DANIELLE HEDTCKE
Milwaukee
Summary
Meticulous and proactive Operations Specialist with a strong background in mortgage loan processing, consistently delivering exceptional results. Technically adept in developing databases and reporting solutions that effectively identify exceptions and errors, facilitating enhanced process management. Expertise in applying established policies and procedures to various scenarios ensures outstanding customer service that consistently meets or exceeds key performance indicators (KPIs). Skilled in evaluating documentation for completeness and compliance with company guidelines, contributing to streamlined operations and improved efficiency.
Overview
15
15
years of professional experience
Work History
Promotional Sales Representative
Direct Demo Inc
02.2025 - 05.2025
- Participated actively in trade shows or industry events as a company representative, networking with peers while promoting our offerings successfully.
- Provided exceptional customer service during promotional events, addressing concerns promptly and professionally to ensure satisfaction.
- Developed customized sales pitches for diverse clientele, ensuring relevancy and increasing conversion rates.
- Managed inventory efficiently by tracking stock levels and placing timely orders for replenishment before running out of popular items.
Assistant to Portfolio Manager/Contract
Wisconsin Women’s Business Initiative Corporation
02.2025 - 03.2025
- Applied policies and procedures to various files and accounts for Small Business Association audits and reviews.
- Compiled files
- Used filing System
- Made Excel Spreadsheets for files scanned into the computer system
Tax Preparer/Contract
Jackson Hewitt Tax Services
12.2024 - 02.2025
- Prepared and completed customers' taxes accurately and efficiently
- Went to Tax School
- Used JH software system
- Compiled paperwork to complete tax forms
- Performed customer service tasks
Customer Service Representative/Contract
Brady Worldwide Corporation
09.2024 - 11.2024
- Professionally handled customer inquiries and concerns
- Used SAP system
- Used Sales force system
- Used Excel
- Used Google software suite
Commercial Collateral Paid Specialist
BMO Bank N.A.
08.2022 - 07.2024
- Accurately applied policies, procedures, and collections systems for collateral used in paid loans and applied this knowledge when communicating with customers and other departments.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Organizes work information to ensure accuracy and completeness.
- Executes routine tasks such as service requests, transactions, queries etc. within relevant service-level agreements.
- Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
- May function as a problem-solving resource for more junior staff.
- Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met.
Loan Processor/Project Specialist/Operations Specialist
JP Morgan Chase
12.2009 - 07.2022
- Accurately applied policies, procedures, and collections systems for mortgage products and services and applied this knowledge when communicating with customers and other departments.
- Built various Access databases upon request by Management.
- Created process and reporting solutions utilizing available software. Interpreted data to identify exceptions and errors.
- Participated in new technology rollout and user acceptance testing (UAT) for Info One.
- Built and assisted with continued maintenance of Share Point Site for line of business (LOB).
- Assisted in Ad Hoc technical training.
- Contributed to job fairs and hiring process.
- Participated in Loss Mitigation (retention/liquidations) for Prime and non-Prime loans.
- Interpreted and accurately documented information from various sources within the company’s computer systems (I.e.; Fidelity, iVault, Guardian, and LPS Desktop).
Education
Master of Business Administration - Business Administration
Saint Leo University
St. Leo, FL01.2024
Skills
- Microsoft Office Suite
- SharePoint content management
- Advanced Excel proficiency
- Data access management
- Experienced with Word
- Outlook
- Oracle
- SQL
- SQL for Oracle
- LazerPro
- Fiserve
- SAP
- NICE
- CRM
Timeline
Promotional Sales Representative
Direct Demo Inc
02.2025 - 05.2025
Assistant to Portfolio Manager/Contract
Wisconsin Women’s Business Initiative Corporation
02.2025 - 03.2025
Tax Preparer/Contract
Jackson Hewitt Tax Services
12.2024 - 02.2025
Customer Service Representative/Contract
Brady Worldwide Corporation
09.2024 - 11.2024
Commercial Collateral Paid Specialist
BMO Bank N.A.
08.2022 - 07.2024
Loan Processor/Project Specialist/Operations Specialist
JP Morgan Chase
12.2009 - 07.2022
Master of Business Administration - Business Administration
Saint Leo University
Personal Information
Title: LOAN OPERATIONS SPECIALIST
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