Keahilani Kaleo
Colorado Springs,CO
Summary
Bookkeeper with a background in financial review, document verification, and client communication from lending roles, managing 10-25 vendor accounts per month. Supports accurate recordkeeping, discrepancy resolution, and organized account maintenance by reconciling 25-50 transactions per day through careful follow-up and compliance-minded work. Clear communication helps keep books current and information easy to track.
Overview
20
20
years of professional experience
Work History
Customer Account Representative
Colorado Springs Utilities Colo
Colorado Springs, CO
02.2026 - 09.2026
- Reviewed customer account information for accuracy and updated records after service changes or payment activity.
- Answered customer questions about billing, account status, and payment options with a professional and clear approach.
- Entered account updates, service requests, and correspondence into records with attention to detail and consistency.
- Coordinated payment arrangements and service follow-up with customers to support timely account resolution.
Loan Consultant
Lendmark Finacial Services
Colorado Springs, CO
07.2022 - 02.2026
- Support over $200,000 or more in monthly loan funding by guiding clients through product selection, terms, and closing requirements.
- Process over 100 loan applications weekly while maintaining accurate documentation and timely borrower follow-up.
- Build client loyalty through attentive service, strong communication, and consistent follow-up to drive repeat business and referrals.
- Conduct financial analysis and application reviews to verify borrower eligibility, accuracy, and compliance with lending policies.
- Negotiate loan terms with customers to balance favorable outcomes for borrowers and lenders while supporting cross-sell opportunities.
- Coordinate with underwriters and third parties, submit completed files, and prepare closing packages with accurate presentation materials.
- Mentor junior team members and share practical guidance that improves sales follow-through, customer communication, and process consistency.
Office Administrator
Mobile Transport Repair
Colorado Springs, CO
12.2021 - 07.2023
- Track 90% of office records accurately while maintaining organized files, documentation, and follow-up notes.
- Manage 20 customer inquiries daily while providing timely phone, email, and in-person support.
- Coordinate correspondence, document flow, and internal communications for the office manager using Microsoft Office.
- Process financial transactions, reconcile account files, and prepare monthly reports in Intuit QuickBooks.
- Review office documentation for accuracy, fill in missing details, and prevent delays in daily operations.
- Manage supplies and office equipment, monitor inventory levels, and place restock orders as needed.
- Support schedule coordination, office events, visitor reception, and multi-line phone coverage across busy workdays.
Patient Service Representative
OptumHealth
Colorado Springs, CO
09.2020 - 11.2021
- Handled 120 calls per day and routed patients to the appropriate departments and personnel.
- Scheduled appointments in Group Cast and Allscripts while reviewing daily care slips for physicians.
- Explained procedures, services, and hospital policies clearly to patients and families with courtesy.
- Facilitated communication between patients, staff, and departments to connect people with the right care.
- Organized patient records and maintained documentation protocols to support secure retrieval and confidentiality.
- Resolved client complaints through timely corrective actions, appropriate referrals, and practical service improvements.
- Reviewed claim errors, followed document protocols, and applied training to strengthen accuracy and interpretation.
Member Service Representative
Medishare
Colorado Springs, CO
09.2019 - 08.2020
- Maintained 95% first-contact resolution rate by following up on denials, late payments, and extensions.
- Handled 85 customer calls per day, resolving routine questions and account issues promptly.
- Built client relationships through active listening and clear, patient communication.
- Explained documents verbally to improve member understanding and support informed decisions.
- Resolved insurance payment discrepancies by coordinating with carriers and the contracting team.
- Processed eligibility, benefits verification, and authorization requests with attention to accuracy and confidentiality.
- Communicated with operations, finance, and clinical teams to research and resolve complex member issues.
Assistant Preschool Teacher
Community Partnership For Child Development
Colorado Springs, CO
10.2018 - 03.2019
- Maintained structured classrooms by setting clear expectations and reinforcing positive behavior throughout the day.
- Supported 20 students' behavioral, emotional, academic, and social growth through consistent documentation and individualized observation.
