Emilee Mortimer Email & Phone Number

Kaukauna, Wi, Us

Appleton, Wisconsin, United States

● Manage oversight in all processes, policies, procedures, and workflows for consumer loan operations to create a successful environment while continuously recognizing efficiencies ● Responsible for hiring staff, as well as supporting onboarding, transition, and training of new employees to ensure proper flow in consumer loan operations● Conduct employee one-on-one meetings to evaluate performance, resolve issues and provide employee coaching and development● Review and maintain monthly volume, service level reporting, and staffing models● Lead and coordinate internal and external audits with sound lending policies that reflect current policy and regulations● Assist with vendor selections and day-to-day management of vendor relationships● Find and implement efficiencies to improve service levels, as well as maintain standard operating procedures● Oversee loan operations quality assurance program and work closely with quality assurance specialist to ensure compliance regulations are met● Manage student loan portfolio and work closely with our vendor on system conversion, testing, and maintenance

Appleton, Wisconsin, United States

● Supervised daily workflow for both new business and servicing to sustain service levels for the loan operations team● Partnered with team leads to communicate updates and process changes ● Assisted with internal and external audits and ensured processes, policies, and day-to-day operations were followed● Provided support to the personal banker sales team and front-line staff

Appleton, Wisconsin, United States

● Processed loan maintenance on member accounts, which included preparing lien releases and satisfaction of mortgages, as well as changes in information● Booked consumer loans to the credit union’s core system● Validated that the credit union had adequate flood insurance coverage on properties within a flood zone● Possessed an understanding of the consumer loans processing role to serve as a back-up for core processes● Assisted with system upgrades and testing on loan origination and core system platforms

Appleton, Wi

● Primary application tester for core system conversion● Assembled standard operating procedures for processes within Deposit Operations ● Identified process improvements to enable efficiency within the department● Conducted daily research on various issues that are identified throughout the credit union● Experienced testing new applications in preparation for a conversion to a new vendor● Conducted ACH processing, daily check processing, and account maintenance● Processed and released wires through the Federal Reserve● Responsible for research requests from internal and external clients

Appleton, Wi

Develop, plan, and execute events for individual clientsEnsure availability of all materials for any event in progressDetermining a sufficient layout for events as per client’s specifications

Manage entertainment shows which include set up, take down, payment of entertainment, and cover charge collectionsSupervision and training for several employeesContribute to the marketing of events through advertisements and promotionsDevelop strong rapport with customers

Handled general bookkeeping and computer operations through the use of Microsoft's suite of office productsAnswered correspondence and scheduled appointments for staff designersCollection and filing of data

Finance/Marketing

Education record

Activities and Societies: National Honors Society