Amy Hellrung
Upland
Summary
Detail-oriented with expertise in customer service, cash office, cashier, multitasking, and organizational skills. Proven ability to enhance operational efficiency through streamlined processes and exceptional communication. Team player that is confident, articulate and well organized.
Overview
44
44
years of professional experience
Work History
Office Manager - Volunteer Work
Pest Watch Pest Control, Inc.
08.2014 - Current
- Oversaw daily office operations, ensuring efficiency and productivity across all departments.
- Managed scheduling and coordination of pest control services to optimize technician routes and customer satisfaction.
- Implemented streamlined administrative processes, reducing paperwork time and improving service response rates.
- Maintained inventory control systems for necessary supplies, ensuring availability while minimizing excess stock.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
- Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
Bakery Production Worker
Walmart Upland Neighborhood Market
01.2021 - 06.2025
- Turned on equipment to run facility at beginning of shift.
- Produced consistently high-quality baked goods for customers; such as rolls, crostini, French and Italian breads. Baked and frosted/glazed donuts. Packaged and labeled rolls/breads and doughnuts.
- Operated bakery equipment to ensure consistent product quality and adherence to safety standards.
- Markdown all bakery products by rolling date on daily basis.
- Maintained cleanliness and organization within the production area.
- Trained employees on proper baking techniques and equipment usage to enhance team performance. Proper baking techniques, safety protocols, equipment usage. Fostering a safe and productive work environment.
- Monitored inventory levels, ensuring timely restocking of ingredients and supplies.
- Implemented process improvements that reduced waste and increased production efficiency.
- Maximized freshness of baked goods by closely monitoring oven temperatures and adjusting as needed for optimal results.
- Assisted in the preparation of bakery displays, ensuring an attractive presentation of products to entice customer purchases.
- Enhanced bakery production efficiency by streamlining processes and implementing time-saving techniques.
- Demonstrated adaptability by quickly learning and fulfilling various roles within the bakery operation as needed, including, bread slicer and operating oven.
- Completed inspections of bakery products, checking for quality and conformity.
- Adhered to established safety guidelines for handling hot equipment minimizing workplace accidents.
- Upheld stringent cleanliness standards by thoroughly sanitizing all work surfaces, utensils, and equipment after each use and end of work shift
- Assisted in preparation of baked goods, optimizing workflow for efficiency and speed.
Leasing Consultant/ Assistant Manager
Klingbeil Capital Management
05.2015 - 08.2019
- Responded to requests and scheduled appointments for property showings.
- Facilitated property tours and showcased amenities to prospective tenants.
- Assisted in lease negotiations, ensuring compliance with company policies.
- Verified tenant incomes and other information before accepting lease applications.
- Maintained compliance with company policies and procedures, ensuring consistent application process on all tenants.
- Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in process.
- Developed rapport with clients to address concerns and enhance resident satisfaction.
- Facilitated smooth move-ins for new residents by preparing lease agreements and coordinating logistics efficiently.
- Processed applications and maintained accurate tenant records using property management software.
- Trained new team members on company procedures and customer service best practices.
- Conducted market research to identify trends, informing pricing strategies and promotional offers.
- Increased sales through effective merchandising strategies and targeted promotions.
- Improved customer satisfaction by resolving complaints and inquiries promptly.
- Maintained service logs for vendors and service contractor agreements.
- Assisted management to market property for rentals.
- Maintained 95% occupancy rate and rent delinquency between 0% to 1% monthly.
- Inspected property for cleanliness and curb appeal daily.
Loan Assistant
Banc of California (formerly Pacific Western Bank)
02.2012 - 07.2014
- Managed loan application processing and documentation for efficiency and compliance.
- Assisted clients in understanding loan products and service options available.
- Coordinated communication between borrowers, lenders, and underwriting teams to streamline approvals.
- Reviewed financial documents to ensure accuracy and completeness before submission.
- Implemented process improvements that reduced turnaround time for loan applications.
- Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
- Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
- Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
- Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
- Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
- Ordered information such as credit reports, environmental assessments, and property appraisals.
- Reduced errors in loan applications through diligent review, data entry, and verification processes.
- Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Maintained confidentiality of sensitive client information, adhering strictly to company policies as well as federal privacy laws regulating financial institutions.
- Assessed loan compliance to meet lending laws and regulations.
- Assembled important paperwork and disclosures for borrower.
- Increased client retention rates by proactively following up on past clients to offer relevant financial products or assistance when needed.
- Communicated with customers daily to request information and complete paperwork.
- Maintained compliance with Fair Lending Practices and bank policies.
- Monitored key dates to obtain information by deadlines.
- Processed equipment, home equity, auto and commercial loans.
- Streamlined communication between departments, resulting in improved collaboration throughout the loan process.
- Reviewed application files to check for completion and compliance with institutional standards.
