Summary
Overview
Work History
Education
Skills
Websites
Personal Information
Timeline
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Julie Holtzman

Noblesville,United States

Summary

Knowledgeable and dedicated professional offering extensive experience with Customer Care, Information Technology Support, Office Management, Administrative Assistance in Financial and Retirement Services, and Contract Processing in the Life, Health, and Annuity industries. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients, customers, vendors, team members, and more. Motivated to maintain satisfaction and contribute to company success. Specialize in quality, speed, and process optimization. Articulate, energetic, and results-oriented with exemplary passion for developing relationships, cultivating partnerships, and growing businesses.

Overview

11
11
years of professional experience

Work History

Contract Processor

Gordon Marketing
08.2021 - Current
  • Process & submit various carrier contracts for agents and agencies.
  • Create & maintain relationships with assigned carriers and marketers.
  • Maintain correspondence & documentation related to contracts in HQ.
  • Communicate outstanding requirements assigned by carriers to the Marketing Team and agents.
  • Monitor contract status for new appointments, re-appoint requests, level or hierarchy changes, as well as contract terminations.
  • Work collaboratively with agents, team members, management, and/or insurance carriers to solve contract-related issues.
  • Maintain a relationship with contracting team members, commission team, and new business team effectively to ensure accuracy in data and reporting.
  • Follow Vector Hit & Credit Reports Hit procedures.
  • Maintain current licensing, E&O policies, AML, Best Interest, and AHIP records.
  • Run, download, filter, and attach PDP Ready to Sell reports from carriers in HQ.
  • Work collaboratively with assigned Account Executives or TPA's to keep most up to date commission schedules.
  • Ensure products, production requirements, licensed states, and carrier contracting requirements are documented accurately in HQ.
  • Notify the Marketing Team of changes with carrier processing turnaround times & procedures.

Retirement Specialist

Charles Schwab
08.2019 - 04.2020
  • Reviewed and processed account requests including wire transfers, IRA account openings, 529 new account requests, distribution requests, transfer requests to or from IRA accounts, 1099a requests and corrections, and account closure requests for retirement and/or brokerage accounts.
  • Performed Required Minimum Distributions, excess contributions, and Recharacterization calculations.
  • Reviewed and processed RMD in-kind requests when shares are available.
  • Submitted requests to sell stock to trades floor.
  • Consistently met and exceeded quality and productivity goals while in compliance with government regulations and company policies.
  • Trained / mentored new associates and provided guidance and support within the Retirement services department.
  • Defused customer concerns with exceptional conflict and problem resolution skills.
  • Conferred with Financial Service Consultants and Client Relationship Specialists at outside branch locations about concerns with services, and client accounts to resolve problems and drive sales.
  • Worked daily within SalesForce, Bluzone, Microsoft Excel, and Microsoft Outlook.
  • Ensured all client requests and interactions are logged within SalesForce.
  • Contacted account holders regarding requests when additional information is needed or verified

Assumption Loan Processor

Freedom Mortgage
03.2018 - 01.2019
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering VA, FHA, USDA, and Conventional loans
  • Provided quick turnaround times to maintain fast-paced schedule
  • Produced and submitted completed loan packages to title and escrow professionals
  • Set up, stored and updated customer files, department records, and regulatory paperwork
  • Researched, collected, and compiled paperwork such as title abstracts, insurance paperwork, loan files, and tax histories
  • Initiated and maintained contact with customers throughout the application and processing period
  • Verified loan documents including income, assets, credit, appraisal, title insurance, and homeowner's insurance
  • Verified Death Certificate, Will and/or Trust documents, Divorce Decree and/or Settlement agreement, and ID documents for loan assumption or refinance
  • Monitored pipelines to track and log status of loans.
  • Developed and maintained relationships with customers and loan officers to establish smooth loan process.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
  • Coordinated closing process with attorneys, title companies, and government clerks.

