Kyle Holt
Fort Worth,TX
Summary
Results-driven professional with extensive experience at Timios, Inc., specializing in disbursement and fraud prevention. Demonstrated expertise in risk management and team leadership, significantly enhancing operational efficiency. Proficient in statistical analysis and account reconciliation, consistently delivering precise financial solutions while promoting collaboration across diverse teams.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Disbursement Specialist, Tax Specialist, Trust Accountant
Timios, Inc
05.2021 - Current
- Close loans by processing wires, checks and finalizing paperwork
- Customer and financial institution communication
- Trial balance monitoring
- Positive Pay and fraud prevention
- Loss management
- Escheatment coordination
- Researching financial discrepancies
- Team coordination and delegation
- Coordinate the management of funds between multiple national teams to ensure funds are correctly issued to financial institutions and customers
- Audit, analyze and review documents to eliminate errors during the closing process
Mass Markets Supervisor
First National Bank Texas
09.2020 - 04.2021
- Train campaign team members while maintaining customer contact
- Resolve customer online issues by providing solutions or forwarding to appropriate department
- Monitored team member calls and statistics to provide improvements in operations
Account Representative
Xerox Business Solutions
06.2018 - 10.2019
- Assist clients with business technology and solutions for optimal efficiency
- Created cross country delivery plans to ensure timely device implementation
- Created and completed detailed presentations and demonstrations
Shift Manager
Walgreens
08.2016 - 04.2018
- Team leader responsible for opening, closing and overseeing the overnight shift
- Executed new procedures and training for district stores to reduce theft and product claims
Education
BACHELOR OF FINE ARTS -
MILLIKIN UNIVERSITY
01.2013
Skills
- Statistical analysis
- Data processing
- Excel
- PowerPoint
- Microsoft Office proficiency
- General Ledger processing
- Sales Ledger processing
- Purchasing Ledger processing
- Trial Balance Analysis
- Risk Management
- Problem solving
- Time management
- Leadership
- Team building
- Positive Pay Investigation
- Presentation
- Account Reconciliation
Websites
Affiliations
- Theater Professional
- College Athlete
- High School State Champion
- The Hopeful Theatre Project
- Meditation
- Fantasy Football Commisioner
Certification
- Escrow Officer
Timeline
Disbursement Specialist, Tax Specialist, Trust Accountant
Timios, Inc
05.2021 - Current
Mass Markets Supervisor
First National Bank Texas
09.2020 - 04.2021
Account Representative
Xerox Business Solutions
06.2018 - 10.2019
Shift Manager
Walgreens
08.2016 - 04.2018
BACHELOR OF FINE ARTS -
MILLIKIN UNIVERSITY
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