Courtney L. Birk
St. Petersburg,FL
Summary
Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.
Overview
2027
2027
years of professional experience
Work History
Business Office Manager
Westminster Shores
01.2024 - Current
- Manage day-to-day business operations, including Accounts Payable and Accounts Receivable. Responsible for entering ancillary charges (IE. Medicare, pharmacy, etc.).
- Responsible for Month-end closing of financials for the community.
- Manage payroll processing on a bi-weekly basis.
- Responsible for managing Promissory Notes at the community level.
- Ensure that monthly resident statements are accurate and mailed on timely manner.
- Collections/Follow up on private accounts, including phone calls and sending demand letters.
- Review and enter new billing rates for residents.
Loan Processor
Busey Bank
10.2019 - 12.2023
- Achieved successful processing of CRA files for Busey Bank, navigating the complexities of manual underwriting for high-risk loans. Enhanced customer experience by facilitating applications for FHLBC DPP program through diligent income worksheet reviews. Improved underwriting efficiency by conducting detailed initial scrubs and pre-underwrites, proactively addressing documentation gaps. Strengthened file integrity by meticulously reviewing underwriting conditions and securing necessary documentation. Optimized closing department readiness by preparing files with accurate credit assessments and comprehensive reports. Expanded loan processing capabilities by managing a variety of loan types, including conventional, ARM, IHDA, USDA, and FHA.
Retail Loan Processor
Busey Bank FKA TheBank of Edwardsville
07.2013 - 10.2019
- Achieved timely processing of diverse loan types, including retail, commercial, and consumer loans, over six years in retail loan processing. Delivered accurate preliminary disclosures for new loan requests within required timeframes. Cultivated strong partnerships with third-party vendors, resulting in efficient loan closings. Analyzed customer financial data to ensure compliance with repayment requirements. Conducted thorough compliance reviews on personal and team files, maintaining adherence to regulations. Coordinated seamless loan closings by collaborating with document preparation, lenders, underwriting, customers, realtors, and title companies. Prepared and managed closing disclosures and disbursement of loan proceeds effectively. Compiled final loan files for booking and scanning, ensuring accuracy. Supported construction lenders in processing disbursement requests. Assisted in preparing and sending adverse action notices when necessary. Resolved technical exceptions on loan files, enhancing overall processing efficiency. Contributed to team development through training and mentoring of fellow processors. Collaborated with management to identify and address operational challenges, leading to improved procedures.
Loan Processor/Teller/BSA/Bookkeeping
First National Bank in Staunton NKA Associated Bank
03.2006 - 07.2013
- Executed proof work in bookkeeping department, addressing bookkeeping inquiries and balancing general ledger accounts. Supported compliance efforts by tracking and reviewing suspicious account activities under the Bank Secrecy Act. Assisted customers as a teller, balancing the vault and maintaining ATMs. Processed loan documentation, including early disclosures, adverse action notices, and settlement statements, ensuring accuracy and compliance with loan policies and guidelines.
Bartending Experience
- Mount Olive Bowling Alley
- Staunton VFW Post 1241
- Concordia Bowling Alley
Education
General Studies
SIUE
High School Diploma -
Staunton High School
Staunton, ILCFT Courses - Principals of Banking, Consumer Lending, Real Estate Finance, Residential Mortgage Lending
Skills
- Strong decision-making skills
- Reliable team member
- Quick learner
- Excellent oral, written and interpersonal communication skills
- Adapts quickly to fast-paced environments
- Independent and collaborative worker
Timeline
Business Office Manager
Westminster Shores
01.2024 - Current
Loan Processor
Busey Bank
10.2019 - 12.2023
Retail Loan Processor
Busey Bank FKA TheBank of Edwardsville
07.2013 - 10.2019
Loan Processor/Teller/BSA/Bookkeeping
First National Bank in Staunton NKA Associated Bank
03.2006 - 07.2013
CFT Courses - Principals of Banking, Consumer Lending, Real Estate Finance, Residential Mortgage Lending
Bartending Experience
General Studies
SIUE
High School Diploma -
Staunton High School