Administrative Assistant / Office Manager

WestPoint Financial Group
03.2017 - 03.2018
  • Processed and tracked New Participant Enrollment Forms, Enrollee records, Plan Distributions, Beneficiary Changes, Service Requests, Death Claims, and Rollovers ensuring timely completion and maintaining accuracy
  • Received New Client Intake forms from Financial Advisor and completed EZ apps when Life or Annuity apps were attached.
  • Sent Life or Annuity EZ Apps to clients for DocuSign, processed, printed, and handed packet in to underwriting team.
  • Input new client data into SalesForce, including but not limited to Life Apps, Annuity apps, Retirement accounts, Tax and income docs, ID docs, Asset docs, Wills, Trust docs, ect.
  • Worked with Underwriting team to track status of new Life and Annuity apps.
  • Aided in training co-workers, Financial Advisor, and Broker on how to utilize SalesForce for all business needs.
  • Facilitated Trustee, Participant and Vendor Interactions
  • Adhered to DOL guidelines
  • Requested, printed, and compiled Annual Year End Plan Reports 5500-SF (Prepared by TPA) for Financial Advisor.
  • Maintained General knowledge with Life, DI, 401k, Annuity, and IRA set up
  • Researched and created mutual fund comparison reports in Morningstar for Financial Advisor for Annual Committee meetings.
  • Developed and updated spreadsheets and databases to track, analyze, and report on fund performance and sales data
  • Supported efficient meetings by organizing spaces and materials, documenting discussions, and distributing meeting notes
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels
  • Monitored Financial Advisor and Broker's work calendars and scheduled potential client appointments, meetings, and travel
  • Handled client correspondence and tracked records to foster office efficiency
  • Prepared packages for shipment, pickup, and courier services for prompt delivery to customers.
  • Developed strategies to streamline and improve office procedures.
  • Managed filing system, entered data, and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.

MB Quality Specialist 1

JPMorgan Chase
10.2012 - 07.2014
  • Reviewed Loan Origination and Post closing documents including but not limited to Uniform Residential Loan Application (1003), ID, Credit Report, Income and Asset Documentation, Appraisal, Proof of Insurance, Conditions, Sales Contract/Real Estate Certification, and GFE/HUD 1 for completeness and accuracy
  • Managed GI and Good Faith Estimate, Truth in Lending, and HUD-I review projects (now known as TILA/RESPA Integrated Disclosures" or TRID)
  • Met and continuously exceed daily and monthly quality and efficiency goals
  • Identified and reported discrepancies in mortgage records, in compliance with federal and state regulations as well as bank procedures; consistently adhering to strict deadlines
  • Certified SME on GI and HMDA review: Designed curriculum, trained, and tested team of 15 on process
  • Educated employees on specific QA standards and confirmed maintenance of standards.
  • Maintained training on Anti Money Laundering, SAFE Act and Dodd-Frank
  • Certified on Pre-Op, GI, HMDA, Post Fund, Targeted Post Fund, HUD Recon, HUD Purchase and Regulation B review
  • Designated liaison between Bank and Settlement Agent offices for external remediation's.
  • Collected and analyzed data to measure effectiveness of quality control processes.
  • Reported problems and concerns to management.

Education

High School Diploma -

Burnet High School
Burnet, TX

Skills

  • Retirement Savings Plans
  • Customer Service
  • Teamwork and Communication
  • Computer Skills
  • Attention to Detail
  • Paperwork Processing
  • Data Entry
  • Administrative Support
  • CRM Software
  • Insurance Carrier Contracting

Personal Information

Title: Contracting Support Superhero for Independent Insurance Agents

Timeline

Contract Processor

Gordon Marketing
08.2021 - Current

Retirement Specialist

Charles Schwab
08.2019 - 04.2020

Assumption Loan Processor

Freedom Mortgage
03.2018 - 01.2019

Administrative Assistant / Office Manager

WestPoint Financial Group
03.2017 - 03.2018

MB Quality Specialist 1

JPMorgan Chase
10.2012 - 07.2014

High School Diploma -

Burnet High School

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Julie Holtzman