Summary
Overview
Work History
Skills
Timeline
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Karen Kaiser

Cantonment

Summary

Permanent position sought at Navy Federal Credit Union to leverage detail-oriented and customer-focused skills. Demonstrated success in establishing and maintaining strong client relationships that align with corporate and departmental strategies. Proven track record of effective communication and collaboration with clients to achieve organizational goals.

Overview

10
10
years of professional experience

Work History

Mortgage Operations Support Assistant With Navy Federal Credit Union

Zillion Technologies Inc.
Ashburn
05.2023 - Current
  • Executed accurate review of 3-day documents, entering data into the processing system.
  • Organized tasks into three main areas: 3-day Docs, Initial Credit Review, and Preliminary AVM.
  • Managed daily processing of around 10 loans, focusing on Conventional Refinances and Home Equity Loans.
  • Maintained adherence to Federal and State regulations governing financial services.
  • Employed various software tools including eNet, Empower, HomeSquad, Jetpack, UAD, Excel, and OneNote.

Payroll Processor III

Escambia County Clerk of Court
Pensacola
07.2022 - 04.2023
  • Prioritized bi-weekly payroll processing for seven departments with 445 employees.
  • Reviewed payroll inputs from internal sources to ensure accurate processing across multiple payrolls.
  • Resolved employee payroll inquiries and implemented necessary changes.
  • Assisted Payroll Manager with various ad-hoc projects as required.
  • Maintained spreadsheets for Flexible Spending, recording deposits and withdrawals through journal entries.
  • Utilized Excel and payroll tools including UKG HCM and UKG Dimensions for operational efficiency.

Mortgage Processing Assistant With Navy Federal Credit Union

Zillion Technologies Inc.
Ashburn
07.2020 - 07.2022
  • Expedited mortgage application processing through comprehensive administrative support for supervisory staff and mortgage loan officers.
  • Collected, reviewed, and verified loan documents to facilitate mortgage administration and post-closing assistance.
  • Coordinated with third-party vendors and internal teams to gather necessary loan documentation.
  • Consistently met and exceeded assigned production goals.
  • Managed filing, faxing, and copying of essential documents efficiently.
  • Ensured compliance with federal regulations regarding financial products and services.
  • Utilized tools such as eNet, Empower, HomeSquad, Jetpack, UAD, Excel, OneNote, Outlook, and Vendor websites to enhance productivity.

Administrative Assistant

Huber CPA PC
Tucson
10.2015 - 04.2020
  • Served as primary customer contact, resolving inquiries and ensuring satisfaction.
  • Delivered exceptional service through prompt responses and accurate information provision.
  • Managed owner’s calendar to eliminate scheduling conflicts effectively.
  • Entered basic tax data into preparation software for efficient processing.
  • Prepared and mailed tax documentation, including credit letters and client organizers.
  • Maintained financial records in QuickBooks by entering bank and credit card statements.
  • Executed accounts receivable tasks, including invoicing and payment processing.

Skills

  • Microsoft Office Suite
  • Intermediate Excel
  • Basic Outlook
  • Basic Word Processing
  • Basic Database Management

Timeline

Mortgage Operations Support Assistant With Navy Federal Credit Union

Zillion Technologies Inc.
05.2023 - Current

Payroll Processor III

Escambia County Clerk of Court
07.2022 - 04.2023

Mortgage Processing Assistant With Navy Federal Credit Union

Zillion Technologies Inc.
07.2020 - 07.2022

Administrative Assistant

Huber CPA PC
10.2015 - 04.2020

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Karen Kaiser