northeast High School

Associate of Arts - Business Administration

St. Petersburg College

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Katie Bartimac