Bree Ziolkowski
Lewistown,MT
Summary
Results-driven Loan Assistant with a strong performance record in high-volume loan processing and compliance. Demonstrates exceptional customer service skills, facilitating seamless transactions and enhancing client satisfaction. Proven ability to communicate effectively and solve problems to improve operational efficiency.
Overview
23
23
years of professional experience
Work History
Loan Assistant
First Bank of Montana, Division of Glacier Bank
Lewistown, MT
11.2023 - Current
- Provided administrative support to loan officers, including scheduling and document management.
- Checked value of customer collateral to hold as loan security.
- Assisted customers with loan-related inquiries and requests for information or documentation.
- Assembled and compiled documents for loan closings.
- Worked closely with loan officers to ensure timely completion of all necessary paperwork associated with each transaction.
- Scanned and uploaded loan and related documents into system.
- Filed and maintained loan records.
- Conducted quality control checks on completed loans prior to disbursement.
- Completed day-to-day duties accurately and efficiently.
- Performed data entry tasks related to loan processing activities including entering borrower information into the system.
- Answered customer phone calls regarding loan status, payment schedules, and other general inquiries.
Teacher
Small Wonder Child Care Center
Lewistown , MT
08.2019 - 11.2023
- Built and strengthened positive relationships with students, parents and teaching staff.
- Prepared and maintained classroom environments appropriate for student learning and physical, social and emotional development.
- Prepared and presented lesson plans in academic subjects using traditional and modern teaching techniques.
- Created and enforced child-based, hands-on curriculum to promote student interest and receptive learning.
- Created lesson plans and chose supporting materials to promote positive learning experiences.
- Participated in workshops, trainings and conferences to improve educational skills.
- Remained calm and patient in student interactions to support individual growth and development.
Teacher's Aide
Head Start Program
Lewistown, MT
08.2017 - 09.2018
- Enforced rules for behavior and procedures to maintain order among class.
- Assisted instructional staff with implementing lessons and activities for full classes and small groups.
- Established positive relationships with students, parents, fellow teachers and school administrators.
- Discussed assigned duties with classroom teachers to coordinate instructional efforts.
Bank Teller
Wells Fargo
Lewistown, MT
09.2002 - 08.2004
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Reconciled cash and checks against computer records at end of shift.
- Responded and assisted customers with account inquiries and updates.
- Maintained confidentiality of bank records and client information.
- Delivered exceptional service to customers in person or over telephone.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Education
High School Diploma -
Fergus High School
Lewistown, MT05.1995
Social And Criminal Justice
Montana State University - Bozeman
Bozeman, MTSkills
- Time management
- Relationship building
- Organizational skills
- Document verification
- Confidentiality
- Information gathering
- Log maintenance
- Documentation review
- Data entry
- Customer service
- Document management
- Problem solving
- Financial documentation
- Team collaboration
- Loan process coordination
- File processing
- Loan packaging
- Effective communication
Timeline
Loan Assistant
First Bank of Montana, Division of Glacier Bank
11.2023 - Current
Teacher
Small Wonder Child Care Center
08.2019 - 11.2023
Teacher's Aide
Head Start Program
08.2017 - 09.2018
Bank Teller
Wells Fargo
09.2002 - 08.2004
High School Diploma -
Fergus High School
Social And Criminal Justice
Montana State University - Bozeman
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