Caitlin Gregory
Taylorsville,KY
Summary
Accomplished professional with a proven track record at Farm Credit Mid America, adept in multitasking and critical thinking. Excelled in enhancing customer service and streamlining loan processes, demonstrating leadership and analytical skills. Achieved significant improvements in operational efficiency and customer satisfaction, showcasing a friendly, positive attitude and a results-driven approach.
Overview
17
17
years of professional experience
Work History
Rural 1st Loan Associate
Farm Credit Mid America
07.2019 - Current
- manage pipeline
- provide excellent service to internal and external customers
- review necessary documentation for loan packages
- export loans to loan origination system
- order appraisals timely and accurately
- provide support to internal service partners to keep loans moving through the process
- build relationships with other departments and loan officers
Billing & Customer Service Supervisor
Shelby Energy Cooperative
01.2019 - 07.2019
- processed customer payments timely and accurately
- provided superior customer service both in person and over the phone
- assisted members with any billing related questions or concerns
- balanced cash drawer
- prepared daily bank deposits
- performed needed maintenance on member accounts
Lead Detection & Resolution Analyst
PNC Bank
05.2007 - 01.2019
- Developed and monitored weekly staff schedules
- reviewed customer accounts for large deposited and assessed risk, reviwed incoming and outgoing wires to assess risk
- perfomred reviews of team member work as needed
- collatborated with other Lead team members on projects assigned by upper management
- attended annual goal planning sessions
Education
Bachelor of Science -
Indiana Wesleyan University
Marion, IN06.2014
Skills
- Friendly, positive attitude
- Multitasking
- Analytical
- Training & Development
- Leadership
- Flexible
- Critical Thinking
- Communication
Accomplishments
- Summit Award Winner 2020 & 2021-Most Loans Closed
- Participated in the Black Knight new loan origination system project
Timeline
Rural 1st Loan Associate
Farm Credit Mid America
07.2019 - Current
Billing & Customer Service Supervisor
Shelby Energy Cooperative
01.2019 - 07.2019
Lead Detection & Resolution Analyst
PNC Bank
05.2007 - 01.2019
Bachelor of Science -
Indiana Wesleyan University
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