Marcie Pearmain
Bluffdale
Summary
Dynamic professional with extensive experience in exam administration and customer relationship management at Zions Bank. Proven track record in loan processing and financial reporting, enhancing operational efficiency. Adept at property evaluation and compliance regulation, delivering tailored solutions that drive client success and satisfaction.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Onboarding/Proctor
Prov Exam
09.2024 - Current
- Assists candidates in taking exams to gain a professional license
Real Estate Consultant
LRG Collective
02.2024 - Current
- Advised clients on property investment strategies and market trends.
- Conducted thorough property evaluations and comparative market analyses.
- Developed personalized real estate plans tailored to client needs.
- Managed client relationships through regular communication and updates.
- Collaborated with mortgage lenders to facilitate financing options for clients.
- Assisted in property staging and marketing to enhance visibility.
- Negotiated contracts and agreements between buyers and sellers effectively.
- Prospected for new commercial and residential real estate deals.
Commercial Loan Specialist- Monetary
Zions Bank
Midvale
06.2016 - Current
- Delivered comprehensive administrative and operational support across multiple loan areas.
- Cleared and identified loan exceptions to enhance processing efficiency.
- Processed deposits through lock box and online payment systems, ensuring accuracy.
- Executes wire transactions via Zion's Enterprise Portal to facilitate timely transfers.
- Managed monetary transactions for commercial loans utilizing MIT software.
- Filed, sorted, balanced, and processed various financial items with precision.
- Corresponds with bank personnel regarding processed items for clarity.
- Assisted offshore in transitioning ELO functions, which included Monetary, SBA, Escrow, and Farmer Mac.
- Assists with SBA government reporting
Bank Operations Supervisor/Team Lead
Zions Bank
West Valley
08.2011 - 06.2016
- Supervised and trained team members to enhance performance and efficiency.
- Processed deposits through lockbox processing system, ensuring accuracy and timeliness.
- Corresponded with clients and bank personnel regarding processed items to resolve inquiries.
- Prepared mail for scanning to facilitate efficient documentation management.
- Produced, tracked, and monitored reports to maintain operational oversight.
- Notified support areas of issues affecting processing timelines to minimize delays.
- Conducted filing, sorting, balancing, processing, and researching of various items.
- Assisted with budget and financial tasks to support organizational goals.
Items Processing Specialist
Zions Bank
West Valley
05.2008 - 08.2011
- Prepared mail for scanning to facilitate prompt processing.
- Conducted filing, sorting, balancing, and processing of various items.
- Corresponded with clients and bank personnel regarding processed items.
- Produced, tracked, and monitored reports for operational efficiency.
- Executed data entry tasks to maintain accurate records.
- Utilized Unicenter, Reddi-Check, Lockbox Billing, FTP site, Remedy, and Wausau systems.
- Performed other administrative duties as required to support operations.
Transaction Processor - Remote
ACS
Draper
11.2006 - 05.2007
- Performs data entry of material from source documents to a computer database.
- Transcribes routine pre-coded and identifiable alphanumeric data from source document into an automated system.
Associate Business Analyst
Magellan Health Services
Sandy
01.2002 - 10.2005
- Managed production and support for over 180 customers which accounted for annual revenue of over $18 million.
- Compiled and prepared quarterly Employee Assistance Program and Managed Behavior Health reports for companies using Excel, SAS, SQL and Crystal Reports.
- Developed application programs to compile and analyze data to meet the needs and requests of management and account executives.
Business Analyst
Magellan Health Services/HAI
Sandy
12.1996 - 01.2002
- Answer Claims Helpline for the Employee Assistance Program.
- Process Claims for payment.
- Knowledge of HMO and PPO Benefits.
- Traveled to train on the Employee Assistance Program.
- Managed report production and support for over 100 customers which accounted for annual revenue of over $10 million.
- Compiled and prepared quarterly Employee Assistance Program and Managed Behavior Health reports for companies using Excel.
- Developed application programs to compile and analyze data to meet the needs and request of management and Account Executives.
Education
Getting Started as a New Leader -
DDI Classes
01.2014
Understanding Behavioral Styles for Managers -
DDI classes
01.2014
Certificate in Targeted Selection - Interviewer -
DDI classes
01.2013
Communicating With Impact -
DDI classes
01.2013
Licensed Real Estate Agent -
Relink Institute
03.2010
General Education -
Hillcrest High School
01.1995
Skills
- Exam administration
- Compliance regulation
- Property evaluation
- Loan processing
- Financial reporting
- Customer relationship management
Certification
- Certificate in Targeted Selection - Interviewer, 2013, Identify the competencies needed for all key positions., Build interviewing skills and confidence for more accurate selection decisions., Increase the efficiency and effectiveness of the employee selection process.
- Influencer Training
- Communicating With Impact, 2013
- Getting Started as a New Leader, 2014
- Understanding Behavioral Styles for Managers, 2014
Timeline
Onboarding/Proctor
Prov Exam
09.2024 - Current
Real Estate Consultant
LRG Collective
02.2024 - Current
Commercial Loan Specialist- Monetary
Zions Bank
06.2016 - Current
Bank Operations Supervisor/Team Lead
Zions Bank
08.2011 - 06.2016
Items Processing Specialist
Zions Bank
05.2008 - 08.2011
Transaction Processor - Remote
ACS
11.2006 - 05.2007
Associate Business Analyst
Magellan Health Services
01.2002 - 10.2005
Business Analyst
Magellan Health Services/HAI
12.1996 - 01.2002
Getting Started as a New Leader -
DDI Classes
Understanding Behavioral Styles for Managers -
DDI classes
Certificate in Targeted Selection - Interviewer -
DDI classes
Communicating With Impact -
DDI classes
Licensed Real Estate Agent -
Relink Institute
General Education -
Hillcrest High School