- Assisted in the development of internal policies and procedures related to loan processing, ensuring compliance with industry regulations.
- Supported underwriting team by conducting thorough research on applicant credit history and financial status.
- Contributed to the growth of loan portfolio by actively promoting various loan products and services to potential clients.
- Assisted in training new Loan Assistants, sharing knowledge and expertise for their success in the role.
- Identified potential risks or discrepancies during the application process; promptly reported findings to Loan Officers for appropriate action.
- Coordinated with third-party vendors for appraisals, title searches, and other necessary reports required for loan approval.
- Answered inquiries and provided superior customer service to clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
- Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
- Reviewed and validated details of loan applications and closing documentation.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
Leasing Consultant
Klingbeil Capital Management
11.2010 - 02.2012
- Cultivated strong relationships with prospective tenants to enhance leasing opportunities.
- Conducted property tours, highlighting amenities and benefits to attract potential residents.
- Provided exceptional customer service to both current and prospective residents, resulting in high levels of satisfaction and retention.
- Collaborated with maintenance teams to ensure properties were well-maintained and presented effectively.
- Managed rental applications and screening processes to ensure qualified tenant placements.
- Enhanced tenant satisfaction with prompt responses to maintenance requests and effective communication.
- Distributed and followed up on tenant renewal notices.
- Maintained detailed records of all leasing transactions, ensuring timely rent collection and accurate financial reporting.
- Managed social media accounts showcasing community features, amenities, and events that attracted potential renters'' attention.
- Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
- Increased apartment occupancy rates by conducting engaging property tours and addressing prospective tenants'' concerns.
- Collected monthly rent payments and other fees, always properly recording, and processing money.
- Implemented resident referral programs that encouraged word-of-mouth marketing and increased tenant satisfaction.
- Worked closely with maintenance staff to expedite repairs or improvements when necessary, maintaining quality living spaces for tenants.
- Reviewed competitor properties regularly to stay informed about industry developments and adapt marketing strategies accordingly.
- Conducted thorough background checks on applicants to maintain community safety standards and minimize delinquency risks.
- Greeted clients, showed apartments, and prepared leases.
- Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
- Inspected properties before and after new tenant move-ins to schedule maintenance, cleaners, and other services.
- Resolved conflicts between tenants regarding noise, encroachments, and parking.
- Collected rent and tracked resident payments and information in computer system.
- Conducted regular inspections of both interior and exterior of properties for damage.
- Coordinated appointments to show marketed properties.
- Responded to Common Area Maintenance (CAM) inquiries.
- Collected and maintained careful records of rental payments and payment dates.
- Generated leads for sales and rental properties through cold calls and referrals.
- Verified tenant incomes and other information before accepting lease applications.
- Responded to requests and scheduled appointments for property showings.
Loan Assistant
Banc of California (formerly Pacific Western Bank)
09.1996 - 09.2010
- Processed loan applications efficiently, ensuring compliance with regulatory standards.
- Reviewed and verified documentation for accuracy and completeness before submission.
- Coordinated communication between borrowers, loan officers, and underwriting teams.
- Assisted in maintaining detailed records of loan processing activities for tracking purposes.
- Streamlined workflow processes to enhance operational efficiency and reduce turnaround time.
- Trained new staff on company policies, procedures, and software systems used in loan processing.
- Monitored and resolved discrepancies in loan documentation to prevent delays in approval.
- Implemented quality control measures to ensure high standards of service delivery throughout processing stages.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Set up and completed loan submission packages.
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Evaluated approvals against established bank and government lending standards.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Reduced processing time for loan applications through diligent management of workflow and task prioritization.
- Identified discrepancies in loan documents, resolving issues promptly to avoid delays in approval processes.
- Assisted underwriters in evaluating loan applications by providing relevant information and supporting documentation.
- Improved data accuracy within the database system through meticulous entry and verification of client information.
- Enhanced customer satisfaction with timely communication on the status of their loans, addressing concerns and answering queries.
- Ensured compliance with lending policies by reviewing credit reports thoroughly before submitting applications for approval.
- Demonstrated adaptability when faced with policy changes or new software implementations, quickly mastering new protocols for seamless integration into daily operations.
- Maintained comprehensive records of processed loans, ensuring easy retrieval for future reference or audits.
- Stayed current on industry trends and regulations, continually updating knowledge to better serve clients and improve overall efficiency.
- Upheld strict standards of confidentiality by securely handling sensitive client information in both physical and electronic formats.
- Fostered a positive team environment through active collaboration and sharing best practices to enhance overall effectiveness.
- Streamlined loan processing by efficiently organizing and verifying applicant documentation.
- Provided exceptional customer service by listening attentively to client needs, offering personalized solutions tailored to their circumstances.
- Optimized internal processes by suggesting improvements based on experience and observation, leading to increased efficiency within the department.
