Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Adam Klott

Business
City of Saint Peters,MO

Summary

Experienced with managing funding operations and ensuring regulatory compliance. Utilizes strong analytical skills to streamline processes and achieve financial goals. Track record of effective team leadership and adaptability to changing financial environments.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Funding Supervisor

Golden Oak Lending
03.2022 - Current
  • Supervised funding processes to ensure compliance with regulatory standards and internal policies.
  • Coordinated workflow between funding team and loan officers to streamline communication and improve efficiency.
  • Trained new staff on funding procedures, enhancing team performance and knowledge retention.
  • Analyzed funding requests for accuracy and completeness, reducing processing errors and improving turnaround times.
  • Implemented process improvements that enhanced operational workflows, resulting in faster funding approvals.
  • Mentored junior team members, fostering professional development and promoting teamwork within the department.
  • Developed training materials that standardized funding practices, contributing to consistent service delivery across the team.

Senior Loan Closer

Golden Oak Lending
09.2017 - 03.2022
  • Managed closing process for residential and commercial loans, ensuring compliance with regulatory requirements.
  • Reviewed loan documentation for accuracy and completeness, minimizing delays in funding.
  • Collaborated with underwriters and loan officers to resolve issues promptly and efficiently.
  • Trained junior staff on closing procedures, promoting knowledge sharing and team development.
  • Maintained strong relationships with clients, providing updates throughout the closing timeline.
  • Managed a high volume of loans simultaneously while maintaining attention to detail and meeting deadlines consistently.

Education

High School Diploma -

Francis Howell North
St. Charles Mo
01-2004

Skills

  • Funding regulations adherence
  • Efficient workflow organization
  • Employee training
  • Detailed assessment of documents
  • Loan closing coordination
  • Strong attention to detail

Certification

Missouri Housing Development Commission.

Timeline

Funding Supervisor

Golden Oak Lending
03.2022 - Current

Senior Loan Closer

Golden Oak Lending
09.2017 - 03.2022

High School Diploma -

Francis Howell North
Adam KlottBusiness