Summary
Overview
Work History
Skills
Timeline
Preferred name
Generic

Katy "Levi" Sheahan

San Antonio,TX

Summary

Detail-oriented individual with exceptional leadership, communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives and priorities.


Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments and programs. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.


Overview

9
9
years of professional experience

Work History

QA Tester (Temporary Testing Project)

SSFCU
02.2025 - Current
  • Writing and executing test scripts regarding the upcoming Quick Approve Application Program.
  • Identifying defects in software products through thorough testing and verification processes. Have detected over 65 defects since February.
  • Providing actionable feedback on product process to optimize functionality understanding and usability.
  • Validated bug fixes, confirming that software met or exceeded quality expectations before release.
  • Consistently the voice for the Line of Business team regarding questions and communication to the QA leadership.
  • Works often with the training department to verify policy and procedures.

MC II - Rim Location

Security Service Federal Credit Union
09.2021 - 02.2025
  • Main role: Operations specialist: Screening applications, checklists, monthly branch audits to maintain policies and procedures for optimal compliance.
  • Trusted often to assist white glove members and executive requests due to exemplary service and guaranteed thoroughness.
  • Branch error rate has dropped 58% since my promotion. Branch is now consistently the lowest error margin in the district.
  • The foundation trainer for brand new team members.
  • Consistently the first to volunteer to help other branches - including Uvalde when the Credit Union called for it.
  • Learned and adapted quickly to new technology and software applications.

Bookkeeping

Trust Financial Capital Partners
09.2017 - 08.2021
  • Front desk - First impression of the company. Offered consistent service excellence through clear communication and organizational skills.
  • Bookkeeping - Reconciled receipts, QuickBooks, amortization schedules for land loans including escrow.
  • Created and sent invoices as well as notices of foreclosure to borrowers.
  • Audited and prepared loan paperwork and was responsible for notarizing said paperwork.

Office Manager

Spectrum Eyecare
09.2016 - 09.2017
  • Main roles - Processing insurance claims, ordering and auditing inventory of frames/contacts/lenses, patient workup, organizing appointment schedule, consolidating end of day expenses, training staff and handling escalated patients.
  • Worked with owner for promotional ideas regarding the clinic.
  • Attended various health fairs to be the face of and promote the business.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees, to promote a seamless integration into the team dynamic.

Skills

  • Result oriented - 58% decrease in Errors at Rim Branch since my promotion
  • Highly adaptable - Learned QA processes and procedures within a week of training
  • Excellent communication skills - Lead District huddles and train new hires
  • Proper phone etiquette - Made appointments and discussed insurance with patients
  • Accurate and precise - Extremely low rate of mistakes (Less than 10 per year)
  • Dedicated team player - Created "Safety Net" program at the Rim It notified teammates of errors I found while auditing their applications
  • Critical thinker - Adept at identifying problems and providing solutions
  • Passion for learning new skills - Am the first to accept the most challenging tasks with enthusiasm

Timeline

QA Tester (Temporary Testing Project)

SSFCU
02.2025 - Current

MC II - Rim Location

Security Service Federal Credit Union
09.2021 - 02.2025

Bookkeeping

Trust Financial Capital Partners
09.2017 - 08.2021

Office Manager

Spectrum Eyecare
09.2016 - 09.2017

Preferred name

Levi Sheahan

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Katy "Levi" Sheahan