Kelli Zmiarovich
Issaquah
Summary
Versatile professional with expertise in managing loan portfolios and customer relationships. Proven track record in enhancing operational efficiency and ensuring compliance with regulatory standards. Strong analytical and communication skills contribute to effective team leadership and program development aimed at increasing efficiency. Ready to tackle new challenges that leverage extensive skills and experience. Highly detail-oriented, proactive, and diligent.
Overview
28
28
years of professional experience
Work History
Loan Servicing Manager & Bank Officer
Washington Federal Bank
07.2016 - Current
- Facilitated assistance for borrowers and branches with consumer and commercial mortgage loans.
- Managed transaction processing for multimillion-dollar investor and participated loans.
- Tracked payments and interest rate changes on syndicated and investor loans.
- Led a team of four Loan Servicing Assistants to enhance operational efficiency.
- Oversaw loan servicing operations, ensuring compliance with regulatory standards.
- Developed policies to optimize loan processing and servicing tasks.
- Analyzed customer inquiries to resolve issues, boosting client satisfaction.
- Collaborated cross-departmentally to streamline loan servicing workflows.
Administrative Assistant
IT Kaua‘i
02.2015 - 04.2016
- Delivered comprehensive administrative support to Sales and Marketing, coordinating action items and following up on customer meetings.
- Managed equipment inventory to enhance organization within technical team.
- Ensured accuracy and availability of customer equipment configuration data for clients and coworkers.
- Fielded incoming customer calls, assessed needs, and prepared work orders for tech support assignment.
Financial Service Representative
Kauai Community Federal Credit Union
01.2012 - 01.2015
- Company Overview: Largest Credit Union on Kauai, serving 30,000+ members island-wide.
- Processed savings and checking deposits and withdrawals: verified cash and endorsements, received proper identification for cash back, and issued receipts of deposit.
- Answered basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
- Ability to work in a fast-paced, regulated, accuracy based environment
- Excellent customer service and communication skills
- Largest Credit Union on Kauai, serving 30,000+ members island-wide.
Administrative Assistant to the CEO
Action RX
01.2010 - 09.2011
- Company Overview: Connects pharmacy benefit purchasers with pharmacy benefit managers, actively manages pharmacy benefit programs.
- Provided administrative support to the CEO including scheduling, appointment management, travel arrangements and expense reporting.
- Arranged meeting spaces, organized corporate outings, and coordinated catered events.
- Assisted with personal arrangements and performed personal errands.
- Performed general office management duties as needed.
- Connects pharmacy benefit purchasers with pharmacy benefit managers, actively manages pharmacy benefit programs.
Sales and Marketing Coordinator
Spectrum Controls Inc.
12.2006 - 03.2009
- Company Overview: Provider of hardware and related software products for the industrial controls marketplace.
- Acted as key point of contact for customers, providing details on pricing, available inventory, order status, and other information pertinent to their interests.
- Provided customer support and issue resolution for customer concerns.
- Compiled weekly sales pipeline data, prepared reports and updated daily sales totals.
- Assisted Marketing Specialists with preparations for trade shows and fairs.
- Printed and assembled marketing collateral; supplied literature to distributors and customers for dispersal to end users.
- Provider of hardware and related software products for the industrial controls marketplace.
Receptionist / Administrator
Spectrum Controls Inc.
06.2005 - 12.2006
- Company Overview: Provider of hardware and related software products for the industrial controls marketplace.
- Acted as first-point-of-contact for incoming calls, addressed caller concerns and directed calls to their most appropriate destination.
- Performed standard office administrator tasks such as faxing documents, making copies and applying postage.
- Maintained sales records, files and organizational systems; prepared assets for long-term storage.
- Distributed incoming communiqué including mail and faxes, taking precautionary measures with confidential information.
- Maintained ongoing inventory, ordered and stocked supplies for an office of 65.
- Provider of hardware and related software products for the industrial controls marketplace.
Administrative Clerk & Water Purification Specialist
United States Marine Corps
01.1998 - 01.2000
- Coordinated schedules and appointments for senior military personnel efficiently.
- Assisted in preparing reports and documentation for command review.
- Processed incoming and outgoing mail with accuracy and attention to detail.
- Facilitated interdepartmental communication to enhance operational efficiency.
- Managed phone communications to direct messages to appropriate colleagues.
Education
Associates in Art and Sciences -
Bellevue College
Bellevue, WA06-2007
High School Diploma -
Newport High School
Bellevue, WA06-1997
Skills
- Microsoft Office proficiency
- Travel coordination
- Client engagement
- Information technology
- Banking operations
- Hospitality management
- Payment processing
- Relationship management
- Cross-functional collaboration
- Team leadership
Affiliations
- Gardening
- Baseball fan
- Camping
- Hiking
- Traveling
References
References available upon request.
Timeline
Loan Servicing Manager & Bank Officer
Washington Federal Bank
07.2016 - Current
Administrative Assistant
IT Kaua‘i
02.2015 - 04.2016
Financial Service Representative
Kauai Community Federal Credit Union
01.2012 - 01.2015
Administrative Assistant to the CEO
Action RX
01.2010 - 09.2011
Sales and Marketing Coordinator
Spectrum Controls Inc.
12.2006 - 03.2009
Receptionist / Administrator
Spectrum Controls Inc.
06.2005 - 12.2006
Administrative Clerk & Water Purification Specialist
United States Marine Corps
01.1998 - 01.2000
Associates in Art and Sciences -
Bellevue College
High School Diploma -
Newport High School