Summary
Overview
Work History
Education
Skills
Timeline
Kaylee Burt

Kaylee Burt

Auburn,CA

Summary

Experienced Office Management and Administrative Professional seasoned in optimizing productivity, efficiency and service quality across various environments. Prioritize projects and multitask effectively to achieve project goals. Proven history of successfully engaging with clients and business audiences. Technologically adept with passion for innovation and creative business solutions. Methodical and highly detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.

Overview

9
9
years of professional experience

Work History

Office Manager

Emerald Bay Extracts
Nevada City, CA
06.2022 - Current
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Developed standard operating procedures for all administrative employees.
  • Set delivery calendar for 4 drivers for statewide travel.
  • Pulled and Fulfilled 30-40 high volume orders per week.
  • Maintained organization of office and distribution room.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.

Production Partner / Loan Officer Assistant

Element Mortgage
Remote, CA
11.2020 - 05.2022
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Monitored key dates to obtain information by deadlines.
  • Reviewed and validated details of loan applications and closing documentation.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Conducted pre-funding and funding activities for over 50 monthly applications.

Senior Payroll Specialist

Sonray Construction
Rocklin, CA
05.2018 - 11.2020
  • Processed hourly and piecework payroll on weekly basis for work in California and Nevada, including job costing.
  • Performed calculations in overtime, vacation and sick hours to provide accurate data to payroll processing database.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
  • Reviewed time records for over 300 employees to verify accuracy of information.
  • Documented and processed all garnishments for bankruptcies, student loans and child support orders.

Office Manager / Bookkeeping & Tax Assistant

Jill Jacobs, CPA
Sacramento, CA
02.2017 - 05.2018
  • Completed data entry tasks with accuracy and efficiency.
  • Maintained computer and physical filing systems.
  • Scanned documents and saved in database to keep records of essential organizational information.
  • Sorted documents and maintained organized filing process.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Entered numerical data into databases with speed and accuracy using 10-key pad.
  • Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
  • Organized, sorted and checked input data against original documents.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Managed office operations while scheduling appointments for CPA.
  • Handled client correspondence and tracked records to foster office efficiency.

Loan Funder

US Bank Home Mortgage
Roseville, CA
10.2016 - 01.2017
  • Reviewed closing/ funding conditions
  • Organized funding packages, set up and ordered wire transfers
  • Reviewed Final Settlement Statements and created Final Closing Disclosures
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
  • Monitored pipelines to track and log status of loans.

Office Manager / Loan Officer Assistant

Freedom Mortgage
Sacramento, CA
01.2016 - 09.2016
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process for over 50 loans per month.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
  • Assembled important paperwork and disclosures for borrower.
  • Monitored key dates to obtain information by deadlines.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Executed record filing system to improve document organization and management.
  • Handled client correspondence and tracked records to foster office efficiency.

Office Manager / Loan Officer Assistant

Peak Mortgage
Roseville, CA
12.2013 - 12.2015
  • In charge of all calendaring and office-wide organization
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Maintained and updated databases with 1200+ clients.

Education

High School Diploma -

Roseville High School, Roseville, CA
05.2013

Skills

  • Office Management
  • Multitasking and Time Management
  • Database and Client Management Systems
  • Strong Organizational Skills
  • Adobe, Microsoft Office, and Google Suite Proficiency
  • Cash Flow and Reconciliation
  • Information Security
  • Executive Schedule Management

Timeline

Office Manager - Emerald Bay Extracts
06.2022 - Current
Production Partner / Loan Officer Assistant - Element Mortgage
11.2020 - 05.2022
Senior Payroll Specialist - Sonray Construction
05.2018 - 11.2020
Office Manager / Bookkeeping & Tax Assistant - Jill Jacobs, CPA
02.2017 - 05.2018
Loan Funder - US Bank Home Mortgage
10.2016 - 01.2017
Office Manager / Loan Officer Assistant - Freedom Mortgage
01.2016 - 09.2016
Office Manager / Loan Officer Assistant - Peak Mortgage
12.2013 - 12.2015
Roseville High School - High School Diploma,

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Kaylee Burt