Summary
Overview
Work History
Education
Skills
Projects
References
Timeline
Generic

Jodi Obermiller

Boelus

Summary

Organized professional with over 25 years of experience in office management and executive support. Demonstrated ability to streamline workflows and enhance team efficiency through effective process improvements. Expertise in managing complex schedules, vendor relations, and sensitive documentation. Recognized for strong attention to detail and a proactive approach to multitasking in dynamic environments.

Overview

15
15
years of professional experience

Work History

BSA Officer / Compliance Manager

Pathway Bank
07.2022 - 04.2025
  • Led daily operations of the BSA/AML/OFAC compliance program, ensuring accurate data collection and on-time regulatory reporting.
  • Acted as the primary liaison between the Compliance Committee and Virtual Compliance Officer to streamline communication and maintain alignment across departments.
  • Supervised internal audits (e.g., New Deposit Account and New to Bank Customer audits), managed audit schedules, and ensured proper documentation.
  • Analyzed risk data for high- and medium-risk accounts and built tracking tools for case management and resolution monitoring.
  • Managed a compliance team of two, overseeing project assignments, workflow efficiency, and performance benchmarks.
  • Served as NMLS Administrator, maintaining user records and reporting compliance.
  • Authored and updated internal compliance policies and procedures, supporting process transparency and efficiency.

Compliance Auditor / Assistant BSA Officer

Pathway Bank
01.2017 - 06.2022
  • Oversaw core functions of the BSA/AML compliance program before transitioning into a leadership role.
  • Trained and supported team members to maintain compliance standards and improve audit readiness.
  • Provided consulting on compliance and risk-related matters to internal stakeholders.
  • Tracked and reported on inactive/dormant accounts and managed unclaimed property filings according to state regulations.

Personal Banker

Pathway Bank
10.2014 - 01.2017
  • Performed teller operations with a focus on transaction accuracy and client satisfaction.
  • Managed vault cash orders and reconciliations, ensuring proper documentation and security compliance.
  • Opened and updated customer accounts while maintaining data accuracy and adherence to compliance requirements.
  • Created staff schedules to ensure balanced coverage and efficient branch operations.

Forms Buyer

Eakes Office Plus
01.2011 - 08.2014
  • Managed end-to-end ordering and design process for customized forms and promotional materials.
  • Coordinated procurement logistics and invoice tracking for high-volume orders.
  • Built and maintained relationships with over 75 vendors, resolving quality or delivery issues quickly and professionally.
  • Oversaw multiple projects simultaneously, delivering results in a deadline-driven environment.
  • Successfully balanced multiple projects at once, prioritizing deadlines and maintaining accurate records for all transactions and communications.

Office Manager

S&W Pest Management
01.2010 - 01.2013
  • Maintained and audited data integrity within the PestPac system to support operational accuracy.
  • Prepared and filed monthly sales tax reports in full compliance with state regulations.
  • Identified workflow inefficiencies and implemented new processes that improved productivity and accuracy.
  • Managed customer collections with empathy and strategy, developing payment solutions that improved cash flow and retained customers.

Education

Diploma - Bank Compliance

NBA/KBA Compliance School
Kearney, NE
08.2022

Associate Degree - Business Management

Spencer School of Business
Grand Island, NE
10-1990

Skills

  • BSA compliance and AML analysis
  • Risk assessment and regulatory reporting
  • Internal auditing and policy writing
  • Project management and team leadership
  • Customer relationship management
  • Process improvement and workflow optimization
  • Performance monitoring and training development
  • Service issue troubleshooting
  • Issue research and problem-solving
  • Multitasking abilities and capacity
  • Community relations and engagement
  • Project restructuring and planning
  • Team collaboration and building
  • Regulatory compliance and rule enforcement
  • Information verification and report writing
  • Continuous improvement initiatives
  • Active listening skills and effective communication
  • Report preparation and audit reporting

Projects

  • BSA/AML State and FDIC Examinations, Led successful BSA/AML compliance examinations.
  • BSA/AML/OFAC-Privacy Red Flags Program Maintenance and Risk Assessment, Conducted comprehensive risk assessments, identifying and addressing over 30 potential red flags, and provided training to staff, resulting in decrease in audit findings and improved compliance performance.
  • Beneficial Owner Program Development and Maintenance, Developed a Beneficial Owner Program that improved compliance accuracy and ensured alignment with all regulatory requirements.
  • HMDA LAR Completion and Filing, Successfully completed and filed HMDA LAR reports for multiple years, ensuring accuracy and compliance.
  • CRA Annual Updates, Led annual updates to the CRA program maintaining the organization's compliance rating.
  • BSA Risk Assessment, Managed the BSA Risk Assessment process, identifying key risk areas and implementing controls that resulted in an improvement in risk mitigation.

References

References available upon request.

Timeline

BSA Officer / Compliance Manager

Pathway Bank
07.2022 - 04.2025

Compliance Auditor / Assistant BSA Officer

Pathway Bank
01.2017 - 06.2022

Personal Banker

Pathway Bank
10.2014 - 01.2017

Forms Buyer

Eakes Office Plus
01.2011 - 08.2014

Office Manager

S&W Pest Management
01.2010 - 01.2013

Diploma - Bank Compliance

NBA/KBA Compliance School

Associate Degree - Business Management

Spencer School of Business

Similar Profiles

CREATE PROFILE
Jodi Obermiller