Brooke Holtzheimer Email & Phone Number

Newberg, OR, US

Team Lead of up to nineteen staff members. Determines appropriate business requirements based upon business needs, processes and applicability to statute and rules. Reviews project documents (i.e., scope, system specifications, RACI charts, etc.). Develops test scripts for system changes. Participates in quality assurance and user acceptance testing.

Determined retirement eligibility and benefits; provided information to members, beneficiaries, alternate payees, and employers on rights and benefits. Performed research on member/employer information regarding contracts, laws, regulation and statutes to determine specific retirements between tiers and job groups. Computed and processed benefit payments.

Coordinated, scheduled and directed the agency's administrative rule-making process. Reviewed proposed rules to make certain they were in compliance with Oregon Revised Statutes. Drafted administrative rules, policy directions, and other similar documentation after consultation and direction from management. Analyzed new or proposed legislation and.

Received, validated, verified, did intake, processed, entered data, and reconciled forms accurately and timely for maintenance of individual member accounts and/or processing of benefits as provided under multiple programs outlined in PERS retirement law. Provided general administrative support for multiple programs. Provided basic customer service in.

Developed successful marketing plans of designated area homes. Promoted sales through advertising, virtual tours, sales brochure and fliers. Assisted and directed the procuring of prospects on a routine basis while maintaining current client files and generating new client files. Performed complex calculations to result in the sale, exchange, leasing or.

Created, entered and maintained all prospective student database records and physical application files into PeopleSoft database from inquiry to enrollment. Collected transcripts, recommendations and test scores to complete physical application files as well as database files. Initiated correspondence with prospective students both by phone and email to.

Sent certified escrow instructions to lender, and successfully obtained all information required to open a refinance or a resale escrow. Opened title search for refinance and resale escrow. Prepared and packaged loan escrow instructions and all documents required in borrower's opening package. Packaged pre-printed sale escrow instructions and documents.

Provided templates and checklists to facilitate proposal development. Prepared budgets and completed sponsor forms. Reviewed submitted documents for compliance with sponsor requirements. Compiled proposal documents, completed business forms, and routed proposals for approvals. Responded to requests for information from sponsors and followed-up to.

Provided both assistance and direction to mortgage lenders on issues regarding Mortgage Lending Administration (MLA) lending policies, procedures and system guidelines. Performed detailed research for underwriting analysis' on conforming loans for both credit and documentation deficiencies and determine marketability of each loan. Routinely conducted.

Industrial And Organizational Psychology

Education record