- Planned play-based activities that promoted physical, academic, and social development indoors and outdoors.
- Observed children closely to identify those needing additional support and adapted assistance strategies accordingly.
- Collaborated with parents to strengthen support networks and reinforce continuing education strategies at home.
- Applied play-based teaching methods to create varied learning approaches for different developmental needs.
- Participated in team-building activities that strengthened working relationships and classroom coordination.
Teacher
The Kensington School
Williamsburg, Virginia
11.2013 - 08.2018
- Completed 100% of daily attendance and discipline reports with accurate, timely documentation.
- Held 3 parent conferences weekly to discuss academic progress and align learning goals.
- Planned and delivered integrated, standards-aligned lessons using multiple teaching strategies.
- Adapted lesson plans and course content to student interests, strengths, weaknesses, and standardized testing results.
- Communicated regularly with parents, students, and faculty to share feedback and instructional strategies.
- Collaborated with teachers and administrators to support student learning objectives.
- Mentored student teachers on classroom management, lesson planning, and activity organization.
Office Manager
Carpet Pro Cleaning And Restoration
Williamsburg, Virginia
04.2013 - 10.2013
- Managed $30000 in payment collections monthly while supporting AP/AR, deposits, and reconciliation.
- Prepared 25 reports weekly for the company database and supported ongoing recordkeeping.
- Oversaw office inventory, including ordering requisitions, stocking supplies, and receiving shipments.
- Coordinated appointments for department managers and managed office schedules and special projects.
- Maintained computer and physical filing systems while improving documentation and recordkeeping processes.
- Reviewed client and staff feedback, then adjusted office processes to address concerns and support service quality.
- Used Microsoft Office and Intuit QuickBooks to update reports, manage accounts, and support day-to-day office operations.
Manager in Training
Pizza Hut
Hinesville, GA
02.2013 - 04.2013
- Monitor 100% cash drawer accuracy across multiple checkout stations during opening and closing routines.
- Track 10 customer interactions per shift while supporting service quality and team coverage.
- Assisted in organizing assignments and requisitioning supplies to support timely service delivery.
- Described products to customers and explained details clearly to support informed purchases.
- Communicated with vendors about backorders, future inventory, and special orders.
- Reviewed company reports to analyze sales, gross profit, and inventory activity.
- Learned company policies, protocols, and disciplinary practices while working closely with supervisors and acting with honesty and integrity.
Child and Youth Program Assistant
Fort Carson-Child And Youth School Services
Colorado Springs, CO
05.2010 - 06.2010
- Coordinated $100 in activity supplies by organizing materials, setup needs, and program-ready resources.
- Supported 30 children per program session by maintaining safe, supervised recreation activities and consistent care.
- Created a safe, engaging environment for children and teens across Fort Carson recreation facilities.
- Communicated with children, parents, and staff through active listening and clear interpersonal support.
- Enforced CYSS rules and policies while delivering attentive supervision and dependable program support.
- Assisted lead teachers with lesson plans, materials development, visuals, and digital presentations.
- Applied one-to-one support techniques, recognized learning issues, and attended trainings, conferences, and faculty meetings.
Customer Service Representative
Cricket Wireless
Colorado Springs, CO
08.2008 - 04.2009
- Processed 50 account adjustments weekly to maintain accurate customer records and financial accounts.
- Answered 10 customer calls per day while keeping wait times low and supporting fast issue resolution.
- Resolved customer complaints by clarifying issues, identifying root causes, and applying the appropriate troubleshooting tree.
- Explained products, services, and upgrade options clearly while tailoring guidance to customers' needs and special requests.
- Recorded new account information, account changes, and follow-up actions to keep records current and organized.
- Collected and analyzed customer information to prepare product and service reports for management review.
- Followed up with clients after support interactions to confirm satisfaction and reinforce positive service outcomes.
Cashier
High Country Inn
Colorado Springs, CO
02.2007 - 07.2008
- Balanced daily cash drawer totals and tallied opening and closing counts for each shift.
- Processed cash, check, and credit card transactions per shift while maintaining register accuracy.
