Katie Anderson
Amarillo,TX
Overview
7
7
years of professional experience
Work History
Loan Operations Specialist
Ag Resource Management
11.2024 - Current
- Review loan applications and work with Loan officers to create loans with accuracy.
- Reviewed and verified documentation for accuracy and completeness in loan files.
- Run and review credit reports using Experian, lien and EFS searches using CSC and State SOS sites, bankruptcy searches using PACER.
- Review and key borrower financial statements detailing different levels of assets/liabilities.
- Review and key Schedule Fs from tax returns.
- Review and key borrower's Crops/Farm plans and farm lease contracts.
- Review, key and re-underwrite loans using crop insurance documents such as Policy Confirmations, APH's, FSA 578's and SOI's.
- Create multiple documents for loan closings using Adobe, Microsoft Word and Microsoft Edge.
- Sent approved loan documents via DocuSign.
- Detailed my work completed on each loan using a shared tracker in Microsoft Excel.
- Provided training and mentoring to new team members, helping them quickly acclimate to their roles and contribute effectively within the loan operations department.
- Using in house software Synthesis 1.0 and 2.0.
Office Manager/Client Service Representative II
Ag Resource Management
08.2023 - 11.2024
- Assist with loan process for Crop Loans by working with Loan Officer to gather needed information.
- Run Credit Reports using Experian.
- Run Lien Searches using various online systems such as CSC; Texas, New Mexico and Oklahoma Secretary of State.
- Work with customers to make withdrawals and deposits using Truist website.
- Inbound and outbound calls to borrowers, crop insurance Agents, etc.
- Teach customers and troubleshoot use of online Client Portal.
- Handle closing of loans with customers and Officers in person and via DocuSign.
- Using in house software Synthesis 1.0 and 2.0.
Crop Insurance Processor
Ag Resource Management
01.2022 - 08.2023
- Accurately process crop insurance applications, acreage and productions reports and claims for multiple Agents, meeting various deadlines set by State, Federal and Providers such as Rain and Hail, AgriSompo and others, using their company software.
Instruction Aide
Canyon ISD
08.2021 - 12.2021
- Assisting Intervention Teacher(s), tutoring students in small groups.
- Various duties as assigned.
Physical Education Paraprofessional
Canyon ISD
08.2020 - 08.2021
- Partnered with the Physical Education Teacher, assisted students in physical education.
- Coordinated and scheduled our 4th grade group called Falcon C.R.E.W. – they help around the school where/when needed.
- Organized several activities for the school.
Library Clerk
Canyon ISD
07.2019 - 08.2020
- Collaborated with the Librarian, assisted students in locating books and materials.
- Check In/Out library materials.
- Aided in instruction of kindergarten - 4th grade students.
- Assisted with Book Fair.
- Managed daily circulation tasks, ensuring efficient check-in and check-out processes.
- Maintained an organized library collection by accurately shelving books, periodicals, and other materials according to classification systems.
- Fielded reference questions from patrons using internal databases, online search engines, catalogs, and print resources to provide accurate information quickly.
Substitute Teacher
Canyon ISD
08.2018 - 07.2019
- Assist and Supervise students, worked with campus staff, was flexible with assignments to cover days' needs.
- Managed classroom behavior to create a positive learning environment.
- Adapted instructional materials for various learning styles and abilities.
- Facilitated engaging activities to enhance student participation and interest in subjects.
Education
High School Diploma -
Caprock High School
Skills
- Microsoft Office 365
- Google Suite
- DocuSign
- Strong attention to detail
- Loan closing procedures
- Software application proficiency
- Document review
- Multitasking
- Team collaboration
- Organizing and prioritizing work
Timeline
Loan Operations Specialist
Ag Resource Management
11.2024 - Current
Office Manager/Client Service Representative II
Ag Resource Management
08.2023 - 11.2024
Crop Insurance Processor
Ag Resource Management
01.2022 - 08.2023
Instruction Aide
Canyon ISD
08.2021 - 12.2021
Physical Education Paraprofessional
Canyon ISD
08.2020 - 08.2021
Library Clerk
Canyon ISD
07.2019 - 08.2020
Substitute Teacher
Canyon ISD
08.2018 - 07.2019
High School Diploma -
Caprock High School