- Managed multiple tasks simultaneously, ensuring deadlines were met without compromising the quality of work produced.
- Expedited the closing process by coordinating with all involved parties, including title companies, attorneys, and real estate agents.
- Collaborated with loan officers to ensure accurate completion of required forms and adherence to regulatory guidelines.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
- Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.
- Assembled important paperwork and disclosures for borrower.
- Communicated with customers daily to request information and complete paperwork.
- Monitored key dates to obtain information by deadlines.
- Answered inquiries and provided superior customer service to clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
- Reviewed and validated details of loan applications and closing documentation.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
Administrative Assistant
Thermador Corporation
06.1993 - 05.1996
- Coordinated office operations and maintained effective communication across departments.
- Managed scheduling and calendar organization for executives, optimizing time management.
- Developed and implemented filing systems to enhance document retrieval efficiency.
- Assisted in preparing reports and presentations, ensuring accuracy and professionalism.
- Streamlined administrative procedures, improving overall office productivity by reducing redundancy.
- Led initiatives to upgrade office technology systems, enhancing workflow efficiency and user experience.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Maintained inventory of office supplies and placed orders.
- Monitored office supplies inventory, ensuring availability of essential items without overstocking.
- Volunteered to help with special projects of varying degrees of complexity.
Secretary
Circuit City Divisional Office
02.1992 - 05.1993
- Developed standardized processes for handling inquiries, improving response times and service quality.
- Implemented filing systems that improved document retrieval times, enhancing overall workflow efficiency.
- Answered telephone calls to offer office information, answer questions, and direct calls to appropriate departments.
- Improved unit workflow by effectively prioritizing tasks and collaborating with team members to complete assignments in a timely manner.
- Consistently met deadlines for completing administrative tasks while managing competing priorities during high-pressure situations on the unit floor.
- Supported office staff and operational requirements with administrative tasks.
Secretary
First Trust Bank
11.1991 - 02.1993
- Processed loan applications efficiently, ensuring compliance with regulatory requirements.
- Maintained accurate loan documentation and records for auditing purposes.
- Identified areas for process improvement, enhancing overall efficiency of loan processing workflow.
- Organized complex loan files, enabling quick retrieval of critical documents during the approval process.
- Collaborated with loan officers to ensure accurate and complete application packages, reducing processing time and errors.
- Enhanced loan processing efficiency by streamlining documentation preparation and review procedures.
- Maintained strict adherence to data privacy and security protocols by ensuring the secure storage, transmission, and disposal of sensitive client information.
- Provided exceptional customer service throughout the entire lending process from initial contact through post-closing follow-up calls; consistently received positive feedback from clients.
- Assisted in closing loans on schedule by tracking deadlines and following up on outstanding items from borrowers or third parties.
- Reduced turnaround times for document request responses by creating a streamlined system for tracking borrower communications.
- Received dues, fees and payments and provided transaction receipts.
- Maintained accurate records of organizational finances and generated reports as requested.
- Verified processing information and deposited received funds into organizational account.
- Maintained confidentiality of information related to receiving, recording and depositing of funds.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Verified credit histories, personal references and employment backgrounds for each applicant.
Secretary
U.S. Bank (formerly First Wisconsin National Bank)
08.1981 - 09.1991
- Maintained accurate records and files, enhancing data retrieval and organization.
- Worked in safe deposit, human resources, commercial lending and credit card department.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
- Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
- Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
- Conducted research for special projects, contributing valuable insights that informed strategic decisions.
- Oversaw inventory of office supplies, ensuring availability and cost-efficiency.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Education
High School Diploma -
Custer High School
Milwaukee, WI06-1981
Skills
- Customer service
- Office management
- Cashier / Cash Office
- Organizational skills
- Office administration
- Data entry
- Customer relations
- Billing / Accounting
- Multitasking
- Reliability
- Verbal and written communication
- Administrative support / Clerical Support
Timeline
Bakery Production Worker
Walmart Upland Neighborhood Market
01.2021 - 06.2025
Leasing Consultant/ Assistant Manager
Klingbeil Capital Management
05.2015 - 08.2019
Office Manager - Volunteer Work
Pest Watch Pest Control, Inc.
08.2014 - Current
Loan Assistant
Banc of California (formerly Pacific Western Bank)
02.2012 - 07.2014
Leasing Consultant
Klingbeil Capital Management
11.2010 - 02.2012
Loan Assistant
Banc of California (formerly Pacific Western Bank)
09.1996 - 09.2010
Administrative Assistant
Thermador Corporation
06.1993 - 05.1996
Secretary
Circuit City Divisional Office
02.1992 - 05.1993
Secretary
First Trust Bank
11.1991 - 02.1993
Secretary
U.S. Bank (formerly First Wisconsin National Bank)
08.1981 - 09.1991
High School Diploma -
Custer High School