Shelly Glotzbach
Denton,TX
Summary
Dynamic Operations Specialist with a proven track record at PointBank, excelling in debit card management and process documentation. Adept at enhancing operational efficiency and training development, I foster strong customer relationships while ensuring regulatory compliance. Committed to delivering exceptional results in account maintenance and fund transfers.
Overview
28
28
years of professional experience
Work History
Operations Specialist
PointBank
Denton
05.2019 - Current
- Print debit cards, address issues and perform all maintenance for debit cards, as well as monitoring reports.
- Assist with wires and debit card disputes.
- Transferred funds between PointBank accounts.
- Perform general maintenance on all types of accounts.
- Order and maintain credit cards.
- Address credit card issues and perform all maintenance for credit cards as well as monitoring reports.
- Write all general account procedures for maintaining, certificates of deposits, demand deposits, money markets and savings accounts.
- Write all procedures for maintaining debit and credit cards.
- Assist branch managers, personal bankers, tellers and customer care with most customer issues.
Childcare Services
Trinity Learning Center
Denton
08.2014 - 05.2019
- Accountable for assisting children with basic needs, as well as monitoring their emotional development.
- Establish curriculum/plan of care and teach a class of young toddlers.
Escrow Officer/Escrow Accountant
Fidelity National Title, National Lender Division
Irving
10.2002 - 01.2005
- Ordered title commitments for new orders.
- Prepared and reviewed closing documentation for refinance, REO and sale transactions for both accuracy and completeness.
- Prepared HUD-1 settlement statements in accordance with lender instructions, lien payoffs, and tax certificates including HOA dues and requirements.
- Trained and supervised Escrow support staff.
- Conducted Escrow accounting functions.
- Receipted and disbursed funds for all closed transactions.
- Filed documents with the property records in the County Courthouses.
Escrow Officer/Legal Assistant
Law Office of Michael J. Schroeder, P.C./Fidelity National Title, Inc.
Carrollton
05.1999 - 09.2002
- In addition to the above tasks, responsible for creating and filing legal documents for bankruptcy cases and judicial foreclosures, evictions and deficiencies with bankruptcy and district courthouses.
Accounts Receivable Specialist
McKesson Drug Company
Carrollton
10.1997 - 05.1999
- Received copies of customer checks from lockbox and applied amounts to correct invoices.
- Called customer with discrepancies and printed updated account statements for customers.
Education
Bachelor of Science - Business Administration/Economics
Phillips University
Enid, OKSkills
- Debit card management
- Training development
- Process documentation
- Operational efficiency
- Regulatory compliance
- Credit card processing
- Account maintenance
- Fund transfers
- Procedure documentation
- Customer relationship management
Key Qualifications
- Proven track record of accurately processing escrow documents and transactions in accordance with established policies and procedures.
- Highly focused and results-oriented in supporting complex, deadline-driven operations; identify goals and priorities and resolve issues in initial stages.
- Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency, and achieve organizational objectives.
- Recognized as a collaborative communicator, continually focused on promoting synergy across organizational lines to drive positive change.
Timeline
Operations Specialist
PointBank
05.2019 - Current
Childcare Services
Trinity Learning Center
08.2014 - 05.2019
Escrow Officer/Escrow Accountant
Fidelity National Title, National Lender Division
10.2002 - 01.2005
Escrow Officer/Legal Assistant
Law Office of Michael J. Schroeder, P.C./Fidelity National Title, Inc.
05.1999 - 09.2002
Accounts Receivable Specialist
McKesson Drug Company
10.1997 - 05.1999
Bachelor of Science - Business Administration/Economics
Phillips University