Summary
Overview
Work History
Education
Skills
Timeline
Generic

AMY PETTY

Elkhorn

Summary

Accomplished professional with a proven ability to adapt swiftly to new environments and challenges, demonstrating exceptional communication, analytical, and problem-solving skills. Known for fostering collaborative relationships across all organizational levels, ensuring seamless teamwork and effective project execution. Committed to continuous improvement in performance and productivity, with a strong passion for delivering valuable services and innovative solutions to clients.

Overview

13
13
years of professional experience

Work History

Operations Analyst

Axos Financial Services
09.2022 - 09.2024
  • Responsible to ensure the day to day activities are completed on a daily basis from completing Mandatory and Voluntary Corporate Actions.
  • Reviewed all DTCC Daily Allocations to see if we need to create worksheets for both Mandatory and Voluntary Corporate Actions.
  • Ran the Daily Rann Report to see what Voluntary Corporate Actions offers that we need to set up so clients would be able to make an election.
  • Completed Daily Sales force cases to follow up on questions that our internal and external clients would ask for answers to their questions.
  • Completed the Voluntary and Mandatory Reconciliation by accounting for every item that was entered into that suspense for that day. I also had to make sure that I was proficient in excel to create the correct journal entries for the day.
  • Researched each line items on the reconciliation report.
  • Contacted transfer agents to see if they would take an email copy or a physical copy of the medallion stamp.
  • Assisted team members with our daily tasks to make each day fulfilling and come up with some cost savings in the process.
  • Completed quality control on each item that we would process daily to see if we could increase our productivity.

Trust Administrator

Security National Bank
05.2022 - 08.2022
  • Answered phones and redirected them to the correct department.
  • Photocopied and filed the documents into the correct client file.
  • Obtained the mail from the mailroom.
  • Sat in client meetings to see how they would want to invest their wealth.

Mortgage Loan Closer

Plains Commerce Bank
12.2020 - 03.2022
  • Responsible to the accuracy of all legal mortgage documents from start to finish of the loan and be able to hand off the file room when completion of loan closing.
  • Worked with Compliance Department to make sure all loans are within guidelines by 100%.
  • Communicated with all departments, co-workers, and colleagues effectively and professionally.
  • Contacted the Title Company and Brokers to verify and update all final numbers.
  • Reviewed all invoices for inaccuracy and that we would need to refund or charge the borrower.
  • Worked with Title Companies to help assist with the loan closing.
  • Prepared all legal documents for accuracy for the funding department to send the funds off to title to disperse.
  • Corrected our loan documents so we can increase our presents in the market by over 50%.
  • Helped clients reconcile their bank statements.

Mortgage Loan Processor

Cobalt Credit Union
10.2020 - 12.2020
  • Responsible to the accuracy of all legal mortgage documents from the initial application to when the borrower would sign the legal binding contract.
  • Reviewed all loan notes to make sure the borrower complies with all local and state guidelines.
  • Possessed a thorough understanding of Encompass and Mortgage Candance
  • Contacted the Loan Officer with any missing documents that we comply with all paystubs, bank statements, verification of employment, any missing documents to make sure the borrowers closing goes off without any issues.
  • Made sure we met all Underwriting Guidelines
  • Increased our productivity by 100% by brainstorming ideas to market our products available to customers.

AgDirect Closing Specialist

Farm Credit Services of America
11.2013 - 06.2020
  • Responsible for funding, all retail installment contracts, loans, and lease, payment of dealer incentives and the perfection of liens within a set time frame.
  • Verified the receipt of complete document package, to verify the accuracy of signature before funding, and include dealer follow up.
  • Answered all questions that customers would call in on our 1-800 line to ask about rates, signed documents, equipment that we might be selling, farmland, and etc.
  • Successfully increased our electronic signature process by 83%.
  • Possessed a thorough understanding of ADO, ADA, Transact, Fundit, and Pinpoint
  • Monitored the general ledger transaction and monetary distribution reports.
  • Possess a thorough knowledge of lien perfection for all assets.

Document Retrieval Analyst

Farm Credit Service of America
01.2012 - 10.2013
  • Responsible for Reviewing and Filing documents into client files for record keeping.
  • Opened mail to ensure that all documents were processed correctly.
  • Picked up the mail from the mailroom and distributed to the correct departments.
  • Filed all documents into the correct client folder for record retention.
  • Reviewed the record retention records to send off to the outside storage.

Education

BS - Human Resources

University of Nebraska Omaha

Skills

  • Training and Mentoring
  • Finance
  • Project Management
  • Written and Verbal Communication Skills
  • Management Support
  • Microsoft Office Products
  • Accounts Payable/Accounts Receivable
  • Record Management and Reporting
  • Salesforce proficiency
  • Data analysis
  • Workflow optimization
  • Operational efficiency
  • Reporting skills
  • Process updates
  • Business intelligence
  • Operations research

Timeline

Operations Analyst

Axos Financial Services
09.2022 - 09.2024

Trust Administrator

Security National Bank
05.2022 - 08.2022

Mortgage Loan Closer

Plains Commerce Bank
12.2020 - 03.2022

Mortgage Loan Processor

Cobalt Credit Union
10.2020 - 12.2020

AgDirect Closing Specialist

Farm Credit Services of America
11.2013 - 06.2020

Document Retrieval Analyst

Farm Credit Service of America
01.2012 - 10.2013

BS - Human Resources

University of Nebraska Omaha

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