- Maintained appearance, wore company uniforms, and represented the clothing department professionally during customer interactions.
- Merchandised the sales floor, demonstrated jewelry, and promoted special offers to build customer interest and sales.
- Responded to customer calls and emails, answered product questions, and supported issue resolution with clear communication.
- Managed inventory, purchase orders, pricing updates, stocking, tagging, and merchandise displays to keep the floor organized.
- Processed refunds and exchanges, performed basic jewelry and watch maintenance, and supported shift-end cash drawer tallies.
Customer Service Associate
Super Target
Colorado Springs, CO
06.2007 - 04.2008
- Maintained 50% first-contact resolution rate by handling calls, emails, refunds, and exchanges accurately.
- Resolved 5 customer requests per shift while answering product, pricing, and service questions promptly.
- Operated cash register transactions with strong accuracy across cash, check, and credit card payments.
- Tallied cash drawers at opening and close, and processed customer refunds and exchanges under store guidelines.
- Stocked, tagged, and displayed merchandise while supporting sales floor merchandising and pricing updates.
- Informed customers about special promotions, demonstrated jewelry items, and strengthened awareness of available products.
- Collaborated with store management and program leadership to recommend operational improvements and corrective actions.
Education
Early Childhood Education
Thomas Nelson Community College
Hampton, VA8 2016
General Studies
Pikes Peak Community College
Colorado Springs, CO2 2006
Early Childhood Education - Early Childhood Education
Garden City Community College
Garden City, KS08.2005
Air Academy High School -
Air Academy High School
Usaf Academy, CO04.2005
Skills
- Loan origination
- Loan processing
- Financial analysis
- Customer relationship management
- Compliance monitoring
- Negotiation
- Microsoft Office
- Intuit QuickBooks
- Account reconciliation
- Payroll administration
- Schedule coordination
Additional Information
Between 2004-2007 my High School/College off season time I’d spend helping run volleyball camps/clinics for the local High School and middle School kids. I’ve been coaching club volleyball since 2023. I’m currently coaching a 13’s volleyball club and last year was a 16s team for Hotshotz. However just for club I coach a range from 12-18 year old. I am certified and registered as a USA Volleyball coach/referee representing for the Rocky Mountain Region. It’s renewed every year.
I’ve taught Sunday school lessons from preschool 2010 to a young adults class 2020 (basically when the teenagers are 18 they stopped going to church because they really didn’t have a class of their own. Instead most of them would be in the same class as their parents. My friend and I advocated for the class and discussed more relevant topics for continuing in the faith. Till this day I have 3 of the 8 original people still in contact with me.
Volunteer Work
Angel’s of America’s Fallen - A non-profit organization started in 2012 helping the children of our fallen military and first responders. Helping serve them since 2020, absolutely love what they do for the families!
Timeline
Customer Account Representative
Colorado Springs Utilities Colo
02.2026 - 09.2026
Loan Consultant
Lendmark Finacial Services
07.2022 - 02.2026
Office Administrator
Mobile Transport Repair
12.2021 - 07.2023
Patient Service Representative
OptumHealth
09.2020 - 11.2021
Member Service Representative
Medishare
09.2019 - 08.2020
Assistant Preschool Teacher
Community Partnership For Child Development
10.2018 - 03.2019
Teacher
The Kensington School
11.2013 - 08.2018
Office Manager
Carpet Pro Cleaning And Restoration
04.2013 - 10.2013
Manager in Training
Pizza Hut
02.2013 - 04.2013
Child and Youth Program Assistant
Fort Carson-Child And Youth School Services
05.2010 - 06.2010
Customer Service Representative
Cricket Wireless
08.2008 - 04.2009
Customer Service Associate
Super Target
06.2007 - 04.2008
Cashier
High Country Inn
02.2007 - 07.2008
Air Academy High School -
Air Academy High School
Early Childhood Education - Early Childhood Education
Garden City Community College
General Studies
Pikes Peak Community College
Early Childhood Education
Thomas Nelson Community College