Summary
Overview
Work History
Education
Skills
Timeline
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KIMBERLY BOEKHOUT

Ocala,FL

Summary

Multi-tasking Team Leader known for executing successful, initiatives. Creates dynamic and positive workplace culture to align with organizational mission and values. Trains new hires and mentors struggling workers to achieve overall team success.

Overview

33
33
years of professional experience

Work History

Credit and Collection Analyst

Cheney Brothers Inc.
2024.07 - Current
  • Analyze accounts for accuracy and timely payments
  • Process credit card payments daily
  • Review each account for Past Due/Deliquency
  • Send out NSF, Skip, Soft, and Demand Letters for collections
  • Place accounts on hold if account is past due so no other food deliveries will be sent
  • Communicated with Sales Reps daily for any account updates

Team Lead VA Program/Scheduler/Accounts Receivable

Marion Dental Group
2022.11 - 2024.05
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
  • Coached team members in techniques necessary to complete job tasks.
  • Developed Policy and Procedures for the VA Program
  • Submitted and Reprocessed claims for timely payments.
  • Created Profiles for all new Veterans
  • Scheduled Procedures based on Approvals from the VA
  • Trained staff members on Policy and Procedures for the VA
  • Collections


Mortgage Closer/ Remote

Homepoint
2021.08 - 2022.11
  • Maintained compliance with federal and state regulations, ensuring each mortgage transaction adhered to established guidelines.
  • Collaborated closely with underwriters, processors, and title companies for seamless loan closing experiences.
  • Enhanced customer satisfaction with timely and accurate mortgage closings, maintaining a professional demeanor throughout the process.
  • Resolved issues efficiently during the pre-closing stage, minimizing delays and keeping transactions on schedule.
  • Prepared Initial Closing Disclosure per Trid Guidlines
  • Set up Escrows and PMI
  • Pre-balanced all CD's to ensure smooth and timely closings for all Borrowers. Once the loan was Clear to Close only minor adjustments were need to finalize the CD
  • Prepared all Closing Documents for FHA, VA, USDA, and Conventional loans
  • Check to see if MRI was met for loans
  • Assisted the Underwriter, Processor, and Funder to Clear out any outstanding open conditions.
  • Answered emails and phone calls in a timely manner
  • Communicated with the Brokers and Title daily

Mortgage Loan Funder

Homepoint
2020.04 - 2021.08


  • Funded loans for Wet/Dry States including VA, FHA, USDA, and Conventional
  • Review Executed Documents for Funding to ensure the loan was package was complete and accurate
  • Resolved customer complaints quickly
  • Working Ahead
  • Prioritizing Loans
  • Reviewed and cleared all Prior to Closing conditions were met
  • Verified ABA, Account Numbers, and wire amount before requesting the wire
  • Initiated the wire transfer through the Warehouse Banks
  • Verified Title E&O, and Title Commitments, and other Title Documents needed to Fund the loan


Owner/Operator

Uber- Kimberly Airport Service
2019.02 - 2020.03
  • Served customers by going above-and-beyond to offer exceptional support for all needs
  • Met customer needs consistently, closely discussing each person's needs and how best to meet each one
  • Protected passengers with continuous monitoring of road conditions and everyone on vehicle
  • Gave customers excellent first impressions with consistently clean and maintained vehicle
  • Satisfied customers with reliable, fast service and efficient problem-solving.

Leasing Professional

Concord Management
2018.01 - 2019.02
  • Met occupancy goals with strategic marketing plans
  • Identified and quickly addressed any property requirements, closely following applicable regulations and owner requirements
  • Worked efficiently with highly repetitive tasks, maintaining a detail-oriented approach and precision
  • Identified problems with automated uploads by carefully scanning completed work
  • Minimized data loss risks by backing up completed work daily
  • Engaged customers through phone calls, site visits and product demonstrations
  • Completed Work Verifications, Credit Checks, and Residential History
  • Stimulated growth by implementing new and highly successful promotional strategies
  • Expertly processed all new leasing contracts and renewal paperwork for subsidized properties
  • Qualified potential tenants based on rigorous background and credit reviews.

Certified Trainer

Denny's
1991.05 - 2017.04
  • Delivered food and beverages quickly to customers, verifying each order to maximize satisfaction
  • Educated guests about menus and daily specials, skillfully driving sales of target items
  • Kept food service and preparation areas clean, neat, and properly sanitized
  • Helped the team handle high-volume work by effortlessly prioritizing tasks and organizing supplies
  • Served customers by going above-and-beyond to offer exceptional support for all needs
  • Maintained high standards for presentation by keeping a professional personal appearance and quickly handling any spills or problems
  • Identified and corrected order problems with final inspections
  • Protected guests from cross-contamination by consistently cleaning and sterilizing utensils and equipment
  • Stayed busy during slow work periods, frequently handling cash and deep cleaning.

Education

General AA

Valencia Community College
Orlando, FL

Skills

  • Communication Skills
  • Task prioritization
  • Detail oriented
  • Customer relations
  • Employee training
  • Organizational Skills
  • Leadership
  • Customer Service
  • Microsoft Outlook
  • Encompass
  • Appian AIQ
  • HSRM
  • SAP

Timeline

Credit and Collection Analyst

Cheney Brothers Inc.
2024.07 - Current

Team Lead VA Program/Scheduler/Accounts Receivable

Marion Dental Group
2022.11 - 2024.05

Mortgage Closer/ Remote

Homepoint
2021.08 - 2022.11

Mortgage Loan Funder

Homepoint
2020.04 - 2021.08

Owner/Operator

Uber- Kimberly Airport Service
2019.02 - 2020.03

Leasing Professional

Concord Management
2018.01 - 2019.02

Certified Trainer

Denny's
1991.05 - 2017.04

General AA

Valencia Community College
KIMBERLY BOEKHOUT