Shelby Pruett
Watervliet,MI
Summary
Loan operations professional with robust background in financial services and loan management. Proven ability to streamline processes, enhance accuracy, and ensure regulatory compliance. Strong focus on team collaboration and achieving results through adaptability and reliability.
Overview
6
6
years of professional experience
Work History
Commercial Loan Operations Specialist
United Federal Credit Union
02.2021 - Current
- Streamlined loan processing by implementing efficient workflow procedures and utilizing industry-specific software.
- Reduced errors in loan documentation by implementing a rigorous quality control procedure for reviewing and verifying information.
- Maintained organization and accessibility of closed loan files through careful record-keeping practices.
- Handling tracking reports on delinquent tax and insurance policies.
- Communicating with Lenders on delinquencies relating to their book of business.
State and Local Tax Administrator
Crowe, LLP
02.2023 - 05.2024
- Maximized client satisfaction by providing comprehensive tax return preparation services.
- Ensured accuracy in tax returns by diligently reviewing and verifying financial documents.
- Streamlined tax preparation process by utilizing advanced software tools for efficient data input and analysis.
- Collaborated with colleagues to share expertise and knowledge, enhancing teams' overall performance.
- Maintained up-to-date knowledge of federal, state, and local tax laws to provide clients with accurate guidance.
- Managed over 40 diverse clientele bases, adapting strategies to address individual needs and requirements.
Hotel Staff Member
Inn At Harbor Shores
10.2018 - 01.2023
- Enhanced guest satisfaction by providing exceptional customer service and promptly addressing concerns.
- Maintained a clean and orderly dining area for an enjoyable guest experience.
- Handled cash transactions accurately, contributing to balanced daily financial reports.
- Assisted in training new hires, and guiding restaurant standards and best practices.
- Assisted in inventory management to maintain adequate stock levels and reduce wastage.
Education
Bachelor of Science - Accounting And Finance
Ferris State University
Big Rapids, MI05.2022
Associate of Science - Agricultural Business Technology
Southwestern Michigan College
Dowagiac, MI12.2017
Certificate Degree - Agribusiness Operations
Michigan State University
Lansing, MI08.2017
Skills
- Office Administration
- Data Gathering
- Regulatory Compliance
- Complex Problem-Solving
- Loan closing procedures
- Strong attention to detail
- Risk assessment
- Loan servicing experience
- Problem-solving abilities
Skills
- Organizational Skills
- Attention to Detail
Timeline
State and Local Tax Administrator
Crowe, LLP
02.2023 - 05.2024
Commercial Loan Operations Specialist
United Federal Credit Union
02.2021 - Current
Hotel Staff Member
Inn At Harbor Shores
10.2018 - 01.2023
Bachelor of Science - Accounting And Finance
Ferris State University
Associate of Science - Agricultural Business Technology
Southwestern Michigan College
Certificate Degree - Agribusiness Operations
Michigan State University
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