Summary
Overview
Work History
Education
Skills
Timeline
Generic

KAITLIN TORGERSON

Eagle Pass,TX

Summary

Seeking a rewarding career with a driven and detail oriented organization. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willing to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience

Work History

Office Coordinator

Bozeman Health Cardiology Consultants
04.2023 - 10.2023
  • Worked collaboratively with office staff and clinicians to maintain smooth operations and team readiness for unexpected demands.
  • Organized team workload and prioritized tasks to streamline office functions in deadline-driven environment.
  • Managed office activities by maintaining communication between clients, tracking records, and filing all documents.
  • Managed incoming and outgoing calls while recording accurate messages for distribution to office staff.

Loan Operations Representative

Glacier Bank
02.2021 - 05.2022
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Conducted UCC searches and created environmental reports as part of loan process.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Managed customer calls
  • Assisted borrowers with PPP Loan application and submission process to the SBA & assisted in the PPP loan forgiveness process.
  • Created plans and communicated deadlines to ensure projects were completed on time.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.

Program planning Intern

Office of Rural Health and Area Health Education
08.2020 - 12.2020
  • Completed wide-ranging studies of learning topics and implemented into formal curriculum for high school-aged Community Health workers.
  • Identified relevant questions and determined best methods of collection.
  • Supported project leads in preparing regulatory documentation and presentations highlighting findings.
  • Screened potential subjects to determine suitability for studies.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Provided clerical support to all team members to improve office efficiency and enhance productivity.

Credit Administrative Assistant- Seasonal Support

Glacier Bank Inc
06.2015 - 04.2020
  • Performed data input and quality control in the submission of PPP loans during the COVID_19 pandemic
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Managed filing system, entered data and completed other clerical tasks.

Intern

Cancer Support Community
08.2018 - 12.2018
  • Planned and organized annual Cancer Support Community Gala which met goal and raised $150,000.
  • Helped organize aspects of Women's Retreat for Breast Cancer Contacted potential donors to Cancer Support Community
  • Marketed for the Gala by designing medias.

Education

Bachelor of Science - Community Health, Business Administration

Montana State University
Bozeman, MT
11.2020

Skills

  • Detail oriented
  • Punctual
  • Self-motivated
  • Interpersonal skills
  • Synergetic
  • Innovative

Timeline

Office Coordinator

Bozeman Health Cardiology Consultants
04.2023 - 10.2023

Loan Operations Representative

Glacier Bank
02.2021 - 05.2022

Program planning Intern

Office of Rural Health and Area Health Education
08.2020 - 12.2020

Intern

Cancer Support Community
08.2018 - 12.2018

Credit Administrative Assistant- Seasonal Support

Glacier Bank Inc
06.2015 - 04.2020

Bachelor of Science - Community Health, Business Administration

Montana State University
KAITLIN TORGERSON