Katie Bucci (Strzeszewski), Cru Email & Phone Number

Edgewood, Md

Edgewood, Md

• Review loan and credit card applications for accuracy and completion, cross-referencing member records to ensure up-to-date information.• Communicate loan information to members, collecting and uploading documentation as necessary.• Analyze documents for accuracy, escalating as necessary when variation is outside of guidelines. • Conduct security and verification protocols to safeguard members and credit union against fraud.• Monitor call and email queues, responding to customer service requests in a pleasant and timely manner.• Generate morning and evening department reports on an as-needed basis.

Fulton, Md

• Selected by management to pilot, launch, and refine the Tax Specialist role. • Streamlined work flow and maximized efficiency by creating contact scripts, maintaining a database of up-to-date tax information, and implementing workarounds when tax information is not publicly available.• Researched real property tax exemptions available through different tax authorities.• Reviewed borrower files to analyze eligibility for real property tax exemptions.• Calculated escrow estimates and qualifying tax estimates.• Communicated any potential complications that may arise due to updated tax information.• Enhanced borrower experience by providing comprehensive tax and escrow information prior to issuing the Loan Estimate.• Earned Certified Residential Underwriter designation through the Mortgage Bankers’ Association.

Fulton, Maryland, United States

• Maintained a high-volume pipeline of loans, earning Processor of the Month three times and Processor of the Week ten times.• Analyzed documents provided and requested further information as needed.• Offered suggestions for alternative documentation that balanced the needs of the underwriter with the documentation that was available to the borrower.• Communicated with county governments, city governments, local courts, law firms, and other assorted agencies to confirm ownership and borrower information.

• Consulted with borrowers, real estate agents, and title companies regarding documentation needs.• Uploaded and filed documentation into proprietary lending software.• Interacted internally with the account executive and underwriting teams to balance borrower needs with company needs.

• Contacted borrower employers to confirm employment information.• Contacted borrower landlords to confirm rental information.• Confirmed all paperwork and documents were completed correctly and accurately.• Calculated estimated taxes for subject properties.• Ordered appraisals.• Requested veteran Certificates of Eligibility from the VA.

• Onboard school districts and their students into the AmplioSpeech patient portal.• Assign caseloads to and create schedules for a team of 30 full- and part-time speech-language pathologists.• Confirm weekly speech therapy sessions and follow up regarding canceled, late, or underdelivered sessions.• Monitor status of student IEPs and ensure that pathologists are participating in annual IEP processes.• Resolve assigned helpdesk tickets.

Fairfax, Virginia, United States

• Managed before- and after-school programs at 75 schools each school year, including staffing, account management, and customer service. • Built and maintained relationships with PTAs, schools, parents, and SKE staff members. • Managed a team of 75 part-time instructors and aides. • Worked as part of a cohesive program management team to provide coverage and support for colleagues as needed.• Developed ideas and strategies to build corporate enrollment base while also controlling costs wherever possible.• Trained new Program Managers and Performance Coaches.• Evaluated employment candidates for teaching positions in a group interview setting.

Center Valley, Pennsylvania, United States

• Designed and implemented web registration software for school districts across the United States.• Analyzed individual school needs and modified basic software models to reflect those needs.• Managed project plans and adjust deliverable dates as needed.• Delegated work to offsite contractors.• Trained new hires on SRC platforms and company procedure.• Beta tested new software version releases.• Launched company’s first international client.

• Wrote and edited hundreds of articles, columns, and feature stories for publication online (including on sites such as LIVESTRONG) with topics ranging from music and entertainment to health and nutrition to computers and technology.• Interviewed subjects to garner quotes and factual support.

Fleetwood

• Communicated with clients via telephone and email to process orders and resolve issues.• Researched client transaction histories; verified and corrected database files as necessary.• Beta-tested and launched online chat support.• Proofread and copyedited merchandise catalogs for in-home distribution to clients• Proofread, copyedited, and verified technical functionality of e-mail newsletters