Amanda Heider
Floorplan Finance Loan Operations Team Lead at First Business Bank- Claim this Profile
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Bio
Credentials
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Notary Public
State of Indiana
Experience
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First Business Bank
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United States
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Financial Services
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200 - 300 Employee
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Floorplan Finance Loan Operations Team Lead
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Jul 2021 - Present
• Verify all loans are processed and administered in accordance with established regulations, bank policies, and the credit terms as approved by First Business Bank’s loan committee • Provide timely, attentive, upbeat customer service to our dealers • Ensure accuracy of data entry into the Compass, QuikTrak, and Salesforce systems • Supervise and participate in all aspects of loan servicing • Oversee loan and title file structure in company designated directory • Ensure necessary documentation received from auctions and dealers is timely and accurate • Conduct periodic audits of title files and other pertinent documentation • Provide daily guidance to loan operations group, and identify opportunities to develop both technical and soft skills • Coach loan operations staff through challenging work situations, while demonstrating a resilient and consistent attitude • Serve as a contact person for bank personnel for daily updates, procedure changes, projects, and any administrative assistance needed • Train personnel to ensure bank policies and procedures are being followed. Ensure instructions, procedural manuals, and samples are provided to senior management in the case of changes with documentation • Executed the onboarding of 7 new dealers totaling more than $40MM in total credit • Set company record and floorplanned 143 vehicles totaling $3.3MM on 10/4/2021 • Created core Policy and Procedure document and have implemented 20+ new policies • Completed Leadership Foundation training course by Cyndi Wentland – 2022 • Completed Diversity, Equity, and Inclusion Leadership training course by Beth Ridley – 2022 • Designed a Title Tracking spreadsheet to follow up on outstanding titles not received • Net Promoter Score (NPS) of 100 for First Business Bank Specialty Finance division - 2021 Show less
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Sedgwick
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Insurance
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700 & Above Employee
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Workforce Management Team Lead
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May 2021 - Jul 2021
• Serviced Bank of America’s employees with their leave of absence claims • Provide support, guidance, leadership, and motivation to promote maximum performance amongst team members • Ensure claim files are coded correctly and adequate documentation is created by claim examiners • Perform quality reviews on claims in compliance with audit requirements, service contract requirements, and quality standards • Compile, review, and analyze management reports to take appropriate action • Identify and advise management of trends, problems, and issues as well as recommended courses of action • Maintain contact with the client on claims and help promote a professional client relationship • Provide technical and jurisdictional direction to examiner on claims adjudication • Act as second level of appeal for client and claimant issues regarding claim specific, procedural, and/or special requests Show less
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NextGear Capital
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Financial Services
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400 - 500 Employee
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Supv Titles & Records
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Jan 2020 - Jan 2021
• Successfully managed, developed, and grew a team from 5 to 15 team members • Created workflow efficiencies to handle a 35% increase in incoming volume • Setup inventory management process to track over 1,000,000 titles annually • Developed training materials for new employee onboarding• Collaborated with other supervisors and team members to ensure all Service Level Agreements were met • Handled escalated issues for internal and external customers
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Senior Floorplan Specialist
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Dec 2015 - Jan 2020
• Responsible for assisting with escalated situations involving dealers, Performance Managers, and competitors • Timely execution of daily and weekly reports; including the Loan Payoff report, Variance report, and Disbursement Detail reports • Monitoring the FS Help line to assist Customer Service reps and PMs with questions and concerns• Mentoring colleagues to support them in their personal and professional development • 2018 MVP Power Driver award, 2019 Living the Values award Show less
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FloorPlan Specialist
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May 2015 - Dec 2015
• Knowledgeable in Specific Source Flooring, Workarounds, Consumer Loan Payoffs, Diversified flooring, Manual flooring, and Specialty Funding • Responsible for interacting with the field and our clients in a professional and timely manner
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Education
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Ivy Tech Community College
Associate's degree, Business Administration and Management, General
Community
