Jennifer Kleist
San Diego,CA
Summary
Dedicated and detail-oriented loan officer with 20 years of experience in banking. Skilled in loan origination and customer service, with a track record of excellent customer service and delivering results.
Overview
5
5
years of professional experience
Work History
Branch Relationship Banker
California Bank & Trust
Alpine, CA
07.2024 - Current
- Open and service customer accounts.
- Originate residential, personal, or business lines of credit.
- Work with alternative banking departments in order to resolve customer service concerns.
Office Manager
RealNet Property Management
CA
06.2023 - Current
- Supervise and manage administrative staff, if applicable
- Maintain a well-organized and efficient office environment
- Handle tenant inquiries, complaints, and requests in a professional and timely manner
- Coordinate with property managers to address tenant issues, lease renewals, and rent collection
- Assist with budgeting, financial reporting, and rent collection processes
- Keep track of accounts payable and receivable
- Process invoices, reconcile financial statements, and prepare financial reports for property owners or management
Bookkeeper / Accounts Payable
The Warm Hearth
Julian, CA
07.2022 - 12.2022
- Provide financial, administrative and clerical support
- Including payroll, end of month reports, bank deposits, and scheduling of all vendor payments
Branch Relationship Banker
California Bank & Trust
El Cajon, CA
11.2021 - 04.2022
- Assisted customers with online banking questions or concerns; provided instructions on how to use the bank's digital services effectively.
- Identified customer needs and provided appropriate banking solutions and services.
SBA Administrative Assistant
Umpqua Bank
La Mesa, CA
03.2021 - 09.2021
- Provide administrative support to the Director of SBA
- Main point of contact for Umpqua Bank SBA Audit and other internal and external audits
- Schedule all manager meetings and department wide meetings
- On Board and Off Board all department employees and grant all accesses to necessary operating systems and department shared files
- Reconciliation and payment of SBA departments vendor invoices and vetting of outside vendors
- Created policies and procedures for the SBA department
SBA Support Specialist
Umpqua Bank
La Mesa, CA
08.2020 - 03.2021
- Support the closing team with post closing duties
- Document scanning
- Processing of deposits for loan costs
- Reviewed title insurance and property deeds for accuracy
- Ordering property taxes and UCC lien releases and perfection of titles
Teller
US Bank
El Cajon, CA
12.2019 - 08.2020
- Resolve client concerns through direct contact or via telephone
- Work with alternative banking departments in order to resolve customer service concerns
- Process customer transactions efficiently
Skills
- Loan origination
- Commercial real estate
- Residential real estate
- Customer service
Timeline
Branch Relationship Banker
California Bank & Trust
07.2024 - Current
Office Manager
RealNet Property Management
06.2023 - Current
Bookkeeper / Accounts Payable
The Warm Hearth
07.2022 - 12.2022
Branch Relationship Banker
California Bank & Trust
11.2021 - 04.2022
SBA Administrative Assistant
Umpqua Bank
03.2021 - 09.2021
SBA Support Specialist
Umpqua Bank
08.2020 - 03.2021
Teller
US Bank
12.2019 - 08.2020
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