ANDREA DAITOKU-SMITH
DuPont,WA
Summary
Loan Servicing Specialist II with over 17 years of experience in the banking sector, specializing in loan processing, collateral management, and customer support. Proficient in handling complex transactions, including payoff statements and loan advances, ensuring accuracy and compliance. Demonstrates strong attention to detail in maintaining loan collateral files and digital imaging, contributing to operational efficiency and high-quality service delivery.
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
17
17
years of professional experience
Work History
Loan Servicing Specialist II
Heritage Bank
Tacoma
09.2023 - 02.2024
- Provided support to internal & external customers over the phone and email
- Process loan payments, incoming wires and loan advances
- Calculate payoff statements upon request by determining release fees, prepayment penalties and coordinate partial release payments with escrow companies
- Post payoff transactions accurately to loan system
- Process the release of all types of collateral and supporting services in a timely manner.
Loan Support Specialist III
Columbia Bank
Tacoma, WA
06.2019 - 09.2023
- Release collateral on paid loans
- Monitor and review system reports, taking appropriate action as needed
- Track pending collateral items
- Maintain all loan collateral files in a secure location.
Digital Imaging Specialist II
Columbia Bank
Tacoma, WA
06.2019 - 09.2023
- Receive and Image original loan documents to AccuAccount
- Make any necessary changes within the core system (Precision) regarding ticklers
- File original loan documents into the appropriate client file and/or Note cabinet
- Image and archive old loan files
- Perform Quality Control on teammates work
- Maintain two bankwide email buckets by answering questions from the lenders, pulling requested files/notes and imaging documents sent through email to the appropriate client account
- Create monthly team calendar.
Reimbursement Specialist
DaVita Inc
Tacoma, WA
04.2012 - 06.2019
- Works with facility, admissions, Insurance Management Team and the Veterans Affairs Office for patient insurance coverage information
- Verifies patient insurance with the Veterans Affairs Office for medical benefits including eligibility and consults related to kidney dialysis
- Manages a patient's insurance coverage is set according to the specifications of the contract between DaVita and the VA
- Reviews registration denials to determine root cause
- Resolves patient account errors to help prevent registration denials
- Review reports on a daily basis to ensure all modality changes, transient, transfers, and modifications have the necessary VA authorizations on file
- Work with the Veterans Affairs Office's across the country on an annual basis to obtain authorizations for all the veterans during the renewal season.
Credit Balance Specialist
DaVita Inc
Tacoma, WA
04.2012 - 06.2019
- Analyze billing claim transactions, submit cash corrections, complete service tickets submitted by other teammates
- Review credit balances in billing system for governmental and non-governmental payers; submit adjustments, refunds, transfers and/or retractions
- Accurately key Medicare retraction packets for teammates in a timely manner
- Receive and/or respond to calls from payers in a timely manner.
Cash Poster
DaVita Inc
Tacoma, WA
04.2012 - 06.2019
- Balance and accurately post cash payments, and credit card payments to patient accounts and general ledger accounts
- Review and post rejected items
- Analyze and research items that have been placed in the Miscellaneous bucket and create corrections as needed
- Participated in gathering the statistical sampling of QA data for the Cash Posters
- Responsible for Daily Productivity Reporting and Daily Batch Updates for the team
- Run daily reporting for the Unapplied Team.
Accounting Representative
Sound Credit Union
Tacoma, WA
11.2011 - 01.2012
- Cash management of the Federal Reserve Bank accounts
- Process incoming wires
- Loan adjustments and/or corrections for members
- Reconcile general ledger accounts.
Operations Officer
Commencement Bank
Tacoma, WA
04.2007 - 11.2011
- Balance general ledger accounts on a daily basis; perform daily and monthly reconcilements of bank controlled accounts
- Annual IRS Reporting - 1099, 1098, 5498; document and maintain garnishments, levies, subpoenas, notice and order to withholds
- Collect invoices, determine which general ledger account(s) they should be paid from; input the invoices into the Accounts Payable software and have expense checks drawn out
- Support the Information Technology team by providing computer desktop support to bank staff
- Security Administrator on the main software and applications that are used within the bank, providing user access, password resets, troubleshoot user access issues; annual system access audit for all employees
- Audit new accounts for proper set up, review reports for dormant accounts, customer corrections, overdrafts, rejects and adjustments.
Education
High School Diploma -
Mount Tahoma High School
06-1989
Skills
- Detail oriented
- Research and troubleshooting skills
- Accounting experience
- Dependable, hard worker and team player
Volunteer Work
- Relay for Life
- Emergency Food Network
Timeline
Loan Servicing Specialist II
Heritage Bank
09.2023 - 02.2024
Loan Support Specialist III
Columbia Bank
06.2019 - 09.2023
Digital Imaging Specialist II
Columbia Bank
06.2019 - 09.2023
Reimbursement Specialist
DaVita Inc
04.2012 - 06.2019
Credit Balance Specialist
DaVita Inc
04.2012 - 06.2019
Cash Poster
DaVita Inc
04.2012 - 06.2019
Accounting Representative
Sound Credit Union
11.2011 - 01.2012
Operations Officer
Commencement Bank
04.2007 - 11.2011
High School Diploma -
Mount Tahoma High School