Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Valarie Huser

Kyle

Summary

Dynamic Document Preparation Specialist II at First National Bank of Bastrop with expertise in loan processing and compliance. Proven ability to manage collateral tracking and enhance operational efficiency. Strong communicator and problem solver, dedicated to ensuring regulatory adherence and customer satisfaction while maintaining meticulous documentation standards. Efficient professional in document preparation and management, known for high productivity and ability to complete tasks swiftly. Possess specialized skills in typing accuracy, document formatting, and data entry. Excel in time management, adaptability, and communication, ensuring smooth workflow and timely project completion.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Document Preparation Specialist II

First National Bank of Bastrop
07.2023 - Current
  • Maintain loan accounting and documentation file systems, perform all duties in conformity with applicable regulations and bank policies, prepare documentation on new and renewed loans according to loan approval and in compliance with state and federal laws ensuring the Bank's perfection and review for loan compliance.
  • Perfection of non-real estate and real estate collateral types to ensure the Bank's perfection on applicable loans, including vehicles, boats, motorhomes, business assets (UCCs), marketable securities, CDs and life insurance.
  • Book all new, renewal and modification loans to the core system including disbursement of proceeds, distribution of loan fees.
  • Assist the Loan Operations department and lending staff on closing and funding of applicable loans, research, customer service, and system maintenance.
  • Maintain collateral tracking system by entering documentation requirements and posting receipt of documents.
  • Maintain good knowledge of all bank policies/procedures/services to identify additional customer needs and/or respond to inquiries, making proper referrals when appropriate.

Investigator II

Department of Family Protective Services
01.2022 - 07.2023
  • Respond quickly in crisis situations involving children who may be in an abusive or neglectful situation.
  • Observe children for signs of any harm and assess the signs to determine if they are the result of abuse or neglect.
  • Assess child safety and take the necessary actions to protect the child as appropriate.
  • Document all relevant and appropriate information gathered during the investigation and complete all required forms accurately and in a timely manner.
  • Determine action to be taken to remove or to reduce an immediate threat to the safety of a child to include working with families to identify family members who can assist with keeping the child safe, testifying in court to seek emergency protective services, placing children in substitute care, referring family for immediate crisis intervention therapy or other community resources.

Administrative Assistant III

Texas Health and Human Services
06.2019 - 12.2021
  • Review documents for accuracy, update letters and other Branch documents, maintain filing systems and coordinate annual archiving, organize, and disseminate information, including educational materials, staff training materials, and policies and procedures to internal staff and external customers.
  • Schedule meetings, secure locations, distribute agendas, and prepare meeting materials.
  • Record meeting notes/minutes for the director as needed.

Education

High School Diploma -

Sierra High School
Tollhouse
06-2001

Some College (No Degree) - Human Services

Walden University
Minneapolis, MN

Skills

  • Document management and review
  • Loan processing and compliance
  • Collateral tracking and oversight
  • Effective communication skills
  • Problem solving strategies
  • Training documentation and procedures
  • Multi-tasking in high-volume settings
  • Financial reporting and analysis

Certification

  • Business Manager certification

References

References available upon request.

Timeline

Document Preparation Specialist II

First National Bank of Bastrop
07.2023 - Current

Investigator II

Department of Family Protective Services
01.2022 - 07.2023

Administrative Assistant III

Texas Health and Human Services
06.2019 - 12.2021

High School Diploma -

Sierra High School

Some College (No Degree) - Human Services

Walden University