Kimberly Garcia
Summary
Professional project professional equipped to excel in coordinating and managing project activities. Brings strong focus on team collaboration and delivering results. Skilled in scheduling, task management, and stakeholder communication. Reliable and adaptable, ready to meet changing project needs and ensure successful outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
BOFM Support Project Coordinator
Navy Federal Credit Union
04.2024 - Current
- Created a centralized BOFM Support Intake Form in Asana to streamline task request submissions, improving visibility, accountability, and response time across teams.
- Oversee and maintain detailed project schedules for new branch builds, renovations, relocations, and remote ATM installations, supporting BOFM’s long-range strategic plan- using Microsoft Project and Excel.
- Facilitate collaboration across cross-functional teams to ensure timely delivery of project milestones within defined scope and budget.
- Lead meetings with stakeholders at various organizational levels to share progress updates, provide strategic insights, and adjust timelines in real time.
- Streamlined the schedule update process, cutting editing time by 50% and boosting efficiency.
- Ensure data integrity across multiple reporting tools and dashboards by integrating real-time schedule updates from large datasets and resource trackers.
- Track cross-project dependencies, identify risks, and communicate solutions to mitigate impacts.
- Mentor and train new hires to support team development and knowledge sharing.
- Route AE contracts for execution to ensure compliance and documentation.
- Participated in the Business Analysis Community of Practice Mentorship Program for ongoing professional growth.
Branch Facilities Requirements Coordinator
Branch Facilities Requirements Coordinator
06.2023 - 04.2024
- Submitted requisitions and tracked the execution of project-specific purchase orders, ensuring alignment with project budgets and timelines.
- Submitted monthly updates to Branch Unit Finance, providing detailed cost tracking data associated with current projects.
- Facilitated new vendor onboarding, ensuring timely setup and compliance with company requirements.
- Conducted pre-audits of required documents to drive department compliance efforts by identifying and addressing discrepancies.
- Created a project Close-out Tracker for departmental use, facilitating efficient close out management.
- Led kickoff meetings for internal stakeholders across multiple business units.
- Onboarded and trained new team members, creating job aids and procedure documents.
- Assisted leadership with delegating tasks within the Construction Support Team to ensure efficient distribution of workload.
- Monitored change request progress.
- Partnered with Procurement team to streamline requisition processes.
Mortgage Payment/ Payoff Specialist
Mortgage Payment/ Payoff Specialist
03.2022 - 06.2023
- Appointed by leadership to train new and existing team members on various desk duties, reporting, and task fulfillment, emphasizing data accuracy and analytical techniques.
- Completed over 55% of department payoffs YTD.
- Participated as a SME on 5+ Projects/Process Improvement Efforts, educating on current processes, identifying inefficiencies, and consulting on data-driven process improvements.
- Review, verify, and balance cash receipts, as well as debit and credit activity, with 100% Quality Control results.
- Processed mortgage and equity loan transactions- including payments, payoffs, and reversals- ensuring accuracy and compliance.
- Researched payment discrepancies and resolved appropriately to adjust general ledger accounts.
Member Service Representative III- IRA/ Trust Representative
Member Service Representative III- IRA/ Trust Representative
09.2019 - 03.2022
- Awarded Sustained Superior Performance (March 2022)
- Served in Role of IRA/ Trust Specialist Representative for branch.
- Created Financial Education videos for local community.
- Mentor team members, supporting onboarding and ongoing development.
- Created educational and engaging activities as a Diversity and Inclusion Champion for branch and region.
- Two-time recipient of Southwest Region Coin for Diversity and Inclusion education efforts.
- Created and collaborated on trainings to better educate MSRs on changing policies and “Level 1 Authority” requirements.
- Contributed to the overall BES (Branch Experience Survey) score of 96.9%.
Human Resources Assistant
Honu Services
02.2018 - 08.2018
- Supported onboarding for 10 contracted companies by managing new hire documentation, maintaining confidential employee records, and coordinating background checks and drug testing.
- Prepared data for compliance reports, distributed training materials, created offer letters, and maintained the talent pipeline.
Executive Assistant
Ice Palace/ Stadium Partners
06.2017 - 02.2018
- Supported core business operations by auditing tenant leases for financial accuracy and compliance, coordinating corporate outreach and ATM services, enhancing website content and user experience, processing vendor invoices, managing supply procurement and inventory audits, and leading recruitment and onboarding efforts.
Receptionist
Vein Clinics of Hawaii
04.2016 - 06.2017
- Managed patient scheduling, insurance verification, and provider calendars; created treatment cost estimates, updated patient records in Leonardo MD, and handled invoice submission and follow-up.
Relationship Banker
Bank of Hawaii
07.2014 - 07.2015
- Delivered personalized banking services including account management, loan origination, and financial product recommendations.
- Handled foreign currency exchanges, resolved ledger discrepancies, and built strong customer relationships.
Education
Graduate Business Analytics Certificate -
University of West Florida
Pensacola, FLDouble BA - Management and Finance
Shidler College of Business, University of Hawaii at Mānoa
Honolulu, HI12.2019
AA - Business Administration
University of Phoenix
Honolulu, HI01.2017
Skills
- Schedule management
- Project lifecycle
- Project coordination
- Meeting facilitation
- Team coordination
- Flexible and adaptable
- Spreadsheet tracking
- Financial transactions
- Data collection
Certification
- ScrumAlliance
- Certified ScrumMaster | February 2023
Timeline
BOFM Support Project Coordinator
Navy Federal Credit Union
04.2024 - Current
Branch Facilities Requirements Coordinator
Branch Facilities Requirements Coordinator
06.2023 - 04.2024
Mortgage Payment/ Payoff Specialist
Mortgage Payment/ Payoff Specialist
03.2022 - 06.2023
Member Service Representative III- IRA/ Trust Representative
Member Service Representative III- IRA/ Trust Representative
09.2019 - 03.2022
Human Resources Assistant
Honu Services
02.2018 - 08.2018
Executive Assistant
Ice Palace/ Stadium Partners
06.2017 - 02.2018
Receptionist
Vein Clinics of Hawaii
04.2016 - 06.2017
Relationship Banker
Bank of Hawaii
07.2014 - 07.2015
Double BA - Management and Finance
Shidler College of Business, University of Hawaii at Mānoa
AA - Business Administration
University of Phoenix
Graduate Business Analytics Certificate -
University of West Florida
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