Jeffrey Pittman
Athens,WI
Summary
Accomplished Loan Officer with extensive experience at Athens Area Credit Union, specializing in credit management and effective team collaboration. Successfully increased accounts receivable aging from $15,000 to over $3,000,000 monthly, highlighting strategic financial acumen and exceptional confidentiality. Earned NMLS Registration, underscoring a commitment to regulatory compliance and excellence in the financial services sector.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Loan Officer & Back-up to Compliance Officer
Athens Area Credit Union
Athens, USA
01.2014 - Current
- Review and approve credit applications for Real Estate mortgages and personal loans
- Maintain collections and pursue remedies on delinquent accounts
- Review weekly reports pertaining to loans granted and/or paid in full
- Various administrative tasks as assigned by the president of the Credit Union
- Maintain tracking logs relevant to loans issued and collateral tracking titles and insurances as required
- Daily accounting and balancing as well as transaction verification against the general ledger
- Review Policies and procedures to ensure compliance with regulatory requirements
Loss Mitigation Specialist II
CitiFinancial Servicing
Wausau, USA
01.2013 - 01.2014
- Provided Loss Mitigation services on personal loans
- Collected payments for Real Estate mortgages and personal loans
- Achieved NMLS Registration – NMLS ID 1097169
- Passed S.A.F.E
- Act test – required for mortgage writing and servicing
Third Party Account Manager
Alliance Collection Agencies
Marshfield, USA
01.2011 - 01.2013
- Placed and received phone calls related to medical debt
- Negotiated payment arrangements based on client guidelines and consumers financial situation
Credit and Collections A/P Manager
BedRock Freight Brokerage LP
Wausau, USA
01.2004 - 01.2010
- Increased current monthly A/R aging from $15,000 per month to over $3,000,000 per month
- Posted deposits and printed invoices
- Developed collection techniques
- Entered Check Runs and approved general payables for release
- Direct telephone contact/assistance with carriers, customers and contract product suppliers
- In-office liaison to the IT support team in the Dallas, TX office – provided local technical support
- Integrated new software into existing workflow to meet and aid company growth
Education
basic business course education, accounting, business sales & law principles
North Central Technical College
Wausau, WI01.1991
Skills
- Confidentiality
- Credit management
- Team collaboration
- Accounts receivable
- Debt collection
- Updating spreadsheets
References
- Heather Conley, Marshfield, WI, 941-204-4166, Sales/Dispatch
- Jenny Passehl, Athens, WI, 715-223-7764, Freight Broker
- Christina Truax - Bresina, Rock Hill, SC, 803-829-8535, Independent Freight Agent
Civicvolunteerwork
Former youth sports coach for the Athens School District – Baseball, Basketball and Soccer
Affiliations
- Fishing
- Golf
- Camping
Certification
- NMLS Certified and Registered
- Notary Public
References
References available upon request.
Timeline
Loan Officer & Back-up to Compliance Officer
Athens Area Credit Union
01.2014 - Current
Loss Mitigation Specialist II
CitiFinancial Servicing
01.2013 - 01.2014
Third Party Account Manager
Alliance Collection Agencies
01.2011 - 01.2013
Credit and Collections A/P Manager
BedRock Freight Brokerage LP
01.2004 - 01.2010
- NMLS Certified and Registered
- Notary Public
basic business course education, accounting, business sales & law principles
North Central Technical College