Summary
Overview
Work History
Education
Skills
Timeline
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Kimberly Leahy

Kimberly Leahy

Pelion,SC

Summary

Results-oriented professional with a diverse background in financial services and administrative support. Strong customer service skills with a focus on delivering exceptional experiences. Detail-oriented with keen attention to accuracy and efficiency. Proficient in Microsoft Office Suite and experienced in loan processing, financial documentation, and general ledger accounting. Licensed Loan Officer with a track record of customer satisfaction and maintaining compliance with industry regulations.

Overview

15
15
years of professional experience

Work History

Loan Officer Assistant

New American Funding
Columbia, SC
11.2016 - Current
  • Support loan processing by compiling and reviewing applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Create borrower application profiles in the system and review key information to resolve any discrepancies at various stages within the process.
  • Confer with applicants and creditors to obtain information and resolve paperwork discrepancies.
  • Schedule meetings and appointments and maintain a well-organized master calendar.
  • Communicate acceptance or rejection to applicants via mail, email, telephone, or personal consultations.
  • Display strong attention to detail in data entry and constantly reassign priorities as needed.
  • Thrive in a fast-paced environment, handling difficult or emotional customers with professionalism.

Set Up

Caliber Home Loans
Columbia, SC
08.2015 - 11.2016
  • Documented production information via daily system logs and discussed issues with management.
  • Reviewed activities for production team to complete tasks on time.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Created reports and documents and submitted production paperwork on time.
  • Managed office inventory and ordered new supplies when items were running low.

Office Manager

Aspen Dental
Columbia, SC
07.2014 - 08.2015
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Interviewed prospective employees and provided input to HR on hiring decisions.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.

Accounting

Wal Mart No. 2546
Lexington, SC
08.2008 - 07.2014
  • Gathered and researched financial information and discrepancies, prepared documents, and closed books.
  • Supported monthly reporting analysis to validate internal reports and reconcile production operations and the general ledger.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Completed daily cash functions, including account tracking, donations, and cash and banking reconciliations.
  • Reconciled accounts and reviewed expense data and assets with a focus on accuracy.
  • Sorted documents, matching supporting invoices to procurement documents and verifying invoices for payment.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.

Education

Associate of Science -

Midlands Technical College
Columbia, SC
05.2011

Skills

  • Problem-Solving
  • Financial Data Collection
  • Time Management
  • Digital Applications
  • Decision Making
  • Legal Documentation
  • Customer Service
  • Data Entry
  • Verbal and Written Communication

Timeline

Loan Officer Assistant

New American Funding
11.2016 - Current

Set Up

Caliber Home Loans
08.2015 - 11.2016

Office Manager

Aspen Dental
07.2014 - 08.2015

Accounting

Wal Mart No. 2546
08.2008 - 07.2014

Associate of Science -

Midlands Technical College

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Kimberly Leahy