Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Kelly Hartzel

Middleburgh,NY

Summary


Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

2026
2026
years of professional experience

Work History

Educational Aide

Schoharie Central School
2013 - Current
  • Maintained accurate records of attendance and promptly communicate attendance-related information to appropriate channels.
  • Fostered a safe and supportive classroom environment where all students felt comfortable asking questions or seeking assistance.
  • Managed classroom behavior by implementing consistent expectations and consequences, maintaining a productive learning atmosphere.
  • Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
  • Monitored student progress through regular assessments, adjusting instruction as needed to address weaknesses and build on strengths.

Sabbatical Leave

Motherhood
2007 - 2013

Became a stay-at-home mom to ensure physical and emotional well-being of my child during early years. Managed daily care and routine of my child by focusing on health, and emotional development. Developed multitasking and organizational abilities that can be transferable to professional endeavors.

Morgage Coordinator

Trustco Bank
09.1999 - 08.2007
  • Reduced processing errors through diligent attention to detail and adherence to industry regulations and guidelines.
  • Coordinated appraisal orders to obtain accurate property valuations supporting underwriting decisions effectively.
  • Enhanced loan approval rates by meticulously reviewing and verifying mortgage applications.
  • Adapted quickly to changing industry regulations, staying current on lending guidelines and adapting processes accordingly.
  • Expedited the pre-approval process for clients by swiftly obtaining necessary documentation and credit information.
  • Assisted in closing loans successfully by coordinating efforts between various departments and stakeholders.
  • Managed a high volume of mortgage files simultaneously while maintaining organization and accuracy in record keeping.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Processed loan applications and monitored progress from start to finish.

Collection Customer Service Representative

Trustco Bank
09.1999 - 08.2007
  • Reduced outstanding receivables by consistently following up on overdue payments and negotiating payment arrangements.
  • Streamlined the collections process for enhanced efficiency and accuracy in tracking delinquent accounts.
  • Utilized advanced skip-tracing techniques to locate hard-to-find debtors, increasing the likelihood of successful collections efforts.
  • Enhanced overall team performance through active participation in training sessions, sharing best practices, and providing constructive feedback to colleagues.
  • Proficiently managed a high-volume workload of inbound calls from customers seeking assistance with their past-due balances.
  • Mitigated potential losses by closely monitoring high-risk accounts and taking appropriate action when necessary, such as recommending litigation or writeoffs.
  • Prepared and submitted legal documents to initiate court proceedings.

Credit Clerk

Trustco Bank
  • Streamlined the credit approval process, reducing turnaround time for decisions on new account applications.
  • Reviewed and approved credit applications and customer credit limits in a timely manner.
  • Increased customer satisfaction through timely communication regarding their application status or concerns about their accounts.
  • Prepared discharge of Mortgages, Installment Loans, and Home equity Credit Lines.
  • Filing of UCC's and termination for Commercial Accounts.
  • Prepared Blue Sheets on Commercial Loans.
  • Established credit terms and limits or customers to maintain cash flow and reduce bad debt.

Customer Service Representative

Alltel Information Services/Onbank
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Trained new Customer Service Representatives on company policies, procedures, and best practices.

Item Processing Specialist

Alltel Information Services/Onbank
01.1993 - 10.1999
  • Safeguarded sensitive client information by adhering to strict data security protocols during all item processing tasks.
  • Maintained high levels of accuracy in data input, ensuring the smooth running of item processing operations.
  • Assisted in the training and onboarding of new employees, sharing expertise and best practices to ensure their success within the Item Processing Specialist role.
  • Managed multiple priorities effectively, meeting tight deadlines while maintaining high-quality work standards.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Entered figures using 10-key calculator to compute data quickly.

Research Analyst

Alltel Information Services/Onbank
1993 - 1999
  • Prepared detailed reports summarizing research findings and recommendations for further action.
  • Performed research on Subpoenas, IRS Audits, and Medicaid applications.
  • Handled record keeping.
  • Mentored new hires during their onboarding period leading them towards successful integration into the team.
  • Depended upon management to perform multiple tasks and meet deadlines.

Education

High School Diploma -

Gilboa-Conesville Central School
Gilboa, NY

Skills

  • Bank reconciliation
  • Payment processing
  • Credit analysis
  • Financial statement analysis
  • Accounting principles
  • Debt collection
  • Teamwork
  • Problem-solving
  • Problem-solving abilities
  • Multitasking Abilities
  • Reliability
  • Loan processing
  • Audit support

Interests

  • I enjoy helping others and giving back to the community
  • Volunteering
  • Kayaking
  • Hiking
  • Swimming
  • I enjoy cooking for friends and family gatherings
  • I have a passion for photography

Timeline

Morgage Coordinator

Trustco Bank
09.1999 - 08.2007

Collection Customer Service Representative

Trustco Bank
09.1999 - 08.2007

Item Processing Specialist

Alltel Information Services/Onbank
01.1993 - 10.1999

Educational Aide

Schoharie Central School
2013 - Current

Sabbatical Leave

Motherhood
2007 - 2013

Credit Clerk

Trustco Bank

Customer Service Representative

Alltel Information Services/Onbank

Research Analyst

Alltel Information Services/Onbank
1993 - 1999

High School Diploma -

Gilboa-Conesville Central School
Kelly Hartzel