Experience

Guidant Financial

• United States
• Financial Services
• 1 - 100 Employee

• Director of 401k Administration Services

  • Jul 2023 - Present

  Greater Seattle Area

• Senior Client Operations Manager

  • Nov 2022 - Jun 2023

  Greater Seattle Area

• Client Operations Manager

  • Jan 2020 - Oct 2022

  Greater Seattle Area

• Plan Administration Manager

  • Jan 2016 - Dec 2019

  Bellevue, Washington, United States

• Operations Supervisor

  • Jul 2014 - Dec 2015

  Bellevue, Washington, United States

• Operations Lead

  • Oct 2011 - Jun 2014

  Bellevue, Washington, United States

• Client Contact Lead

  • Apr 2010 - Oct 2011

  Bellevue, Washington, United States

• Customer Service Representative

  • Aug 2009 - Mar 2010

  Bellevue, Washington, United States



Washington Mutual, a Dvision of JP Morgan Chase Bank, N.A.

• Legal Support Specialist I

  • Mar 2006 - Jun 2009

  Read, Interpret and Respond to Subpoenas on behalf of Washington Mutual



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Processing Rep, Sr

  • Jun 2004 - Mar 2006

  Responsible for assisting Washington Mutual employees at all levels with requests for information regarding loans, policies, and procedures for various tasks and functions within Consumer Loan Servicing. Calculate interest and correct payment applications in order to correct billing buckets and advance loan due dates for all types of consumer loans. Determine the possibility of reopening lines of credit for which customers are disputing closure. Recreate Mortgages and Deeds of Trusts in order… Show more Responsible for assisting Washington Mutual employees at all levels with requests for information regarding loans, policies, and procedures for various tasks and functions within Consumer Loan Servicing. Calculate interest and correct payment applications in order to correct billing buckets and advance loan due dates for all types of consumer loans. Determine the possibility of reopening lines of credit for which customers are disputing closure. Recreate Mortgages and Deeds of Trusts in order to establish collateral for consumer loans when there has been an error in recording a lien at origination. Modify loans to new credit limits via standard increase and decrease procedures, as well as create modification agreements necessary for decreasing all lines of credit. Perform initial research on rejected Electronic Balance Transfers (EBT), update or correct information entered at origination of EBT to facilitate the completion of the initial request, submit research requests on EBT with Response Data Corporation (RDC), and input secondary EBT requests into RDC website and post transactions to consumer loans. Process all non-monetary requests for Easy Access Home Equity Lines of Credit. Assist Departmental Lead with attendance tracking, processor support, and research loans to resolve escalated issues.

• Loan Servicing Specialist I

  • May 2003 - Jun 2004

  Assist borrowers and Financial Center employees with billing, payment, and statement questions, verified automatic loan payment information for consumer loans from telephone inquiries, and performed basic account maintenance updates. Complete back office projects such setting up automatic loan payments, noting receipt of line of credit closure authorizations, responding to customer correspondence, changing addresses and sending verification letters, and requesting line of credit check copies… Show more Assist borrowers and Financial Center employees with billing, payment, and statement questions, verified automatic loan payment information for consumer loans from telephone inquiries, and performed basic account maintenance updates. Complete back office projects such setting up automatic loan payments, noting receipt of line of credit closure authorizations, responding to customer correspondence, changing addresses and sending verification letters, and requesting line of credit check copies for borrowers and Financial Centers.