Kandy Putman
Denver,NC
Summary
Experienced financial and banking professional with expertise in lender processes, including reconciliation, document verification, and financial adjustments. Successfully managed and streamlined critical operations to ensure accuracy and efficiency. Skilled in analyzing complex financial data and identifying potential discrepancies, implementing strategic solutions to mitigate risks. Proven track record of delivering exceptional results in fast-paced environments, maintaining a strong commitment to quality and compliance.
Overview
23
23
years of professional experience
Work History
Notary Public / Certified Loan Signing Agent
California Secretary Of State
01.2019 - 01.2025
- Validate and notarize financial documents for various Real Estate transactions, Title Companies and lenders
- Maintain flexible schedule to meet with clients to confirm identity and process documentation
- Secured over 500+ residential real estate transactions, exceeding a combined $275M in value
- Administer oaths, take affidavits, verify signatures, prevent fraud, maintain notary documentation, check signer identity and mental acuity
- Document, date, and certify contents of legal financial documents
- Reconcile and validate financial entries per lender instructions
- Ensured accuracy in document preparation for various legal transactions, resulting in a streamlined process for clients.
- Handled high-volume workloads under pressure while maintaining attention to detail for accurate execution of each notarization.
- Established professional network with local businesses to expand service offerings.
- Conducted thorough review of loan documents prior to signing appointments, ensuring accuracy and completeness of information.
Field /Collateral Inspector
Collateral Specialists Inc.
01.2021 - 01.2023
- Ensured compliance with industry regulations through meticulous attention to detail during inspections.
- Delivered detailed reports on findings from inspections, helping stakeholders understand areas requiring attention or improvement in order to maintain regulatory compliance.
- Provided expert guidance to companies on how to rectify issues found during inspections, leading to improved practices.
- Streamlined scheduling and report fulfillment to allow an increase of territory by 2 counties and approx.. 40 inspections.
Financial Administrator
Thomas Putman Welding Contractor (TPWC)
01.2014 - 01.2020
- Maintained accurate/detailed financial records, including processing receipts, generate billing invoices and perform collections on past due accounts
- Maintained an organized filing system for all financial documents, ensuring easy access during audits or other reviews as needed.
- Improved cash flow management with diligent monitoring of accounts receivable and payable transactions.
- Optimized cost control measures, identifying areas for expense reduction without compromising quality or service levels.
Operations Manager
ACS Xerox
01.2002 - 01.2005
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
Education
High School Diploma -
SAUQUOIT VALLEY HIGH SCHOOL
Sauquoit, NY01.1989
Skills
- Strong Organizational Skills
- Strong Customer Service Ability
- Skilled in Microsoft Office
- Consistent Dependability
- Skilled in QuickBooks Accounting Software
- Skilled in CRM Systems
- Regulatory Adherence
- Financial Reporting
- Risk Mitigation Techniques
- Detail-Oriented Mindset
- Document Validation
- Estate Planning Expertise
- Trust Document Verification
- Accurate Ledger Maintenance
- Efficient Logistics Organization
Additional Relevant Experience
- Customer Care Manager, 01/01/02, 01/01/05
- Learning and Development Manager, 01/01/00, 01/01/02
- Technical Training Specialist, 01/01/98, 01/01/00
- Operations Supervisor, 01/01/97, 01/01/98
Timeline
Field /Collateral Inspector
Collateral Specialists Inc.
01.2021 - 01.2023
Notary Public / Certified Loan Signing Agent
California Secretary Of State
01.2019 - 01.2025
Financial Administrator
Thomas Putman Welding Contractor (TPWC)
01.2014 - 01.2020
Operations Manager
ACS Xerox
01.2002 - 01.2005
High School Diploma -
SAUQUOIT VALLEY HIGH SCHOOL
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