Caitlin Baird
Canonsburg,PA
Summary
Accomplished and results-oriented client processing associate with over 5 years of diverse experience in client processing, quality assurance, and risk management. Expertise in investigating root causes of business issues, conducting in-depth data analysis, and ensuring stringent data accuracy across various systems. Proficient in SQL, Microsoft Access, and Excel, with a proven track record of advocating for and implementing process improvements that enhance client outcomes. Detail-oriented professional dedicated to building strong client relationships, ensuring high satisfaction levels, and adept at navigating challenges through effective communication and problem-solving skills.
Overview
14
14
years of professional experience
Work History
Client Associate I -Loan Issuer and Processing
BNY
11.2022 - 03.2025
- Processed loan applications and documents in a timely and accurate manner
- Communicated effectively with external and internal clients to understand their needs and provide solutions
- Utilized in-depth knowledge of loan processes to streamline operations and reduce issue resolution time
- Collaborated with team members to ensure smooth workflow and efficient completion of tasks
- Maintained confidentiality and accuracy in handling sensitive financial information
- Demonstrated strong attention to detail and organizational skills in managing loan processes
Loan Representative
BNY
03.2019 - 11.2022
- Provided exceptional customer service to both internal and external clients
- Collaborated with team members to resolve complex problems and ensure efficient transaction processing
- Managed document retention and tracking system to ensure accuracy and accessibility of important records
- Conducted regular analysis of business issues to identify root causes and implement effective solutions
- Demonstrated expertise in financial compliance regulations and guidelines
- Acted as a mentor to colleagues, providing guidance and support on processes as needed
Loan Documentation Specialist
Oxford Solutions
10.2018 - 03.2019
- Reviewed physical and electronic documents provided by internal and external clients
- Responsible for storing, retrieving, and organizing documents following company guidelines
- Received, collected, and quality checked incoming documents such as title policies, mortgages, contracts, and collateral for accuracy
- Prepared documents for storage, filing, or shipping based on predefined policies
- Scanned and indexed documents as needed for easy retrieval
- Maintained consistency in quality and completion of assigned tasks
Quality Assurance Analyst
Custom Nuclear Fabrications, LLC
02.2016 - 04.2018
- Conducted quality checks on physical and electronic documents to ensure accuracy and compliance
- Compiled and organized data books for ongoing projects to support quality assurance efforts
- Collaborated with QA team to address and resolve quality issues effectively
- Participated in final quality control reviews and adjudication of paper/electronic data
- Implemented quality management processes to maintain accuracy in organizational documents
- Reported on-demand data to support quality management decisions
Lead Preschool Teacher
Kindercare Learning Centers
03.2013 - 02.2015
- Implemented individualized learning plans to cater to each child's unique needs
- Collaborated with colleagues to create a cohesive curriculum that promotes holistic development
- Conducted regular parent-teacher conferences to discuss children's progress and address any concerns
- Utilized technology tools to enhance learning experiences, such as interactive educational games and virtual field trips
- Organized and led educational field trips to enrich students' learning outside the classroom
- Engaged in continuous professional development to stay updated on the latest teaching methodologies and child development research
Cashier
Sage Dining Services
10.2010 - 12.2013
- Managed cash transactions and operated point-of-sale system
- Ensured accuracy in handling financial transactions
- Provided excellent customer service to students, visitors, and staff
- Maintained cleanliness and organization in the cashier area
- Educated customers on meal plan options and healthy eating choices
- Collaborated with dining services team to enhance customer experience
Education
Child Development -
Ramussmen College
OnlineBachelors of Arts Degree - Sociology, Business Management
La Roche University
Pittsburgh, PASkills
- Financial Analysis
- Loan Operations and Processes
- Client Profile Management
- Regulatory Reporting
- Regulatory Compliance
- Document Management Systems
- Customer Service
Timeline
Client Associate I -Loan Issuer and Processing
BNY
11.2022 - 03.2025
Loan Representative
BNY
03.2019 - 11.2022
Loan Documentation Specialist
Oxford Solutions
10.2018 - 03.2019
Quality Assurance Analyst
Custom Nuclear Fabrications, LLC
02.2016 - 04.2018
Lead Preschool Teacher
Kindercare Learning Centers
03.2013 - 02.2015
Cashier
Sage Dining Services
10.2010 - 12.2013
Bachelors of Arts Degree - Sociology, Business Management
La Roche University
Child Development -
Ramussmen College