Tara Cole
Tacoma
Summary
Dynamic Loan and Distribution Administration Manager at Definiti, LLC, adept at enhancing transaction accuracy and team performance. Proven expertise in workflow management and problem-solving, driving efficiency and quality service. Recognized for fostering strong client relationships and delivering comprehensive reporting, ensuring adherence to loan administration standards.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Loan and Distribution Administration Manager
Definiti, LLC
University Place
03.2022 - Current
- Direct, guide and train designated Loan & Distribution Specialists
- Manage Loan & Distribution Specialists workflows
- Ensure transactions are completed timely and accurately
- Escalation point for distribution and loan related questions
- Meet with designated Loan & Distribution Specialists regularly to review outstanding items/updates
- Accountability for Definiti’s loan and distribution standards
- Monitor and oversee the shared withdrawal worktrays
- Maintain and update the withdrawal transaction log
- Maintain relationships with various Recordkeeping partners to create efficiencies
- Maintain and update documentation in PensionPro and OneNote
- Coordinate withdrawal reviews
- Provide regular reporting to management
- Monitor, review and approve activity in Paylocity for Loan & Distribution Specialists
- Communicate with clients, advisors and vendors as needed
- Ensure work meets quality service standards and proper procedures are followed
Loan and Distribution Specialist
Definiti, LLC
University Place
12.2019 - 03.2022
- Intake of all paper and electronic withdrawal requests
- Plan document interpretation and application
- Determination of type of request and permissibility
- Effective communication with both internal and external plan contacts
- Required Documentation of applicable plan and participant information
- Coordination with Investment Providers
- Vesting calculations and updates
- Peer review of transactions prior to submission
- Confirm processing of transactions
- Plan payroll processing, as needed
- Preparation of custodian correction/update forms, as needed
Escrow Assistant
Evergreen Escrow, Inc
Sumner
01.1998 - 12.2019
- Reconcile multiple trust accounts in a timely manner
- Conduct research, compile data, and prepare reports for management
- Answer phone calls and direct calls to appropriate parties or take messages
- Typing and data entry
- File and retrieve documents, records, and reports
- Attend meetings to record minutes
- Open, sort, and distribute incoming correspondence, including faxes and email
- Backup support for receptionist/front desk
Note Servicing Representative
Evergreen Note Servicing
Puyallup
12.1994 - 01.1998
- Answer customer questions regarding problems with their accounts
- Prepare, examine, or analyze accounting records assess accuracy, completeness, and conformance to reporting and procedural standards
- Maintain recordkeeping and accounting systems, making use of current computer technology
- Sort and file correspondence and perform miscellaneous clerical duties such as answering correspondence and writing reports
Education
Bachelor of Art Degree -
University of Washington
Tacoma, WA12.1994
Associate degree -
Pierce College
Steilacoom, WA06.1991
Skills
- Teams
- Excel
- Outlook
- Word
- Transaction processing
- Workflow management
- Team leadership
- Problem solving
- Customer Service
- Loan administration
Certification
Notary Public, 05/01/21, 05/01/25
Personal Information
Authorized To Work: US
Timeline
Loan and Distribution Administration Manager
Definiti, LLC
03.2022 - Current
Loan and Distribution Specialist
Definiti, LLC
12.2019 - 03.2022
Escrow Assistant
Evergreen Escrow, Inc
01.1998 - 12.2019
Note Servicing Representative
Evergreen Note Servicing
12.1994 - 01.1998
Bachelor of Art Degree -
University of Washington
Associate degree -
Pierce College
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